Edit an existing user to access data remotely - v31.1 and above
Description

If you've set up RDA in Sage 50 Accounts, you can allow existing users to access to your company data remotely.

See our alternative article if you're using v31.0 or below.

Cause
Resolution

Have you connected your data to RDA?

Before you can give other users access to the company data remotely, you need to connect the data to Remote Data Access

  1. Go to Help then About in your software.
  2. Check the Remote Data Access option under Features Enabled.

If you see No, you need to set up Remote Data Access before you can continue.


Allow remote access to an existing user

TIP: You can create a new user and give them access to RDA.

  1. Open Sage 50 Accounts and log in as MANAGER.
  2. Go to Settings then select User Management then Users.
  3. Select the required user and click Edit.
  4. Click the User Profile tab on the left.
  5. Select Log in to Sage 50 Accounts.
  6. Enter the user's Sage account email address, first and last name.
  7. Click the Remote Data Access on the left.
  8. Select the Allow Remote Data Access checkbox and click Continue.

The software completes the details on this window from the User profile window.

▼ Don't see Allow Remote Data Access checkbox

If you're using v32.1 or above with Sage Copilot enabled, the user automatically has access to RDA. 

  • Instead, click the Send Welcome email button

This emails the user to advise them that they have access to 50 Accounts.

  1. Click Finish then Save.
  2. Click Close on the Users window.
  3. If prompted, log in to your Sage account and enter the verification code.

Next steps - contact your user

Now you've granted your user access to your data remotely, they'll receive an email invitation to access the company.

What they'll need:

    • Your Sage 50 Accounts version number - They must install this version to access the data
      TIP: You can find this in Help then About in your software.
    • Sage account - The user needs a Sage account using the email address in step 8 above
    • The passphrase for your data - this is the password used when you originally uploaded the data
    • The username and password you set up for them to access Sage 50 Accounts

To support your new user with accessing the data remotely, share the connect remotely from another computer article.


Find out more in our dedicated Help Centre

To help you with RDA, we've pulled together everything you need. Visit the Help Centre.


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