Manage access to AutoEntry via Sage for Accountants

Sage for Accountants users access their client's AutoEntry companies via Client Management.

If you want to give a colleague access to your clients' in both Sage for Accountants and AutoEntry, you must do this in Client Management.

📎NOTE: To add or manage your client's access to AutoEntry, you must do this within AutoEntry.

In Client Management, click the company name, then click Manage users.
To add a user, click Add user.

To edit an existing user, select the user, then click Edit user.
Under Product, select AutoEntry in the dropdown.
Under Role, select their role. You can create a custom role to choose from.

📌TIP: Click View role to see an overview of what the user can access with this role.
Select the preferred language for the user.
Click Add to complete adding the user, or Save to finish amending the user's access.

📌TIP: This process is done within Client Management. View our Sage for Accountant guides at the bottom of this guide for more information.