Sage Copilot in Client Manager

Solution Properties

Solution ID:

260224165101757

Last Modified Date:

Wed Apr 22 07:24:23 UTC 2026

Taxonomy Path:

Case category//How do I...//an integration

Author:

[email protected]

Sage Copilot in Client Manager

Description

Sage Copilot enables you to deliver faster services across multiple client accounts. You can work in your own software or connect to your clients data using Remote Data Access (RDA).

Cause

Resolution

How you work with your clients depends on how you use Sage Copilot.

▼ You process all of your clients' data

You can activate Sage Copilot and continue working as normal.

▼ Your client uploads data to RDA and you download and work on the data

When your client uses their licence details and upload their data, they can activate Sage Copilot and give you access.

▼ You both work on the data and exchange data with backups

You or your client can activate Sage Copilot. If either of you take backups and restore them on the other site, you'll need to work without your Sage account or reconnect it. We recommend your client sets up RDA and send you an invite.

[BCB:449:Sales - SFA UK:ECB]

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