Selected Access

How Do I...

This window lets you choose areas of the Sage 50 program to which users will have access. Setting up user security is part of the process of setting up a Sage 50 user:

  1. In the Sage 50 User Security window, choose the New User option to add a user to the system.
  2. Next, in the User Rights window, choose whether the user will have Administrator rights, Full access, Selected access, or None.
  3. If you choose to give the user Selected access, click Next, and Sage 50 brings up the Selected Access window, where you grant individual rights to the user.

Granting user rights to areas of Sage 50

In Selected Access, you give users the rights to work in certain areas of the Sage 50 program within the current company. Sage 50 program areas include the following:

  • Business Status My Dashboard
  • Customers & Sales
  • Vendors & Purchases
  • Inventory & Services
  • Employees & Payroll
  • Banking & General Ledger
  • Company

For each area, the drop-down list at the top right-hand side of the window lets you grant blanket access. For example, you can grant a user either Full Access or No Access to the Customers & Sales area.

The left side of the window will tell you which access level you've chosen for that area.

Custom Access

In addition to full or no access, you can use the grid to set different levels of access for subareas such as maintenance, tasks, and reports. For example, in the Customers & Sales area, you can choose to give a user limited access to maintenance areas such as Customer Information or Customer Beginning Balances.

When you give a user rights other than full or no access rights to an area, the left side of the window will read Custom Access.

Setting access levels: Drop-downs let you set different access levels for different subareas of the program—for example, Payments/Write Checks.

Tell me more about access levels.

Embedded Help

Embedded Help appears as a part of the user interface. This type of help is available in the Selected Access window to tell you more about each of the security settings. Just click a line in the grid--for example, Customer Information--and you'll see Help text at the bottom of the window explaining the setting.

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