Logging in for the first time

Logging in to Sage 300 for the first time involves some special steps that are not necessary when logging in subsequently.

For example, to use Windows Mode, you must run the Microsoft Remote Desktop Services Web Access add-on in Internet Explorer. If you do not run this add-on, or you remove Sage.com from the list of trusted websites for the add-on, you cannot use Windows Mode.

Tip: Print these instructions so you can refer to them while setting up your system.

To log in to Sage 300 for the first time:

1. In the email you received from Sage or your system administrator, click the Open Sage 300 product link.

   The Sage 300 log in page appears.

2. Log in to Sage 300.
3. If a message appears asking if you want to store your password for sage.com, click one of the buttons on this message.

   You do not need to store your password, but you do need to click one of the buttons on the message before proceeding.

   If you do not click a button on this message within a short time, the screen may display a "Compatible browser components are missing" page. You can ignore this page and continue with the following step.

   The Sage 300 home page appears.

4. If you plan to use Windows Mode:
   1. Run the Microsoft Remote Desktop Services Web Access add-on by clicking Allow on the following message:

      

      After you run the add-on, you are automatically logged out of Sage 300. (This is necessary to enable the add-on.)

   2. Click Log in, and then log in to Sage 300 again.

      The Sage 300 home page appears.

5. Using the fields at the top of the screen, specify a site and specify a mode for accessing applications (Windows Mode or Browser Mode). Then you can use Sage 300 and other resources on the home page. For more information, see Sage 300 home page.

   Tip: You can import data from another system into Sage 300. For more information, see About importing and exporting data.