Edit the externally authorized users information

Open the external authorized user's details page

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

2. In the CPA/Sage Partner Login section, select the user login name from the list.

Update the user's general information

1. Update the following information as needed:
   • Salutation, first name, middle name, last name, suffix, display name, title, mobile phone number, and business email address
   • Clear the Active checkbox to mark the user as inactive.
   • Clear the Is CPA/ Sage Partner Authorized User to remove the user from the external users.
   The Company name and Inbound email fields cannot be modified.
2. Select Save.

Update the user information

1. In the User information section, update any of the following fields as needed:
   • Update CPA /Sage Partner Authorized User Login Name.

     By default, the login name matches the display name.

   • Select the appropriate Role from the dropdown.
   • Add or update the External Authorized Hint Question and External Authorized Hint Answer.
   • Update the password as follows:
     • For your account, select Change Password and enter the old and new password in the dialog.
     • For other users, select Click here to reset password to send an email prompt.
     Passwords must comply with the password security policy in Select Settings () > Company Settings> Security.
   • To configure time approval access for external users with Read Only role, use the magnifying glass next to Time Approval Access.
2. Select Save.

Configure the user's preferences

1. In the Other preferences section, update the following settings as needed:
   • Select Receive notification for inbound emails.
   • Set the Message Timeout in seconds.
2. Select Save.

Configure the session duration

1. In the Timeout section, select the session duration before automatic logout from the dropdown.
2. Select Save.

   Users receive a warning message before logout.

Configure the locale

1. In the Locale section, select the locale from the dropdown.

2. Select Save.

Configure external login options for your account

1. In the Login with external provider (SSO or MFA) section, select the Do you wish to use SSO or MFA? checkbox to enable SSO or MFA.

2. In the Single Sign On (SSO) section, do the following:

   1. To configure authentication with Google, select the Google checkbox, select Connect Google for SSO, and enter your Google credentials.

   2. To configure authentication with Microsoft Azure Active Directory, select the Microsoft checkbox, select Connect Microsoft for SSO, and enter your Azure AD credentials.

   3. To configure authentication with Sage ID, select the Sage ID checkbox, select Validate Sage ID Authentication, and enter your Sage credentials.

      Use this option if you also use Sage 100 Contractor, Sage 300 Construction and Real Estate, or Sage 50 Canada.

   4. To configure authentication with Intacct credentials, select the Intacct ID checkbox, select Validate Intacct ID Authentication, and enter your Sage Intacct credentials.

      Use this option if you are also using Sage Intacct Construction.

3. In the Multi-Factor authentication (MFA) section, do the following:

   1. Select the Multi-factor Authentication using Email checkbox.

   2. Select Validate multi-factor authentication for Email.

      Sage Construction Management sends a one-time password to your email.

   3. In the dialog, enter the one-time password in the available field, and then select Verify Email.

4. Select Save.