Manage Marketplace agents
Related topicsUse the Manage agents tab to activate, deactivate, and review Marketplace agents that are associated with your Sage Intacct company.
After a Marketplace agent is purchased and associated with a company, admins use the Manage agents tab to control whether the agent is available for role assignment. Activation does not give users access automatically. To use an agent, users must be assigned to a role that includes the agent and its required permissions.
Before you begin
To purchase and manage Marketplace Agents, you must have:
An active Sage Intacct subscription.
An active Finance Intelligence Agent (FIA) subscription.
A paid AWS account.
A business user with admin privileges in Sage Intacct.
A roles-based company.
Only business users with admin privileges can purchase, enable, and manage Marketplace Agents.
Activate a Marketplace agent
Activate a Marketplace agent to make it available for assignment to users.
| Subscription |
|
|---|---|
| Regional availability |
|
| User type | Business user with admin privileges |
| Permissions | Application subscriptions: List, View, Subscribe, Configure |
| Configuration | Available only in roles-based companies. |
Go to Company > Admin > Subscriptions > Marketplace Agents.
Select Manage agents.
On the Manage agents tab, find the agent you want to activate.
Select Activate for the agent and confirm activation.
The Marketplace agent is now available for assignment to roles.
View agent details
| Subscription |
|
|---|---|
| Regional availability |
|
| User type | Business user with admin privileges |
| Permissions | Application subscriptions: List, View, Subscribe, Configure |
| Configuration | Available only in roles-based companies. |
Review information about a Marketplace agent before enabling it or assigning it to users.
Go to Company > Admin > Subscriptions > Marketplace Agents.
Select Manage agents.
On the Manage agents tab, find the agent you want to review.
Select Agent details.
Agent details can include:
The agent's name, logo, and provider
A description of the agent and its intended use cases
Key features and capabilities
Suggested prompts for interacting with the agent
Required permissions for Intacct users
Agent categories
Documentation and support resources
Terms and conditions
Privacy policy
The permissions listed in the agent profile are a display label only. They don't show everything the agent can access. To see what the agent can do, review the agent role.
Review required permissions and legal information before making a Marketplace agent available to users.
Before activating a Marketplace agent, review the permissions listed in the agent profile and determine which users need access. Consider creating a dedicated role for the Marketplace agent and assigning the required permissions to that role before making the agent available to users.
For more information about a specific agent, use the support information or documentation links included in the agent details.
Deactivate a Marketplace agent
| Subscription |
|
|---|---|
| Regional availability |
|
| User type | Business user with admin privileges |
| Permissions | Application subscriptions: List, View, Subscribe, Configure |
| Configuration | Available only in roles-based companies. |
Deactivate a Marketplace agent to prevent users from accessing it in Sage Copilot.
Go to Company > Admin > Subscriptions > Marketplace Agents.
Select Manage agents.
On the Manage agents tab, find the agent you want to deactivate.
Select Deactivate.
Users can no longer access the Marketplace agent in Sage Copilot.
Understand the user access model
Marketplace Agent access is controlled through subscriptions, agent status, role assignments , and permissions.
A user can access a Marketplace Agent only when:
The company has a Finance Intelligence Agent (FIA) subscription that allows access to the Sage Copilot panel.
The Marketplace agent has been purchased and associated with the company.
The Marketplace agent is activated.
The Marketplace agent is assigned to the user's role.
The user's role includes the permissions required by the Marketplace agent.
If any of these requirements are not met, the Marketplace agent does not appear in the list of agents available from the @ picker in Sage Copilot.
Billing and subscription overview
Marketplace agent subscriptions are managed through the AWS Marketplace.
If a Marketplace agent subscription expires, is canceled, or is not renewed, access to the Marketplace agent is removed when the subscription ends.
After access is removed:
The Marketplace agent no longer appears on the Manage agents tab.
Users can no longer access the Marketplace agent in Sage Copilot.
For information about subscription tiers, usage limits, and billing, see Marketplace Agent subscriptions and pricing.
Multi-company considerations
Marketplace agent subscriptions can be associated with multiple Intacct companies.
When a Marketplace agent is associated with multiple companies:
Agent status is managed separately in each company.
Role assignments are managed separately in each company.
Users must be granted access in each company where they need to use the Marketplace agent.
