Creating a new Excel Connect user

This step should be completed once client installs are done and users have provided their full usernames OR if the person creating users knows the domain usernames to be created.

Creating a user

To create a new user for Excel Connect please browse to the following web page within your network, where servername is the name of your Sage 200 server. Please log in using the admin login that was created for you as part of the original implementation.

http://servername/ExcelConnectMaint

Login to the Excel Connect Maintenance site and navigate to User Maintenance.

Click on New.

The Create New User form will appear.

Populate the Name* with the username that the network user name (this is the username that the user logs onto the network with.

Enter the domainname, your IT can assist with this if you are uncertain.

Tick the appropriate permissions noted in the screenshot above, and click on Create.

User Sheet Maintenance

Permissions for sheet and company access need to be set for the new user.

Click on User Sheet Maintenance.

Click on New.

The Create User Sheet form appears. Select the username from the drop down and then select the relevant Sheet Names that the new user can create.

Select the Company Names that they will have permission to post to.

Ensure Create Permissions is check.

Please note: The user will obtain a licence upon validating their first Excel Connect sheet. Licences are not assigned to users in the Excel Connect Maintenance site.