Users

You manage access to Sage 200 through user accounts.

• Sage 200 on-premise: User accounts are created from your Windows users in Windows Active Directory.

• Sage 200 deployed via the Sage Provisioning Portal: User accounts are created in System Administration from your users that you have set up in the Sage Provisioning Portal. In the Sage Provisioning Portal, you can add new users, assign users to your site, change user details, delete users, and choose which users have administrative access. See Create and manage users in the Sage Provisioning Portal.

You will see System Name and User Name in your user list. You can change the User Name through the User Details tab within System Administration. The System Name is take from Windows (for on-premise deployments) or the Sage Provisioning Portal (for a deployment via SPP). If you have more than one user with the same name in your organisation, set up your users with unique names so that you can easily identify all users by their unique System Name.

Users must be set as a web user to access the Web Portal, workspaces, web timesheets and expenses (WTE) and authorise purchase orders via a browser, using the Self Service web app. To set a web user, open the user's properties and select Is Web User on the General tab.

Managing users in System Administration

• Update the user list.

  When you log on to System Administration first the Manage User Lists screen is displayed for you to verify.

  If users are added or removed while System Administration is in use, you can select Users, and then Action > Update Users to display Manage User Lists and verify the changes.

  Note: Even if a user has been removed from the user list outside System Administration, the user can continue to use Sage 200 until you have refreshed and verified the user list, using the Manage User Lists screen.

  See Manage user lists (update users).

• Set user properties, such as setting them as a web user.

  See Set user properties.

• Set user contact details.

  See Change user details.

• Associate user accounts with roles, to control access to particular features.

  See Assign roles to a user.

• Associate user accounts with companies, to give them access to particular companies.

  See Company access for a user.

• Enable/disable user accounts.

  See Enable and disable user accounts.