How to invite a Sage consultant to access your payroll subscription
Description

You can invite a Sage consultant to access your payroll system for support or troubleshooting. You can invite only one consultant at a time, and all other users must log out before proceeding. 

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Invite a Sage consultant

 NOTE: Only a Super User can invite a consultant to access your payroll subscription. You can have more than one Super User on a subscription. Access rights of a Super User profile 

  1. From the Active Payroll Subscription screen, select Launch.
  2. On the Company Listing screen, select Access Control.
  3. Ensure all other users log out of the system.
  4. In the bottom right-hand corner, select Invite Consultant.

Invite Consultant option on the Access Control screen.

  1. Enter the email address provided by the Sage consultant (must end in @sage.com).
  2. Select the Consultation End Date:
    • Click Delete to reset Consultant Email field
    • The consultant will receive an email invitation to access your system

Complete the Consultant Details to invite.

Track consultant activity

  • Print the Audit Trail and Logfile to view changes made by the consultant
  • The Sage consultant will appear as a Level 6 user

Cancel consultant access

  • The consultant has access until the Consultation End Date
  • To remove access immediately, select Delete in the Access Control screen
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