1. Add the users

1. Sign in to the Sage Provisioning Portal (SPP) at sageerponlineservices.com/.
2. Click Organizations and select User.
3. Select Add user.
4. Enter user values in the user fields and choose a role.
   
   • For Administrators: Select all three roles (Administrator, Operator and User).
   • For Non‑admin users who can manage access for your virtual environment: Select Operator and User.
   • Select User if none of the other roles are applicable.
5. Click Save. This sends an email to the user's email address with a link to create a Sage account.
6. When they sign in, they’ll need to use the same email you entered when adding the user.

2. Assign the users

1. Select Dashboard at the top left.
2. Click the site dashboard.
3. Select the green company name in the middle.
   
   NOTE:

   Click the green company name under the Name column, not the Customer column.

     
4. Select the Environment tab.
   
   NOTE:

   To reset the password, click the three dots on the right and select Reset AAD password.

    

5. Click Assign User.
6. Under Organization select All Users.
7. Choose the role of the user or operator.
8. Select the user and then select Assign.

For more information, visit help.sageerponlineservices.com/en-US/Content/UserAdding.htm.