Sage 50 Accounts
Activating Sage Copilot
Note: Users receive Copilot access individually, and Copilot accesses only the same data as the user can access.
- Download and install the latest version of Sage 50 accounts if you have not already.
- Log in as Manager.
- Select the Sage Copilot button, anywhere you see it in your software. In v32.0 and below, this is called Copilot insights.
TIP: In V32.1 and above, click Activate Sage Copilot in the software home page, or on the Help banner at the top of the modules.
- Select connect now on the Connect your company to get started with the Sage Copilot window.
- Follow the prompts to connect your company to your Sage account, if required.
- If you have multiple Sage users, you are prompted to enter their name and email address. If Manager is the only user, just click Activate Sage Copilot on the window in step 10.
TIP: Select remove from list to hide usernames of people who have left the business, or that exist only to use third-party software.
- After entering all user details, select
- On the Grant Sage Copilot access window, select which user will have access to Copilot in the dropdown:
NOTE: This grants access to the first Copilot user. If you have multiple Copilot users on your licence, you can edit the user to add access later.
- Press
- Click Activate Sage Copilot on the Activate Sage Copilot Step 3 of 3 window.
NOTE: After enabling Copilot, all users will need to sign in to Sage 50 Accounts using their Sage account, even users who don’t use Copilot.
If you would like help setting up Sage Copilot or any other help with your Sage 50 Accounts, please contact us
