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Add a new user in Sage 50 Payroll Bureau Manager

Created on  | Last modified on 

Summary

How to add a new user in Sage 50 Payroll Bureau Manager.

Description

Sage 50 Payroll Bureau Manager lets you easily switch between your companies. As an administrator, you need to set up and manage access rights for your users. 

Resolution

  1. Open Sage 50 Payroll Bureau Manager then click the Permissions tab.
  2. Click Add, then in the User Details tab enter the following information:
    • Username - enter the username you want to use
    • Password - your password must meet the criteria stated
    • Confirm - enter your password again
    • Security question - enter a security question to use if you ever forget your password
    • Security answer - enter the answer to the security question
    • Administrator - select this check-box if you want the user to be an administrator
  3. To assign the required access level for a company to the user, in the Access Template column, select the required access level for the user:
    • None - The user can't access this company. This means the company won't appear on their company list
    • Full Access - The user has full processing access to the company
    • Reporting - The user can access the data for reporting purposes but can't process in the data
  4. Click Save.

You can now set the access level for existing users.  


 TIP: You can create multi-company tasks to perform several tasks at once, such as running reports and applying tax code changes.



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