Pimbrook Software

24668: Sage Drive Management Centre – Control who can access your company data

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Author: collins

When you share your Sage 50 Accounts data in Sage Drive, you have complete control over who can access it and how. You can easily add and manage users within the Sage Drive Management Centre. (https://drive.sage.com/mc)

  1. Log in to Sage Accounts using the Manager Logon name, and related password if you’ve set one up.
  2. If the new user doesn’t already have their own Sage Accounts user name, create one now.
  3. On the menu bar, click File then click Manage Sage Drive.
  4. Enter your Sage ID email address and password then click Sign In.
  5. Click Add User  then enter the new user’s name and Sage ID email address.
  6. From the Access level drop-down, choose the access level for the new user:
Owner

 

 

Gives access to manage users in the Sage Drive Management Centre.

No remote access to your Sage Accounts data.

Owner and UserGives access to manage users in the Sage Drive Management Centre.

Gives remote access to your Sage Accounts data.

UserGives no access to manage users in the Sage Drive Management Centre.

Gives remote access to your Sage Accounts data.

AccountantTo allow your accountant to remotely access your data, choose this option.

7.If you selected Owner, proceed to step 8. Otherwise select how the user can connect to your data:

UserAllows the user to access the data from an installation of Sage 50 Accounts.
Mobile SalesAllows the user to access the data using the Sage 50 Accounts Mobile Sales app.
TrackerAllows the user to access the data using the Sage 50 Accounts Tracker app.
AccountantAllows your accountant to access the data using the Sage 50 Accounts Client Manager.

 

8. To save the settings, click Save.

9. Advise the new user what the encryption password is for your data. This is the password you used when you originally uploaded the data.

The new user receives an advising them how to connect to your company data. For the new user to connect to your data, they must install the same version of Sage Accounts that you have, or download the relevant business app. For your accountant to connect to your data, their Sage 50 Accounts Client Manager must be the same version as your Sage Accounts

To amend or remove a user’s access to your data, in the Management Centre on the right-hand side click By user, click the user name then click Edit user  or Delete user  as required.

Need more users? Upgrade to Sage 50cloud for 25 connected users or purchase additional users for your existing software


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