Company access for a user

You can choose which companies an individual user can access from the user properties Company Access tab.

You must assign at least one company to a user before they can log on and use Sage 200.

This allows users to access company data from the Sage 200 desktop app, via the Web Portal, via the Self Service web app if they are a Web user, from third party apps that use the Sage 200 API.

Note: If you want to choose which users can access an individual company, see User access for a company.

Set company access for a user

Open: System Administration > Users.

1. Double-click the user's System name name, or right-click the user and choose Properties.

2. Select the Company Access tab.

3. Choose which companies the user can access.

   • To access all companies:

     • Select Access All Companies.

     • This assigns all companies created to the user, even those that are created after this point.

   • To access one or more companies:

     • Select the companies you want to assign from the Available Companies list.

     • Click > to move the company to the Selected Companies list.

Remove company access for a user

Open: System Administration > Users.

1. Double-click the user's System name name, or right-click the user and choose Properties.

2. Select the Company Access tab.

3. Select the companies in the Selected Companies list and move them to the Available Companies list.

   • Click < to remove one or more companies.

   • Click << to remove all companies.

Note: A warning is displayed if you remove all companies assigned to the user. You must assign at least one company to a user before they can log on and use Sage 200.