Sage Corporation Tax allows you to set up users (see details on how to create users) and User access levels to allow you to manage your users ability to access certain areas and functions within the software.

When setting up a new user, you are required to select a user access level – by default we include four default access levels.

Each user access levels can currently provide or restrict access to specific functions within the software.

We have included four default User access levels, which have the following access in Sage Corporation Tax;

Notes:

¹ Edit company – this is the ability to edit company details (e.g. Company name, address, password). If a client is assigned to a user they will be able to edit the financial data/computation, but not the standing data such as company details and period dates unless they have a User access level that includes 'Edit company'

² A user with an access level that allows ‘View all clients’ will be able to see all clients, regardless of whether the client has been assigned to that user.

Creating a new ‘User access level’

To create your own ‘User access level:

1. Login to Sage Corporation Tax as a user with sufficient access rights (e.g. main "admin" user)
2. Click on ‘Administration > Practice settings > User access levels’
3. Click on ‘Add’
4. Enter a ‘Access level name’
5. Tick each area that you wish users assigned to your new User access level to have access to.

Once saved, you will be able to assign users to this new User access level group. Please see Manage users for further details on amending individual users.

Notes:

• If you wish a user to have only amend computations/financial data you do not need to give the individual user an access level that includes ‘Edit company’
• If a user is assigned a User access level that has ‘View all clients’ ticked, they will be able to see all clients, regardless of the fact the client is not assigned to them or the client is individually password protected. The user may still be able to amend figures on the P&L and other analysis areas.