How to add or remove users

Summary

How to manage users in Sage Accounting.

Description

Assign individual credentials to each user to enhance data security and track user activity.

User Limits:

Sage Accounting Start allows one business owner and one accountant
Sage Accounting Standard and Plus have no user limit

Resolution

Add a new user

If the user is an accountant with a Sage Accountants subscription, refer to How to invite an accountant.

Select your business name in the top-right corner.
Click Manage users.
Select Add user.
Enter the user's email address.
Choose the Product and Role from the dropdown menus. Each product allows one role per user. For role details, see Manage user roles.
Select the user's preferred language.
Click Add.
The user will receive an email invitation. They must click the link and complete their profile.

TIP:

If you manage multiple businesses, repeat these steps for each one. After accepting the invite, switch businesses using the business name dropdown menu.

Edit a user

Only administrators can edit user roles. You can’t edit the Business Owner's role.

To change a user's role

Sign in as the Administrator.
See Manage user roles for more details.

To update a user's email address

Refer to How to Update the Email Address.

Remove a user

Select your business name in the top-right corner.
Click Manage users.
Select the user or use the search box.
Click Edit user.
Click Remove next to the role. Removing all roles deletes the user profile.
Click Save.

The removed user will see an error message if they try to access your business.