Open the Business Name Menu
From the dropdown menu next to your business name, select Manage users.Add a User
In the Manage users section, click Add user.Enter Email Address
Type the new user’s email address. An invitation email will be sent to this address.Assign Subscriptions and Roles
Choose the subscriptions the user should have access to.
Assign a role. #.
You can add multiple roles for each product. Roles stack on top of each other and include:
Administrator
User who can view spend amount
View-only User
Standard User
Subscription Administrator Access
Tick the checkbox under Subscription administrator if the user should manage subscriptions for all your businesses. Leave it unticked if they don’t need this level of access.Set Language Preference
Select the user’s preferred language.Confirm and Send Invitation
Click Add. If successful, you’ll return to the Manage users page, and the new user will receive an email with an invitation link.Track Invitation Status
Check the status or resend the invite from the Pending tab.
Add an additional user
How to add users to your Sage product. This allows other people to access your company
Updated this week