Sage is a popular accounting software that helps small and medium-sized businesses keep track of their finances. One of the features of Sage is the ability to add authorized contacts to your account.
These contacts can be given access to your Sage account and can help you manage your finances. In this article, we will discuss how to add, edit, or remove an authorized contact on Sage account.
Table of Contents
Adding an authorized contact to your Sage account is a straightforward process. Follow these steps to add a new contact:
Step 1: Log in to your Sage account:
The first step is to log in to your Sage account. Once you have logged in, you will see the Sage dashboard.
Step 2: Click on “Settings”:
On the Sage dashboard, you will see a menu on the left-hand side of the screen. Click on “Settings.”
Step 3: Click on “Authorized Contacts”:
Under the “Settings” menu, you will see a section called “Authorized Contacts.” Click on this section.
Step 4: Click on “Add Contact”:
Once you are in the “Authorized Contacts” section, you will see a button that says “Add Contact.” Click on this button.
Step 5: Fill in the Contact Information:
You will now be asked to fill in the contact information for the new authorized contact on Sage Account. This will include their name, email address, and phone number. In the form that appears, you will be prompted to enter the contact’s name, email address, and phone number. Be sure to fill out all fields accurately, as this information is essential to allow the contact to access your Sage account.
Step 6: Choose the Access Level:
Next, you will need to choose the access level for the authorized contact. There are three levels of access:
- Read-Only: This access level allows the contact to view information but not make any changes.
- Standard: This access level allows the contact to view information and make changes.
- Admin: This access level allows the contact to view information, make changes, and manage authorized contacts.
- Choose the appropriate access level for the new authorized contact.
Step 7: Save the Contact:
Once you have filled in the contact information and chosen the access level, click on the “Save Contact” button.
That’s it! The new authorized contact will now have access to your Sage account.
If you need to edit the information for an authorized contact on the Sage account, follow these steps:
Step 1: Log in to your Sage account:
The first step is to log in to your Sage account. Once you have logged in, you will see the Sage dashboard.
Step 2: Click on “Settings”:
On the Sage dashboard, you will see a menu on the left-hand side of the screen. Click on “Settings.”
Step 3: Click on “Authorized Contacts”:
Under the “Settings” menu, you will see a section called “Authorized Contacts.” Click on this section.
Step 4: Find the Contact:
You will now see a list of all the authorized contacts on your Sage account. Find the contact that you want to edit and click on their name.
Step 5: Edit the Contact Information:
You will now be taken to a screen where you can edit the contact information for the authorized contact. You can change their name, email address, phone number, and access level.
Step 6: Save the Changes:
Once you have made the necessary changes, click on the “Save Contact” button.
That’s it! The information for the authorized contact has now been updated.
If you need to remove an authorized contact on Sage account, follow these steps:
Step 1: Log in to your Sage account:
The first step is to log in to your Sage account. Once you have logged in, you will see the Sage dashboard.
Step 2: Click on “Settings”:
On the Sage dashboard, you will see a menu on the left-hand side of the screen. Click on “Settings.
Step 3: Click on “Authorized Contacts”:
Under the “Settings” menu, you will see a section called “Authorized Contacts.” Click on this section.
Step 4: Find the Contact:
You will now see a list of all the authorized contacts on your Sage account. Find the contact that you want to remove and click on their name.
Step 5: Click on “Remove Contact”:
Once you have clicked on the contact’s name, you will see a button that says “Remove Contact.” Click on this button.
Step 6: Confirm the Removal:
A pop-up window will appear asking you to confirm that you want to remove the authorized contact. Click on “Yes” to confirm the removal.
That’s it! The authorized contact has now been removed from your Sage account. It’s important to note that once an authorized contact is removed, they will no longer have access to your Sage account.
While adding, editing, or removing an authorized contact on Sage account can be a simple process, it is important to take certain precautions to ensure that your financial data remains secure. Here are some steps you should take care of while adding, editing, or removing an authorized contact on your Sage account:
Step 1- Verify the identity of the contact:
Before adding or editing an authorized contact on sage account, you should verify their identity to ensure that they are who they say they are. You can do this by checking their email address or phone number against your records or by contacting them directly to confirm their identity.
Step 2- Grant appropriate access levels:
When adding or editing an authorized contact, make sure to grant them the appropriate level of access. If the contact only needs to view financial data, grant them the Read-Only access level. If they need to make changes to the data, grant them the Standard access level. Only grant Admin access to individuals who need full control over your Sage account.
Step 3- Regularly review your authorized contacts:
Periodically review the list of authorized contacts on your Sage account to ensure that no unauthorized individuals are accessing your financial data. If you notice any unfamiliar names or contacts, remove them immediately.
Step 4- Use strong passwords:
Ensure that your Sage account password is strong and secure. Do not use passwords that are simple to guess, such as your name or birthdate. Consider using a password manager to generate and store strong passwords for your accounts.
Step 5- Limit access to your Sage account:
Only provide authorized access to individuals who need it. Do not share your Sage account login details with anyone who does not require access to your financial data. Consider implementing two-factor authentication to add an extra layer of security to your Sage account.
By following these steps, you can ensure that your Sage account remains secure while adding, editing, or removing an authorized contact.
Conclusion!
In conclusion, adding, editing, or removing an authorized contact on your Sage account is a simple process that can be done through the Users and Roles section of your account. However, it is important to take certain precautions to ensure that your financial data remains secure.
Verifying the identity of the contact, granting appropriate access levels, regularly reviewing your list of authorized contacts, using strong passwords, and limiting access to your Sage account are all important steps to take to protect your financial data.
By following these steps, you can ensure that only authorized individuals are accessing your Sage account and that your financial data remains secure. If you have any concerns about the security of your Sage account or the authorized contacts who have access to it, it is important to take action immediately to protect your sensitive financial information.
Frequently Asked Questions
Here are some frequently asked questions related to adding, editing, or removing an authorized contact on your Sage account
What is an authorized contact?
An authorized contact is an individual who is granted access to your Sage account to view or make changes to your financial data. Authorized contacts can include employees, accountants, or other business partners.
How do I add an authorized contact to my Sage account?
To add an authorized contact to your Sage account, log in to your account and go to the Users and Roles section. From there, you can add a new user by entering their name and email address and assigning them an appropriate level of access.
How do I edit an authorized contact’s access level?
To edit an authorized contact’s access level, go to the Users and Roles section of your Sage account and click on the name of the contact whose access level you wish to change. From there, you can adjust their access level to Read-Only, Standard, or Admin.
How do I remove an authorized contact from my Sage account?
To remove an authorized contact from your Sage account, go to the Users and Roles section and click on the name of the contact you wish to remove. From there, click the Remove User button and confirm the action.
Can I grant different access levels to different authorized contacts?
Yes, you can grant different access levels to different authorized contacts. For example, you may want to grant an accountant full access to your financial data while giving a business partner only Read-Only access.
How often should I review my list of authorized contacts?
It is a good practice to review your list of authorized contacts periodically, such as every six months, to ensure that no unauthorized individuals are accessing your financial data.
Can an authorized contact access my Sage account without my permission?
No, an authorized contact cannot access your Sage account without your permission. However, it is important to ensure that you only grant access to individuals who need it and regularly review your list of authorized contacts to ensure that no unauthorized individuals are accessing your financial data.
What should I do if I suspect that an authorized contact is accessing my Sage account without permission?
If you suspect that an authorized contact is accessing your Sage account without permission, immediately change your account password and revoke your access. It may also be necessary to notify Sage customer support and take other security measures, such as enabling two-factor authentication.
