Adding Sage Remote Data Access - Sage Drive

Adding Sage Remote Data Access - Sage Drive

A: To Enable Sage Remote Data Access for the first time complete the following steps.

Step 1 -Select Menu :  Settings - User Management - Users menu



Step 2 - Click New



Step 3 - Select Administrator then select Continue


Step 4 - Enter username and password  then select Continue
  1. User Name :       addsage
  2. Password :         **Password of your choosing**


Step 5 - Click Get Started Now With Sage ID


Step 7 - Enter your first and second name of the registered Sage account then press Yes I am the right person


Step 8 - Verify/change your company details then press Continue


Step 9 - Enter the registered email address for your Sage Account


This should be the master email address that Sage have on record for your company

Step 10 - Enter the password that you have registered on your Sage Account



Step 11 - Click on the Close button when the successful connection is verified


Step 12 - Click on Remote Data Access, entering the following details and click Continue
  1. Tick the Allow Remote Data Access
  2. First Name :       addsage
  3. Second Name :  admin
  4. Email Address : register@addsage.com



Step 13 - Enter a passphrase to secure all future remote connections to your Sage Database



Step 14 - Click on the Save button to save the new user then await sync completion



B To add Sage Data Access for a new user complete the following steps.

This example covers where Remote Data Access has already been enabled

Step 1 -Select Menu :  Settings - User Management - Users menu



Step 2 - Click New



Step 3 - Select Administrator then select Continue


Step 4 - Enter username and password  then select Continue
  1. User Name :       addsage
  2. Password :         **Password of your choosing**


Step 5 - Click on Remote Data Access, entering the following details and click Continue
  1. Tick the Allow Remote Data Access
  2. First Name :       addsage
  3. Second Name :  admin
  4. Email Address : register@addsage.com


Step 6 - Click on the Save button to save the new user






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