Remote Data Access is a feature that allows you to share and collaborate on your Sage 50 company data with authorized users from different locations. In this article read how to manage a Sage 50 company with remote data access such as download, share, stop, pause and resume sharing company with others.
Remote access enables you to control who can access your data, manage user permissions, and streamline collaborative workflows. With Sage 50 Remote Data Access, you can securely share your Sage company data, track changes, and control access, making it easier to work remotely while maintaining data integrity and security.
How to Download a Company Shared via Remote Data Access?
Steps to Download a Company Shared via Remote Data Access
- Begin by clicking on “File” and then selecting “Connect to a Shared Company.”
- When prompted, provide your Sage account email address. If you don’t have a Sage account, you’ll need to create one. If you’ve received an invitation to collaborate on a shared company and prefer to use a different email address, ask the sender to send you another invite to the desired email.
- In the “Shared Companies” window, select the specific company you wish to access.
- Click “Connect” to initiate the download of the company file.
Requirements
- Remote Data Access operates best with high-speed internet access, so ensure you have download speeds of at least 20mbps and upload speeds of at least 10mbps.
Limitation
- There is a maximum file size limit of 5GB for shared companies.
How to Share a Company Using Remote Data Access?
Steps to Share a Company Using Remote Data Access?
- Start by clicking on “File,” then select “Remote Data Access.”
- Choose “Yes, I am the right person” to confirm your role.
- If you don’t already have one, create an Administrator password.
- Enter a username, choose a password, and confirm the password. Click “Save.”
- Provide address information to confirm your company details.
- Complete all required fields and confirm the information. Log in with your Sage account email and password. If you don’t have a Sage account, you’ll need to register, following the registration process.
- Click on “Maintain,” then “Users,” and select “Set Up User Security” to access the User Security window.
- Add any new Sage 50 users as needed.
- Click the “Share” button.
- Choose “Save and Close.”
- Click “OK” when prompted. Sage 50 will begin uploading your company for remote access once you’ve finished making changes in the User Security window and closed it.
Requirements
- For optimal performance, Remote Data Access requires high-speed internet access with download speeds of at least 20mbps and upload speeds of at least 10mbps.
Limitation
- Shared companies have a maximum file size limit of 5GB.
- You can share an unlimited number of companies using Remote Data Access.
How to Pause and Resume Sharing a Remote Data Access Company?
Please note that to pause or resume sharing, you need to have administrator privileges within the company.
Pause Sharing a Remote Data Access Company
To temporarily pause data sharing in a shared Sage Drive company for specific functions, follow these steps.
- Click on the green Shared icon located in the upper right corner and select “Pause Sharing.”
- Alternatively, you can go to “File,” then “Remote Data Access,” and choose “Pause Sharing.” Confirm by clicking “Continue” on the notification screen.
- Keep in mind that while sharing is paused, remote users will only have read-only access to the data, and they won’t be able to make changes. To allow remote users to make changes, you must resume sharing the company.
- Once confirmed, the company’s sharing status is paused.
- It’s important to remember that you must resume sharing before closing the company. If you attempt to close the company, a warning message will appear. You can either click “Yes” to resume sharing and close or “No” to stay in the paused company.
Resume Sharing a Remote Data Access Company
To resume sharing a Remote Data Access company, follow these steps.
- Within the company, click on the orange Paused icon located in the upper right corner and select “Resume Sharing.” Alternatively, you can go to “File,” then “Remote Data Access,” and choose “Resume Sharing.” The company will automatically resume the sharing process.
- Upon completion, a confirmation screen will appear. Click “OK” to confirm the resumption of sharing.
How to Stop Sharing a Company with Remote Data Access?
Please note that only the data owner, which is the Sage 50 user who initially shared the data, can stop sharing a Remote Data Access company.
- Log into the company that you want to stop sharing.
- Go to “File,” then “Remote Data Access,” and select “Stop Sharing.”
- Confirm your intent to stop sharing the company by choosing “Yes.” You should receive a confirmation message indicating that the company is no longer shared.
- It’s important to know that any user who previously downloaded the company can still access their local copy. However, they will not have access to the latest changes saved in the company.
Conclusion
In conclusion, Remote Data Access in Sage 50 empowers you to work efficiently and collaboratively, no matter where you are. It’s a valuable tool for managing and sharing your company data securely. However, if you encounter any difficulties or have questions about using this feature, don’t hesitate to contact Sage 50 experts. They are here to assist you in making the most of Remote Data Access and ensuring a seamless experience for your Sage 50 company management.
FAQ’s
What is Remote Data Access and how does it work with Sage 50?
Remote Data Access is a feature that allows Sage 50 users to access their company data from anywhere with an internet connection. It enables remote work and collaboration while ensuring data security.
Who can share a Sage 50 company using Remote Data Access?
Sharing a Sage 50 company with Remote Data Access requires the data owner to initiate the sharing process. The data owner is the user who initially shared the data and is responsible for managing the sharing settings.
Can multiple users work on a shared Sage 50 company simultaneously?
Yes, Remote Data Access supports multiple users working on the same Sage 50 company simultaneously. This feature facilitates real-time collaboration among team members, even if they are in different locations.
How do I pause sharing for a Remote Data Access company?
Pausing sharing is useful when you need to temporarily restrict write access to the data. To do this, you should click on the “Pause Sharing” option within your Sage 50 company. While sharing is paused, remote users can only access data in a read-only mode.
What happens if I stop sharing a company with Remote Data Access?
When you stop sharing a company, it means that other users will no longer have access to the shared data. However, individuals who previously downloaded the company will still have access to their local copy.
Is Remote Data Access suitable for businesses with slow internet connections?
Remote Data Access works best with high-speed internet connections, where download speeds are at least 20mbps and upload speeds are at least 10mbps. Slower connections may result in reduced performance.
