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How to add new users to a company

Created on  | Last modified on 

Summary

Steps to set up a new username with rights to access company data files in a Sage 50 Accounting company.

Resolution

  1. Open the data file.
  2. Go to Setup, then Set Up Users & Roles.
  3. Set up a password for the sysadmin user if there isn't one already.
  4. Select Add User.
  5. Enter a User Name and Password for the new user.
  6. Re-enter the password.
  7. Enter the Email for the user.
  8. Check Remote Data Access to provide remote access if desired.
  9. Choose the desired Rights and Rights With Third-Party Products.
     TIP: Grant Read/Write Access under Right with Third-Party Products if the user needs access to Excel or other third-party applications.   
  10. If the user will only access the company data using a third-party software, uncheck the Allow access to company data using Sage 50 box.

    NOTE:

    When you uncheck this box, the user can't access Sage 50 directly.

  11. Click OK.

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