How to add a new user to Sage 50 Cloud
Description
Cause
Resolution

1. Add the users

  1. Sign in to the Sage Provisioning Portal at sageerponlineservices.com/.
  2. Click Organizations and select User
  3. Select Add user.
  4. Enter values in the User fields.
    • When creating the users, select all the check marks, AdminOperator, and User. Otherwise you won't be able to assign them in the next section.
  5. Click Save. This sends an email the user's email address with a link to create a Sage account.
    • When they sign in, they’ll need to use the same email you entered when adding the user.

NOTE:

If, after signing in, you're redirected to a URL containing: callback#error=unauthorized&error_description=attempt_expired: this indicates a problem with the Sage Account email you're using. Contact Customer Success to verify which email is associated with the account.

 

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.
  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.

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