Access Sage 100 After a New Installation
Description
After a new Sage 100 installation, the setup process creates the Administrator user. The installer sets the Administrator password during installation.
Cause
A new Sage 100 installation doesn't provide access to standard application tasks until you create roles and users.
Resolution

Install Workstation Setup

Before users can access Sage 100, install Workstation Setup on each Windows workstation.
  • Install Workstation Setup on all Windows workstations that access Sage 100.
  • For Sage 100 Standard, you don't need to run Workstation Setup on the server.
  • For Sage 100 Advanced and Premium, run Workstation Setup on the server.

Sign in as Administrator

  1. Open the Sage 100 shortcut from the Windows desktop or Start menu.
  2. Sign in as Administrator.
  3. Enter the password that the installer created during installation.

NOTE:

The Administrator account accesses Administrative Tools only. It doesn't access standard Sage 100 tasks.

 

Review Administrative Tools

The Administrative Tools menu includes:
  • Company Maintenance: Create and manage companies.
  • Role Maintenance: Configure user security permissions.
  • User Maintenance: Create users and assign roles.
  • System Configuration: Configure system-wide settings.
  • Administrator Password: Change the Administrator password.
  • Sage Product Enhancement Program: Manage program participation.

Use Help Links

The help links panel provides access to:
  • Create and Activate a Company
  • Set Up Security
  • Define a New Role
  • Create Users and Assign Roles

Create a Role

  1. Open Role Maintenance.
  2. Create at least one role.
  3. Assign the required permissions to that role.

Create a User

  1. Open User Maintenance.
  2. Create at least one user logon.
  3. Assign at least one role to the user.

Sign in with a User Account

After creating users and roles:
  1. Close Sage 100.
  2. Reopen the Sage 100 shortcut.
  3. Sign in using the user account created in User Maintenance.

NOTE:

Use the Sage 100 shortcut created during the Workstation Setup process. You can access it from the Windows desktop or Start menu.

 

How to install Sage 100 and locate installation and upgrade information
How to install Workstation Setup for Sage 100
How to setup user Roles and set up security and permissions for users to access tasks and options in Role Maintenance for Sage 100
How to create a new User Logon, or maintain the password, settings, permissions, and preferences for an existing User ID
How to set or reset user passwords in Sage 100; how to require passwords for users or set password requirements in Sage 100

Steps to duplicate
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