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. 

1. 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. 

1. From the 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.

5. Enter the Sage consultant’s email address (must end in @sage.com).
6. Select or enter the Consultation End Date.
   • If the Consultant Email field is unavailable and already contains an email, select Delete to reset the field.
   • The consultant will receive an email invitation to access your system.

Track consultant activity:

• Print the Audit Trail and Logfile to view when the consultant accessed your payroll and any system changes
• The Sage consultant will appear as a Level 6 user

Cancel consultant access:

• Access is automatically revoked after the Consultation End Date
• To remove access immediately, select Delete in the Access Control screen