Creating New Role in Sage Exchange

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Creating New Role in Sage Exchange
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With Sage Exchange, the user can easily access
several products and features. And when we talk
about Role in Sage, it is a set of predefined
permissions which can be assigned to multiple
users in Sage Exchange. So, every user should be
assigned to a Role.
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• Follow the instructions for creating a Role in
  the accounting software
• Tap on the Administration tab, then select Roles.
  From there click on Add New role button.
• Now enter a Rome Name. This name will be
  displayed as an identifier when it is assigned to
  the user.
• By clicking on the Access checkboxes you give
  permissions to the Role.

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a. Main Features Each of them should have access
to at least one of the following Administration,
Dashboard, Reports, Connections and Products. b.
Merchant Accounts These permissions let the
user to have a control to particular merchant
accounts in Connections, Dashboard, Reporting as
well as to the payment processing mini-apps. c.
Terminals This allows the user assigned to this
to have the facility to see transaction details
in respective to their Merchant Accounts
Permissions. For checking the Transaction detail
in Sage, users designated Role should have
access to one Merchant account as well as one
Terminal at least to the Merchant Account.
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d. Products Users assigned to it has the
capability of adding the additional services to
their account which might also involve additional
costs.
e. Virtual Terminal It allows users to
access multiple payment processing mini-apps
available in sage Exchange. f. Tap on Save
button.
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Call Sage Support (1800-952-982 ) team for
details regarding the Role at Sage Support
Australia If you want to know more about the
above offering of the accounting software then
reach the team of professionals at Sage Support
Number 1800-952-982. You can also discuss your
troubles and issues you are dealing with the
software with the experts. We are here to help
and assist you 24/7. You can also interact with
us via live chat or email support. And we will
respond to your issues quickly. Source