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How to Add a New Salesperson to eBusiness Suite for Sage 500

There has been some confusion regarding the how to add new salespeople to eBusiness Suite for Sage 500 (formerly MAS 500). So I am outlining this process here to provide a tutorial and hopefully eliminate future confusion.

Some of this confusion has been around how Sage used to handle the assignment of user id’s to salespeople for their previous module known as eSalesforce. eBusiness Suite for Sage 500 DOES NOT USE THAT FIELD!

If you are creating a new Salesperson you will do this in Sage 500 ERP. Go to Accounts Receivable->Maintenance->Maintain Salespersons

Enter a new Salesperson

Salesperson Screen eBusiness Suite

NOTE: If you see a field on the above screen “UserID” you do not need to use this for eBusiness Suite.

Adding/Assigning a new Salesperson to a Login in eBusiness Suite

Login into eBusiness Suite for Sage 500 ERP as an Admin level user. You will need to have access to the Configuration module.

eBusiness Suite Configuration Suite

Select the option for Web Users. You will be presented with the page below. Click on the New User button.

eBusiness Suite Configration Manager

Click on the Salesperson radio button and fill in the necessary information. Click Next.

eBusiness Suite for Sage 500

Select the Primary and Enabled for the company’s the user will be associated with and click Next.

Sage 500 eBusiness Suite Configuration

Click on the Edit button to attach this login name for the selected company to a Salesperson ID.

ebusiness suite for Sage

Click on the Search button to get a list of the Salesperson ID’s from Sage 500 ERP, as shown below.

eBusiness suite for Sage 500 ERP

Select one of the Salesperson ID’s by clicking on the checkmark in column as shown above.

eBusiness suite salesperson ID

Click Next above to continue. You will go to the Security Groups page shown below. Highlight the Security Groups that you wish to assign to this login name and click on the ‘>’ to move. Below I have only assigned the Salesperson Security Group. Click Next.

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This will present the Links page as shown below. The Links you are presented with are the ones defined for the Selected Groups from the prior page based on what was assigned in the Security Group Links and click on the ‘>’ to move. Click Finish.

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The new login name for the Salesperson is now created. You can click on the Sales radio button below and click Search to display your new record.

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Tags: Sage 500
Joe Noll

Written by Joe Noll

Joe is the President of the RKL eSolutions brand with a background in MCITP, MCTS Sage 500 ERP Certified Consultant Sage 500 ERP Certified Developer Sage ERP X3 Certified Developer Sage ERP X3 Technical Consultant Specialties: SQL Server Optimization assistance, Virtualization, Business Continuity Planning.