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New to Sage 100 Contractor? Have a new hire? Need to adjust what someone sees or shouldn’t see?  No worries, follow the steps below:

Step 1: Log into Sage 100 Contractor with Administrative Rights.

Step 2: Go into 7-2-1and check the groups already created or add a new one if needed.

Step 3: Go to 7-2-2 and add the user’s name and password.

Note: You can also change the group or add them to another group.

Step 4: Go to each module and highlight it, then click on your F7 key.

  • Check off anyone who should have access to that module.
    • If everyone you’ve checked can use all parts of that module stop there. If not, go to the next step by highlighting the first part.
      For example: Highlight 1 – General Ledger. Check off the groups who should have access to that area.  If all are ok for all parts, click save then you’re done.
    • If you want certain groups to have access to only 1-1, then highlight it and check off only the groups for 1-1. Keep doing this for each section and module.

Once you have finished, we recommend logging in as that user and testing what that use can or cannot access.

Previous Sage 100 Contractor: How to make jobs, cost codes, ledger accounts and more items inactive.
Next Sage 100 Contractor: Are you on the latest version?
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