Sage 50 CA - Multi-user collaboration through remote data access – Sage Drive (is now called Remote Data Access).
The new naming now properly represents the functionality of this feature. And allows you and your accountant, bookkeeper or co-workers to access real-time data and work simultaneously within Sage 50 from any location. Watch this short “Multi-User Remote Data Access ” video below to discover new ways to collaborate.
In single user mode, one user can access the company data remotely. In multi-user mode, multiple users can access real time data and work simultaneously within Sage 50cloud from any location with remote data access (see further below for licensing details*).
In multi-user read only mode, multiple users can access real time data and run reports in Sage 50cloud from any location with remote data access.
In addition, user management is now integrated. Enabling users in multi-user mode to see who else is connected to their company data when working remotely among colleagues with Premium or Quantum licenses.
Note: Using Sage Drive management center is no longer required following release 2020.2.
KB 105572 provides the steps on how to migrate your company file from Sage Drive to the new Remote Data Access platform. If you have Sage Drive and are having trouble launching your database, see KB105575 - "Error: "Unable to open company file" when attempting to convert Sage Drive files to 2020.2" with instructions. As part of the 2020.2 release, customers who use Sage Drive are required to go through cloud on-boarding as the function is transitioned to the new Remote Access. Please ensure that there are NO special characters (/, //, = etc) in the company file name or else this will trigger an error. If an error occurs, edit out any of those special characters from the company name and try the cloud on-boarding process again.
Note that converting your Sage 50 CA data requires you to be in single user mode, sysadmin (is the default user*). The software would have required a password be set for the sysadmin user. If this is unknown, a password override request can be asked of the support team. KB10362 "What can I do if I forget or lose my password?" here provides you with additional details. You can contact Technical Support at 1-888-522-2722 to request a password override which is a chargeable service if you're not on an active Sage Business Care plan.
The next BIG step after migration, is setting up usernames so that you can start working in multiuser mode! Note that you can no longer share a Sage ID and username combo on any PC like you could with Sage Drive in version 2020.1. In the image below, you can see that "sysadmin" is only allowed one Sage ID. You can't share the "sysadmin" credential between PC's. For instance: Computer 1 will always login with "sysadmin" (the multi user password for "sysadmin"). While computer 2 will always login with user 2 (using the multi user password and Sage ID login email for user 2). As of Sage 50 CA version 2020.2, no mix and match is allowed for error free work flow. If you're missing a second user, you'll need to create one. Each Sage ID requires a unique email address.
For further details on this refer to the KBs:
When trying to share my company file in Sage 50 2020.2, I get a message "A file with the same ID is already shared"
Why can’t I open my Remote Data Access file in multi-user mode?
Though it is possible to use the sysadmin login on more than one computer, you can run into issues. The login sysadmin sometimes takes various minutes to sign out and users get messages saying "someone is still logged in with sysadmin." Another example issue is when a sysadmin user who logs in with a different Sage ID (different from the one originally assigned to sysadmin). This is why in the above we recommend one assigned combo per computer for error free workflow.
In order to avoid performance issues encountered when switching between Sage ID's when accessing the same Sage 50 install on a specific computer, please note that:
Any Norton Anti-virus user should also see:
"Sage 50 2020.2 crashes with no error message after I select a company file and try to open it" .
Sage 50 2020.2 does not open
Error: "Something went wrong" when uploading file to Remote Data Access
Error: "Download has failed..." when downloading company file from Sage Drive or Remote Data Access -
Why can't I change the sysadmin email address?
'Paused' sharing randomly occurs in a file that is converted to 2020.2 after opening
Sage 50 2020.2 crashes with no error message after I select a company file and try to open it
Weird characters show up when typing an 'Item Description' in an invoice
After the 2020.2 update, my in product help displays in French
If you haven't already, re-visit steps 1 through 3 of our previous post, called Part 1 of 2: Sage 50 CA Data Conversion Tips , where we shared some top tips for users with data conversion issues.
How can you get help? If your company data fails at the end of the conversion process, then you have a conversion issue for which it's best to try an alternate backup copy or call Sage Support at 1-888-522-2722 for assistance.
More resources for working with your data:
Check the integrity of company data
How do I create a backup?
How to restore from a backup?
Restoring 2020.2 files that were sent back from data repair
Wondering about how many licenses you get or how many computers you can install the software on? It's actually pretty simple.
PRO: 1 license (1 computer). IF you have Sage 50 CLOUD then they get 1 additional license because of Remote Data Access (formerly Sage Drive). Only 1 user can access the software at a time though.
PREMIUM 2 USERS: 2 licenses (2 computers). IF you have Sage 50 CLOUD then you get 1 additional license because of Remote Data Access (formerly Sage Drive) so a total of 3. Again only 2 can access at a time.
PREMIUM 4 USERS: 4 licenses (4 computers). IF you have Sage 50 CLOUD then you get 1 additional license because of Remote Data Access (formerly Sage Drive) so a total of 5. Again only 4 can access at a time.
For Quantum it's the same only that an additional license is included for Sage 50 CLOUD license holders.
Thanks for reading!
For more resources visit: Sage Product Support Resources for help with products in North America