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.

Note The process for setting up roles varies based on whether you purchased Sage 100 through a subscription plan.

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.

 

Before you begin

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

 

Define roles if you purchased Sage 100 through a subscription plan

To create a role from scratch

1. Select Library Master Security menu > Role Maintenance.

2. Enter a role name and description. For more information, see Role Maintenance – Fields.

3. In the Type field, select a role type.
4. To copy role settings from a template or another role, click Copy.
   1. Select either a template or an existing role.
   2. Select one or more check boxes to specify which settings to copy.
   3. Click OK.
   4. Continue with the next step to modify the role as needed.

   Note To view a detailed list of permissions available for each role template, print the Role Report and select Role Template Details in the Type of Report to Print field.

5. On the Tasks tab, select the check boxes for the modules and tasks to which users should have access. To allow access to all modules and tasks, select the Sage 100 check box.

   To refine the level of security for each task, click the + icon to expand the list of related permissions. When you select the task check box, the permissions are selected by default, but you can clear them for more granular access control.

6. On the Security Options tab, select the check boxes next to the security options that you want to enable for the role. Select the Sage 100 check box to select all security options.

   If you group the list by Security Option, the module grouping is removed. Then you can select a check box for a security option that's applicable to multiple modules to enable it for all modules.

7. On the SData Security tab, select check boxes to assign SData security permissions and allow access to individual data tables. Select the Sage 100 check box to select all SData security permissions.

   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.

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. Also this tab is not available for Sage 100 Premium.

9. Click Accept.

The role can now be assigned to users in User Maintenance.

 

Copy settings from an existing role or template to a new role (available only with subscription)

1. Select Library Master Security menu > Role Maintenance.

2. Enter a role name. For more information, see Role Maintenance – Fields.

3. Click Copy.
4. In the Copy From window, select either a template or an existing role to copy from. For more information, see Copy From - Fields.
5. Select the check boxes for the settings that you want to copy.
6. Click OK.
7. In Role Maintenance, make any needed changes to the role, and then click Accept.

8. The role can now be assigned to users in User Maintenance.

 

Define roles if you did not purchase Sage 100 through a subscription plan

1. Select Library Master Security menu > Role Maintenance.

2. Enter a role name and description. For more information, see Role Maintenance – Fields.

3. On the Tasks tab, select the check boxes for the modules and tasks to which users should have access. To allow access to all modules and tasks, select the Sage 100 check box.

   To refine the level of security for each task, click the + icon to expand the list of related permissions. When you select the task check box, the permissions are selected by default, but you can clear them for more granular access control.

4. On the Security Events tab, select the check boxes next to the security events that you want to enable for the role. Select the Sage 100 check box to select all security events.
5. On the Module Options tab, all check boxes are selected by default. Clear the check boxes next to the module options that you do not want to enable for the role.

6. On the SData Security tab, select check boxes to assign SData security permissions and allow access to individual data tables. Select the Sage 100 check box to select all SData security permissions.

   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.

7. 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. Also this tab is not available for Sage 100 Premium.

9. Click Accept.

The role is defined and can now be assigned to users in User Maintenance.