Once you have activated Sage Copilot, you can add other users.

To learn more about Sage Copilot visit: Introducing Sage Copilot.

We’re currently rolling out Sage Copilot in the UK. While it’s not yet available in Ireland, we’re planning for a potential launch as part of our Sage 50 Accounts Roadmap. We’ll provide updates as progress continues.

Grant other users Copilot access after set up

1. Go to Settings.
2. Hover over User Management and then select Users.
   NOTE:

   Follow the same steps to invite your Accountant if they use the Client Manager variant of Sage 50 Accounts.

    
3. Select the user in the list, then select Edit.
4. Select the Sage Copilot link:
   
5. Tick the Allow Sage Copilot Access checkbox.
6. Press Save.
7. Repeat this process to add Copilot access for all applicable users.
8. Press Close. 

Invited user

1. The invited user receives an email granting them access to Copilot. They need to follow the steps on the email to complete their access.
2. When they next log in to Sage 50 Accounts or click Copilot insights, they'll see a prompt to sign in using their Sage account. 

Using Sage Copilot

Now that you've set up Copilot, you can quickly get useful insights and data. Find out how to use Sage Copilot. 

• Manage account access
• Sage Copilot - Update your profile