Manage and maintain 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.

  • Initials
  • Name and surname
  • Email address
  • Contact numbers
  • Department

This makes it easier for Sage to contact you if needed.

You can also deactivate user profiles when the employee leaves your company.

TIP:

We recommend reviewing your users monthly to ensure your records with Sage remains updated.

Cause
Resolution

Access user maintenance for the Sage Portal

  1. Open your browser and go to the Sage Portal website.
  2. Log in with your Admin user credentials. 
  3. Select My Account from the main menu.
  4. Choose Maintain Site User Access.

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.
    An onscreen message confirms 'User successfully disabled'.
  3. Click OK.

CAUTION:

When you disable a user profile, they can't access the Sage Portal on your profile.


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

 

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