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How to add or remove users

Created on  | Last modified on 

Summary

How to manage users in Sage Accounting and Sage Payroll.

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
  • Other Sage products 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.

  1. Select your business name in the top-right corner.
  2. Click Manage users.
  3. Select Add user.
    The image shows where to locate Add User.
  4. Enter the user's email address.
  5. Choose the Product and Role from the dropdown menus. Each product allows one role per user. For role details, see Manage user roles.
    The image shows where options are and how to set the roles and permissions of the user.
  6. Select the user's preferred language.
  7. 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.

Remove a user

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

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

Related Solutions

How to invite and assign user permissions

How to manage user roles