Learn the steps to add a new user in Sage 50.
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.
To Add a new user using Sage 50—U.S. Edition Pro or Premium Accounting
- Go to Maintain, Users, Set Up Security.
- If the Setup Security option is Grayed out, see Set Up Security option is grayed out
- Click OK on any warnings.
- Click New User.
- Enter User Name and Password.
- Select an access level for the user.
- Click Save, then Close.
- Have the user log in and verify they can access the company.
To Add a new user using Sage 50 Quantum Accounting
- Select Maintain, Users, and then select Set Up User Security.
- If the Setup Security option is grayed out, see Set Up Security option is grayed out
- Click OK on any warnings.
- Click New User.
- Enter User Name and Password.
- Select the desired role or New Role to create a new role for this user.
- Click Save, then Close.
- Have the user log in and verify they can access the company.
To Add a user from a different company
- Select Maintain, Users, then Set Up User Security.
- Locate the existing user under User Name.
- Select Add user to this company.
- Enter a password.
- Select the user’s level of access or role.
- Select Save and Close.
- Have the user log in and verify they can access the company.