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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 Sage 50 Accounting.
  2. Go to Setup, Set Up Users & Roles.
  3. Select Add User.
     NOTE: Set up a password for the sysadmin user if you haven't already set one up.
  4. Enter a User Name and Password for the new user.
  5. Re-enter the Password.
  6. Enter the Email for the user.
  7. Check Remote Data Access to provide remote access if desired.
  8. Choose the desired Rights and Rights With Third-Party Products.
     NOTE: If the user is accessing Excel, Caseware, or other third-party applications, grand Read/Write access. 
  9. Click OK.