Password and security—User preferences

Password security question
and Answer

Select a standard security question or create a custom question and provide the applicable Answer. If you need to reset your own password, Sage Intacct will ask you to verify your identify by providing an answer for the selected security question.

To create a custom question:

1. Select the down arrow in the Password security question field and select Custom question.

   The Custom security question field appears.

2. Enter the desired question in the provided field.
3. Enter the desired answer in the Answer field.
4. Select Save.

Inactivity duration log out

Set the amount of time your logged in session can remain inactive before Sage Intacct logs you out. For example to set your inactivity duration to 15 minutes, set Hours to 0 and Minutes to 15.

Sage Intacct resets inactivity every time you do something, like selecting a menu option or entering data. This setting helps protect your account if you momentarily step away from your laptop or phone.

The maximum time allowance you can choose is configured by your Sage Intacct administrator in the Company Information page.

The minimum time amount you can set is 10 minutes.

Session duration log out

Set the total amount of time you can remain logged in to a session before Sage Intacct logs you out and requires you to log back in to continue working.

This duration starts the moment you log in and counts down to zero—it does not reset.

The maximum time allowance you can choose is configured by your Sage Intacct administrator in the Company Information page.

Desktop timeout notification

Lets you receive a notification from Sage Intacct so that you can take action before your session times out due to inactivity or the timeout duration was reached. The notification gives you 60 seconds to decide whether or not to continue the logged in session.

If you use different browsers to work with Sage Intacct, for example both Chrome and Firefox, you need to enable notifications for each one separately.

This field displays as follows:

• Displays an active link with the following text: Enable desktop notifications for Sage Intacct timeouts.

  This indicates you have not enabled or blocked desktop notifications for the current browser.

• Displays the following read-only text: Desktop notifications will appear whenever your session is about to time out.

  This indicates you have enabled desktop notifications for the current browser.

• Displays the following read-only text: Enable desktop notifications for Sage Intacct timeouts.

  This indicates that you have blocked the current browser from sending notifications from Intacct.

To enable desktop timeout notifications:

1. Select the Enable desktop notifications for Sage Intacct timeouts link.

   Your browser displays a notification in its address bar asking if you want to allow or block Sage Intacct notifications.

2. Select Allow.

If you later decide you do not want to continue receiving Sage Intacct notifications in your browser, use your browser's notification permissions to remove the Sage Intacct server from the notifications list. See your browser's help for more information.

Change password

You can change your password as needed.

To change your password:

1. Select Change password.

   The Change password window appears.

2. Enter your current password and new password in the applicable fields.

3. Select Save.

Intacct immediately enables the new password.

If your company is configured for 2-step verification, you’ll be prompted to enter a verification code during the password reset process and the next time you log in.

Change account email address

Your account email address is the email address to which Sage Intacct will send security alerts and password reset emails. This email address is only accessible to you and your Sage Intacct administrator to ensure greater privacy and protection from unauthorized access.

You can change your account email address as needed.

To change your account email address:

1. Select Change account email address.

   A window appears and displays your Current account email address.

2. Enter the new email address in the New account email address and Confirm account email address fields.

3. Select Save.

2-step verification

A layer of account security requiring you to enter a verification code that you receive by authenticator app, text, or phone call when you log in to Sage Intacct. When setting up or making changes, you'll first need to enter your account password to verify your identity.

Users will receive an email notification when any changes are made to their Primary method, Backup phone number, or Trusted devices.

• Primary method: How you receive the verification code (by authenticator app, text, or phone call) and the phone number we send it to (if you receive the code by text or phone call). To edit, select Remove. In the Verify your identity window, enter your account Password, then select Set up now.

• Backup: If your primary phone is not available when you log in, we list the backups you've entered, ask you to select one, and send a verification code there. Set up a different phone number as a backup, in case your primary is not available.

• Trusted devices: If you log in from a computer that only you use, save time by identifying it as a trusted device. When you log in from a trusted device, we will not prompt you for a verification code.

  To identify the computer you're currently using as a trusted device, set up a Primary or Backup for 2-step verification, and we'll ask you at the end of the setup process.

  If you've previously identified any computers as trusted devices, but you've changed your mind, select Remove. This will clear all listed trusted devices, and you’ll be prompted to enter a verification code for each subsequent login.