How do I add users to Remote Data Access?
Description
Cause
Resolution
  1. Have all other users log out of the company.
  2. Open the company and go to Maintain, Users, Set Up User Security.
    • If you have the company shared, select Yes when prompted to Pause sharing
  3. Select New User.
    • For an existing user, select Edit User's Rights (or Roles)
    • If the user shows on the list with an asterisk, select Add user to this company
  4. Fill in the User name, Password, and Email.
  5. Select the user's level of access and save the record. Repeat the steps above to add any other users as needed.
  6. When done, click Save and close.
  7. A shared company will automatically resume sharing and send invitations to the users. 

If you haven't yet shared the company:

  1. Share the company.
  2. Users will receive an invitation email to join the shared company. They'll receive a prompt to create a Sage account if they don’t already have one.
  3. The users can then download the company.

 

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Steps to duplicate
Related Solutions

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Successfully using Remote Data Access