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How do I add users to Remote Data Access?

Created on  | Last modified on 

Summary

How to invite users to a shared Remote Data Access company.

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 the company is currently 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.
    • A shared company will automatically resume sharing and send invitations to the users
    • If the company has not been shared yet, share the company, see How do I share a company using Remote Data Access?
    • Users will receive an invitation email to join the shared company and will be prompted to create a Sage account if they do not already have one

Please note the following regarding Remote Data Access:

  • Remote Data Access requires high-speed Internet access (For best performance download speeds of at least 25mbps and upload speeds of at least 10mbps)
  • Maximum of 5.3GB file size for shared companies

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