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Manage access of your payroll users on the Sage Portal

Created on  | Last modified on  Highlight Matches

Summary

How to manage and maintain access to your users on the Sage Portal. Customers and resellers of Sage VIP Classic, Sage VIP Premier, Sage 300 People and Sage Payroll Professional can use the Sage Portal.

Description

Add, edit or disable users to access the Sage Portal. This also allows user to contact Sage Customer Support on your account.

Resolution

Access 'Maintain Site User Access':

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

Maintain Site User Access:

  • Only a Default (Admin User) can change access to the Sage Portal

Image

 TIP: Review your users regularly. Remove users who left your company, and add new users who join your company. 

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

Add a user to the Sage Portal

  • Edit user
    1. Click Edit.
    2. Change existing user's details.
    3. Click Save changes.

Edit an existing Sage Portal user details.

  • Disable user
    1. Click Disable.
    2. Click OK.
    3. Onsceen message confirms 'User successfully disabled'.
    4. Click OK.

 NOTE: Disabled user accounts can't access the Sage Portal.