How to add a new user

Before you start

• If you need more licenses, contact Sage 50 Sales at 877-495-9904
• Adding or editing users is a single-user task
• Log in to the company as the user account with Administrator rights
• User settings are company-specific
• You need to license new users within User Security. Place a checkmark in the 'License' checkbox to allow users to access the company

• Unlicense a current user if you add a user and have no licenses left 

   

 NOTE: Don’t unlicense the Administrator account. This doesn't mean you can't unlicense the username Admin. But another username has to have Administrator access and be licensed 

Add a new user using Sage 50 Hosted

1. Add the user to the Sage Provisioning Portal first if you are opening using the Sage 50 Hosted Windows App.
2. Follow the steps below for your version to add the user to Sage 50.

Add a new user using Sage 50 Pro or Premium Accounting

1. Go to Maintain > Users > Set Up Security.
   • If the Set Up User Security option is Grayed out, see Set Up Security option is grayed out
2. Click OK on any warnings.
3. Click New User.
4. Enter User Name and Password.
5. Select an access level for the user.
6. Click Save, then Close.
7. Have the user log in and verify they can access the company.

Add a new user using Sage 50 Quantum Accounting

1. Go to Maintain > Users > Set Up User Security.
   • If the Set Up User Security option is grayed out, see Set Up Security option is grayed out
2. Click OK on any warnings.
3. Click New User.
4. Enter User Name and Password.
5. Select the desired role or New Role to create a new role for this user.
6. Click Save, then Close.
7. Have the user log in and verify they can access the company.

Add a user from a different company

1. Go to Maintain > Users > Set Up User Security.
2. Locate the existing user under User Name.
3. Select Add user to this company.
4. Enter a password.
5. Select the user's level of access or role.
6. Select Save and Close.
7. Have the user log in and verify they can access the company.

How to edit user roles
How to edit user rights