HOW TO EDIT USER ROLES

Outline

• Change client's jobs
• Alter a client job
• Add a client job
• Make client jobs
• I have an AR administrator that can't alter exchanges in earlier periods. How might I fix this?
• Erase a client job

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Goal

Note: These capabilities require single-client access in Sage 50

Segment I: Change a client's job

• Select Maintain, Users, then, at that point, Set Up Security
• Whenever gave a notice with respect to utilization of Roles, select OK
• Feature the client in the rundown, then select Edit User's Roles
• Uncheck any jobs that will at this point not be applied
• Actually look at the ideal job
• Select Save, then Close

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Segment II: Create another job

• Select Maintain, Users, then, at that point, Set Up Security
• Whenever gave a notice in regards to utilization of Roles, select OK
• Feature the client in the rundown, then, at that point, select Edit User's Roles
• Uncheck any jobs that will as of now not be applied
• Really look at the ideal job
• Select Save, then, at that point, Close

Segment III: Edit a job's entrance

• Select Maintain, Users, then Set Up Security
• Select the Roles List tab
• Select the Role that you wish to alter; then click View/Edit Role
• Set the Role's admittance to the various areas of Sage 50, then select Save

Note: Unless a Role will just view data, it ought to have full admittance to Post and Unpost in the Company segment

Select Close when wrapped up

• Note: Assigning various jobs increments generally speaking security (for example it you dole out a client to
• the Admin job and AR job then the client would just have AR access level)

Segment IV: Delete a job

• Select Maintain, Users, Set Up Security
• Select the Roles List tab
• Select the Role that you wish to erase
• Click Delete Role
• Click Yes to affirm the erase
• Click Close

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Thomas Lane Member since June 12, 2021