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Connect your company data to Remote Data Access

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Summary

This guide explains how to work remotely from another computer using Remote Data Access in Sage 50cloud Accounts v27 and above.

Resolution

1. Check if you can use Remote Data Access

To use Remote Data Access you need to be using an up to date version of Sage 50cloud Accounts and meet the required internet connection speed. 

Check the requirements you need to use Remote Data Access

NOTE: Although you can work seamlessly with your colleagues using Remote Data Access, we don't recommend as an alternative to your local area network.


2. Backup your data

 NOTE: Just so you know Remote Data Access connects you to your data and doesn't store it. So you need to continue to take regular backups of your data >


3. Allow Remote Data Access

 

To use Remote Data Access you need to link the company to your Sage account.

  1. Open Sage 50cloud Accounts and log in as MANAGER.
  2. Click Settings then click User Management and click Users.
  3. Click MANAGER then click Edit.
  4. Can you select the 'Allow Remote Data Access' checkbox?
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    • Yes - Your company data is already linked to your Sage Account, confirm the details and click Continue.
    • No - 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  

4. Create a Passphrase

Anyone who needs to access the company data remotely will need to enter this Passphrase, it needs to be at least 15 characters in length and must contain at least one uppercase and one lowercase character. There is no maximum character length.

  1. Enter and confirm the passphrase, and store it in a secure location.
  2. Click Save.

You can now access your data via Remote Data Access. 

NOTE: If you forget your Passphrase, the MANAGER or data owner can view this in Sage 50cloud Accounts. Click Remote Data Access Settings then click Show Password/Passphrase.


Next steps

Now you've connected your company to Remote Data Access, let's manage your users:

TIP: Just so you know, for every additional remote computer accessing your data remotely, you must add a separate Sage Account.