Create users with Remote Data Access (RDA) in v31.1 and above

Solution Properties

Solution ID:

250916114508543

Last Modified Date:

Thu Sep 24 13:57:10 UTC 2026

Taxonomy Path:

Case category//How do I...//setting up

Author:

[email protected]

Create users with Remote Data Access (RDA) in v31.1 and above

Description

NOTE:

Need more users added to your licence? Leave your details and we'll be in touch.

See our alternative article is you're using Sage 50 Accounts v27.2 to v31.0.

Cause

Resolution

Check your data is connected to 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 Accounts 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.
On the User profile window, select the type of log in to create.

Create New User window with two options to choose how the software will be used.

▼ Log in to Sage 50 Accounts

Enter the user's Sage account email address, first and last name

▼ Use third-party applications

Only select this option to set up a login for third-party software to integrate with Sage 50 Accounts. This option only appears if you have Sage Copilot enabled

Select Continue.
Enter the required information for username and password and press Continue.

NOTE:

This window doesn't apply to administrator users as they have full access by default.

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 the checkboxes to the areas the user can access and select Continue.
Select the Allow Remote Data Access checkbox and press Continue.

The software completes the details on this window from the User profile window.

▼ Don't see Allow Remote Data Access checkbox

If you're using v32.1 or above with Sage Copilot enabled, the user automatically has access to RDA. This happens if you selected Log in to Sage Accounts in step 5.

Instead, click the Send Welcome email button

This emails the user to advise them that they have access to 50 Accounts.

Enter the user details then press 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
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.

Steps to duplicate