Add and manage users

Summary

How to add and manage users on your Sage Payroll.

Description

If more than one person is doing your processing, consider adding more users to your Sage Payroll. To invite users to Payroll, you must first sign in as the business owner.

Resolution

In Sage Payroll, users can be either Full Access or No Access to the whole application. The business owner is the person who originally signed up for the service and has access to all areas.

NOTE: If you have Sage Accounting Start and Sage Payroll on the same subscription, we support one user.

Here we explain:

Adding a user
Setting up access levels
Editing a user
Removing a user

Add a user >

From the Settings tab, select User Management.
Select Invite User.
Enter the user’s email address.
NOTE: An accountant may have their own Sage product. If they do, entering their email will trigger an 'Email is invalid' error message. Read more on inviting an Accountant to your subscription.
Select whether you want the new user to have System Manager access. System managers have access to the User Management area too, so they can set up new users.

NOTE: Note: Only the business owner and new users with System Manager permissions can set up new users.
Select the level of access you want your user to have. For Payroll, you specify the access level for the whole application.
Save the changes.

Once saved, new users get an email inviting them to Sage Payroll. The first time a new user signs in, they’re prompted to specify and confirm a password.

If it's an existing user, they log in and select the drop-down next to Sage in the top left and select Payroll.

Once a user has logged in for the first time, a tick shows in the Activated column. You can also see the date they last logged in.

Access levels >

In Sage Payroll, users can be either Full Access or No Access to the whole application.

Full Access – The user has access everything except Business Management
No Access – The user has no access to the specified area and can’t view any data

These options are available when adding or editing a user, in the Payroll - Advanced Permissions sections.

The User Permissions section relates to both Payroll access and Sage Accounts access if you have our accounts program linked.

If you change the Role options to:

Restricted Access
Read Only
No Access

You will change the user's payroll access to No Access.

Edit an existing user >

From the Settings tab, select User Management.
Select the relevant user, then amend their details as required.

The business owner cannot be edited.

Remove a user >

From the Settings tab, select User Management.
Select the delete button next to the relevant user name. Select Yes when prompted.

The business owner cannot be deleted.

NOTE: Deleting a user in Sage Payroll does not remove them from HR Essentials.

Add and manage users

Summary

Description

Resolution

Add a user >

Access levels >

Edit an existing user >

Remove a user >

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