Create web users

Important This content is part of a pilot release. If you haven't been contacted to be part of this pilot, refer to our standard content for Sage People Payflow

Use the Create additional web users form to add user accounts that can be used to access the system to upload, retrieve, and manage files.

A user account can be used for manual login to the portal for retrieving or uploading files, or by an automated process. For example, your third-party payroll provider may provide the ability to automatically upload or retrieve files from the system.

Note If you require a user account to be restricted to accessing specific folders, first create a web user group.

Screenshot: create additional web users configuration form

To create a user, complete the fields as follows, then select Submit.

Field Description
Email

The email address to use as the user's login username.

The email address will receive account creation notifications and password reset messages.

Description An optional description for the user account.
Assign User to a Folder Group

Select the group that provides access to the relevant folders for this user.

To create a new group, use the Create folder groups form.

Confirmation and password reset

When the new account is created, the new user will receive two emails, one with their username, and a second with a temporary password. The user will be prompted to set their own password on login.

If the account is set up for a specific person, ensure you delete the user account if the individual leaves the company. We recommend that you do not share user accounts between different users.