Contact management

You can access the Customer Portal as a Primary Contact to manage your company contacts.

If you're not the Primary Contact, the system will show the Primary Contact's name when you attempt to update the contacts.

Add or update contacts

1. Log in to the Customer Portal using your Primary Contact credentials.
2. Go to Manage My Account.
3. Click View, add, update, or remove company contacts. 
4. A list of existing contacts will appear. You can add a new contact or edit existing contacts.
5. Notify the new contact to watch for an email and follow the instructions to complete the account setup.

Adding a contact grants them access to product support and all Customer Portal benefits, except contact management.

 NOTE: Contact Sage support to change the Primary Contact on your account. 

How do I update my credit card info for my Sage account?