Sage Sales Management

How does the Users menu work?

What does the Users menu allow?

How to create a user?

How to duplicate a user?

Users: Hierarchy view

Users: Table view

Users: Branch Summary

How to unify your passwords?

Guide on setting up Azure AD as SSO for Sage Sales Management, using OAuth 2.0 and OpenID.

Sage Sales Management Azure AD Single Sign-On (SSO) Setup Guide

How to Check if Your Team Has Email and Calendar Sync Enabled

Can I change the currency and the time zone?

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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