With the help of a multi-user license, more than one user can work on your company’s data at the same time if you have installed it onto your network and you run the company in multi-user mode. The number of users that can connect to your company data at a single time depends on the Sage 50 Accounting product that you are using and on the number of licenses that have been purchased. So you see, the single-user products need to be upgraded to make the best of the Sage 50 multi-user mode environment.
Note: Once you open a shared company, you will be prompted to select a user mode. When you want to switch to a different mode while working within a shared company, you are required to close the company and open it once again to check out the prompt.
How to Set up Multiple Users in Sage 50 Accounts
What is meant by “Sysadmin”? Well, it is the system administrator profile that is created when you install Sage 50 Accounting. The sysadmin profile has complete accounting rights for all of the company records and can create, remove, or modify other users.
Before you can begin working in multi-user mode, the sysadmin user is required to:
- Create users for the company.
- Turn on the Automatically Refresh Lists feature.
Here are the steps to set up multi-user in Sage 50:
Step 1: Prepare the data
Backup the Data: Ensure to save a copy of your current data first.
Learn how to back up Sage 50’s current data first:
- Open your data file.
- If you have multiple users in Premium or Quantum, log in as sysadmin in single-user mode.
- Go to File, Backup.
- Enter the File Name.
- Click Browse and select the folder where you wish to save your backup
- Click OK to start the backup.
Step 2: To verify Version Eligibility
- Find the Right Version: Figure out which version of Sage 50 you can use.
- Get the Installation Files: You can download the installation files from the Sage 50 Download Portal.
- If installing on a Network, Next set up the Sage 50 Connection Manager within the server.
Step 3: To Assess System Requirements
- Check Compatibility: Check if your system can run Sage 50. For more, check Sage 50 system requirements.
- Note on Windows Compatibility: Bear in mind that future updates might not work on older versions of Windows.
Step 4: To Evaluate the Compatibility of the Computer
- After Server Installation: After the server part has been set up, you can start installing it on other computers within your network.
Step 5: Complete Installation on Workstations
- Check the Version: Once you begin working on Sage 50, make sure all computers are using the same version.
- Installation Steps: On Windows 8 or 10, navigate to ‘Start’ > ‘Programs and Features’ or ‘Apps and Features’ to manage your software.
Conclusion – Setting Up Multi-User Mode in Sage 50
Multi-user mode lets your team collaborate in real-time by accessing the same company file simultaneously. To implement it correctly, install Sage 50 on your server using the “Network” or “Server” option; then run the necessary database server tools. Next, install Sage 50 in workstation (client) mode on each user’s computer and connect them to the shared data file. After setup, configure user accounts and permissions within Sage to control access.
If this process seems complex or the setup isn’t working smoothly, AccountsPro’s Sage support team can help seamlessly configure multi-user access with remote assistance tailored to your network and workflow.
Frequently Asked Questions
What is Sage 50 multi-user mode?
Once set up correctly, Sage 50 allows multiple users to access and work on the same data concurrently, boosting productivity and collaboration.
How do I install Sage 50 for multi-user use?
On your server, install Sage 50, choosing the Network Install or Server option, and place the company data in a shared folder. On each client, run Sage in Workstation mode and point it to the server’s IP or shared directory.
What system requirements should I consider?
Ensure the host machine has robust RAM, CPU, and disk space. Use a reliable LAN and place your Sage company file in a centralized, accessible server folder.
How do I switch Sage 50 to multi-user mode?
In Sage 50, go to the menu bar and select Switch to Multi-User Mode. This allows multiple users to open and work on the same company file.
Do I need to set up users and permissions separately?
Log in as a manager or admin, go to Settings → User Management, and add users with appropriate access rights.
How do client PCs connect to the Sage server?
On installation, enter the server’s network path or IP where the company file resides. Sage will then list available files to open.
What if Sage won’t open the file on a client?
Ensure Sage’s Data Server Manager is running on the host, firewall rules allow Sage 50 communication, and shared folder permissions grant access.
Can I convert from a single-user setup to a multi-user?
Yes, reinstall on the server in network mode, then reconfigure clients.
What if I need help setting this up?
For expert set-up, configuration, or troubleshooting, AccountsPro offers secure remote or on-site assistance to help you deploy multi-user environments efficiently.
