SXP

Changing your business name or address 

To change the registered business name or address, you must be the business owner. It is not possible to transfer the ownership of your licence or subscription. Change your registered business name Go to your business name in the upper right-hand corner. Select Manage business account. In the Business details tab, enter your new Business


Updating payment details 

To manage your payment details, you must log in as the business owner or have relevant permissions to manage subscriptions. Select your business name in the upper right-hand corner and then select Manage business account. Select Payment and billing details on the left to review your payment details. To change payment details, select Edit payment


Reviewing your Sage invoices 

To review your Sage invoices, you must log in as the business owner or have relevant permissions to manage subscriptions. From the navigation bar, select your business name, then Manage business account. Select the Invoices tab. Select the invoice you want to view to open it in a new browser tab or window. Use the


Adding a business to your existing Sage account 

You can add multiple businesses to your Sage account. This allows you to easily switch between businesses without the need for multiple login details. Adding a business Log in to your Sage account. Select Home from the navigation menu. Select Add a business. Follow the on-screen instructions to enter your business details. Select the services


Upgrading or downgrading your subscription 

To upgrade or downgrade your subscription, you must log in as the business owner or have relevant permissions to manage subscriptions. Select your business name, then select Manage business account from the dropdown menu. Select the Subscriptions tab. Here you can view your current subscriptions. Select Manage subscriptions. Modify your subscriptions as needed. Review the


Manage user access levels 

You can manage user roles to give users different levels of permission for specific areas of Sage Active. Select Manage users from the list containing your business in the upper right hand corner. Edit the chosen user. Add or remove a Product and Role in the Roles and permissions section. Save your changes. Return to


Manage cookie settings 

Follow the steps below to review and change your cookie settings. Go to Profile then My profile in the upper right-hand corner of the page. Select Privacy and consent from the options on the left. Select Manage your cookie settings to review the settings: If you want to consent to all the cookies that we


2-factor authentication with an authenticator app 

An authenticator app is a security tool used for two-factor authentication (2FA) that enhances the security of online accounts. It generates a Time-based One Time Password (TOTP), a temporary code, which you use in addition to your regular password to log into an account. This extra layer of security is crucial as it significantly reduces


Log in using 2-factor authentication (2FA) 

Follow the steps in this guide to log into Sage products with 2FA enabled. This guide is for users that have already set up 2FA. If you have not set up 2FA yet, read how to set up 2-factor authentication. Visit the Sage login portal (opens in a new tab). Select the Sage product you want


Set up 2-factor authentication (2FA) 

2FA adds extra security to your Sage account. Every time you log in, you need to provide a code to verify it’s you. During the set-up, you will be asked to add a recovery phone number or email address in case you no longer have access and need to recover your account. Make sure you



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