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Create an hh2 Service Account in Sage 300 CRE®

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Objective

To create a user account in Sage 300 CRE® to serve as the dedicated service account for the hh2 synchronization client.

Background

A service account is a special user account that is created in the Sage 300 CRE® system. This account is required by the hh2 Cloud Service (www.hh2.com) to give the hh2 synchronization client the ability to sync the data in your Sage 300 CRE® database with the hh2 Cloud Service. This account also permits the hh2 Cloud Service to sync the hh2 data with Procore. 

Things to Consider

  • Required User Permission:
    • Permission to create new user accounts in your company's  Sage 300 CRE® database.
  • Additional Information:
    • The service account must be granted Application Admin and Security Admin access permission to your Windows-based Sage 300 CRE® server.
    • The Sage 300 CRE® server should be running on a Windows server or standalone computer, and NOT a workstation.
    • For best results, perform these steps either at the server or from a location with remote access to your server. 

Steps

  1. Log in to your Sage 300 CRE® server.
  2. Create a new user account to act as the "service account" (e.g., create an account named 'hh2Admin'). For instructions, refer to the User Guide for your version of Sage 300 CRE®. 
    Important! Do NOT use a Windows user account.
  3. Configure the new service account as follows:
    • Add the account to the Application Admin and Security Admin groups.
    • Mark the ‘Password Never Expires’ option for the account's password. 
      Note: Next, your Procore point of contact will work with you to install and configure the hh2 synchronization client on the system running your Sage 300 CRE database. See Setup Guide: Sage 300 CRE®.