Role Maintenance (Non-Subscription) Home | FAQs & Troubleshooting

 

Window Details			How Do I...
	Navigation			Set Up Security
	Overview
	Fields

 

Navigation

Access this window using one of the following methods:

• Select Library Master Security menu > Role Maintenance.

• If you are set up as the Administrator, when logging on to the software, the Administrative Tools screen appears. Click Role Maintenance.

Note This version of Role Maintenance is available if you did not purchase Sage 100 through a subscription plan.

Overview

Use Role Maintenance to define and maintain functional roles. Roles reflect functions within an organization, such as AP Clerk, AR Clerk, and Warehouse Staff. Permissions for all security events (such as one-sided journal entries) can also be assigned to roles.

When defining roles, access to modules, tasks, data tables, and fields can be allowed or restricted. For some modules, security can be further refined by assigning Create, Modify, Remove, or View permissions to maintenance tasks, or by setting Update or Print Only permissions to update tasks. Additionally, some module options, such as allowing batches to be merged, can be allowed or restricted. When assigning security for the SData Provider, some data tables can be assigned Create, Read, Update, and Delete permissions.

Note Subsidiary windows within a task inherit the permissions assigned to the primary task window.

Before defining roles, make sure you understand the concepts in Security FAQs.

Any changes to roles are recorded in the Activity Log.

Fields

 

Role	Description
Role Type
1. Tasks
Security Permissions
2. Security Events
Security Events
3. Module Options
Module Options
4. SData Security
SData Security
5. ODBC Security
Note This tab is not available for Sage 100 Premium.
ODBC Security