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Activate Sage Copilot

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Summary

How to activate Sage Copilot for Sage 50 Accounts v31.1 and above.

Description

To learn more about Sage Copilot visit: Introducing Sage Copilot.

We’re currently rolling out Sage Copilot in the UK. While it’s not yet available in Ireland, we’re planning for a potential launch as part of our Sage 50 Accounts Roadmap. We’ll provide updates as progress continues.

Resolution

Activate Sage Copilot

NOTE:

Users receive Copilot access individually, and Copilot accesses only the same data as the user can access.

 

  1. Download and install the latest version of Sage 50 Accounts, if you haven't already. 
  2. Log in as Manager. 
  3. Select the Sage Copilot button, anywhere you see it in your software. In v32.0 and below, this is called Copilot insights. 

TIP:

In v32.1 and above, click Activate Sage Copilot in the software home page, or on the Help banner at the top of modules.

 

  1. Select Connect now on the Connect your company to get started with Sage Copilot window.


onnect to the power of AI with Sage Copilot window. 

NOTE:

This window will look different if you have already connected your Sage account to your company data, or only have one Sage user. Just follow the steps on this window to continue.

 

  1. Follow the prompts to connect your company to your Sage account, if required. 
  2. If you have multiple Sage users, you're prompted to enter their name and email address. If Manager is the only user, just click Activate Sage Copilot on the window shown in step 10.

TIP:

Select Remove from the list to hide usernames who have left the business, or that exist only to use third-party software.

 

Activate Sage Copilot window, step 1 of 3 to add users. 

  1. After entering all user details, select Continue.
  2. On the Grant Sage Copilot access window, select which user will have access to Copilot in the dropdown:


Activate Sage Copilot window, step 2 of 3 to Grant access to users. 

NOTE:

This grants access to the first Copilot user. If you have multiple Copilot users on your licence, you can edit the user to add access later.

 

  1. Click Continue.
  2. Click Activate Sage Copilot on the Activate Sage Copilot Step 3 of 3 window:

Activate Sage Copilot window, step 3 of 3.

NOTE:

After enabling Copilot, all users will now sign in to Sage 50 Accounts using their Sage account, even users who don't use Copilot.

 

Other users

Follow the steps on our Grant other users Sage Copilot access article.

Using Sage Copilot

Now that you've set up Copilot, you can quickly get useful insights and data. Find out how to use Sage Copilot. 

Upgrade your licence

Growing business? Add more companies, users, or employees to your licence with ease. Leave your details and we’ll be in touch.

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