---
title: "Request and Set Up an Intacct Client User"
sidebarTitle: "Intacct client users"
description: "What information a new Intacct client user request must include, the user limits per instance, and the training topics to cover with new users."
icon: "user-gear"
---

> **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version.

Intacct client users are created by **senior accounting staff with full admin access**. This guide covers what a request must include and what to do after the account exists.

<Info>
  **Source:** `Technical/New User Request - Intacct.docx`
</Info>

## User limits

<Warning>
  Clients are permitted **1 read/write user or 2 read-only users** in each instance. Any request for additional users beyond this number must be discussed with and approved by **John Ross**.
</Warning>

## What a request must include

Every request for an added user needs all of the following. Missing any one of these sends the request back:

| Information | Why it's needed |
|---|---|
| **First and last name** | The user record |
| **Email address** | Where the Intacct invitation is sent |
| **Type of access** | View only, invoice creation, and so on |
| **Entities / departments** | Scope of the user's access |
| **Which reports** | Report permissions |
| **What functionality** | AP only, no drill-down on reports, only general ledger, full access, and so on |
| **Where the user email should go** | Directly to the client user, or to the requestor |

## After the user is created

Intacct generates a user email once the account is created.

<Steps>
  <Step title="Notify the user about the email">
    If the email is going directly to the user, tell them to expect an email from **Sage Intacct** — and to check their spam or junk folder if it doesn't arrive.
  </Step>

  <Step title="Confirm first-login setup">
    After the first login, clients are prompted to change their password and set up two-factor authentication.
  </Step>

  <Step title="Schedule training">
    Managers should schedule time with new users for training on the platform.
  </Step>
</Steps>

## Training topics for new client users

Cover this list in the training session:

- Changing user preferences — start page, menu order, number of items in lists
- Accessing and using filters on the dashboard
- Accessing and running financial reports in the reports center
- Using drill-down in reports, and viewing invoices through links and attachments
- Using favorites
- Using and managing transaction lists
- Accessing the bills screen
- Running AP aging and check register reports

<Tip>
  Drill-down and attachments are usually the highest-value part of the session. Once a client can get from a report figure to the underlying invoice image themselves, the volume of "can you send me the invoice for this" requests drops sharply.
</Tip>

## Related

- [Run the A/R aging report in Intacct](/internal/how-to/accounting/intacct-ar-aging-report) — one of the reports to cover in training
- [Day-to-day AP transactions in Sage Intacct](/internal/sops/accounting/ap/intacct-ap-transactions) — includes printing a check register for a client