Manage payroll user access on the Sage Portal
Description

The Sage Portal allows customers and resellers to manage user access and contact Sage Customer Support. Only the Default (Admin) user can add, edit or change access permissions.

Cause
Resolution

Access user maintenance for the Sage Portal

  1. Log in to the Sage Portal.
  2. Select My Account from the main menu.
  3. Choose Maintain Site User Access.

 TIP: Review your users regularly. Remove users who have left your company and add new users promptly. 

Add a new user

  1. Click Add user.
  2. Complete the user’s details.
  3. Click Submit to save.

Edit an existing user

  1. Click Edit next to the user’s name.
  2. Update the details as needed.
  3. Click Save changes.

Disable a user

  1. Click Disable next to the user’s name.
  2. Click OK to confirm.
  3. An onscreen message confirms: User successfully disabled.
  4. Click OK.

 NOTE: Once you disable a user, they can’t access the Sage Portal. 

[BCB:406:ZADK - Add modules (SBCPP):ECB]

 

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