Adding and inviting users

Add users to your system and send invitations so they can access your Sage applications.

To add and invite a user:

On the Customer site list, select the company to which you are inviting users.
Click Create new user.
Enter the user's name and email address.

Note: The email address must match the email address used for Sage ID. For more information, see What is Sage ID?
Select the application(s) the user is authorized to use. Depending on which applications you select, the user may receive multiple invitation emails or one invitation with a link to each application.
If the application includes role-based security, assign at least one role to the user and select restrictions as needed. Learn more
Click Save.

The user record appears in the list of users.
Click Send Invitation.

An invitation email is sent to the user. The email includes the following information:

Instructions for creating a new Sage ID, or for connecting an existing Sage ID to the application(s) the user is authorized to use.
A link to each web application the user is authorized to use, and a download link for each mobile application.

If users do not have a Sage ID, they will be prompted to create one the first time they sign in to a Sage application. If they already have a Sage ID, they will be prompted to connect their existing Sage ID to the Sage applications they are allowed to use.