About instances—Consoles

Each client or entity is an instance of Sage Intacct. A console is a Sage Intacct interface used by accountants, partners, and certain multi-entity companies to set up, modify, or access instances. Console users slide in from the console to access an instance. In each instance, console users are identified as external users that can perform accounting and implementation tasks.

Consoles and instances

The relationship between a console and its instance companies is bilateral. Access is enabled automatically if the partner creates the instance. If access is disabled, contact Intacct Customer Service so that they can allow access.

Another part of the relationship between a console and its instance companies is linking from the console to the instance. This link is automatic if the partner creates the instance. If this link is not automatic, contact Intacct Customer Service so that they can establish the link and disassociate your firm from the company.

After you establish the bilateral relationship between instances and consoles, external users can use the console to slide in to the company without logging into the instance.

For more information, go to About consoles.

External users

An external user is a user who accesses a company by sliding in through a console rather than logging into the instance directly. External users can complete accounting and implementation tasks in an instance company. Learn about external users.