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Create users in Sage 50 Accounts v27 and above

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Summary

How to set up and manage users in Sage 50 Accounts v27 and above.

Description

If multiple people use Sage 50 Accounts, set up individual logins to track activity and control access to different areas.

On multi-user versions, set up individual users so more than one can process in a company at once.

Using Sage 50 Accounts v26.3? See our article for earlier versions.

 

NOTE:

Your licence determines how many people can log on at once.  To add more users to your licence, just leave your details and we'll get in touch.

Resolution

Check how many users you can create

To check how many users you have a licence for:

  1. Go to Help, select About, then under 'Licence Information', check 'Users'.

Create a new user

  1. Log into Sage 50 Accounts as the Logon name MANAGER.
  2. Go to Settings, select User Management, then Users.
  3. Press New, select the required user type, then press Continue.
  4. In the User Profile window, enter the following information:

Create a user name

Each person using the software must have a user name. The name can use upper or lower case characters, spaces or numbers.

Password not required

Select this option if you don't want this user to have a password. The option is only available to a standard user type.

Require password change at next login

Select this option if you want the user to change their password next time they logon to this company.

Create Password / Confirm Password

Adding a password to a username is optional but does provide extra security.
  1. Select the areas in the software you want the user to have access.
  2. To do this, select the boxes for the required areas. To grant access to all areas, choose Select All.

NOTE:

For administrators, this window doesn't appear as they have full access by default.

  1. Once complete, press Continue.
  2. If you use Remote Data Access, select Allow Remote Data Access then fill in the user details.
  3. Check the 'User Summary', then press Save, then Close.

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