Give your client access to Sage Accounting

Summary

In Sage Partner Edition and Sage for Accountants you have the option to give your client access to Sage Accounting.

Description

Partner Edition

In Sage Accounting there are two different types of clients:

Participating clients who require log in details, to run their day to day accounts
Non-participating clients who do not require login details because you manage their data

By default, when you migrate your client from Sage 50 Accounts to Sage Business Cloud Accounting, they are set up as non-participating. 

This gives you the opportunity to check their books are on order before inviting them to log in. Follow the steps below to grant your client access. 

You can find out more about managing clients in the Help Centre. 

Locate the client on the Client list and click the Subscribed Service e.g. ACCOUNTING PLUS
Go to Settings, then next to Customise, click User Management.
Click Invite User then in the Details section, enter your client's email address.
If necessary, you can set User Permissions for your client, including read only.
Click Save.
- An activation email is sent to your client to activate their account and create a password. The email addresses you invite shows in the Manage Users section.

Sage for Accountants

In Sage Accounting within Sage for Accountants, there are two ways you can invite your clients to access data:

Invite a client to a subscription you're paying for

If you need your client to access the subscription you're paying for, you'll need their email address.

Find your client in the client list.
Learn how to find clients in the client list
Select the client.
From Overview, select Products.
From Product subscriptions, select Invite client.
Enter your client's email, then from the Product dropdown list, specify which product they should have access to.
From the Role dropdown list, choose what level of access they should have.
If there are multiple products attached to this client, you can select Add another role to give them access to the others.
Select Send invitation, and we'll use the email address you've entered to contact your client with a link.
Your client, should select Open invitation, then Accept to get access to the subscription.

Within the Sage Accounting Product

Locate the client on the Client list and click the product listed within the Subscription Column.
Go to Settings, then next to Customise, click User Management.
Click Invite User then in the Details section, enter your client's email address. 

If necessary, you can set User Permissions for your client, including read only.
Click Save.

An activation email is sent to your client to activate their account and create a password. The email addresses you invite shows in the Manage Users section.

Solution Properties

Solution ID: 200427112448164
Last Modified Date: Tue Jul 04 10:18:32 UTC 2023
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