Set up access to the Web Portal

How to

Set up your web users

To access the Web Portal, you must be set up as a Sage 200 user and have the Is Web User option selected in your user properties.

Open: System Administration

1. Select Users.

2. Select the user, then select Actions > Properties.

3. On the General tab, select Is Web User.

Set up external access to the Web Portal

To set up external access to the Web Portal, you'll need to connect Sage 200 to your Microsoft 365 account, and set up the Web Portal in the Azure Active Directory portal.

You'll use a different URL when you access the Web Portal externally.

See Connect Sage 200 to your Microsoft 365 account.

Open the Web Portal

• To access the Web Portal internally, enter the address (URL) in your web browser:

  https://<Your Sage 200 file server>:10444/Sage200WebPortal

  Note: You can also find out this internal URL by opening the Web Portal from the desktop app, using Tools > Show Web Portal in Browser.

  When you open the Web Portal internally, you are automatically logged on using your Windows credentials.

  You will only have to enter your Windows user name and password, if the Enforce Login option has been set in System Administration (applies to on-premise deployments only).

• To access the Web Portal externally, you'll need to use the External Url for your Web Portal.

  The External Url for your company is provided when you set up the Web Portal in the Azure Active Directory admin center. To find your External Url, see Connect Sage 200 to your Microsoft 365 account.

  This will usually be in the format:

  https://sage200selfservice-<account name>.msappproxy.net/Sage200WebPortal/

  Note - information

  When your browser asks you to sign in, use your local Windows account name and password details. Do not enter your Microsoft 365 account username and password details.

The Web Portal website is installed by default to an internal website, but you can set it up to be accessed externally on the web. See Set up external access to the Web Portal.

Share the Web Portal link

Make a note of the Web Portal link and send it to your users. They can open this link from their device, and don't have to have the Sage 200 desktop app installed.

For example, your users could make a desktop shortcut or bookmark to the URL.

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Fix it

User can't log in to your company?

If the user can't log in to your company, make sure you've given the user access to the company in System Administration.

See Company access for a user.

User can't see some features in the menu?

Make sure you've selected the feature for the user's role in System Administration.

See Authorise features for roles and Assign roles to a user.

If you've just assigned access to a new feature, the user must log out and log back in again to see any changes.