Standard - Limit access to specified areas in the software. This type of user can't manage other users
Accountant or Bookkeeper - They must use Sage 50 Account Client Manager. Users can limit access to specific areas in the software. They can create and manage other Accountant or Bookkeeper users
Administrator - Full access to company data and can perform most user management functions
Read-only - Sage 50 Accounts v28.1 and above. Unable to create any new records, but can view historic data and run reports
Select Continue, then enter the required information:
Username
Each user must create a username. This can be a combination of upper or lower case characters, spaces or numbers.
Password not required
Standard users only. Select this option to remove the password requirement.
Require password change at next login
The user can change their password when they log in to this company.
Create Password / Confirm Password
Enter and confirm a password for the user. These fields don't appear if you selected the Password not required checkbox.
TIP:
Users can manage their own password in User Management. If they forget their password, the manager or administrator user can change it.
Select Continue then select the checkboxes to the areas the user can access and selectContinue.
NOTE:
This window doesn't apply to administrator users as they have full access by default.
Select the Allow Remote Data Access checkbox.
Enter the user details then select Continue.
Check the User Summary, press Save, then Close.
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