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Add users

Created on  | Last modified on 

Summary

How to add users to your Sage Accounting, Payroll, HR, and Client Management subscription.

Resolution

NOTE:

Each product has its own user limits. Check the user limits for your subscription to make sure you can add more users.

  1. From your business name dropdown menu, select Manage users.
  2. In the Manage users area, select Add user.
  3. Enter the new user's email address. We'll send an email to this address.
  4. Select the subscriptions the user can access, then assign a role. 

    TIP:

    Select View role to see the specific access permissions for that role.

  5. Add more user roles for each product the user can access. 
  6. To allow the user to manage subscriptions for all your businesses, select the checkbox under Subscription Administrator. Leave it unchecked if they don’t need this access.
  7. Select the user's preferred language.
  8. Select Add. If successful, we redirect you to the Manage users page, and the new user receives an email invitation link.
  9. Check the invite status or resend the invite from the Pending tab. 

    NOTE:

    Pending invitations count towards your user limits.

     

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