Frequently Asked Questions

If you've got questions, we'd love to hear them. Please send us an email.

What is Sage ID? How does it work with User Management?

Sage ID is a unified sign-in system that gives you and your users access to your Sage web and mobile applications.

After you add a new user in User Management and click the Invite button, the user receives an email invitation with a link they can click to create a new Sage ID (or to sign in with an existing Sage ID, if they have one already).

Important! The email address the user enters as their Sage ID must match the email address you entered for that user in User Management. If the email addresses do not match, the user cannot access your Sage applications.

In other words, when you add a new user in User Management:

If the user does not have a Sage ID, enter the email address they will use when signing up for a Sage ID.
If the user already has a Sage ID, enter the email address used for their existing Sage ID.

What is a "customer site"?

When you purchase a Sage product or suite of products, Sage creates a secure "customer site" where your company data is stored and managed. Depending on how you use our products, you may have one customer site for your company, or you may have several customer sites for different companies and/or Sage products.

How do I change the applications a user is authorized to use?

To edit user records, give access to additional applications, or remove access to an application:

Click Edit.
Update the user record and select applications.
Click Save.
If you gave the user access to a new application, click Re-Invite. The user will receive an updated email with links to applications they are authorized to use.

Can I restrict a user's access to mobile apps only?

Yes. When you are creating or editing a user record for an application that includes a web application and a mobile app, you can select Web & Mobile or Mobile only. When you invite that user, their welcome email will include only links to the product or products you have authorized them to use.

How do I remove a user record?

To remove a user record, select a user and click Remove. The user will no longer have access to any of your applications.

Why does the Active column show a dash for the user I just created?

All new users are inactive when the records are created. After the user accepts your invitation and creates a Sage ID, a check mark appears in the Active column.

What is "Sage Cloud Connector" access?

You use this setting to authorize a Sage ID to use Sage Cloud Connector.

Sage Cloud Connector connects your accounting or ERP system to the cloud, allowing information to flow between your on-premise system and your Sage web and mobile applications. When you set up Sage Cloud Connector on the computer or server where your accounting or ERP system is installed, you must sign in using a Sage ID that is authorized to use Sage Cloud Connector.

Why am I seeing a "Maximum number of invited users exceeded" error message?

This message appears if the number of invited users in your system exceeds the number of user licenses you purchased.

If you see this message, you must either reduce the number of users in your system or purchase additional user licenses. After a grace period, if the number of invited users still exceeds the number of user licenses, all non-administrative users will be denied access to your applications.