If you log in as Manager, the software displays the Try Sage Copilot feature. You can use it until you log out or set it up fully.

 NOTE: Clicking Activate Sage Copilot in the home page or at the top of modules only shows Connect now, not the trial option. 

If another user logs in to the same company on a different computer, they'll see 'Unable to grant Copilot access to this user. You have reached your licence limit' when activating Sage Copilot. This is because the trial uses your licence limit.

Try Sage Copilot window

• If you don't want to try, click Close then Remind me later or Don't show again

Start the trial:

1. Select Try Sage Copilot.
2. If you're not using any cloud-connected features, connect your company to a Sage account. 
3. If you already have cloud-connected features in use, the Activate Sage Copilot Step 1 of 1 window appears.

After you enter the details to connect your company, Sage Copilot will be active for your company. 

4. Click Close. 
5. Enter your login details for your Sage account email.

The banner at the top of your window now shows Sage Copilot is in trial mode and you can start using Sage Copilot.

End your trail

When you next log in to Sage 50 Accounts, the Sage Copilot before you log in window appears.

You can:

• Activate Sage Copilot - this option takes you through the onboarding process to activate Sage Copilot
• Manage trial mode - choose to continue the trial or end the trial. If you end the trail, a window invites your feedback. Click Open the survey to complete any feedback

Ending the trail disconnects Sage Copilot and closes the software. When you log back into Sage 50 Accounts, Sage Copilot disconnects but keeps your cloud-connected features connected.