Discover below how to give access to AutoEntry from Sage for Accountants. This is suitable If you want to give a colleague access to 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.
Access Sage for Accountants.
Click the practice name from the top right corner, and 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.
📌TIP: Click View role to see an overview of what the user can access with this role.
To give access to another application within Sage for Accountants, click Add another Role.
For example, you can give access to Client Management, or GoProposal, or both.
Tick the option Subscription Administrator if that user needs to manage subscriptions.
Select the preferred language for the user.
Click Add to complete adding the user, or Save to finish amending the user's access.
The user will receive an e-mail to set up their own password and authentication method. Once set up, users invited via Sage for Accountants need to login from app.sbc.sage.com.
📎NOTE : For any queries related to steps within Sage for Accountants, contact Sage support. The AutoEntry team won't be able to assist.
Related guides
Sage for Accountants
AutoEntry