Log in and open your company

How to

Log in to the Web Portal

Open your company

If you have access to more than one company, you can select the company after you log in.

Your administrator will control which companies you have access to, which is set up in Sage Provisioning Portal.

Change your company

The name of the company you're using is displayed at the top of the page.

• To switch to a different company, select the company name, then select Change Company.

Change users

If different users need to use the Web Portal on the same device:

Log out of the Web Portal

To log out of the Web Portal.

• Select User then Log out.

Note: If you leave the Web Portal unattended for a while, you will be logged out automatically.

Use 2-factor authentication

You can use 2-factor authentication to increase the security of your account. When you log in to Sage 200 or the Sage Provisioning Portal, you will have to enter a passcode that is sent to your phone.

If you want to use 2-factor authentication, see this article Setting up and removing 2-factor authentication in the Sage Provisioning Portal (opens in a new tab).

Give someone access to the Web Portal

To give someone access to the Web Portal, see Set up access to the Web Portal (opens in a new tab).

Clear disconnected logins

If a user is unexpectedly disconnected from Sage 200 during a session, they can appear to be still logged in to Sage 200. This might happen when you're using Web Portal and you lose your internet connection, or leave your browser open until it times out, or if you're using the Sage 200 desktop and your PC shuts down unexpectedly.

When this happens, you may see a message that you can't access a feature or item because it's already in use by another user, but the user is not currently using that item in Sage 200.

To fix this, you will only be able to access the feature or item if you clear the disconnected login that's associated with that user.

To clear disconnected logins in the Sage 200 desktop:

1. Select Tools > User login Status.

2. On the Disconnected logins tab, check if any users are disconnected.

   Note: It usually takes around 5 minutes for a disconnected login to appear in the list.

3. Select the users to log off.

   Note - warning

   Important

   We strongly recommend that you follow the action information provided in the Action required pane at all times to maintain the integrity of your data.

   Tip: You can use Ctrl+click to select multiple users at the same time.

4. Select Log Off.

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Fix it

You're not a user of the Sage 200 Web Portal

You'll see this message if your user account has not yet been set up to use Sage 200.

You'll need to ask your administrator to set up your user account to access Sage 200.

For more information on setting up users, see Manage users and access rights (opens in a new tab).

You do not have access to this feature

You'll see this message if your user account does not have access to a feature that you're trying to use.

You'll need to ask your administrator to give your user account access to the required feature.

For more information on setting up user access, see Assign feature access to users (opens in a new tab).

No companies assigned to your user account

You'll see this message if your user account does not have access to any companies.

You'll need to ask your administrator to assign your user account to the required company.

For more information on assigning users to a site, see Assign users to a company (opens in a new tab).