Signing into Intacct

The purpose of this documentation is to provide detailed steps regarding how to sign into Intacct. There are two Intacct environments configured for Parish-Schools-Cemeteries (PSC), production and sandbox. Access to each environment follows the same process steps outlined below.

Access to Intacct requires a user account be provisioned prior to signing in. If you do not have a user account, please submit a formal request for an account.

Steps

There are two approaches to sign into Intacct: 1) Sign In via Intacct, and 2) Sign In via Okta. All users can sign in using their Intacct credentials. Users that are also members of AOD’s Microsoft Azure domain have the option to also use Okta.

Intacct Credentials

To sign into Intacct using your credentials requires the following information. This information will be provided to you via email when your user account is created.

Company ID

The Intacct Company ID assigned to the environment. The Company IDs assigned to the two PSC environments are:

AOD-PSC
AOD-PSC-sandbox

Note: Company ID is case sensitive

Username

The username assigned to the user.

Password

The password used to authenticate the user.

Note: The password is managed separately for each environment. Consequently, the password could be different.

Your user credentials will be sent to you via email when your user account is provisioned. The email (Figure 1 - User Account Email) will contain your temporary password that you will need to change upon your initial login.

Figure 1 - User Account Email

Sign into Intacct PSC for the first time. Use the account credentials sent to you the “Welcome to Sage Intacct!” email .
Change you temporary password
1. Intacct will prompt you (Figure 2 - Change Password) upon your initial sign-in to change your temporary password.

Graphical user interface, text, application

Description automatically generated

Figure 2 - Change Password

Intacct uses Two Factor Authentication (2FA) to ensure your identity. The next steps are needed to setup your 2FA.

Select “Next” on the 2FA overview page (Figure 3 - Intacct 2FA Overview).

Figure 3 - Intacct 2FA Overview

Select the type of 2FA you want to participate in (Figure 4 - Intacct 2FA Selection). The recommended approach is to use text messaging verification.

Figure 4 - Intacct 2FA Selection

Define the mobile phone number to be used for 2FA.

Figure 5 - Intacct 2FA Mobile Phone Number

Intacct will send a text message to your mobile phone that contains a verification code. Enter that code to verify your sign in.

Figure 6 - Intacct 2FA Verification

Intacct will display a page that shows your 2FA has been verified. Click “Next” to confirm your 2FA setup.
Intacct can trust the computer and browser you use to access the system. Using a trusted device allows Intacct to provide a richer user experience by remembering commonly used field values.

Figure 7 - Intacct Trust Device Access

Sign in via Intacct

Launch your browser application, or new tab, to the URL: https://www.sageintacct.com/
On the Sage Intacct home page, click “Sign in” link located in the upper left.

Figure 8 - Sage Intacct Home Page

Enter your credentials into the Intacct sign in form.
1. For future access to Intacct, it is recommended that you bookmark this page (Intacct Sign in).
2. If you have forgotten your password, click the Forgot your password? link to setup a new password.

Figure 9 - Intacct Sign In

Intacct uses Two Factor Authentication (2FA) to validate the user signing in. Intacct will send you a text message with a 6 digit code that needs to be entered into the following form.
1. If you were recently already signed into Intacct during the same browser session, this step is skipped.

Figure 10 - Two Factor Authorization

You may be asked if Intacct should trust the computer you are using to sign in. If this is your primary computer, click “Yes,…”. Otherwise, click “No,…”

Figure 11 - Trust Browser Session

You will now be signed into the Intacct PSC environment. If you need additional assistance, please see the Parish Process Documentation dashboard or post a comment to the Intacct PSC Yammer group.

Sign In via Okta Single-Sign-On

To sign into the Intacct PSC environment using Okta, use the Okta application tile(s) assigned to you.

Launch your browser and click on the Okta browser plugin.

Figure 12 - Launch Okta Browser Plugin

Using the Okta browser plugin, select the Intacct PSC environment you want to sign into.

Figure 13 - Okta SSO for PSC

Okta will launch a new browser tab and sign you into the Intacct PSC environment.

Changing / Resetting Password

Intacct provides the ability for users to self-manage their user account passwords. There are two ways a user can reset or change their password: 1) via My Preferences, and 2) at the sign-in page.

Changing Password via My Preferences

The following steps assumes the user is already signed into Intacct.

Navigate to the upper-right corner of the Intacct application and click on your user name.
Select My preferences option.
Navigate to the Security preferences section.
Select the Change password button.

Resetting Password via Sign-in

The Intacct Sign In page provides the option to reset a user's password for the occasions when they have forgotten their password.

Open a browser window to the Intacct Sign-in page.
Select the link Forgot your password?
Verify your identity for the Intacct environment that you want to reset your password for.
Intacct will send an email to the address associated with the user id specified. This email will contain instructions on how to complete the process to reset your password.