How to add a new user

Before you Start

 

• 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.
  • If you add a user and have no licenses left:
    • Unlicense a current user.
    • Note: Do not 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
    • If you remove the Administrator license, contact Sage 50 Technical Support at 866-747-3888 to have the account reset.
  • If you need more licenses, contact Sage 50 Sales at 877-495-9904

 

To Add a new user using Sage 50—U.S. Edition Pro or Premium Accounting

1. Go to Maintain, Users, Set Up Security.
   • If the Set up 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.

 

To Add a new user using Sage 50 Quantum Accounting

1. Select Maintain, Users, and then select Set Up User Security.
   • If the Set up 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.

 

To Add a user from a different company

1. Select Maintain, Users, then 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.