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Sage 200 Help Series: How to create a new user in Sage 200 Online 2015

BY Marek Golinski |

09th May 2016 |

Help Series

As you expand your business and add to your Sage 200 team, you will at some stage need to create new users. If you are using Sage 200 Online, then the method is different than if you have Sage 200 on-premise.

For Sage 200 Online you will have to have a www.sageerponlineservices.com login created. You will have a main contact who was registered by Acuity, who can create a new user account via that Sage portal. So all you need do is to request that, and once that is created you will receive a welcome e-mail with your login and you can set up the password on the link from the e-mail.

I will assume this has been done and you have set up your Sage account which is usually your e-mail address and your own password, which you will have set up after receiving the welcome e-mail.

So, if you are the main contact then you can create a new user via the Sage portal in the following way:

  •  Open an IE Browser and type in www.sageerponlineservices.com into the address bar.

    1_Sign_in
  • Sign in with your e-mail and password as set up previously
  • Click on “Organisations” in top left hand corner, and this takes you into your company.
  • Next, scroll down to the "Users"

users_cropped

  • Now click on "Add User" as above
  • Type in the name, Last name, most importantly e-mail, and click on "Customer User=ticked"
  • If you want the user to be an administrator then tick "Customer Administrator"
  • Click "save" and that will create the user and send an invitation e-mail to the address you specified of the new user in question.
  • That user then gets a welcome e-mail and will be able to login to the Sage Portal.

The new user will now have to set up their own Sage 200 client.

In my next blog I will demonstrate how to download and install the client for Sage 200 online.

Please do feel free to get in contact with any further questions.

 

Marek Golinski

Sage 200 & X3 Support