Sage Collaborate Groups

Groups let you collaborate with specific people. For example, if you're working on a team project, you can create a group for your team to share project-related files and information.

To access Groups, open Collaborate from the top of any Intacct page, then select More > Groups.

Join a group

1. Select Collaborate at the top of any Intacct page.

2. Go to More > Groups.

   A list of groups opens.

3. Select Join or Ask to join next to the group to join.

   If a group is private, you’ll be admitted or denied by the group owner.

Group access levels

You can join up to 100 groups with Sage Collaborate. Groups have different levels of access.

Public groups

If you’re part of a public group, everyone can see your posts made to the group.

As a member of a public group you can see all posts, and also add posts, comments, and files. Everyone is welcome to join a public group.

Private groups

If you’re a member of a private group, only group members can see the posts that you make.

As a member of a private group, you can add posts, comments, and files.

You must ask to join or be added by the group's owner to access a private group.

Create a group

Create public or private groups to collaborate with your teams and work together on projects.

1. Select Collaborate at the top of any Intacct page.

2. Go to More > Groups.

3. Select the plus sign Add to add a new group.

4. Enter the following information.

   Create groups dialogue field descriptions

   Field	Description
   Group Name	Enter the name of the group.
   Owner	This field is automatically assigned to the user creating the group.
   Group Access	Select an access level for your group: Public: Anyone can join the group. Private: Membership requires approval by the group owner.
   Add Member	Select Add Member to both add new members or delete members from a group.

5. Save your changes.

Manage a group

After a group is created, you can modify its membership or access level in the group settings.

Add or remove members from a group:

1. Select Collaborate at the top of any Intacct page.

2. Go to More > Groups and select the name of the group you want to manage.

3. Select more options () > Edit group.
4. In the Members section, select Add Member.
   1. To add a member, enter a user name and select Add.
   2. To remove a member, select the X next to their name.
5. Select Save when you’re finished editing group members.

Delete a group

Only the group owner can delete a group.

Archive or delete a group:

1. Select Collaborate at the top of any Intacct page.

2. Go to More > Groups.

3. Select the name of the group that you want to delete, then select the vertical ellipsis ( ) > Delete group.

The group is deleted.