How to access Sage 100 after installing Sage 100 for the first time
Description
Cause

The Administrator User Logon is created during a new install of Sage 100, with the Administrator password being set during the installation process..

Resolution
  • To use Sage 100 after installation, you must log in as the Administrator user logon to create at least one Role and set up permissions for that role, and create at least one User and assign at least one role to that user:
    1. Install the Workstation Setup client install on Windows workstations that will be accessing the installed Sage 100 product running on the Windows server.
      • Note: For Sage 100 Standard edition, it is not necessary on the Windows server where the Sage 100 product was installed to.
      • Note: For Sage 100 Advanced or Premium editions, it is a necessary step on the Windows server where the Sage 100 product was installed to.
    2. Log in to Sage 100 as Administrator (the password was chosen and set during installation by the person installing Sage 100) to access the Administrative Tools menu
      • Note: The Administrator user logon does not have access to the normal Sage 100 tasks that ordinary users can access, but has access to the special Administrative Tools menu screen instead.
      • To access the login prompt for Sage 100, find and double-click (or single-click, if you have Windows single-click enabled) the Sage 100 shortcut on the workstation or server's Windows Desktop that was created by the Workstation Setup client install process (or click the Windows Start button on the Windows Desktop's task bar to search for the Sage 100 shortcut in the Start menu.
      • The Administrative Tools menu screen consists of the following options:
        • Company Maintenance - Create and manage your companies.
        • Role Maintenance - Define and maintain security permissions for users.
        • User Maintenance - Define and maintain user information, including role assignments.
        • System Configuration - Define system-wide preferences and configuration settings.
        • Administrator Password - Change the Administrator password to access this screen.
        • Sage Product Enhancement Program - Change your participation in the program.
        • A help links mini menu inside panel provides access to information on various tasks:
          • Create and Activate a Company
          • Set Up Security
          • Define a New Role
          • Create Users and Assign Roles
    3. Select Role Maintenance in the Administrative Tools menu to set up at least one Role, with permissions selected.
    4. Select User Maintenance in the Administrative Tools menu to set up at least one User Logon, with at least one Role provided.
  • Launch Sage 100 and log in with the Sage 100 User Logon created in User Maintenance
    • Note: To access the login prompt for Sage 100, find and double-click (or single-click, if you have Windows single-click enabled) the Sage 100 shortcut on the workstation or server's Windows Desktop that was created by the Workstation Setup client install process (or click the Windows Start button on the Windows Desktop's task bar to search for the Sage 100 shortcut in the Start menu.
DocLink: How to install Sage 100 and locate installation and upgrade information
DocLink: How to install Workstation Setup for Sage 100
DocLink: How to setup user Roles and set up security and permissions for users to access tasks and options in Role Maintenance for Sage 100
DocLink: How to create a new User Logon, or maintain the password, settings, permissions, and preferences for an existing User ID
DocLink: How to set or reset user passwords in Sage 100; how to require passwords for users or set password requirements in Sage 100
Defect ID
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