Manage user access levels


You can manage user roles to give users different levels of permission for specific areas of Sage Active.

  1. Select Manage users from the list containing your company in the upper right hand corner.
  2. Edit the chosen user.
  3. Add or remove a Product and Role in the Roles and permissions section.
  4. Save your changes.
  5. Return to Sage Active by using the Back to product list in the upper left hand corner.

User access levels

Each predefined role has different access levels for the areas in Sage Active.

  • Manage: The user can read, create, update, and delete information.
  • View: The user can read information.
  • None: The user can not see the information in the user interface.

Sage Active roles

For the best user experience, Sage Active provides a number of predefined roles.

Administrator

The administrator role has Manage access to all areas of Sage Active.

Below you can see the access levels that are exclusively granted to the administrator role.

Manage

  • General data (information like countries, job areas, payment methods, towns and so on)
  • Company and sales configuration
  • Export for tax audit
  • API solutions

 

Bookkeeper

Below you can see the access levels that are granted to the bookkeeper role.

Manage

  • Chart of accounts and import standard chart of accounts
  • Journal entries (including reverse, transfer, journalize, renumber and matching) and bank transactions
  • Fiscal years and month-end closing
  • Year-end closing
  • Synchronising, connecting, disconnecting and reconnecting bank accounts
  • Customers
  • Suppliers
  • Employees
  • VAT returns, FEC files and export for tax consultant
  • Importing third parties
  • Importing journal entries
  • Importing ledger accounts
  • Purchase invoices

View

  • Balance sheet and Profit and loss
  • General ledger report
  • Trial balance
  • Third-party balance
  • Invoice tax summary
  • Aging balance
  • Deadline for payment by third party report
  • General data (information like countries, job areas, payment methods, towns and so on)
  • Company and sales configuration
  • Export for tax audit

None

  • Products and services
  • Importing products and services
  • Quotes
  • Orders
  • Delivery notes
  • Invoices

 

Read-only

The read-only role has View access to all areas of Sage Active.

This role is usually provided to an auditor.


Was this content helpful to you?

No votes yet.
Please wait...

Would you like to add some helpful comment here?

All the fields of this form are mandatory.

   
 

Check our other resources