Create an administrator user profile for Sage HR Online Services
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Cause
Resolution

You can give an existing employee user in Sage HR Online Services administrator access.

To create an admin user not linked to an employee record in payroll:

  1. Add them manually in Sage HR as a new user.  
  2. Grant the new user admin access.

 NOTE: These permissions only apply within Sage HR Online Services, not Sage 50 Payroll Ireland. 

To create the administrator user profile, follow all the steps below.

Create the new user profile in Sage HR

  1. Log in to Sage.hr.
  2. Select Quick actions in the top right, then New employee.
    Alternatively, on the main menu, select Company, then Add.
  3. Enter the employees:
    • First name and Last name: The profile isn't going to be linked to a profile in Sage 50 Payroll Ireland, so the last name is optional. You can make it a generic name if required. For example, Admin 1
    • Email address: This email is what they use to log in. Make sure this email address is the correct email address for the admin user. Enter it correctly before following the rest of the steps. This email can't be the same as another employee's email address. We advise avoiding entering it with capitalisations
    • Start date: As you won't be running reports for this user, it doesn't matter what the date is
  4. Under Do you want to include this employee in Sage Payroll?, select No.
  5. To send the welcome email straight away, select the Send welcome email checkbox. 
  6. Select Create account.
    If you get an error, view the error: email already taken guide.
  7. Select Save.

Give the new profile Administrator access

  1. On the same Employee page, scroll down to Access level.

  2. In the Access level drop-down, change from Employee to Administrator.

  3. Scroll down to the bottom, then select Save.
     NOTE: The Accountant level provides access to time off and timesheet reports. This requires the Leave Management and Timesheets modules for this permission level to be of any use. It has a lower access than the Administrator.  

This profile now has admin access.


Configure the permissions

  1. Select your name or email address in the top-right-hand corner, then Settings.
  2. On the settings menu, select Permissions, then Admin.
    The page lists current employees with admin rights.
  3. If you prefer that the admin is unable to view other employees' payslips, deselect View Employee's Payslips and tax documents.
  4. Select Manage access to Payslips and tax documents for the admin to be able to control whether other admins can view other employees' payslips. 
  5. If you prefer the admin doesn't have access to settings in Sage HR Online Services, deselect Access to settings.
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