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Create an accountant user

How to create a user with the Accountant role in Sage Payroll and HR. Use this role to grant accountant-level access to payroll functions.

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Written by Kombie Makhubele

Before creating an accountant user, ensure you have permission to manage users and roles. You can assign the Accountant role when creating a new user or editing an existing user.

Assign the Accountant role

  1. Open Company Management or User Management.

  2. Select Add User or open an existing user record.

  3. Enter or update the user's details.

  4. In the Roles and permissions section, select Payroll from the Product list.

  5. Select Accountant from the Role list.

  6. If the user needs access to more products, select Add another role.

  7. Select the required Product and Role.

  8. Select Save to create or update the user.

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