App for Clients

Question

Hi Everyone, 
 What's going on with the app? 
 I understand that practices can't use the app from their side of things, but can our clients not use the app for their accounts either? 
 
 Thanks

Anth Richardson · Accepted Answer

Hi Shaun, 
 Thanks for using Sage City 
 Your clients can use the mobile app, provided they've been invited for access to their data from the application first. They'll need to have the "business owner" role in order to use the mobile app. They can't login to the app using your credentials. 
 The section "Grant your non-participating clients access to their data" in the help file linked here - Will explain how to invite a client to access their data. Once they have their own Sage ID setup and activated, they can simply log in to the mobile app. 
 Hope this helps! 
 Regards, 
 Anth 
 Sage UKI

Sage Accounting UKI

App for Clients

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING