Adding New Users to Sage Intacct

Please note that this process should only be followed by members of your admin group and that creating users can incur additional costs for the owner of the system.  To create a user, please follow the steps below:

1. Go to Company > Admin > Users.
2. Select Add in the top right corner of the screen.
3. Enter the following information
   1. User ID (Must be unique and can’t be changed once created)
   2. Last Name
   3. First Name
   4. Email address
   5. Select the User Type. If unsure about which type to select, please follow this link for more information: https://www.intacct.com/ia/docs/en_GB/help_action/Administration/Users/user-types.htm
   6. If necessary, you can then restrict the user to one or more entities. This will only grant them access to the entity or entities specified.
4. Click Save.
5. The user should then receive an email with a link that will guide them through the final steps of their user setup journey.