Sage Collaborate Profile

Your Sage Collaborate profile is where you can personalize your picture and set email preferences.

Your Profile

Your Intacct profile and Collaborate profile are the same profiles. When Sage Collaborate is enabled, you can add a profile picture for use in Collaborate.

To add or change your profile picture:

1. Select Collaborate at the top of any Intacct page.
2. Select More > Profile to view your profile.
3. Select Upload to load a profile picture.
4. Select a profile picture for upload.
   • JPG, GIF, or PNG files up to 8 MB are supported.
5. Select Save after your file has been uploaded.

Change your email preferences:

1. Select Collaborate at the top of any Intacct page.
2. Select More > Profile to view your profile.
3. Select the events that will send you an email:

   • Posts on my profile

   • Comments on any of my posts or comments

   • Posts or comments on a record I follow

   • The '@' symbol mentions me in a post or comment

4. Select Save.

Use @mentions

Like other social media platforms, you can use @mentions to bring your posts to the attention of a specific person or group.

How to make an @mention:

1. When you write a post, type @ followed by the first few letters of the person or group name.
2. Select the person or group from the list of matches.
   The list includes all matches for:

   • People, including people you do not follow.

   • Public groups.

   • Private groups you’re a member of.

   • You can have up to 25 mentions in a single post or comment. You cannot mention archived groups, or private groups you’re not a member of.

3. Select Share to post your update.