Set up Remote Data Access
Description
Cause
Resolution

Follow these steps to enable users to access your company data remotely with our Remote Data Access feature.

Set up process

[BCB:284:RDA - Issues:ECB]

 


 NOTE: When using Remote Data Access, you still need to take regular backups of your data.



▼ Create a Passphrase

 TIP: The Passphrase is different to your password. Our handy Remote Data Access - Passphrase guide explains when you need the Passphrase and how to check what it is.

Anyone needing remote access the company data must enter this Passphrase. It must be at least 15 characters long and contain at least one uppercase and one lowercase character. There's no maximum length.

  1. Enter and confirm the passphrase, and store it in a secure location.
  2. Click Save.

You can now access your data via Remote Data Access. 

 NOTE: If you forget your Passphrase, the MANAGER or data owner can view this in Sage 50 Accounts. Click Remote Data Access Settings then click Show Password/Passphrase.


Now that you've connected your company to RDA, let's manage your users:

  1. Give remote access to existing users: Enable enable them to access the company data remotely.
  2. Create new users with remote access: Set up new users and give them permissions to access your company data remotely.
  3. Access company data remotely: Connect to your data from another machine.

TIP: For every additional user accessing your data remotely, you must create a separate Sage Account.

All changes to your data are automatically uploaded to the cloud as you and your colleagues work. The data is downloaded regularly to all connected locations to ensure everyone works on the latest version.

CAUTION: Remote Data Access isn't a data backup service, and you must take regular backups of your data. 


Find out more in our dedicated Help Centre

To help you with Remote Data Access, we've pulled together everything you need. Visit the Run your accounts data remotely Support hub.

Steps to duplicate
Related Solutions