Set up payroll access groups and users
Description

Create at least one user profile before processing in Sage Payroll. Set passwords and access rights for security. For example, some users handle payroll but not year-end tasks.

TIP: Need to upgrade your license to set up a new user? - Leave your details and we'll be in touch.

Cause
Resolution

Set up an access rights group

  1. Log in as the system administrator.
  2. Go to Security, then select Group Details.
  3. In Group No., enter a new group number.
    Alternatively, if you want to edit an existing group, select Browse, then choose the group.
  4. In Group Name, enter a name for the group.
  5. Select Find, thenOK.
  6. Select Rights.
  7. Select the options for this group to access.
  8. Right-click Rights - Group Details, then select Save.
  9. Select Save, then Cancel.

Set up a new payroll user profile

TIP: Need to upgrade your license to set up a new user? Leave your details and we'll be in touch.
  1. Log in as the system administrator.
  2. Go to Security, then select Group Details.
  3. Select Add, then enter the following details:
    Name Enter the user name. Up to a maximum of eight characters.
    Group Select the access rights group.
    Password Select Change Password. Enter the password in both fields. Your password must:
    • Be between eight and 15 characters
    • Include at least one letter
    • Include at least one number
    • Include at least one special character
     TIP: Find out more about the password requirements.
  4. Select OK, then Cancel.

Remove a user profile

  1. Log in as the system administrator.
  2. Go to Security, then select Users.
  3. Select the user to remove.
  4. Select Delete, then OK.
Steps to duplicate
Related Solutions