Manage users
Description

Ensure everyone with access to your data has their own credentials. This increases data security and provides better visibility of who entered each transaction.

 NOTE: In Sage Accounting Start, the user limit is the business owner, an accountant and one extra user. For other products, there isn't a limit on the number of users. 

Cause
Resolution

Add a new user

If the new user is an accountant with a Sage Accountants subscription, find out how to Invite an accountant to your subscription.

  1. From your business name in the top right-hand corner of your product, select Manage users
  2. Select Add user.
    Image shows where to locate Add User option
  3. Enter the email address for the user.
  4. Select the Product and the Role from the drop-down options. You can only have one role per product. To understand the different roles, see Manage user roles.
    Image shows where options are and how to set the roles and permissions of the user
  5. Select the preferred language for the user.
  6. Select Add to finalise the process. The new user will receive an email inviting them to join your business. They need to select the link and fill in their details. 

 TIP: If you access multiple businesses, follow the same steps for each one. Once they accept the invite, switch between businesses using the business name drop-down menu. Select the business you need to access.


Edit a user

  • You can edit user roles, but not the Business Owner's. To make changes, sign in as the Administrator. Find out more about User Roles
  • You can update a user email address. Find out more about how to Update the email address

Remove a user

  1. From your business name in the top right-hand corner of your product, select Manage users
  2. Select the relevant user, or search using the search box.
  3. Select Edit user
  4. Select Remove next to the role. If you remove all the roles from a user, you'll remove their profile from the account.
  5. Select Save. The removed user will see an error message if they try to access your business after this. 
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