Create a Sage Intacct Planning account

When you initially subscribe to Sage Intacct Planning, you’ll need a Sage Intacct Planning account and you'll need to integrate it into Sage Intacct.

You cannot sign up for an account yourself. Your company administrator grants you access.

Admins: To grant users access

Only administrators designated as company owners can grant users access to Sage Intacct Planning.

1. If you have access to multiple budgets of 1 or more companies, select the relevant company from the company dropdown you want to manage and allow user access.
2. From the upper-right corner of the toolbar, select your user profile and select Administration.
3. From the User tab, select Add new user.
4. Enter the user details (email, name, and user status).
5. To grant the user Company owner status, select Owner.

   There can be 2 company owners. To change the company owner, select the user from the Users list and clear Owner.

6. Save your selections to add the user to the Users list.

7. From the user profile menu, select My budgets to return to your budget.

For more details, see the User management in the Sage Intacct Planning help.

Users: Sign up

After your administrator grants you access to Sage Intacct Planning, you’ll receive an email with access information. This includes the login URL and a temporary password.

Log in and create your permanent password. You’ll need these to when logging into Sage Intacct Planning.

Learn more about budgets and planning with Sage Intacct Planning.