Companies

To create and manage your companies, you'll use both Sage Provisioning Portal and the Sage 200 app.

You'll already have a site set up for you in Sage Provisioning Portal.

What to do in Sage Provisioning Portal

Use Sage Provisioning Portal to configure your site.

Specify the number of companies you require

When the site was created in Sage Provisioning Portal, you specified the number of companies you required. You can change this depending you your requirements. Creating additional companies may incur additional costs.

Note: There are different levels of access for performing tasks in Sage Provisioning Portal and in Sage 200. You will only be able to add companies if you have the required level of access.

Assign users to your site

You must create a user in Sage Provisioning Portal for every person who will access a company; via the desktop app, via the web client, or via a 3rd party app (using the Sage API). When you create a user this also creates a Sage account (email address and password). Your Sage account is used to log in to Sage 200.

What to do in Sage 200

Create your first company, and additional companies

You can create a new company, restore a company backup from a bacpac file, or create a company with demonstration data.

See Manage companies.

Assign users to companies

After you add a new company, you need to choose which users can access the company.

An Administrator user has access to all companies by default.

See Assign users to a company.

Set up user access rights

You can also select which areas of Sage 200 that a user can access.

An Administrator user has access to all screens by default.

See Assign feature access to users.