Sage CRM and user account - the admin account counts toward the user count?

OK.  So this is the first time I have set up a client with the ONE free CRM user account that comes with Sage 100.   All other times I have set up I have had multiple users and never noticed this.

Got it set up and logged in as ADMIN.   Then went to set up the user that will actually be using the software and it tell me that the user count has been exceeded.

Is that right?   The ADMIN account counts toward the user count?

  • 0
    That is correct, it goes by named active users. And yes you cannot make ADMIN inactive.
  • 0
    Yes, essentially, if using the single CRM user license included with Sage 100 and it is a CRM Named user license then they can only have 1 active user created and Admin would be the 1 user, although they can still use CRM normally with the Admin user.

    If Concurrent license they should be able to have 1 user logged in at a time but still create users other than Admin.

    The CRM license in the Sage Portal will identify the type of license.

    The single user gives them a chance to preview or demo Sage CRM and purchase more licenses if they will be actually using CRM.

    At one time the free Sage 100 CRM license was Concurrent but now most are Named licenses.

    Below is a summary from Sage Knowledgebase article 37204:

    Concurrent Licensing:

    With concurrent licensing you can setup as many users in CRM as you want
    Only as many users can login as you have licenses
    A concurrent user can be assigned the "Named User" status which guarantees access to CRM anytime, however concurrent license count will be reduced by the number of assigned users with "Named User"

    Named User Licensing:

    Only as many users can be created as you have licenses
  • 0 in reply to DGR
    Thanks for the input. That's pretty much what I had concluded, but I wanted to confirm.

    I sure hope that no one decides to change the password and not let anyone else know (especially me if I'm trying to help them administer it).
  • 0 in reply to TomTarget
    Oh that never happens :)
  • FormerMember
    0 FormerMember in reply to TomTarget
    Well I'm about 4 months late to this conversation, but there's a neat trick I use to get around the one user license. It essentially acts as a switch that disables the admin user and enables the user account. You're able to switch to the user view, then switch back when it's time to make other changes.

    The one thing I caution you on is that you need to ensure you're fluent/proficient with Transact SQL queries. In live systems, unchecked queries can wreak havoc on a database.

    Regards,
    Basil Malik
    President/CEO
    Malik, Inc.
    p: (918)600-8700
    e: [email protected]