How to Add, Edit, or Remove an Authorized Contact in Sage 50 Accounts

In case your business uses Sage 50 Accounts, Authorized Contacts are managed through the Sage Customer Portal. An Authorized Contact is a person who has permission to contact Sage for technical support and access Customer Portal benefits on behalf of your company. Businesses assign Authorized Contacts to ensure that approved individuals can communicate with Sage Support and manage account-related requests.

 Keeping your contact list accurate matters; outdated contacts can block support access for active staff and leave former employees with access they no longer need. Accurate contact management also ensures Sage can reach the right person when account or product issues arise. 

This guide explains how Sage 50 Accounts users can add, edit, or remove an Authorized Contact through the Sage Customer Portal, who can make these changes, and how to update the Primary Contact.

Quick Overview

The table below summarises the key facts about managing authorized contacts in Sage 50 Accounts

Category	Details
Process	Authorized contact management via the Sage Customer Portal
Purpose	Control which users can contact Sage Support for your Sage account and access Customer Portal benefits.
Account Requirement	Must be logged in as the Primary Contact to add, edit, or remove contacts
Actions Covered	Add a new contact, edit an existing contact, remove a contact
Access Location	Sage Customer Portal (North America)
Final Outcome	Added contacts receive access to product support and all Customer Portal benefits, except contact management

Why You Need Authorized Contacts on Sage?

If you use Sage 50 Accounts, only Authorized Contacts listed in the Sage Customer Portal can contact Sage Support for technical assistance on behalf of your company.  This access control means the people on your authorized contacts list are the only individuals who can reach Sage support on your company’s behalf and use the Customer Portal.

Keeping that list current serves several practical purposes:

• Access to Sage Support: Authorized contacts can communicate directly with Sage for technical support and access available Customer Portal benefits.
• Controlled Account Management: Sage reserves contact management privileges for the Primary Contact, helping maintain oversight of who can access account-related services.
• Accurate Account Communication: Keeping contact information up to date ensures important account notifications, support updates, and service-related communications reach the correct individuals.
• Support for Staffing Changes: Regularly reviewing authorized contacts helps ensure new employees receive the access they need while removing access for staff who no longer require it.

How to Add an Authorized Contact on Your Sage 50 Account?

The Primary Contact for your Sage account manages Authorized Contacts through the Sage Customer Portal for your Sage 50 Accounts services. If you are not the Primary Contact, the system will display the Primary Contact’s name when you attempt to update contacts, and you will not be able to proceed.

Adding a contact grants the new person access to product support and all Customer Portal benefits, except contact management.

1. Log in to the Sage Customer Portal at customers.sagenorthamerica.com using your Primary Contact credentials.
2. Go to Manage My Account.
3. Click View, add, update, or remove company contacts.
4. A list of existing contacts will appear. Select the option to add a new contact.
5. Enter the required details for the new contact.
6. Notify the new contact to watch for an email from Sage and follow the instructions in that email to complete their account setup.

Note: These steps are completed through the Sage Customer Portal and not within the Sage 50 Accounts software.

How to Edit an Authorized Contact on Your Sage Account?

You can edit an existing Authorized Contact through the same contact management area in the Sage Customer Portal. Only the Primary Contact can make these changes. These steps are carried out in the Sage Customer Portal, not within the Sage 50 Accounts software. If you are not the Primary Contact, the system will display the Primary Contact’s name and block access to contact management.

1. Log in to the Sage Customer Portal at customers.sagenorthamerica.com using your Primary Contact credentials.
2. Go to Manage My Account.
3. Click View, add, update, or remove company contacts.
4. A list of existing contacts will appear. Locate the contact you want to edit and select the edit option next to their record.
5. Update the contact’s details as needed.
6. Save the changes.

Note: To update the Primary Contact on your Sage account, contact Sage Support directly. The Primary Contact cannot be changed through the standard contact management workflow in the Customer Portal.

How to Remove an Authorized Contact on Your Sage Account?

You can remove an Authorized Contact through the Sage Customer Portal associated with your Sage account. Only the Primary Contact can remove contacts. Complete these steps using the Sage Customer Portal rather than the Sage 50 Accounts application. The “View, add, update, or remove company contacts” option covers all contact management actions, including removal.

1. Log in to the Sage Customer Portal at customers.sagenorthamerica.com using your Primary Contact credentials.
2. Go to Manage My Account.
3. Click View, add, update, or remove company contacts.
4. A list of existing contacts will appear. Locate the contact you want to remove and select the Remove option next to their record.
5. Confirm the action to complete the removal.

Note: The official Sage Knowledgebase documents the removal action as part of the “View, add, update, or remove company contacts” workflow. It does not provide additional detail beyond the steps above for the removal process itself.

Common Issues When Managing Authorized Contacts in Sage

The following issues are commonly reported by Sage 50 Accounts users when managing Authorized Contacts through the Sage Customer Portal.

• Only the Primary Contact can add, edit, or remove authorized contacts through the Sage Customer Portal.
• The Primary Contact cannot be updated through the standard contact management workflow and requires assistance from Sage Support.
• Newly added contacts must complete the account setup process using the email sent by Sage before they can access available services.
• Outdated contact information can prevent important account communications and support-related updates from reaching the correct person.
• Former employees should be removed from the authorized contacts list to prevent unnecessary account access.

Conclusion

Managing Authorized Contacts for your Sage 50 Accounts subscription helps ensure that the correct users can access Sage Support and Customer Portal services on behalf of your company. The Primary Contact is responsible for adding, updating, and removing contacts as business needs change. Regularly reviewing your authorized contacts list helps maintain accurate account records, supports secure access management, and ensures important communications reach the appropriate personnel.

Frequently Asked Questions