Defining roles is the first step in setting up security for Sage 100. Roles are set up to reflect the functional roles within an organization. These roles are company independent.

The permissions that are enabled for roles allow the assigned users access to the areas of the software they need in order to perform their job functions.

 

Before you begin

Determine which roles are needed for your organization and what access the assigned users will need.

 

To define Roles

1. Select Library Master Main menu > Role Maintenance.

2. 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.

3. In the Description field, type a description for the role (for example, Accounts Payable Clerk).

4. 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.

1. To expand each level, click the + graphic. To select all items in a level, select the check box next to the + graphic.

2. 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.

3. 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 Material Requirements Planning and Work Order.

For maintenance tasks:

• Create

• Modify

• Remove

• View

For update tasks:

• Update

• Print Only

For set up tasks:

• Modify

• View

For the Material Requirements Planning and Work Order modules, access to tasks is determined using Access/No Access security permissions.

5. 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.

6. 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.

7. 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.

 

Business Table	HTTP Verbs used in SData Developer
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.

8. 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.

9. 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.