Users

You can manage access to Sage 200 through user accounts.

Sage 200 user accounts are created from your Windows users in Windows Active Directory for On Premise deployments or from users set up in Sage ERP Online Services for Sage 200 Online. In Sage ERP Online Services, you can determine which Sage 200 Online users have administrative access and which do not. You can also change login names or delete user accounts in Sage ERP Online Services as required.

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 pulled through at logon from Windows or Sage ERP Online Services. 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.

If you want a user to access workspaces, web timesheets and expenses (WTE) and authorise purchase orders via a browser, using the Sage 200 Self Service application in the Sage 200 Web Client, select the Is Web User setting on the General tab of User Properties.

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 Sage 200 System Administration is in use, you can select Users, and then Action > Update Users to display the screen for you to 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.

Edit user properties.
Edit user details.
Associate user accounts with roles.
Associate user accounts with companies.
Enable/disable user accounts.