This communication was sent 01 August 2023.

Notice 23-IF | 01 Aug 2023

Sage 200

Sage Provisioning Portal – User Audit Required

As a designated Partner Administrator for the Sage Provisioning Portal, it’s time to review the membership of the users associated with your company, and those who have access to customer sites. You should complete the audit within the next 30 days, you can find out more on how to do an audit here.

Completing regular audits is important, it ensures that access is given only to those who need it, additionally it will help you fulfil any internal processes in connection with access to customer data.

When performing the review you should ensure that:

• You remove users who should no longer have access to the portal and to Sage 200.
• Ensure the users have the right role, you can find out about the role types in our dedicated article.
• Authorised Users are individually named, with individual email addresses – two or more users should not share email addresses and login information, as outlined in our Product Terms and helpfiles.
• Your users only hold logins as a ‘partner type’ user and no ‘customer type’ users have been created, unless explicitly authorised by Sage – this will usually be for your Internal Demo sites only.
• Partner users should not be permanently attached to customer sites. This includes creating a customer user for partner use. Accessing a site is a simple approval process, access lasts for 7 days.

You do not need to report anything back to us.

Where we identify users not in line with our terms this will result in them being removed.

We thank you for your support in this matter and keeping security top of mind. If you have any questions, you can contact our support team.