Sage Intacct terms and concepts—Consoles

The following table explains Sage Intacct terms and concepts specifically for consoles.

Terms and concepts Description
Consoles

A Sage Intacct interface used by accountants, partners, and certain multi-entity companies to set up, modify, or access instances.

The following are consoles:

  • Management

  • Accountant (Sage Intacct Accountants Program / Business Process Outsourcing)

  • Partner (Value Added Reseller)

Learn about consoles.

Instances

Each client or entity is an instance of Sage Intacct.

Learn about instances.

Console admin

An admin in the console, who can configure and subscribe to applications, create users, and assign permissions to users.

Learn about administrators in Sage Intacct.

Console user

A user who completes activities in the console.

Learn about console users.

Admin

A user who can configure and subscribe to applications, create users, and assign permissions to users.

Learn about administrators in Sage Intacct.

External user

A user who accesses your company by sliding in through a console rather than logging into your company directly.

Learn about external users.

CPAUser

The CPAUser is the default user for a Practice type external authorization.

Learn about the CPAUser.

Slide-in

Access an instance linked to a console from the console rather than logging in directly.

Learn how to slide in to an instance.