Sage 50 Summit Hosting Accounting Setup

Password Reset / Claim Account Process

If prompted with a Security Certificate window, check the box that states “Don’t ask me again for connections to this computer” and then click continue/connect.

Enter your username and temporary password that was given to you

Do NOT check the “Remember Me” box and click connect (You will need to change your password once logged into the server, so you do not need to check the remember me box just yet)

Once connected to the server, double click the “Change Password” icon located on your serverdesktop

Click “Open”

Select “Change a password”

Enter the password from your welcome email in the “Old Password” dialog box then enter the password you would like to use moving forward in the two boxes below

Click the right face facing arrow when finished typing in your new password

Once the password has been successfully changed, double click the “Logoff Windows” icon on your server desktop to log out of the server

Once logged out, double click on your RDP connection on your local computer desktop (same as step A) to connect to the server again

When prompted, enter your new password that you just created

Check the box stating “Remember Me” and then click connect

You should now be connected to your server and moving forward all you have to do to connect is simply double click your RDP file on your local computer desktop.

Requesting Support

For new user accounts, fill out an access request form with Summit Hosting by following the steps in this helpdoc. (EIT Admins only)

We do expect that you will sometimes run into issues not covered in this guide. You are more than welcome to submit a support request via our ticket website.

Here are a few simple guidelines that will help you submit a ticket.

Our responses to tickets will come from support@summithosting.com. This email is for our ticket system only. Make sure you add this email address to your email’s safe list to prevent our responses from going to your spam/junk mail.

When submitting a support request, details are extremely important. The more information we have to work with, the faster we can determine the cause of the issue. If you are receiving an error message, please include it verbatim, and also send a screenshot if possible. Also, always include your server username (This is not the username that you use when logging into a specific application such as QuickBooks or Sage, but the username that you log into the server itself with).

If you are having printing issues, we will need the exact make/model of your printer when submitting a ticket. This will help us to make sure we have the exact drivers needed on your server in order for your printers to work properly.

Audit Summit Hosting Sage 50 Users (EIT Admins only)

The best we have found to audit users is to email all the managers in the reference sheet. You can send the following email to all appropriate managers:

Hello All,

If you are receiving this email, EIT is auditing your users that have access to Sage 50. Can you please take a moment to look over our access sheet?

We would like you to identify the users you are managing, and let us know if they still need access or need to be terminated.

To streamline the process, comments have been disable in the sheet. Please respond to this email with your user's statuses.

https://docs.google.com/spreadsheets/d/1ESPJV9Xg6eLr8zpzDyWBu8HKFhl1xYqP18aR4uxHGZo/edit#gid=0

Thank you,