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 Overview

This article describes how to give users access to Sage 100 apps for Office 365 and allow them to view Sage 100 data within the apps.

 Before You Begin

Complete the following steps before setting up users: 

• Activate your Office 365 subscription.
• Set up the integration between Office 365 and Sage 100.

For more information, see Set Up Office 365 Integration.

 

In this article:

• Add users to your Office 365 organization
• Give users access to Sage 100 apps for Office 365
• Map Office 365 users to Sage 100 users

 

Add users to your Office 365 organization

For directions on adding users to your Office 365 organization, see Add users individually or in bulk to Office 365 in the Office 365 Admin help center.

When you're entering the users' information, be sure to select a supported Office 365 license and a supported Azure Active Directory license in the Product licenses section. Otherwise, the user cannot use Sage 100 apps.

If you don't yet have all of the required licenses, you can add the users and select the licenses later.

Note You can add Office 365 users before setting up the integration between Office 365 and Sage 100.

 

Give access to apps

Give the Office 365 users access to the Sage 100 apps for Office 365.

1. Sign in to the Sage Business Center at: https://ceo365portal.na.sage.com/Home/Landing

2. On the Manage Users tab, you'll see a list of users who have been added to your Office 365 organization.

3. Click the Edit link next to a user's email address.

4. Select the check box for each app to which you're giving access.
5. Click Save.

The user can now access the app(s), but they can't access Sage 100 data within the apps until you complete the steps in the next section.

 

Map Office 365 users to Sage 100 users

Use Office 365 User Mapping to associate Office 365 users with Sage 100 users so that they can access Sage 100 data within the apps.

1. Select Library Master Office 365 Integration menu > Office 365 User Mapping.

2. When the Microsoft sign in window opens, sign in using your Office 365 email address and password. After signing in, the Office 365 User Mapping window opens.

   Note The Microsoft sign in window appears only if you haven't already mapped users; otherwise, the Office 365 User Mapping opens initially. If you've already mapped one or more users, and you want to create additional mappings, click the Sign In button.

3. In the Office 365 User Name field, select a user. For more information, see Office 365 User Mapping - Fields.
4. In the Sage 100 User Logon field, enter a user logon.
5. When you're finished mapping users, click Accept.

The users' Sage 100 logon accounts are now associated with their Office 365 accounts, and they can view and edit Sage 100 information within the Office 365 apps. The information that users can view or edit within the apps depends on their security setup in Role Maintenance.

For example, if a user's assigned role includes the ability to view customer information but not modify it, the user will be able to view customer information in Sage Contact but not edit the contact information.