Case category//How do I...//download/install/activate/upgrade
Author:
Steven.kay@sage.com
Manage users
Description
Ensure everyone with access to your data has their own credentials. This increases data security and provides better visibility of who entered each transaction.
NOTE:In Sage Accounting Start, the user limit is the business owner, an accountant and one extra user. For other products, there isn't a limit on the number of users.
From your business name in the top right-hand corner of your product, select Manage users.
Select Add user.
Enter the email address for the user.
Select the Product and the Role from the drop-down options. You can only have one role per product. To understand the different roles, see Manage user roles.
Select the preferred language for the user.
Select Add to finalise the process. The new user will receive an email inviting them to join your business. They need to select the link and fill in their details.
TIP:If you access multiple businesses, follow the same steps for each one. Once they accept the invite, switch between businesses using the business name drop-down menu. Select the business you need to access.
Edit a user
You can edit user roles, but not the Business Owner's. To make changes, sign in as the Administrator. Find out more about User Roles