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Create a custom AutoEntry role for Sage for Accountant users
Create a custom AutoEntry role for Sage for Accountant users

How to create a custom role to assign to a user for AutoEntry in Client Management within Sage for Accountants.

Oliver Cook avatar
Written by Oliver Cook
Updated over 4 months ago

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.

  1. In Client Management, click your business name, then Manage users.

  2. Click the Roles tab.

  3. Click Add role.

  4. Enter a name for the role.

  5. 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.

  6. Select AutoEntry as your product.

  7. Select the permissions you want for the role.

    A screenshot of adding a new role with various permissions. The interface includes checkboxes for permissions such as ‘Edit own documents,’ ‘Edit and delete notes,’ ‘Manage, add, delete and archive clients,’ and others. There are also options for authority levels like ‘Edit client rates’ and ‘Manage users.’

  8. When you're done, click Add.

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