Manage users

How to create or amend usernames/login details in Sage Corporation Tax.

Creating a new user

1. Login to Sage Corporation Tax with a user name with sufficient access rights (e.g. main “admin” user)
2. Click Administration > Users
3. Click on Add
4. Enter the compulsory User Details including selecting an Access Level
   

   NOTE: See more details on User Access Levels.

5. Now enter the Login Details – enter a user name, enter a password and confirm the password
6. You can also enter optional Contact Details
7. Once completed, click Save

 

Amending an existing user / amending a user’s password

1. Login to Sage Corporation Tax with a user name with sufficient access rights (e.g. main “admin” user)
2. Click Administration > Users
3. Click on the user you wish to amend, then click Edit
4. Amend the User details, Login details and Contact details as required then click Save

 

Deleting/removing a user

1. Login to Sage Corporation Tax with a user name with sufficient access rights (e.g. main “admin” user)
2. Click Administration > Users
3. Select the user you wish to remove, then click Delete

CAUTION: Do not delete the Admin user unless you are confident that you have set up an alternative user with Administration access.