New users must create a login and request access to your My Sage account. The Web Admin for your My Sage account can then grant access to the new user.

Step 1 - Create a new user and request access

The Web Admin user can Add account contacts to My Sage. Alternatively, the user can create a Sage account login using their email address, and then link it to the relevant My Sage account.

The Web Admin then receives a request to grant access to link it to your My Sage account.

Step 2 - Grant the new user access

Once the user has requested access, the admin user can grant access to the My Sage account.

1. Visit My Sage if prompted, enter your Email and Password then click Sign In.
   
   If you receive an Access is denied message or the options are unavailable, it's because you lack the necessary privileges to access this page.  Please click Log out and try again using a login with online admin rights.
   
   
2. Click View account contacts pending approval.
   
   

   NOTE: This option only appears if you have users pending approval.

   
   
   
3. Find the person you want to authorise and click Allow then click Yes.
   
   You've now granted the user access to your My Sage account.
   
   
4. Manage further access to your My Sage account, such as access to view Financials, or to set up the user as an online administrator.