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Add account contacts to My Sage

Created on  | Last modified on 

Summary

How to add a new contact to your My Sage account.

Resolution

 NOTE: You must have Web Admin access to access the Account contacts option in My Sage and to follow the steps below. 

  1. Visit My Sage then click Sign in.
  2. Enter your My Sage Login Email address and click Continue.
  3. Enter your Password and click Log in.
  4. If prompted, click Select for the required company.
  5. Click the Account tab, then click Account contacts.
  6. Click Add new contact, then from the drop-down select the relevant title.
  7. Enter Forename, Surname, Email and Telephone.
  8. Then click Submit
    Your new contact receives an email from [email protected] to set up a login for My Sage. 

Once your new contact creates a My Sage login, you receive an email notification. You can then Manage access to your My Sage account.