Adding Standard or Time and Expense Logins

1. Log in to Sage Construction Management as an Admin.
2. Click Settings (Gear Icon).
3. Click Company Settings | Users.
4. Employees that have either a Standard or Time and Expense login will appear in their respective section.
5. Click the Add button above the Standard or Time/Expense User section.
6. Select either Add new user from existing employee or Add new user and new employee option. The latter is used if the employee does not exist in the system yet.
7. Enter the required information depending on the option chosen in the previous step.
   • Add new user from existing employee:
     1. Select Employee
     2. Enter or Update Business Email Address
     3. Enter User Login
     4. Select Security Role
   • Add new user and new employee
     1. Enter First and Last Name
     2. Display Name will be updated automatically but can be modified.
     3. Enter Business Email Address
     4. Enter User Login
     5. Select Security Role
8. Click the Send Email button.

Note: If you attempt to register a new user with an existing Business Email Address or User Login, an error message will prompt you to provide different values.

Important: If the user does not receive the login information, please have them review their junk folder.