Have you connected your data to Remote Data Access (RDA)? Before you can give other users access to the company data remotely, you need to connect the data to Remote Data Access. - Go to Help then About in your software.
- 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.
Create a new user with remote access  TIP: You can edit an existing user to your data remotely rather than create a new user.
- Open Sage 50 Accounts and log in as MANAGER.
- Go to Settings then select User Management then Users.
- Select New then select the user type you require.
▼ User types -
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 select Continue.
 NOTE: This window doesn't apply to administrator users as they have full access by default.
- Select the Allow Remote Data Access check box.
- Enter the user details then click Continue.
- Check the User Summary, click Save, then click 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
- 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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