Set up Intacct Collaborate
Intacct Collaborate provides a forum for you and your colleagues to share insights and propose new ideas. Collaborate allows everyone to share expertise and collaborate on just about everything.
Access the Intacct Collaboration Center by hovering over the Collaboration Center icon (
), then select View all in the Collaboration Center.
) is the number of new posts to you in the last 24 hours. This number updates, but cannot be cleared.| Subscription | Intacct Collaborate |
|---|---|
| User type | All user types have access to Intacct Collaborate after you’ve subscribed. |
Set up options
You have two options for how to run Intacct Collaborate: enable it for Intacct only, or extend Salesforce Chatter from your Salesforce organization to Intacct.
Intacct Collaborate is only available for production environments of Intacct.
Intacct only
This option enables collaboration interactions within Intacct only. Choose this option if your organization does not use Salesforce.
Go to Set up Collaborate: Intacct only for more information.
Extend Chatter to Intacct
This option extends Salesforce Chatter functionality from your existing Salesforce organization to Intacct. This option requires some changes to your Salesforce organization before you can start using Salesforce Chatter in Intacct.
To extend Salesforce Chatter into your Intacct company, see these topics for the next steps:
- Set up Collaborate: Extend Salesforce Chatter
- Enable Chatter on Salesforce custom objects
- Subscribe to Intacct Collaborate
- Add Salesforce usernames to Intacct
Intacct Collaborate and Salesforce
Intacct Collaborate is powered by Salesforce Chatter. To learn more about Salesforce Chatter, go to:
- Salesforce Chatter overview:
https://help.salesforce.com/articleView?id=sf.collab_overview.htm&type=5 - Salesforce Chatter Limits and Allocations:
https://help.salesforce.com/articleView?id=sf.collab_chatter_allocations.htm&type=5
