About consoles

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

Intacct offers three types of consoles:

• Accountant

• Management

• Partner

Overview

Sage Intacct offers several consoles that serve different purposes based on your needs.

• Management consoles are used by instances that manage subsidiary entities which have different financial needs.

• Accountant and Partner consoles are used by members of the Sage Intacct Partner Programs to implement and manage their instances, which comprise the companies within the consoles.

Learn about our Partner Programs and how you can become a Sage Intacct partner.

Accountant console

Accountant consoles are used by Sage Intacct Accounting Partners (SIAP) to implement and manage the financials of their customer's Intacct instances. Individual companies own their instances that link to an Accountant console. The SIAP, who implements the companies, also manages the companies that link to an Accountant console.

Use cases: 

• Implement and manage instances' financial books.
• Implement and manage once-a-month financials.
• Implement and do an instances' taxes.

Management console

Management consoles are used by Intacct instances who own or manage subsidiary entities that have different financial needs. Also called a distributed console, individual instances own and manage both the console and companies.

Learn more about Management consoles.

Partner console

Partner consoles are used by Value Added Reseller (VAR) partners who are primarily implementers of Sage Intacct. These partners implement new instances of Intacct and manage support cases for these instances. The instances manage their own financials in their individual companies.

Consoles and instances

For a console user to access a client instance, two things must be in place: the console must be linked to the instance, and the console must have access to it. Together, these make up the relationship between a console and its instance companies.

When a partner creates a new instance from within the console, both the link and access are set up automatically. If the instance was created outside the console, you may need to contact Customer Service to get these established manually.

• The link is what makes an instance visible in the console. Without it, the instance simply won't appear in the console's list of companies, even if access has been granted. If the link isn't in place, contact Customer Service. They'll establish the link and, if needed, remove any prior association that could prevent it from connecting correctly.

• Access controls whether console users are allowed to enter a linked instance. If access is disabled, the instance will appear in the console's list but no one will be able to open it. Contact Customer Service to have access enabled.

Once both are set up, console users can slide in to the instance — meaning they log in to the console once and switch directly into any linked instance without entering separate login credentials for each one.

Console users

Console users are individuals who use the console to perform tasks. Learn about console users.