URGENT: Admin Replacement

SOLVED

I urgently require assistance with the following:

How do I add a user as admin on SAGE One Accounting as:

1: the current admin

2: another user of the software

Regards

  • 0

    Good morning Fatima, 

    The user that normally own or created the company will be the admin user and then he/she will have to invite the second user as an invited user. This user can still have most permissions that is given on the user access. 

    Please be advised that you can add a user on administration and manage users and then add a new user. 

    Regards 

    Katherine

  • 0 in reply to Katherine.N
    Thank you.
    However, the person that is currently admin is leaving the company, thus we need to REPLACE them from admin. 
    How do we go about doing so?
    Regards,
    Fatima 
  • +1 in reply to FatimaCAD
    verified answer

    Good Day Fatima,

    Please find instructions below to aid you in changing the administrator email address of the profile.

    This will change the ownership of the entire profile and all companies listed to the new address captured. If you only intend to transfer specific companies, please do not proceed with this and request instructions on how to process a company transfer.

     

    Change of profile Administrator:

     

    • Please login to the profile
    • Open any company
    • Select the ‘Administration’ tab > ‘My Profile’
    • Select the ‘My Details’ tab
    • Update the contact details with the new details
    • Click on ‘Change Email’

     

     

    Enter the new Email address that will be used for all future logins to this profile and then click on ‘Request Email Change’

    Please ensure that this is an active email address that is accessible in order to activate the profile.

    You will then receive an email on the same email address with instructions to follow.

     

     

     

    This update will only change the login email address and not the billing information. Please update these details on the same screen under the ‘Billing Address and Contact Details’ tab. Click ‘Save’ once done.

     

     

    Regards 

    Katherine