Solution Properties
Solution ID:
200427112349569
Last Modified Date:
Wed Nov 06 15:13:11 UTC 2024
Taxonomy Path:
Case category//How do I...//an integration
Author:
[email protected]
Add additional users in Microsoft 365 and allow access to Sage 50 Accounts add-ins
Description

If your additional users are to use the Sage 50 Accounts integration features, you must also give them access to the relevant Sage 50 Accounts apps and add-ins.

To purchase additional user licences, leave your details and we'll be in touch.

Cause
Resolution
Check your software version

To ensure you have the latest user access functionality, check that you have the latest updates installed for your version of Sage 50 Accounts.

  1. Open Sage 50 Accounts, on the menu bar click Help, then click About.
  2. Under Program Details, check the software version number.
  3. Check for and install any available updates from here
  4. After installing the update, re-sync your Sage 50 Accounts data. Read more
Add the user to Microsoft 365

It may take up to 24 hours to fully create the new user account and mailbox.

  1. Sign in to Microsoft 365 with your administrator Office ID.
  2. Click the app launcher  then click Admin.
  3. Click Add a user and enter the new user's details. Read more >>
  4. Click Add, then if required, amend the email address to receive the password.
  5. Click Send email and close.
Set up the user's access to Sage 50 Accounts data

NOTE: To restrict a user's access to the Sage Dashboard, please refer to this article.

  1. Sign in to Microsoft 365 with your administrator Office ID.
  2. Click the app launcher , click All then click Sage Business Center.
  3. Under Manage users, Step 2, click Go to Manage Users.
  4. In the Select a company drop-down, click the company you're granting access to.
  5. In the list of users, to the right of the new user you added, click the edit icon .
  6. Select the Sage apps and add-ins that you want the user to access, then click Save.
  7. To return to the Sage Business Centre home page, click Home.


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