After roles are defined, assign them to
users. Users are then restricted to the tasks and options that
pertain to their roles.
If you migrated users from your previous
Sage
100 system using the Migrate Level 3
Data wizard, security is not migrated and will need to be reconfigured;
however, Level 3 user codes can be migrated, and roles can then
be assigned to those users.
Before
You Begin
You must have access to User Maintenance.
To create users and assign roles to users
-
Select Library Master Main
menu > User Maintenance.
-
Enter a user logon. For
more information, see User Maintenance
– Fields.
Note If the Use
Unified Logon check box in System
Configuration is selected, the user logon must match the user's
Windows logon key field. For more
information, see Set Up Unified Logon.
-
Enter the user's first and
last name.
-
In the User Code field, type
a user code.
Note The user code
is referenced in the software, but it is not used as the user logon.
-
Enter and confirm a password.
-
Enter the user's e-mail address
and select a job title.
-
On the Maintenance tab, select
the company and role to assign to the user.
Note Multiple companies
and roles can be assigned to the user. If permissions overlap between
roles, the least restrictive permissions prevail.
-
Enter the start date and expiration
date for this role to start and end for the selected company,
if needed.
-
On the Preferences tab, select
user-specific preferences, such as whether to log off the user
after a certain number of minutes of inactivity.
-
If the Enable Auto-Complete
check box is selected in System
Configuration, you can configure this feature on a per-user
basis on the Auto-Complete tab.
-
Click Accept.
Users are created and functional roles are assigned
to users.
