Create externally authorized users

1. Go to Settings () > Company Settings > CPA/Sage Partner Logins.

2. Ensure that the External Login Count (Max) in the External Authorizations section is greater than 0 and that the maximum number of active externally authorized users has not been reached.

3. To add an externally authorized user, in the CPA/Sage Partner Login section select Add and do the following:

   1. To add an existing contact as an externally authorized user:

      1. Select Add New External Authorized User from Existing Contacts.

      2. Select the External Company.

         The dropdown displays only companies that have the CPA/ Sage Partner login Authorized checkbox selected on the Company Profile page.

      3. Select the External User.

      4. Enter the Business Email and User Login name.

      5. Select the appropriate Role.

   2. To add a new contact as an externally authorized user:

      1. Select Add New External Authorized User from New Contact.

      2. Select the External Company.

         The dropdown displays only companies that have the CPA/ Sage Partner login Authorized checkbox selected on the Company Profile page.

      3. Enter the First Name, Last Name, and Business Email.

      4. Select the appropriate Role.

   3. Select Send Login.

Next steps: The external user receives an email with instructions for creating a password.

Externally authorized users can then log in to Sage Construction Management as usual using their externally authorized credentials.