When you add or edit a user's access to AutoEntry in Sage for Accountants, you select a role for them. As well as the default roles available, you can create a custom role to choose from.
In Client Management, click your business name, then Manage users.
Click the Roles tab.
Click Add role.
Enter a name for the role.
Decide whether to create a New role, or copy from previous role.
📌TIP: The copy option allows you to select a current role and then change the options you need for your new role.
Select AutoEntry as your product.
Select the permissions you want for the role.
When you're done, click Add.