Set up Sage accounts
Before you turn on Sage account login, you'll need to set up Sage accounts for your Sage 50 users so they can log in to the company. You can do this the first time you connect your company to your Sage account or at any time from the User Security window.
Note: Even if you don't want to turn on Sage account login for your company, you can still set up Sage accounts for your users (which can be used to access connected services, such as Sage HR and Bank Feeds).
Set up Sage accounts
To set up Sage accounts, complete these steps:
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Go to Maintain > Users > Set Up User Security... and click Set up Sage accounts.
Note: If you haven't connected the company to your Sage account, you'll be prompted to do that first. You can set up Sage accounts during this process.
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In the Set up Sage accounts window, ensure the Users without a Sage account tab is selected.
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In the table, select users who need a Sage account and enter an email address for each. You can also add users to your company from this window.
Note: Third-party and SDK users do not need to set up a Sage account and should be deselected.
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Click Send invitations and selected users will be invited to create a Sage account. Users must accept the invitation to set up their Sage account. If Sage account login is turned on, these users must use their Sage account to log in to the company in Sage 50.
Once you've sent users an invitation, they'll appear on the Users with a Sage account tab. From the Action column of this tab, you can resend invitations and edit the email of users who have not yet accepted their invitation. If users have already accept their invitation and created a Sage account, only they can update their email address. Learn how users can modify their Sage account email (KB article).