Skip to content
logo Knowledgebase

Sage Provisioning Portal Roles

Created on  | Last modified on 

Summary

This article outlines the different role types available within the Sage Provisioning Portal. Please note the functionality varies slight depending on the variant of Sage 200 in use. We would ask that you ensure Sage Provisioning Portal users only carry the user roles they need to perform their work. Where necessary, you can assign multiple roles to an individual, but this should not be standard practice.

Description



Activity Name

Sage 200 Variant Specific?

Partner Admin

Partner Ops Agent

Partner Support Agent

Customer Administrator

Customer operations Agent

In all cases applies to UK & IRL unless outlined in the notes

Accept/Reject Site Access





Y

Y

Add Customer



Y




Add Database Server

Professional


Y




Add Site



Y




Add Site Accountant User Code



Y



Y

Add Site User



Y



Y

Add User


Y

Y

Y

Y

Y

Assign Login to Database

Professional


Y




Backup Site



Y



Y

Copy Backup



Y



Y

Create Server Logins

Professional


Y




Create Subscription

Professional


Y




Delete Bacpac



Y



Y

Delete Database Code

Professional


Y




Delete Database Server

Professional


Y




Delete Database Server Logins

Professional


Y




Delete Product



Y



Y

Delete Site Accountant User Code





Y

Y

Delete Site User



Y



Y

Delete User


Y

Y

Y

Y

Y

Download Backup



Y



Y

Download Bacpac



Y



Y

Download Subscription Files

Professional


Y




Edit Database User Login

Professional


Y




Edit Site



Y




Load Bacpac



Y




Lock/ Unlock Site User



Y



Y

Lock/ Unlock User


Y

Y

Y

Y

Y

LockUnlock Subscription

Professional


Y




Manage Database Server Logins

Professional


Y




Migrate Product



Y




Remove Customer



Y




RepairSite




Y



Request Partner Administration Site


Y

Y

Y



Resend email Subscription

Professional


Y




Resend Pending Acceptance Email



Y




Resend User Email Registration



Y




Restore Site



Y




Sage System Administration

Professional


Y



Y

Set Database Server Admin Password

Professional


Y




Set Database Server Logins Password

Professional


Y




Setup Subscription

Professional


Y




Sync Database Server

Professional


Y




Unassign Login from Database

Professional


Y




Unassign Subscription

Professional


Y




Update Customer



Y




Update site name



Y




Update site rate plan



Y




Update sites



Y



Y

Update User


Y

Y

Y

Y

Y

View Audit



Y

Y


Y

View Customer


Y

Y

Y

Y

Y

View Database Server Details

Professional


Y

Y



View Logs Subscription

Professional


Y

Y



View Partner


Y

Y




View Pending Access Request





Y

Y

View Site Database Servers

Professional


Y

Y



View Terms Conditions


Y

Y

Y

Y

Y

View User


Y

Y

Y

Y

Y


NOTE: Where Professional is stated in the ‘Sage 200 Variant Specific’ column, this means the feature is only available to the Sage 200 Professional variant, deployed through the Sage Partner Cloud Program.