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How to duplicate a user?

Learn how to create a Sage Sales Management user, enter their details, assign roles and permissions

Written by Jon Trasobares

From the Users menu, select Create user. A form with three tabs opens.

1. User information

Enter the following details:

  • Nickname: the user’s short name or alias.

  • Login and contact details: email address, mobile number, telephone extension, and password.

  • Personal information: first name, surname, and photo.

  • External identifier: a value used to identify the user in integrations with other tools.

2. Roles and permissions

Assign roles and permissions that match the user’s responsibilities within your company.

Each permission includes a description of the actions it allows. Select a permission to see which role grants it.

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