After roles are defined, assign users to them. Users are then restricted to the tasks and options that pertain to their roles.

Note If you purchased Sage 100 through a subscription plan, you can assign users to roles in either User Maintenance or Role Maintenance.

How do I know if I'm on a subscription plan?

To determine whether you are on a subscription plan

1. At the top of the Sage 100 Desktop, click the Help tab.
2. Click Sage 100 About.

In the About window, if you see "Sage 100cloud" you are on a subscription plan.

If you see Sage 100, you are not on a subscription plan.

 

To create users and assign them to roles in User Maintenance

1. Select Library Master Security menu > User Maintenance.
2. Enter a user logon. For more information, see User Maintenance - Fields.

3. Enter the user's name and user code.

   Note The user code is referenced in the software, but it is not used as the user's logon.

4. Complete the remaining fields in the heading section.

5. On the Maintenance tab, select the one or more companies and a corresponding role. Enter start and expiration dates if applicable.

   Note If you purchased Sage 100 through a subscription plan, you can also assign users to roles through Role Maintenance. See the following section for more information.

6. On the Preferences tab, select user-specific preferences, such as the default zoom level when previewing reports.

7. 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.

8. Click Accept.

The user can now log in to Sage 100 using the account.

 

To assign existing users to roles in Role Maintenance (subscription plan only)

1. Select Library Master Security menu > Role Maintenance.
2. Select a role. For more information, see Role Maintenance - Fields.
3. Click Assign.
4. In the Assign Users to Role window, select one or more companies. You can either:
   • Enter a company code in the Company field.
   • Click the Lookup button to select a company or select ALL to enable this role in all companies.
   • Click the Select Company button, and then select companies.

   You'll be able to change the company for individual users.

5. Enter a start date and expiration date if applicable. You'll be able to change these dates for individual users.
6. In the Available Users list, double click users or use the Add button to add them to the Assign to Role list.
7. To change the company or dates for a specific user:
   1. Select that user in the Assign to Role list.
   2. Click the Edit Company button.
   3. In the Company Access window, select the Include or Exclude check boxes to each company as needed.
   4. Enter start and expiration dates if applicable.
   5. Click OK to return to the Assign Users to Role window.
8. Click Proceed.

The users are assigned to the roles.