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Follow these steps to enable users to access your company data remotely with our Remote Data Access feature.
NOTE: If you have more than one company, repeat the set up process for each company.
Set up process
▼ Check if you can use Remote Data Access
To use Remote Data Access, ensure you're using the latest Sage 50 Accounts with an active subscription and a suitable internet connection.
- Check the requirements you need to use RDA
CAUTION: We don't recommend using Remote Data Access as an alternative to your local area network (LAN), even though it allows collaboration with colleagues.
- Click File, then click Backup, and take a backup of your data
NOTE: When using Remote Data Access, you still need to take regular backups of your data.
TIP: You can upgrade the number of users. Leave your details and we'll be in touch.
To use Remote Data Access, link the company to your Sage account.
- Open Sage 50 Accounts and log in as Manager.
- Go to Settings, then User Management, then Users.
- Click MANAGER then click Edit.
- Select the Allow Remote Data Access checkbox, confirm your details, then click Continue.
Sage Copilot enabled?
If you can't select the checkbox, you need to link your company data to your Sage account. Click Get started now with your Sage account and follow the onscreen instructions.
NOTE: Before you link this company to your Sage account, ensure you've got the correct company permissions as you'll be the data owner.
- Enter your first and last name, then click Yes, I am the right person.
- Confirm your company information, then click Continue.
- Log in to your Sage account:
I have a Sage account - Enter your login details. TIP: These are the same credentials used to access your payslips or mysage.com.
or
I don't have a Sage account - Click Create account and follow the steps to create one. TIP: Find out more in our What is a Sage account, and how to sign up guide. - Now you've linked your company data you can select the Allow Remote Data Access checkbox.
- Click Continue.
TIP: The Passphrase is different to your password. Our Remote Data Access - Passphrase article explains when you need the Passphrase and how to check what it is.
Anyone needing remote access the company data must enter this Passphrase. It must be at least 15 characters long and contain at least one uppercase and one lowercase character. There's no maximum length.
- Enter and confirm the passphrase and save it in a secure location.
- Click Save.
Your data will now upload to RDA. You can now access your data via RDA.
Now that you've connected your company to RDA, you can manage your users:
- Give remote access to existing users: Enable enable them to access the company data remotely.
- Create new users with remote access: Set up new users and give them permissions to access your company data remotely.
- Access company data remotely: Connect to your data from another computer.
TIP: For every additional user accessing your data remotely, you must create a separate Sage account.
Syncing data
All changes to your data automatically upload to the cloud when you and your colleagues work. The data downloads regularly to all connected computers to ensure everyone works on the latest version.
CAUTION: Remote Data Access isn't a data backup service, and you must take regular backups of your data.
Find out more in our dedicated Help Centre
To help you with Remote Data Access, we've pulled together everything you need. Visit the Run your accounts data remotely Support hub.
Upgrading your licence
Need a little more room? To add extra companies, users, employees or more to your software licence, leave your details and we'll be in touch.
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