x Want to participate? Join the group to interact

Sage for Accountants

Welcome to the Sage for Accountants Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

Client Management General Discussion Users

State Not Answered
Replies 1 reply
Subscribers 3 subscribers
Views 356 views
Users 0 members are here

Browse Forums

AutoEntry Announcements

AutoEntry General Discussion

Client Management Announcements

Client Management General Discussion

GoProposal Announcements

GoProposal General Discussion

Partner Edition General Discussion

Users

Posted By Amanda Greppellini over 1 year ago

On the new layout, how do you add team members to a specific client. They are all showing as users on the accountant platform but I can't see anywhere where I can say X should have access to Client Z.

Thanks

0 Fallon Scott over 1 year ago

Hi Amanda,

Thanks for using Sage City.

Unfortunately this is not a available inside of Sage for Accountants as yet. This is on our road map for future developments.

If this has helped, please click the ellipsis ..., and Verify Answer.

Regards,
Fallon
Sage UKI
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Sage for Accountants

Users

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING