View, add and edit users


In Sage Active, you can add users and assign them roles to help manage your business processes.

The number of users you can add without additional charges, depends on your subscription type.

To manage users, you need to be logged in as an administrator.

Add a new user

  1. Go to your company name in the top right hand corner, then select Manage users.
  2. Select Add user.
  3. Enter the new user’s email address and language.
  4. Choose the user’s Role.
    Read more about managing user access levels.
  5. Select Add.

The new user will receive an email, inviting them to join your business. They just need to select the link and fill in their details.

You will be automatically billed if you add more users than planned in the subscription.
If you have more than one business you need to access, follow the same steps.

Edit an existing user

  1. Go to your company name in the top right hand corner, then select Manage users.
  2. Select the relevant user, then amend their details as required.
  3. Select Edit user.
  4. Select Save.

You cannot edit the business owner.

Remove a user

You can delete a user completely, or change their access level. 
  1. Go to your company name in the top right hand corner, then select Manage users.
  2. To delete them, select the Delete (bin) button, then select Yes.
  3. To change their access level, select the user, change their role to Read-only and select Save.

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