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Edit and delete users

Created on  | Last modified on 

Summary

How to change your existing user's roles and permissions, or remove them completely in Sage Accounting, Payroll, and HR.

Resolution

  1. From your business name dropdown menu, select Manage users.
  2. In the Manage users area, select the user you want to edit, then select Edit user.
  3. Under Roles and permissions, either Remove existing roles, or Add another role.

    TIP:

    Select View role to see the specific access permissions for that role.

     
  4. To allow the user to manage subscriptions for all your businesses, select the checkbox under Subscription administrator. Clear it if they don’t need this access.
  5. To revoke the user's access and remove them from the User list in this business only, select Delete user.
  6. Once you've made your changes, select Save.

NOTE:

Only admin roles can view bank balances and use bank feeds.

 

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