Sage Authorized Contacts: Detailed Steps to Add, Edit, or Remove

Have you ever wondered why authorized contacts are so important in Sage accounting? Whether you’re a business owner or an accountant, having the proper personnel with authorized access provides clear communication with Sage help and secure account management. What if you need to add, edit, or delete an authorized contact? Do you know how to accomplish this correctly?

If you’re new to Sage Accounting or just want step-by-step instructions for managing authorized contacts, you’ve come to the correct spot. This guide will lead you through the full process, ensuring that user access is managed efficiently and without confusion. Keeping your contact list up to date is critical to preventing unauthorized modifications and ensuring that the appropriate individual can communicate with Sage’s professional when necessary.

So, whether you’re setting up Sage for the first time or need to update your contact list, continue reading. By the end of this guide, you’ll understand how to add, edit, or remove an authorized contact in Sage Accounting with ease.

Table of Contents

Why Are Authorized Contacts Essential in Sage Accounting Software?

Individuals with access to specific Sage account features are referred to as authorized contacts. These may include workers, business partners, or third-party agents who need to manage or inquire about your account. Managing authorized contacts correctly is critical for security and efficiency. Here’s why they are important:

Enhanced Security – Only trustworthy persons have access to important financial information, lowering the chance of fraud or unauthorized alterations.
Efficient help – When issues develop, authorized contacts can engage directly with Sage professionals, resulting in speedier problem resolution.
Controlled Access – You may give users varying levels of access based on their roles, ensuring they only view and manage what they need.
Compliance and Accountability – Tracking who has access helps to ensure that corporate policies and financial regulations are followed.
Business Continuity – If key people are unavailable, authorized contacts can step in to handle urgent account duties without disrupting operations.

Steps for Adding Authorized Contacts on Sage Account

The first step in securely managing your Sage account is to add an authorized contact. This is a basic operation that requires administrator access. Follow these step-by-step guidelines to ensure accuracy and prevent mistakes. With the proper arrangement, you can reliably allow access while protecting your financial data. Let’s initiate the process correctly.

First, you must log in to your Sage account. (Be careful to use administrative credentials for easier access.)
Now move your cursor to the mail dashboard.
Go to the upper right corner of your screen and select “My Account.“.
This will open the Account Settings section, search for the Authorized Contacts option.
When you discover it, click on it to open the section where you may manage all of the persons who have permission to access or manage your Sage Account.
In the Authorized Contacts Section, select the Add Contact or Add New Contact option.
A form will appear, asking you for information about the New Contact.
Then, you must correctly fill out the contact information as shown below:
- Full Name
- Role/Position
- Email Address
- Phone Number
- Access Permissions

After filling out the contact information, click the Save tab.
Wait until you receive the confirmation message.
Do not close your application while verifying the new contact by sending them a confirmation email or informing them of their new permissions.

Note: This is how the new contact will appear in your list of authorized contacts. After adding an authorized contact to Sage, always enable two-factor authentication (2FA) for added security. This ensures that even if login credentials are compromised, unauthorized access is not allowed. Sage professionals strongly recommend taking this measure to protect sensitive financial data from cyber threats.

How Do I Edit Authorized Contacts in My Sage Account?

If you need to edit an existing authorized contact in Sage, whether it’s their name, contact information, or permissions—you must follow the proper processes. Maintaining accurate account information promotes easy account administration and security. In this section, we’ll provide you with a simple, step-by-step approach for modifying permitted contacts without any confusion.

Begin the process by logging in to your Sage account using administrator credentials.
Then, from your account dashboard, go to the Authorized Contacts section, where you’ve already entered your contacts.
Find the contact you want to edit in the list of authorized contacts.
Search for the Edit or Modify option and select it.
This will access the Contact’s details, where you may update the fields such as Name, Phone number, Email address, and permissions.
Make all necessary adjustments and then click the Save tab to update the contact information.
Verify the accuracy of the changes after editing the contacts’ information.

Note: Notifying the contact of any modifications, especially if their permissions have changed, may also be beneficial.

How to Remove an Authorized Contact in Sage: A Step-by-Step Guide

If someone no longer requires access to their Sage account, they must remove them as an authorized contact to ensure security. By taking the proper precautions, you may prevent unwanted access while maintaining efficient account administration. The following is a step-by-step approach to simply remove an authorized contact.

To access your Sage account, sign in using your administrator credentials.
Depending on your Sage version, go to either the Settings or Account Management section.
Under the User or Security Settings section, you will find a list of currently allowed contacts.
Click on the contact you wish to remove and check their access rights.
Then, select the “Remove” or “Delete” option and confirm the action when requested.
Check the permitted contacts list again to ensure that the contact was correctly removed.
Inform your team of the update and make alternative contacts available if necessary.

End of walkthrough!

Managing authorized contacts in Sage is critical to ensuring security, efficiency, and easy account access. By correctly adding, editing, and removing contacts, you can guarantee that only the appropriate people have access to important company information.

Pro Tip: Regularly examine your authorized contacts and after permissions as needed. Enabling two-factor authentication (2FA) adds another layer of security. Keeping track of contact changes might help to streamline management. Visit our other blogs for further expert views and detailed introductions to Sage features. Stay informed and secure your Sage account with the appropriate access controls.