Add users

1. From your business name dropdown menu, select Manage users.
2. In the Manage users area, select Add user.
3. Enter the new user's email address. We'll send an email to this address.
4. Select the subscriptions the user can access, then assign a role. 
   
   TIP:

   Select View role to see the specific access permissions for that role. Only admin roles can view bank balances and use bank feeds.

5. Add more user roles for each product the user can access. 
6. To allow the user to manage subscriptions for all your businesses, select the checkbox under Subscription Administrator. Leave it unchecked if they don’t need this access.
7. Select the user's preferred language.
8. Select Add. If successful, we redirect you to the Manage users page, and the new user receives an email invitation link.
9. Check the invite status or resend the invite from the Pending tab. 
   
   NOTE:

   Pending invitations count towards your user limits.

Your additional user must use the invitation link sent to their email. They will enter their name and create a password.

If they already have a Sage account, they'll be prompted to sign in with their existing credentials. If they cannot remember the password, they can reset it.

• Edit and delete users
• Error: Something went wrong
• Invite an accountant or bookkeeper