Do I need to create a dedicated user account in Sage 300 CRE for the hh2 synchronization client?
Answer
Yes, it is a recommended best practice to always create a dedicated user account when a system service requires login credentials, such as the hh2 synchronisation client. For the Procore + Sage 300 CRE®, this ensures that the client has authorised login credentials for synchronizing data between hh2 and your Sage 300 CRE® server. Although you could technically use a person's user account, this can lead to future administration problems if something changes with the user's account. For example, if the person were to change their password, the synchronisation process would be instantly interrupted.