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Sage HR - Add an administrator

Updated

To connect your Sage HR account to this application you must set up a new admin user. Please follow the instructions below.

 

Instructions

1. Login to your Sage HR account.

2. From the main menu, click Company.

3. Click Add.

4. Use the information provided in Finch Connect to fill in the details below:

  • Full name: <Name> Support.
  • Work email: <Email>
  • Start date: Today's date

4. Clear the Send welcome email check box.

5. Click Create Account.

6. Click Save.

7. From the Employee tab of the profile menu, go to [Company] profile.

8. Scroll down the Employee page on their profile until you get to Access level.

9. Underneath the Access level field, click on it and change it from Employee to Administrator.

SageHR-1.png

10. Scroll down to the bottom, then click Save.

 

FAQs

💡 Why do I need to provide admin permissions to Finch?

💡 How do I create a new Sage HR user profile?

💡 Where can I learn more about Sage HR admin permissions?

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