Sage Collaborate Profile

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

Your Profile

Your company’s settings might restrict your ability to upload a profile picture.

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 comments

  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.