Note: Any users you add must have their own Sage ID. They'll already have a Sage ID if they've ever registered to use or trial Sage One, Sage 200 or Sage Drive. If not, they can create one after you add them as a user. When adding a user, you must use the same email address as the one they use for their Sage ID.
- Account Settings > User access > Email > enter the new user's email address > Add.
- Payee/Payment creator > from the company(s) drop-down list, choose the companies the user can access.
- Payee/Payment approver > to allow the new user to approve payments and payees, select this check box.
- System administrator > to allow the user to access and change account settings, select this check box > Update.
An authorisation code is sent to the registered mobile phone to approve the changes.
- Enter the authorisation code > Confirm > Close.
The new user receives an email notifying them that they now have access to your Sage Payments account. It also contains a link to create a Sage ID if they don't already have one.
We recommend that you carefully consider the suitability of any individuals who are permitted to access your Sage Payments account, and of the permissions set for each authorised user.