Manage user lists (update users)

Use the Manage User Lists screen to update and refresh your users list and verify who can access Sage 200. The Manage User Lists screen is users list is displayed when Sage 200 detects changes to the users for your site, but you can also run this manually.

How you manage users will depend on how Sage 200 Professional is deployed for your business.

Note: When you delete a user outside System Administration, they will still be able to use Sage 200 until you open Manage User Lists and refresh the list.

Users list and statuses

Sage 200 Professional deployed on-premise

The Manage User Lists list shows you a list of all Windows User accounts that are included in the two Windows Active Directory groups that you've set up for Sage 200.

User accounts are created automatically in System Administration for every Windows User in these Windows Active Directory groups.

• For a new site, all users will have a status of New. When you click OK, user accounts will be created in System Administration for each New user.

• For an existing site, there will be two lists of users:

  • Users that are in the Windows Active Directory group and already Linked linked to a user account in System Administration.

  • Users that are Unlinked means the user has been added or removed in the Windows Active Directory group. You can either disable unlinked users, or link an existing user account to the unlinked user.

Sage 200 Professional deployed via the Sage Provisioning Portal (SPP)

The Manage User Lists list shows you a list of all users that you've created and assigned to your site in the Sage Provisioning Portal.

User accounts are created automatically in System Administration for your site users.

• For a new site, all users will have a status of New. When you click OK, user accounts will be created in System Administration for each New user.

• For an existing site, there will be two lists of users:

  • Users that are added to your site and already Linked linked to a user account in System Administration.

  • Users that are Unlinked means the user has been added or removed in your site in the Sage Provisioning Portal. You can either disable unlinked users, or link an existing user account to the unlinked user.

Update the user list

Open: System Administration.

1. Select Users and then Actions > Update Users.

   Note: You will be asked to sign in using your Sage account, if you have set up access to the Sage 200 API. Sign in using your Sage account with administrator access to the Sage 200 API, as this is required for authentication with the API.

2. Check the users being added or disabled are correct.

   • New users are shown with a status us of New. When you click OK, user accounts will be created in System Administration for each New user.

   • Users with an Unlinked status have been removed from Active Directory (for on-premise deployments) or the Sage Provisioning Portal (for deployments via the SPP).

3. To confirm the changes, click OK.

Unlink users to remove Sage 200 access

You can unlink and disable users to stop them from accessing Sage 200.

1. Select the linked user from the left hand list.

2. Select Unlink.

Link a user in System Administration to an unlinked user account

1. Select the linked user from the left hand list.

2. Select the unlinked user account from the right hand list.