If you haven't already, read our introduction to Sage Copilot for Sage For Accountants.

Once your two Sage Copilot user licenses have been activated for you in the Early Access Programme for Accountants, you need to assign them to users.

By default, the system assigns the first user to the business owner.

1. From your business name drop-down, select Manage Users.
2. Select the user you’d like to assign Sage Copilot access to, then Edit user.
    NOTE: This user must already have access to Client Management to fully benefit from the Sage Copilot role. 
3. Select Add another role. 
4. Under Product, select Sage Copilot. 
5. Choose a Role type.
6. Select Save. 

The Copilot user role means the user can use Sage Copilot features. The Copilot access manager role means the user is able to manage Sage Copilot users. Remove your own Copilot user role first if you wish to give it to another user so they can access Sage Copilot features.