Set up and manage users

This is step 1 of 7 to set up your practice.

Multi-user access

Invite an unlimited number of colleagues to use Partner Edition. Set their access level and control which clients they see and work with.

On this page learn how to:

Add and invite users
Change users' client access
Delete users
Track user activity
Switch between multiple businesses

Add and invite new or existing users

From the client list select Quick Actions then Invite a User.
Enter your user's email.
Select Send.
Your user will receive an email invitation.
They'll need to select the 'Start using Accounting Partner Edition' button.

If you receive the error “The email address you entered is already linked to an existing account. please enter a different email address”, the user is already an additional user or business owner on another Sage account.
Use one of the following options to resolve this:

use a different email address
ask the owner of the other Sage account to delete this email address from their additional users list.

Existing users

You can also invite existing users of Partner Edition to access more than one subscription. If you have multiple offices and a separate instance of Accounting Partner Edition for each office, you can access each of them using the same login details.

Resend a user invite

Select the Business name from the menu bar.
Select Manage Business Account.
Select User Management.
Select Awaiting User Activation to resend the email.

Change a user’s access

Choose how much access a user has.

Select the Business name from the menu bar.
Select Manage Business Account.
Select User Management.
Select the user from the team list
Select the user’s access level from the list of radio buttons.

Delete a user

You can only delete pending users.

Select the Business name from the menu bar.
Select Manage Business Account.
Select User Management.
Select the user from the team list.
Select Delete User from the sidebar.
Confirm you want to Delete User.

Track user activity

Tracking user activity is available to the owner and any manager users.

Select the Business name from the menu bar.
Select Manage Business Account.
Select User Management.
Select User Activity Log.

The following user events are captured:

User logged in
User logged out
User invited a new user
User edited a user’s role or access
User invited or added new client
Client was created using mass client import tool
A user has logged into a customer’s service
A user has accessed a compliance application (Final Accounts, Corporation Tax) for a Client

Switch between two or more businesses within Accounting Partner Edition

From the menu bar, hover over the business name to reveal the list of options.
Select another business name. You'll see a success banner to confirm the change.

What's next?

2. Add clients and subscriptions

Return to the set up guide