Sage Cloud Demat Invoicing

Can I add multiple users to my account?

Yes, you can add multiple users to your company. This is useful for businesses with a team or when you want to give a colleague access. The number of users you can add depends on your subscription; at the top of the user list you can see how many users you are using and what your maximum is.

Step 1: Go to Users

  1. Click on your name in the top right corner
  2. Select Users

Users overview

Step 2: Add a new user

  1. Click New
  2. Fill in the details:
    • First name and last name
    • Email address of the new user
  3. Choose how the user gets a password:
    • Send this user an invitation link: after saving, the user automatically receives an email with which they set their own password
    • I want to fill in a password now: no email is sent, you pass on the login details yourself
  4. Under Access rights, choose the role: Admin or Employee
  5. Under “Where can this user sign in?”, choose at least one channel:
    • Office (web access)
    • On-site (mobile app)
  6. Click Save

Available roles

There are exactly two roles:

Role Permissions
Admin Has access to all company documents and dashboards and can modify all settings
Employee Has limited access; the admin configures in detail which modules and actions are accessible

Fine-tuning an employee’s permissions

For an employee, you decide per module which actions are allowed: read, create, edit and delete. You do this via the Role & access button next to the user in the list. There you can also assign permission profiles: reusable sets of permissions that you set up once and can assign to multiple employees (availability depends on your subscription).

💡 Tip: Only grant users the permissions they need for their tasks.

Deleting a user

  1. Go to Users
  2. Click Delete (trash icon) next to the user

You cannot delete your own account, and you cannot change your own role or access channels either. This prevents accidentally locking yourself out.