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

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

If you add a Payroll subscription, access to Payroll is not given by default. The business owner can grant existing users access to Payroll. Once a System Manager has access to Payroll, they can add other users to Payroll. For 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 only support one user.

Add a user

From Summary, hover over your company name and select Manage users.
Select Invite User.
Enter the user’s email address.
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, if it's a new user, they get an email inviting them to the Sage Business Cloud. The first time a new user signs in, they’re prompted to specify and confirm a password.

If it's an existing user, they simply need to log in.

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

Access levels

For 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 Advanced Permissions sections.

Edit an existing user

From Summary, hover over your company name and select Manage users.
Select the relevant user, then amend their details as required.

The business owner cannot be edited.

Remove a user

From Summary, hover over your company name and select Manage users.
Select the delete button next to the relevant user name, then click Yes when prompted.

The business owner cannot be deleted.

Add and manage users

Summary

Description

Resolution

Access levels

Remove a user

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