Search
Generic filters
Exact matches only
Search in title
Search in content

How Can We Help?

< Back
You are here:
Print

For versions 15.1 and older:

  1. Access the Sage Desktop application through the Sage program group in your Start menu.
  2. In Sage Desktop, select Tools, Security Administration.
  3. In the Security Administration pane, select User Setup and click the Add button.
    Tip: To set up a new user to have the same attributes as a user already setup in your system, select the Copy button.
  4. Enter the User name and Full Name.
    Optional: If applicable, enter the Windows user name.
  5. On the Settings tab, specify the User Account Settings and Password Settings for the user.
  6. On the Roles tab, select the roles for this user.
    Note: For more information about setting up a role, see the “Security Guide.pdf” file mentioned below. This information is also in Chapter 6 of the User’s Guide.
  7. On the Companies tab, select the companies applicable to this user and click Save Changes.

For versions 16.1 and later:

  1. Access the Sage Desktop application.
  2. Go to Options, Security Administration.
  3. In the Security Administration pane, select User Setup and click the Add button.
    Tip: To set up a new user to have the same attributes as a user already setup in your system, select the Copy button.
  4. Enter the User name and Full Name.
    Optional: If applicable, enter the Windows user name.
  5. On the Settings tab, specify the User Account Settings and Password Settings for the user.
  6. On the Roles tab, select the roles for this user.
    Note: For more information about setting up a role, see article 18197 “How do I set up a new role in Security?”
  7. On the Companies tab, select the companies applicable to this user and click Save Changes.
Previous Sage 300 CRE: AR Error Correction
Next Sage 300 CRE: How to void an invoice in service management
Table of Contents
Want Exclusive Sage Construction Software Tips?
Join Our eNewsletter
Get Sage Construction software promotions, events and updates delivered straight to your inbox!
Subscribe
Give it a try, you can unsubscribe anytime.
close-link
X