User Maintenance Home | FAQs & Troubleshooting

 

Window Details
	Navigation
	Overview
	Fields

 

How Do I
	Set Up Security		Lock Users Out of the System
	Set Up Unified Logon		Restrict Accounting Date to the Current and One Future Period
	Log Off a User After a Period of Inactivity		Change Default Report Preview Zoom Setting

 

Related Topics
	User Report		Rename User
	Copy User		Security FAQs
	Role Maintenance

 

Navigation

Access this window using one of the following methods:

• Select Library Master Main menu > User Maintenance.

• Log on to Sage 100 using the Administrator account. In the Administrative Tools window, click User Maintenance.

Note This task is available only if you are logged on as the Administrator or have the appropriate security set up.

Overview

Use User Maintenance to create users and assign roles to users. One or more roles can be assigned to each user. User-specific preferences can also be set, including the following:

• Automatically logging off a user after a certain number of minutes of inactivity

• Setting the number of implied decimals allowed

• Setting the maximum number of records to load when performing a lookup

• Setting the default zoom level when viewing reports

• Enabling the auto-complete feature for certain fields (if the Enable Auto-Complete check box is selected in System Configuration)

This task can also be used to set an expiration date for user accounts and user roles.

Before creating users and assigning roles, make sure you understand the concepts presented in Security FAQs.

Any changes to user records are recorded in the Activity Log.

Fields

 

User Logon	Customization Group
First Name	Expires
Last Name	Email Address
User Code	Job Title
Password	User Account Locked
Confirm Password
1. Maintenance
Company Role Start Date	Expiration Date
2. Preferences
Automatic Logoff Implied Decimal Point Low Speed Connection Lookup Limit for Initial Display [ENTER] Key Like [TAB] Key for Grid Display Reduction Amounts in Red Enable Web Services Theme Code	Automatic Logoff Delay in Minutes Use Graphic Report Format Partial Lookup Default Prompt for Company Code Default Report Preview Zoom Retain Module on Company Change Enable C/S ODBC Driver Spawn Tasks from Application Server
3. Auto-Complete
Note This tab is available only if the Enable Auto-Complete check box is selected in System Configuration.
Record Type	Enable
Description