Access Care Rostering

You must have administrator rights to install and run Sage Tier. If you do not have admin access, please contact your IT team.

___________________________________________________________

You will need an installation code

If you don’t have one, please use our <a href="https://help-careblox.theaccessgroup.com/en/articles/15104859-contact-support-via-the-myaccess-portal">Access Digital Assistant</a> to get support. and reference this article

- You will need an installation code
- If you don’t have one, please use our <a href="https://help-careblox.theaccessgroup.com/en/articles/15104859-contact-support-via-the-myaccess-portal">Access Digital Assistant</a> to get support. and reference this article

The latest Sage Tier version is available on the CareBlox Community Portal

If this is a new installation, skip to Install the New Version

- The latest Sage Tier version is available on the CareBlox Community Portal
- If this is a new installation, skip to Install the New Version

Write down or screenshot all current settings

1. Open Sage Tier
2. Go to File → Preferences
3. Write down or screenshot all current settings

Open This PC and go to the C:\ Drive

Select Uninstall or Change Programs

Click Uninstall and confirm when prompted

1. Open This PC and go to the C:\ Drive
2. Select Uninstall or Change Programs
3. Find CareBlox Sage Tier
4. Click Uninstall and confirm when prompted

Open the folder and right‑click Setup

- Click Next
- Choose Just Me
- Select the install location
- Click Next twice

If any warnings appear, click Continue until the install completes

1. Find the downloaded file
2. Right‑click and select Extract
3. Open the folder and right‑click Setup
4. Select Run as Administrator
5. Follow the on‑screen steps:
 - Click Next
 - Choose Just Me
 - Select the install location
 - Click Next twice
6. If any warnings appear, click Continue until the install completes

A Sage Tier shortcut will appear on your desktop.

Right‑click the Sage Tier shortcut

Select Properties → Compatibility

1. Right‑click the Sage Tier shortcut
2. Select Properties → Compatibility
3. Tick Run as Administrator
4. Click Apply, then OK

Open Sage Accounts or Sage Payroll

1. Open Sage Accounts or Sage Payroll
2. Go to Help → About
3. Note the version number

1. Open Sage Tier
2. Go to File → Preferences
3. Re‑enter your saved settings
4. Use the new Sage version number
5. Click OK to save

CareBlox Clients – Yes (if using Clients module)

Sage Accounts Version – Select your current version

Always Update Customer Details – Yes

Always Use This Nominal Code – Enter your default code

CareBlox Payroll – Yes (if using Payroll)

Sage Payroll Version – Select your current version

Process Employee Information – Yes

Pay Frequency – Monthly or Four‑Weekly

Default Tax Code – Must be entered

Web Service – Always set to Sage Tier 5

CareBlox Sage User – Enter username/password (case‑sensitive)

Enable Auto Checking – Leave unticked

- CareBlox Clients – Yes (if using Clients module)
- Sage Accounts Version – Select your current version
- Always Update Customer Details – Yes
- Always Use This Nominal Code – Enter your default code
- CareBlox Payroll – Yes (if using Payroll)
- Sage Payroll Version – Select your current version
- Process Employee Information – Yes
- Pay Frequency – Monthly or Four‑Weekly
- Default Tax Code – Must be entered
- Web Service – Always set to Sage Tier 5
- CareBlox Sage User – Enter username/password (case‑sensitive)
- Enable Auto Checking – Leave unticked

Install sage tier

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Install sage tier

Before You Start

Download the Latest Version

Save Your Settings (Upgrades Only)

Uninstall the Old Version

Install the New Version

Set Sage Tier to Run as Administrator

Check Your Sage Version

Update Sage Tier Settings

Sage Tier Settings Guide