{"id":290,"date":"2018-10-22T19:19:23","date_gmt":"2018-10-22T18:19:23","guid":{"rendered":"http:\/\/sagefinancialsknowhow.com\/?p=290"},"modified":"2019-07-08T10:10:54","modified_gmt":"2019-07-08T09:10:54","slug":"adding-users-to-sage-financials","status":"publish","type":"post","link":"https:\/\/sagefinancialsknowhow.com\/adding-users-to-sage-financials\/","title":{"rendered":"Adding Users to Sage Financials"},"content":{"rendered":"

There is a new feature in Sage Financials that makes it really easy to add a new user. BUT you MUST be logged on as the full System Administrator to perform this function. Otherwise you will get this error –\u00a0the message is a bit deceptive as you will still see if if you DO have ‘Financials Admin permissions’<\/p>\n

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Provided you are logged on as the full Systems Administrator, all you have to do is go to the System<\/em> tab and the USERS<\/em>\u00a0subtab and click on [New]. You\u2019ll get a screen like this:<\/p>\n

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When you enter the details and click [Save] the new user will get an email inviting them to join Salesforce, like this:<\/p>\n

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They will need to click on [Verify Account] add a password, and setup a security question, and they are good-to-go!<\/p>\n

That is super easy, but please bear in mind:<\/p>\n

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  1. If you are adding a new user because a member of staff has been replaced, you need to de-activate the old user first to free up their license.<\/li>\n
  2. The new user will only be added as an Operator User<\/em>. See \u2018User Roles\u2019 below if they need more access.<\/li>\n<\/ol>\n

    If that’s all you need, read no further:)<\/strong><\/p>\n

    User Roles<\/h3>\n
    Operating User<\/h6>\n

    An Operating User<\/em>\u00a0can add invoices, journals, ledger adjustments, run VAT submissions, bank matching & generally run all the day-to-day bookkeeping functions.<\/p>\n

    Financials Administrator<\/h6>\n

    Financials Administrator<\/em> can additionally configure Sage Financials \u2013 change posting rules, setup feeds and configuration that can seriously break your system. Only give Financials Administrator\u00a0<\/em>access to users who know what they are doing.<\/p>\n

    Full Systems Administrator<\/h6>\n

    With Sage Financials have to configure ONE and ONLY ONE user as the full Systems Administrator<\/em>. This user can additionally change the Salesforce configuration: add custom fields, setup workflow and most importantly add and remove Users<\/em><\/strong>.<\/p>\n

    The full Systems Administrator<\/em> will have been setup before the system is handed over to you, and cannot be de-activated. However, you can change the name, the user name and the email address if you want to re-allocate the license to another user.<\/p>\n

    Replacing a user<\/h3>\n

    If some one leaves and you want to replace that user with another member of staff DO NOT just edit the user name. Salesforce allows you to de-activate users, making their license available to other users, and retaining the history of the old user’s edits. There are a couple of things you have to do to de-activate a user, so here is a video to show you:<\/p>\n