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Manage access to AutoEntry via Sage for Accountants

How to give users access to AutoEntry through Client Management in Sage for Accountants.

Written by Oliver Cook

Discover below how to give access to AutoEntry and Client Management from Sage for Accountants. This is suitable If you want to give a colleague access to your clients in both Sage for Accountants and AutoEntry.

📎NOTE: If you need a client to access AutoEntry and upload their invoices directly, you need to invite them from within AutoEntry instead.

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  1. In Client Management, click the company name, then click Manage users.

  2. To add a user, click Add user.
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    To edit an existing user, select the user, then click Edit user.
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  3. Under Product, select AutoEntry in the dropdown.

  4. Under Role, select their role. You can create a custom role to choose from.
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    📌TIP: Click View role to see an overview of what the user can access with this role.
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    Sage for Accountants displaying document standard permissions settings. Permissions listed include uploading, editing, and deleting bank statements. The ‘Simple documents’ section has checkboxes next to permissions for uploading, editing sales summaries, submitting expense purchases, and uploading, editing, and deleting sales VAT.

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  5. Select the preferred language for the user.

  6. 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.

Related guides

Sage for Accountants

AutoEntry

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