Add Connection: Difference between revisions

From Apps for Sage 300
(Created page with " Opening the application the first time in a new environment you will be prompted to set up the connection. 300px Click the "Get Started" button 300px Click the "+" button 300px Click the "Connect" (1) button. Clicking the "Register" (2) button will only create an Account but access will have to be assigned from an admin user later. File:Sage 100 connect...")
 
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Opening the application the first time in a new environment you will be prompted to set up the connection.
Opening the application the first time in a new environment you will be prompted to set up the connection.


[[File:Sage 100 get started.png|300px]]
[[File:Sage 300 get started.png|300px]]


Click the "Get Started" button
Click the "Get Started" button


[[File:Sage 100 add connection.png|300px]]
[[File:Sage 300 add connection.png|300px]]


Click the "+" button
Click the "+" button


[[File:Sage 100 connect step 1.png|300px]]
[[File:Sage 300 connect step 1.png|300px]]


Click the "Connect" (1) button.
Click the "Connect" (1) button.
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Clicking the "Register" (2) button will only create an Account but access will have to be assigned from an admin user later.
Clicking the "Register" (2) button will only create an Account but access will have to be assigned from an admin user later.


[[File:Sage 100 connect step 2.png|300px]]
[[File:Sage 300 connect step 2.png|300px]]


1 is the list of "Regions" you have access to. Usually there will only be one. Make sure the correct region is selected.  
1 is the list of "Regions" you have access to. Usually there will only be one. Make sure the correct region is selected.  
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Finally click "Complete" (3)
Finally click "Complete" (3)


[[File:Sage 100 connect step 3.png|300px]]
[[File:Sage 300 connect step 3.png|300px]]


Click "Open Application" to start.
Click "Open Application" to start.

Revision as of 11:10, 8 April 2024

Opening the application the first time in a new environment you will be prompted to set up the connection.

File:Sage 300 get started.png

Click the "Get Started" button

Click the "+" button

Click the "Connect" (1) button.

Clicking the "Register" (2) button will only create an Account but access will have to be assigned from an admin user later.

1 is the list of "Regions" you have access to. Usually there will only be one. Make sure the correct region is selected.

2 is the "Region" description. You can edit and change this. This is displayed on the app.

Finally click "Complete" (3)

Click "Open Application" to start.