Admin Sage Sales Management
By Jon1 author65 articles
- What is a Branch in Sage Sales Management (SSM)?Understand how Branches work in Sage Sales Management to manage data visibility, user access and record segmentation across environments.
- Multi-Environment: working with different groups of companiesMulti-Environment allows you to manage different groups of companies independently within the same application.
- ¿Cómo gestionar la visibilidad y asignación de empresas en Sage Sales Management?
Users
Create and manage users, configure their access, and view your team’s hierarchy.
- How does the Users menu work?Manage Sage Sales Management users, view your company’s user hierarchy, and configure roles and access permissions.
- What can you do from the Users menu?View Sage Sales Management users, manage their roles and permissions, and apply changes to several users at once.
- How to create a userLearn how to create a Sage Sales Management user, enter their details, assign roles and permissions, and configure email synchronisation.
- How to duplicate a user?Learn how to create a Sage Sales Management user, enter their details, assign roles and permissions
- How does the hierarchical user view work?View your team’s hierarchy, open user records, and explore the actions available to manage user details and access.
- How does the user list view work?View key user details, combine filters to find profiles, and access the actions available from each row.
- How does the user environment summary work?View the total number of users in your Sage Sales Management account and their distribution by environment, including billable and active users.
- How to configure single sign-onLearn how to enable single sign-on in Sage Sales Management so users can access the application with a Google Workspace or Microsoft 365 account.
- How to synchronise users with Microsoft Entra IDConfigure user synchronisation from Microsoft Entra ID to Sage Sales Management to manage user creation, updates, and deactivation.
- How to configure single sign-on with Microsoft Entra IDConfigure Microsoft Entra ID as the sign-in provider for Sage Sales Management and manage user consent and access.
- How to check whether your team’s email and calendars are synchronisedCheck each user’s synchronisation status in Sage Sales Management Admin and identify connected services, the provider, and any errors.
- Check a user’s last connectionCheck a user’s last web and mobile connection in Admin. Available to administrators on Professional or Performance, without session history or duration details.
- What is a role in Sage Sales Management?Understand roles and permissions and how they determine what users can do and which information they can view in Sage Sales Management.
- How does the Permissions menu work?Learn how to find roles, view their permissions and assigned users, and check the requirements for using specific features.
- How to view a role’s permissions and users
- What are fields in Sage Sales Management?Understand what fields are and the difference between standard and custom fields to organise your company’s information in Sage Sales Management.
- How does the Fields menu work?Learn how to find fields by entity, read the information in the table, and access editing options in Sage Sales Management Admin.
- How to create and configure a custom fieldLearn how to create custom fields in Sage Sales Management Admin and define their basic details, visibility, and conditions of use.
- How to configure field behaviour with Smart FieldsConfigure a field’s visibility, mandatory status, editing permissions, and default value according to the options selected in another Sage Sales Management field.
- Dynamic and Dependent Fields
- How does Duplicate Management work?
- Synchronisation indicator with Sage Accounting in fields and value listsIndicator that allows you to identify whether certain fields, lists and values are integrated and synchronised with Sage Accounting.
- How to organise custom fields into tabsLearn how to create tabs and assign custom fields to them to group information within each entity in Sage Sales Management.
Sage 50 Mobile UKI
The app designed to give you a complete view of your business and help you make decisions wherever you are.
- Download and Set upStep-by-step guides to download, install and set up Sage Copilot Mobile for the first time.5 articles
- Main featuresLearn how to use the main features of Sage Copilot Mobile to manage your business easily and effectively.3 articles
- Dashboard IndicatorsDiscover what the Sage 50 Mobile Dashboard indicators show, how they are calculated and what insights they provide about your business.6 articles