Set up Sage Intacct Real Estate

Follow these steps to set up Sage Intacct Real Estate.

Enable Sage Intacct Real Estate

Enable the subscription.

1. Go to Company > Admin > Subscriptions.
2. Select the Real Estate slider to enable the subscription.
3. Select Done.

Update content security policy

Add the Real Estate URL to the Content security policy section in Company Information.

1. Go to Company > Setup > Configuration > Company.
2. In the Content security policy section, add the following URL: https://app.sagerealestate.us/
3. In the row where you entered the URL, select the checkbox for all of the security options.
4. Select Save.

Set up permissions

Sage Intacct Real Estate permissions set in Sage Intacct determine which menu items users can access from the Intacct application menu.

1. Go to the Permissions page.

   The steps to access this page vary depending on whether your company is using role-based permissions or user-based permissions. For details, see one of the following topics:

   • Assign permissions to roles
   • Assign permissions to users
2. In the row for Real Estate, select Permissions.

   Each item on the Real Estate menu has a corresponding Menu checkbox.

3. Select the appropriate Menu checkboxes to give access to the role or user.
4. Select Save and then select Save again.