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How do I Delete a User in Sage?

Published in Sage User Management 2 mins read

To delete a user in Sage, follow these steps through the Sage Provisioning Portal:

  1. Open the Sage Provisioning Portal (this link would ideally lead to the actual portal; replace with correct URL) and log in using your administrator credentials.
  2. Navigate to the "Organisations Users" section. This might be labeled slightly differently depending on your specific Sage product, but look for a section related to managing user accounts.
  3. Select the name of the user you wish to delete.
  4. Click the "Delete" button or a similar option (e.g., "Remove User"). You may be prompted to confirm the deletion.

Important Considerations Before Deleting a User:

  • Data Ownership: Before deleting a user, ensure any critical data owned solely by that user is transferred to another user or properly archived.
  • Access Rights: Deleting a user will revoke their access to Sage. Make sure this is the desired outcome.
  • Backup: It is always a good practice to back up your Sage data before making any significant changes, including user deletions.
  • Audit Trail: Sage typically maintains an audit trail. User deletion events are likely to be logged for security and compliance purposes.

If you have trouble locating the relevant options within the Sage Provisioning Portal, consult your specific Sage product's documentation or contact Sage support for assistance.

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