Create a Sage 300 CRE ODBC Service User

Creating a Sage 300 CRE ODBC service user is an essential step to connecting to App Xchange.

You must be a Sage 300 CRE administrator to complete these steps.

Note: App Xchange is only compatible with Sage version 18 or newer. Ensure your instance is fully updated for best results.

For more information about the steps below, see the Sage 300 CRE Knowledge Base.

In Sage 300 CRE, navigate to Options > Security Administration.
Select User Setup.
Select Add and create a new user with the settings below.
1. In the User name field, enter XChangeServiceUser.
2. Check Set initial password.
3. Create a secure password. Record this for later.
  
  Note: Only use numbers and letters in your password. Do not include special characters.
4. Uncheck User must change password at next logon.
5. Check Password never expires.
Select the Roles tab for this user.
Check ODBC Service User.
Select the Companies tab for this user.
Check the boxes for the companies you want to connect.
Select Save Changes.
If your company has enabled Security Permissions at the Company, File, or Record level, grant the XChangeServiceUser access to all necessary Roles or Security IDs.
For more information, consult the latest version of Sage 300 CRE’s User Guide.

The Sage 300 CRE ODBC service user is created.

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