Log in using your Sage account

Summary

If you use Sage Copilot, you'll log into Sage 50 Accounts using your Sage account credentials.

Description

When you start using Copilot, you'll log in with your Sage account credentials to enhance security and ensure it communicates with our AI service.

This means you won't use a logon name to access the software.

Resolution

First time set up

NOTE: The Manager user needs to complete these steps.

Once you install v31 or above and set up Sage Copilot, you'll migrate your users to log in with a Sage account.

1. When you see the window below, select Continue to get started:

The image shows the Sage account setup window, highlighting for the user to click Continue.

2. Add any missing email addresses and names for your users on the next window.

NOTE:

If any of your users already have email addresses on their profile, it'll automatically pull them through to this window.

The image shows the Sage account set up window, which shows users where to enter their email addresses.

Need to dismiss users from here?

Dismiss users

If a user needs access for third-party applications (so will never log in directly), or has left the business, select Dismiss user.

Selecting Dismiss user on the confirmation popup will remove the user from the email address list. They can continue to access Sage 50 Accounts from third-party applications.

If a user has left the business, or doesn't need a login you can remove their account from your data.

3. Once you've added email addresses for all users, select Continue.

4. Click Finish to complete the updates.

TIP:

Your users will receive an email inviting them to log in using their Sage account details.