Summary
How to invite users to a shared Remote Data Access company.
Resolution
- Have all other users log out of the company.
- 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
- 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
- Fill in the User name, Password, and Email.
- Select the user's level of access and save the record. Repeat the steps above to add any other users as needed.
- 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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