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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
- At the top of the Sage 100 Desktop, click the Help tab.
- 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
- Select Library Master Security menu > User Maintenance.
- Enter a user logon. For more information, see User Maintenance - Fields.
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.
- Complete the remaining fields in the heading section.
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.
- On the Preferences tab, select user-specific preferences, such as the default zoom level when previewing reports.
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.
- 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)
- Select Library Master Security menu > Role Maintenance.
- Select a role. For more information, see Role Maintenance - Fields.
- Click Assign.
- 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.
- Enter a start date and expiration date if applicable. You'll be able to change these dates for individual users.
- In the Available Users list, double click users or use the Add button to add them to the Assign to Role list.
- To change the company or dates for a specific user:
- select that user in the Assign to Role list.
- Click the Edit Company button.
- In the Company Access window, select the Include or Exclude check boxes to each company as needed.
- Enter start and expiration dates if applicable.
- Click OK to return to the Assign Users to Role window.
- Click Proceed.
The users are assigned to the roles.