Intacct 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.

Access Groups by hovering over the Collaboration Center icon (Collaboration Center) at the top of any Intacct page, select View all in the Collaboration Center, then Groups.

Subscription Intacct Collaborate
User type

All user types have access to Intacct Collaborate after you’ve subscribed.

Group access levels

You can join up to 100 groups with Intacct 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 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 or managers. Users with the Modify All Data and View All Data permission can see group posts, updates, and files across the organization. Users with the Manage All Data permission can also join private groups directly and change group settings.

Create a group

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

Create a group:

  1. Go to the Intacct Collaboration Center.
  2. In the Collaboration Center, select Groups > New Group.
    The Create Groups dialogue opens.
  3. Enter the following information.
    Create group field descriptions

    Field

    Description

    Group Name

    Enter the name of the group.

    Owner

    This field is automatically assigned to the user creating the group.

    You can change the ownership of a group after a group is created. See Manage a Group for more information.

    Description

    Enter a description of your group.

    Automatic Archiving

    Select how you want archiving to be managed.

    • Archive after inactivity for 90 days.
    • Do not archive the group.

    Group Access

    Select an access level for your group:

    • Public: Everyone can see group posts and join the group.
    • Private: Posts can only be seen by members. Membership requires approval before posts can be seen.
  4. Save your changes.

You can add a picture to your group profile after the group is created. See To add a picture to a group profile.

Manage a group

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

Add or remove members from a group:

  1. In the Collaboration Center, select Groups.
    The Collaborate Groups page opens.
  2. Select the name of the group that you want to add members to, then select Add/Remove Members.
  3. Select Everyone at the top of the Add Members dialogue to view a list of users to add.
    1. To add a member, select Add next to the name of the person you want to add to your group.
    2. To remove a member, select the X button next to their name.
  4. Select Done when you’re finished editing group members.

Change the owner of a group:

  1. In the Collaboration Center, select Groups.
    The Collaborate Groups page opens.
  2. Select Group Settings.
  3. Select the magnifying glass next to the name of the current owner.
  4. Select a new owner for the group from the list of members and select Done.
You can also edit group information here.

Change roles of members:

Group member roles allow members to perform different functions for the group.

Group member roles
Action Owner Manager Member

Post, comment, and find group feeds.

Yes

Yes

Yes

Add and remove records in groups (if configured).

Yes

Yes

Yes

Post group announcements.

Yes

Yes

  

Delete posts and comments.

Yes

Yes

  

Add and remove members.

Yes

Yes

  

Change member roles.

Yes

Yes

  

Edit group settings.

Yes

Yes

  

Edit the Information field.

Yes

Yes

  

Archive groups and enable archived groups.

Yes

Yes

  

Change the group owner.

Yes

    

Delete the group.

Yes

    
  1. In the Collaboration Center, select Groups.
    The Collaborate Groups page opens.
  2. Select Change Roles.
    The Manage Roles dialogue opens.
  3. Check or uncheck boxes next to the roles you want a user to have within the group.
  4. Select Done.

Add a picture to a group profile:

  1. In the Collaboration Center, select Groups.
    The Collaborate Groups page opens.
  2. Select the name of the group you want to add a picture to.
  3. Select the group picture and select a file to upload.
    The upload starts automatically after your select a file.

Archive or delete a group

Only the group owner can delete or archive a group.

Archive or delete a group:

  1. In the Collaboration Center, select Groups.
    The Collaborate Groups page opens.
  2. Select the name of the group you want to archive or delete.
  3. Select Group Settings, then Archive or Delete.

Activate an archived group:

  1. In the Collaboration Center, select Groups.
    The Collaborate Groups page opens.
  2. Select the name of the group you want to enable.
  3. Select Activate Group.