HomeSoftware TitlesSage PayrollSet up Remote Data Access

18.1. Set up Remote Data Access

Summary

How to work remotely from another computer using Remote Data Access in Sage 50 Accounts v27 and above.

Resolution

 1. Check if you can use Remote Data Access

To use Remote Data Access you need to be using an up to date version of Sage 50 Accounts with an active subscription, and meet the required internet connection speed. 

 

NOTE: Although you can work seamlessly with your colleagues using Remote Data Access, we don't recommend this as an alternative to your local area network (LAN).

 


2. Backup your data

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

 


3. Allow Remote Data Access

 

To use Remote Data Access you need to link the company to your Sage account.

  1. Open Sage 50 Accounts and log in as MANAGER.
  2. Click Settings then click User Management and click Users.
  3. Click MANAGER then click Edit.
  4. Can you select the 'Allow Remote Data Access' checkbox?
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    • Yes - Your company data is already linked to your Sage account, confirm the details and click Continue
    • No - If you can't select the checkbox, you need to link your company data to your Sage account, click Get started now with your Sage account and follow the onscreen instructions

      NOTE: Before you link this company to your Sage account you should make sure you have the right company permissions as you'll be considered the data owner.

  5. Click Continue.
  6. Enter your first and last name, then click Yes, I am the right person.
  7. Confirm your company information, then click Continue.
  8. Log in to your Sage account:

    I have a Sage account - Enter your login details.
    TIP: These are the same credentials used to access your payslips or mysage.com. 

    or


    I don't have a Sage account - Click Create account and follow the steps to create one.
    TIP: You can find out more about creating a Sage Account in our What is a Sage account, and how to sign up guide.

  9. Now you've linked your company data you can select the Allow Remote Data Access check-box.
  10. Click Continue.

 


4. 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 who needs to access the company data remotely will need to enter this Passphrase, it needs to be at least 15 characters in length and must contain at least one uppercase and one lowercase character. There is no maximum character 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.

 


 


 


Find out more in our dedicated Help Centre

To help you with Remote Data Access,  we've pulled together everything you need!
Visit the Help Centre >

 

https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200821075636890&hypermediatext=null

 

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