User Types in Sage Intacct

By | May 10, 2021

Sage Intacct is a financial management and accounting software. The software is suitable for small to midsize businesses. It has an ability to automate financial processes and also provides financial reporting

In this blog, we will be discussing about user types in Sage Intacct.

When we configure a user, it’s vital to choose the proper user type. The type of user determines most of the functionalities that a user can access in Intacct.

Below are some points to be remembered regarding users

  • User type determines the maximum of what user can see or do.
  • Additionally, user’s permission controls what a user can see or do.
  • Users can’t access functionalities that are not allowed to them by their user type; irrespective of their roles or permissions.
  • A Users type at the highest range with options and features will determine what the user will have access to in Intacct.
  • Business users are the sole user who will directly have an effect on the overall ledger.

Some user types within Sage Intacct are listed below with its specific functionalities:
1. Business:

  • All level of accessibility.
  • Make sure all admin (complete or up to specific limit) users are business users.
  • Carries out financial transactions.

2. Employee

  • View and list data, like Items and Warehouses.
  • View dashboards.
  • Approve bills as well as purchasing transactions.
  • Run basic reports and pre-defined financial and custom reports.
  • Unable to create financial transactions, such user can’t create Journals.

3. Project Manager (Subscribed to Projects)

  • Similar to Employee user, with additional functionalities.              
  • Add a project and its subsequent tasks.
  • Add a purchase order; and Run reports.

4. Platform (Available to Platform Services)

  • Similar to Employee user, with additional functionalities.
  • Complete access to all custom applications created through Platform Services.

5. CRM

  • Used in Salesforce integration.

6. Warehouse (Available to Inventory Control subscription)

  • Similar to Employee user, with additional functionalities over Order Entry, Purchasing and Inventory Control.
  • Edit transactions; price and price lists entries in those price lists.
  • Run standard reports.
  • Able to process purchasing transactions.
  • Can use warehouse transfer and restore inventory.

Assigning User Types to a user is very important to maintain the security and access controls of the features so that user doesn’t make the changes which is not the part of his/her role.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing. Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.