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How to connect to Sage HR

Sage HR, least privilege access, integrations

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Written by Annie Gregory
Updated over a month ago

🔌 Setting Up a Least-Privilege User in Sage HR for Thoropass Integration

To connect Sage HR with Thoropass and make the most of compliance automation, you’ll need to create a dedicated API user with minimal permissions. This ensures secure, limited access—just enough to retrieve key employee information required for audits and access reviews.


🔧 Part 1: Create a Least-Privilege User in Sage HR

Thoropass only needs access to:

  • First name, last name

  • Business and personal email addresses

  • Employee status (active, inactive, onboarded, not onboarded)

  • Employee type (contractor or full-time)

  • Employment details: job title, department, and manager

Step 1: Create a Dedicated API User

  1. Log in to Sage HR with admin credentials.

  2. Go to SettingsCompanyDirectory.

  3. Click Add (➕) to create a new employee.

  4. Fill in the following:

    • First Name: Thoropass

    • Last Name: Integration

    • Email: Use a service email, like thoropass-integration@yourcompany.com

  5. Set Access Level to Employee.

  6. Click Save.

Step 2: Create a Custom Role

  1. Go to SettingsPermissionsRoles.

  2. Click Add Role, name it: Thoropass Integration Viewer.

  3. Click Create.

Step 3: Set Role Permissions

  1. Select the Thoropass Integration Viewer role.

  2. Click Add PermissionAccess employee information.

  3. Set Scope to Anyone.

  4. Enable only these fields:

    • First name

    • Last name

    • Work email

    • Personal email

    • Employment status

    • Employment type

    • Job title

    • Department

    • Manager

  5. Ensure all other fields are disabled.

  6. Click Save.

Step 4: Assign the Role to the User

  1. Go to CompanyDirectory and open the new user's profile.

  2. Scroll to the Roles section.

  3. Assign the Thoropass Integration Viewer role.

  4. Click Save.


🔗 Part 2: Connect Sage HR to Thoropass

Once your least-privilege user is ready, it’s time to connect Sage HR to Thoropass:

  1. From Sage HR, click on your username in the top-right corner of the screen.

  2. Select Settings from the dropdown.

  3. Navigate to Integrations under the Settings tab.

  4. Click on API.

  5. Click Enable API Access.

  6. Copy the generated API key.

  7. Paste the API key into the Thoropass integration connection screen in-app to complete the integration.


✅ Success!

With this setup, Thoropass can securely sync with Sage HR, collect necessary employee details, and automate compliance evidence—while respecting least-privilege access principles.

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