Sage Portal: Default (Admin) users

How to maintain Sage Portal user access as the Default (Admin) user.

With the introduction of the Sage Portal, we've included more information around payroll users per Site Code.

The Default (Admin) user is a company's main contact person, as confiemd with Sage.

The Default (Admin) user is the main contact for your business, as listed on our Internal Systems at Sage.

This person is the only one able to change your company profile on Sage Portal.

NOTE: This person may or may not be a 'Super User' on the payroll.

 

How to determine who the Default (Admin) user is:

• Log in to the Sage Portal (https://portal.sage.co.za/shp)
• Select 'My Account'
• Select 'Maintain Site User Access'
• The Manage Users screen displays a list of all payroll and HR administrators
• Default (Admin) users tick indicates the user

NOTE: Only the Default (Admin) administrator is allowed to update any other user's information on the Sage Portal.

 

Functionalities available:

• Add User: Add a new user to access the Sage Portal
• Edit: Change the details on an existing user
• Activate: Activate an existing deactivated profile
• Deativate: Deactivate an active user profile

 

Additional information on payroll "Super Users":

• Sage Business Cloud Payroll Professional - Who is a Super User?
• Sage Premier - Super Users are defined when Global Access functionality has been set up.