Setup Employees and Users Menu Path

Question 1

Navigating the COMPANY Application:

Answer 1

1) COMPANY > All
> Checklists.
> Assignments.

2a) COMPANY > Setup > Configuration
> Company.
> Contacts.
> Import Data
> My Preferences.
> Entities
> Inter-Entity account mapping.

2b) COMPANY > Setup > Settings
> Contact Tax Groups
> Document Sequences
> Email Templates
> Terminology.

2c) COMPANY > Setup > Storage
> Attachments
> Attachment folders
> Cloud storage.

2d) COMPANY > Setup > Cross-company Dimensions
> Classes
> Departments
> Employees
> Locations.

2e) COMPANY > Setup > Checklists
> Checklist options
> Checklist categories
> Checklist status
> Assignment categories
> Assignment status

2f) COMPANY > Setup > More
> Holidays

Question 2

Learning Activity 1.
Creating an Employee in Sage Intact.
NB: Employees are set up as Dimensions in Sage Intacct. They are set up in order to store employment deals, track cost rates, to track Time and Expenses, on Projects, and to setup reimbursement Information. They don’t necessarily have to Loginto the System.

On the other hand, Users log into the System.

Answer 2

1) Go to:
COMPANY > Setup > Cross Company Dimensions > Employees Add > Type User ID eg ptambwa.
> Primary Contact name > Click drop down Arrow > Click on Add > Complete all the fields on the Contact Information screen > Set the Status as Active at the bottom of the screen. > Select save to save the Contact record.

Enter values for Employee Information on the provided fields:

> Start Date must be entered.
Title
Employee type, eg. Full Time, Contractor, or Part Time.
Can Add as many as you can.
Set Status as Active or Inactive.
NB: Set as Active for all the working or current Employees.
Manager > Select the Manager of the Employee from the drop down list of the Employees if the employee has a Manager above him or her.
Click on Save to save the record.

Set the Status as Active at the bottom of the screen. > Click on

Question 3

Importing Employees Excel Csv Format files:

Answer 3

1) First of all Export the Template. In this case we want to Export Employee file. Go to:
COMPANY > Setup > Cross-company Dimensions > Employees Add..
Click on Add and Add one Employee’s relevant details.
Click on save to save the record.
Click on Save to save the record.

Click on the drop down arrow on Export on the Employees screen > Csv > and your file is Expoted to your downloads.

Can then Add the rows for the other Employees to the exported file following the format. When done Click on Save.

To Import the file into Sage Intacct:
Go to:
COMPANY > Setup > Configuration > Import Data > Under Setup COMPANY Master List scroll down to: Employees > Click on Import > Select the correct Date Format from the drop down arrow. - Uncheck Process Offline box. > Type in your email address so that you can receive confirmation or error messages emails. > Click on Import, to import the file. Select Done. Click on Save.

NB: The Manager, Sales Rep and Project Manager can be used in Reports and Customizations. Can also be used in Locations and Departments.

Question 4

Learning Activity 3.
Assigning Managers to Departments:

Answer 4

Go to:
COMPANY > Setup > Cross-company Dimensions > Departments Add.

At the top of the lists: Select Advanced filters > Set the field filter for Manager > Select Is Empty as the Operator. > Click on Apply.

Select Edit next to Department say Sales Department > Click on the drop down arrow on Manager Field row > Select the Manager say Kdavies > Click on Save > Verify that the Manager’s name display in the Manager Column.

Question 5

Learning Activity 4
Creating a User in Sage Intacct.

Answer 5

Go to:
COMPANY > Admin > Users, roles, and Groups > Users > Click on Add > Enter the following fields information:
> User ID: kgrace
> Username: Karla Grace
> Account email address: prince.tambwanaye@yahoo.com
> Status: Active
> Contact Name: Grace, Karla
> User Type: Business
> Admin Privileges: Full

> Click on Save
Click on Create
Enter your Password
Select or Click on Verify.
Select Save

Assigning the User Karla Grace as as the Administrative Contact:
Go to:
COMPANY > Setup > Configuration > Company > Select Edit > Go to the Company Information Section or Tab > Scroll down to Administrative Contact Sub-Section and set the following Values:
Unser field: Kgrace. > Select Save.

Question 6

Learning Activity 5.
Enable Role-based Permissions.
NB: We have User Based Roles and Role Based Roles.

Answer 6

Go to:
COMPANY > Setup > Configuration > Company > Select Edit .
On the General Information Tab, in the Global Settings Section, set the following Values:
Permission Type Field: Role-Based Value.
Select Save.

2b) Create the Administrator Role from an existing System generated Role, Go to:
COMPANY > Admin > Users, roles, and Groups > Roles Add > Select Edit next to the User eg. SYS: Multi Entity Shared-Role-For System > Select Duplicate > Set the Values for the two Fields:
Name: Administrator
Description: Full Administrator Permissions. > Select Save
> Select Save again.

Create a Role as a copy of the Administrator’s Role > Select Edit next to Administrator

Setting up Permissions for Administrator User. > Click on Subscriptions next to Administrator > Click on Permissions next to Accounts Payable > On Activities and lists, Select All to give all the Permissions. On Reports Section at the bottom, Select All > Select Save.

Removing a currently setup Role and Assigning a new Role to a User Profile Implementer. Go to:
COMPANY > Admin Users, roles, and Groups, > Users > Select Edit next to User Implementer > In the Roles List Column > Select the delete key to remove the current setting. > Click in the first row below the Role Column > Select Administrator > Select Save > Enter your Sage Intacct User password > Click on Verify > Click on Done.

To run the Permissions and Roles Report for a User, Go to:

Permissions Report Column on the Users Lists > Select View Permissions and Roles next to the User whose Permissions and Roles you want to check, in this case it’s Implementer> A detailed Report with the User Information as well as all the Applications the User has access to and what the user is able to do is displayed.
Here, 3 Tabs with detailed information are displayed ie:
> Permissions Report
> Roles
> User groups.

So you can click on the Permissions Report Tab, Click on the Roles tab and finally click on the User Groups tab.
Can also Export this Report by clicking on Export.
Select Close.

You can also delete Roles by, Go to:
COMPANY > Users, roles, and Groups > Roles > Hover over the User whose Role you want to delete > Click on Delete in the same line with the User Name. > Click on OK after getting the message > Confirm that the User Role has been removed. > Click on Done.