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Grant a user's request for access to your My Sage account

Created on  | Last modified on 

Summary

How to approve a user's request for access to your My Sage account.

Description

When a new user needs access to your Sage Account and they've requested access, the web admin needs to approve it.

NOTE:

Alternatively, if your colleague hasn't created a logon yet, you can create one for them and link it to your My Sage account.

Resolution

Once the user has requested access, the admin user can grant access to the My Sage account.

Grant access

Before you continue, verify it's correct that this person has access to your account.

If you're ready to approve it, follow the steps below.

  1. Use the following link to go to the my.sage.co.uk contact management options.
  2. If prompted, enter your Email and Password.
  3. Select Sign In.
    • If you receive an 'Access is denied' message, you don't have access to this area. Log out and try again with a user that has online admin rights
  4. Go to View account contacts pending approval.

    TIP:

    This option only appears if you have users pending approval.

  5. Find the person you want to authorise and select Allow.
  6. To confirm you're sure you want to authorise, select Yes.

You've granted the user access to your My Sage account.

Related Solutions

If you want to give the user access to more options, for example financials, you can manage access to your My Sage account.

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