15 How to Insert Licence, Connect to Sage Data and Set up a User Name for your Adept Tool NEW

This tutorial shows you how to insert your Trial Licence, Connect to a set of Sage Data (Practice, Demo, Local or Network Live) and setup a User Name for your Adept Tool in Sage.

Each Adept Tool or installation of an Adept Tool can use the same User Name Adept. The software will automatically generate Adept01 Adept02 as each Tool or install connects to Sage (Adept Tools v23 and above).

For Sage v26 and below:
Click on Settings-Access Rights-New

For Sage v27 :
Click on Settings-User Management-Users-New

For Sage v28 and above:
Sage have changed the way they deal with User Accounts. You now need to setup multiple user accounts for the Adept Tools and their users. For example, if you have 1 Adept Tool and 5 Users (installations) of the Tool you will need to setup 5 User Accounts.

Open Sage and Login as Manager
Click on Settings-User Management-Users-New
Add the User Name Adept and give it a password (if required) and complete the steps to finish creating the account.
Repeat the above steps to create Adept01, Adept02, Adept03 & Adept04 or as many as you require.
Then in the Adept Add-On Tool, Click on Menu-User Name and enter Adept as the User Name and the password if you selected that option and then Click OK

Each Adept Tool or installation of an Adept Tool can use the same User Name Adept, but you must setup the additional User Names as per the above instructions.

The Adept Add-On Tool will automatically generate Adept01, Adept02 as each Tool or User connects to Sage (Adept Add-Ons v28 and above)