Users
Create and manage users, configure their access, and view your team’s hierarchy.
By Jon1 author12 articles
- 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.