Roles are set up to reflect the functional
roles within an organization. These roles are global to the software
and are company independent.
Permissions assigned to roles allow assigned
users access to the areas of the software they need in order to
perform their job functions.
Defining roles is considered the first
step in setting up security for your Sage 100 system.
Note To
set up roles for Business Insights Reporter, see the Library Master
tasks in Role Maintenance.
Before
You Begin
To Define Roles
-
Select Library Master Main
menu > Role Maintenance.
-
In the Role field, type the
name of the role (for example, AP Clerk) and press ENTER or TAB.
For more information, see
Role
Maintenance – Fields.
-
In the Description field,
type a description for the role (for example, Accounts Payable
Clerk).
-
On the Tasks tab, select the
appropriate check boxes to assign security permissions and allow
access to modules and tasks. To allow access to all modules and
assign all security permissions, select the Sage 100 check
box.
Note The check
boxes on this tab are cleared by default.
-
To expand each level,
click the + graphic. To select all items in a level, select the
check box next to the + graphic.
-
To refine the level
of security to individual modules and tasks, select the check
box next to the individual modules that you want to allow access
to. You can further allow or restrict the level of access to tasks
within a module by selecting or clearing the check boxes for tasks
within modules.
-
Within each task,
you can further allow or restrict the following levels of security
for the role. The following security permissions are available
for all modules other than Job Cost, Material Requirements Planning,
Payroll, TimeCard, and Work Order.
For maintenance tasks:
-
Create
-
Modify
-
Remove
-
View
For update tasks:
For set up tasks:
For the Job Cost, Material Requirements
Planning, Payroll, TimeCard, and Work Order modules, access to tasks
is determined using Access/No Access security permissions.
-
On the Security Events tab,
select the Sage 100 check box to select all security events
or select the individual check boxes next to the security events
you want to assign to the role.
Note The security
event check boxes on this tab are cleared by default.
-
On the Module Options tab,
select the Sage 100 check box to select all module options
or select the individual check boxes next to the module options
you want to assign to the role.
Note Module option
check boxes on this tab are selected by default.
-
On the SData Security tab,
select the Sage 100 check box to select all SData security
permissions or select the individual check boxes to assign SData
security permissions and allow access to individual data tables.
Within each data table, you can further allow
or restrict the following levels of security for the role.
|
|
|
|
Create
|
Post
|
|
Read
|
Get
|
|
Update
|
Put
|
|
Delete
|
Delete
|
Note This tab is
available only if the Enable Native SData Provider and Access within
Role Maintenance check box is selected in System
Configuration. The check boxes on this tab are cleared by default.
-
On the ODBC Security tab,
select the Sage 100 check box to select all ODBC security
permissions or select the individual check boxes to assign ODBC
security permissions and allow access to individual data tables
and fields.
Note This tab is
available only if the Enable ODBC Security within Role Maintenance
check box is selected in System
Configuration. The check boxes on this tab are selected by default.
-
Click Accept.
The role is defined and can now be assigned to users in User
Maintenance.
Note
The ODBC Security tab is not available for Sage 100 Premium.
