Set up access rights, logon names and passwords for additional users
Description
If you've more than one person processing in Sage 50 Accounts, you can set up individual users for each person to log in with. By doing this you can easily keep track of each user's activity in the software and if required, control which areas of your accounts they can access.
On network versions of Sage 50 Accounts, setting up individual users allows more than one person to process information at the same time.
It's easy to create and set up these additional users, which we explain in the section below.
If you've a multi-user version of Sage 50 Accounts, access rights is enabled by default. However, on single-user versions you have to enable this manually:
Click Settings then click Company Preferences and click Parameters.
In the Others area select the Access Rights check box then click OK.
The default logon name is manager with no password. If you previously used a password when accessing Sage 50 Accounts, you should use this password with the manager logon. If forgotten, you can reset your manager password.
On the menu bar click Settings then click Access Rights and click New.
Complete the Create New User window as follows:
User or Logon name
Enter a user or logon name. This can be up to 32 characters long.
Password
Enter the password that is to be associated with the user name. This can be up to 10 characters.
Passwords are optional but are required for the manager logon in v23.1 and above.
Full Access / No Access
This is set to Full Access by default. If required, you can change this to No Access.
Click OK then click Close.
TIP: Your licence determines how many people can log on at the same time. To check how many users you have a licence for, when logged into Sage 50 Accounts click Help, click About, then under Licence Information look for Users.
To add more users to your licence, simply leave your details and we'll get in touch to discuss your options.
Amend access rights
You can amend each user's access level, allowing or restricting access to specific software areas as required. However, be aware that it's only possible to set up read only access in v28.1 and above.
NOTE: These steps are also how you give access to a user to be able to connect to company data remotely using Remote Data Access (formerly Sage Drive).
Log into Sage 50 Accounts as manager.
Click Settingsthen click User Management and click Users.
Select the user whose access rights you want to amend then click Edit.
Click the required option you want to amend on the left:
User Type - choose the type of user
Profile - to change the password click Change Password
Level of Access - select the areas in the software you want the user to have access to
Remote Access - amend the users remote access settings. This is how to allow a user to access data remotely using Remote Data Access
Confirmation - view the User Summary for the user
Once complete, click Finish then click Save.
You return to the User list, to exit this window click Close.
NOTE: If you withdraw access from certain options in the software, access may also be withdrawn from associated options.
Select the user whose access rights you want to amend then click Edit.
From the list of software modules, select or clear the relevant check boxes according to the access you want to give to the user.
To give access to part of a particular module, to drill-down into the module click the adjacent plus sign. The list expands and you can select or clear the sub-categories as required.
Click OK then click Close.
NOTE: If you withdraw access from certain options in the software, access may also be withdrawn from associated options.
