First time set up  NOTE: The Manager user needs to do this part.
Once you install v31 or above and set up Sage Copilot, you'll migrate your users to log in with a Sage account. 1. When you see the screen below, select Continue to get started: 
2. Add any missing email addresses and names for your users on the next screen. NOTE: If any of your users already have email addresses on their profile, it'll automatically pull them through to this screen. 
Need to dismiss users from here? Dismiss users If a user needs access for third-party applications (so will never log in directly), or has left the business, select Dismiss user. 
Selecting Dismiss user on the confirmation popup will remove the user from the email address list. They can continue to access Sage 50 Accounts from third-party applications. If a user has left the business, or doesn't need a login you can remove their account from your data.
3. Once you've added email addresses for all users, select Continue. 4. Click Finish to complete the updates.  TIP: Your users will receive an email inviting them to log in using their Sage account details.
Log in using your Sage account After completing the one-time setup, when you open your company data you'll see the new login screen: 
Enter your Sage account email address and password to log in to Sage 50 Accounts. |