TIP: To get started with Online Bureau, you can follow our what is online bureau guide. 

You can view your list of users with access to Online Bureau (known as Sage Employee Online Services to your clients and their employees). Assign each user an access level, to determine their role.

These roles are:

• Manager: Full access to the selected service, able to upload, publish, view and approve or reject
• Uploader: An uploader can upload from Sage 50 Payroll using their Sage account
• Publisher: A publisher can log in with their Sage account to publish from Sage 50 Payroll
• Approver: You can provide this access level to a client. An approver can log in to the service to approve or reject

We show you how to assign roles to new or existing users in the section below.

Each person who needs access to the Online Bureau portal must use their own login. To add a new user, follow the Add a new user section below.

To get to your user permissions click Settings, then click Manage permissions.

Here you can see a list of your users, and what they have access to.

Edit an existing user

1. On the list of users in Manage permissions, click the relevant user.
2. Update the permissions level as required for the relevant service, for example, Payslips.
   
   
   
   
   
3. Click Save.

Add a new user

When you add a new user in Online Bureau, the user gains access to the company you're currently editing. If you need to add a user to multiple companies, repeat the steps below in each company.

New users you add use their Sage account email address to log in when uploading from Sage 50 Payroll to the online portal.

1. Log in to Online Bureau using a username with Manager access.
2. Use the drop-down in the top right to select the company you need to add a user to.
3. Click Settings, then Manage Permissions.
4. Click Add new user.
5. In Sage account email address, enter the email address for the user.
   • If the user doesn't have a Sage account they receive an invitation to create one using the email address you enter here.
     
6. In the Permissions drop-down list, select the required permission level for the relevant services for example, Payslips:
   
   
7. For Approver, Publisher and Uploader users, select which user groups that the user can access. 
   • Next to Set non-manager user access to employees, select either:
     • Grant this user access to all current and future employees
     • Grant this user access to selected employees only. You can then select which employees the user can access
8. Click Save.
9. If you need to add this user to another company, repeat Steps 2 to 8.

Manage user groups

To give you full control over who can access a document, when you publish a document, you can assign it to a user group. To create or delete user groups, click Manage Document Groups.