Sage 50 can allow custom access for different individuals. If you want to take advantage of this security feature, you set up user rights for each person who will be using Sage 50. When set up, each user is issued a user name and password that will be required before opening and working with company data.
Because access is specific to a company, if you work with multiple companies, you can set up users to have access to one or more of your companies and not others. Get a brief overview of security and strategies for setting it up in Sage 50.
Once user names and passwords are set up, Sage 50 prompts each user for a user name and password whenever he or she opens a company. As long as users properly enter their passwords, they can access the areas of the program that their roles entitle them to access and use.
Note: If you use the security feature, you must set up at least one user as company administrator. The administrator will have full access to the Sage 50 program AND will be able to set up and maintain company users and their passwords.
How do I set up access to my company data from Crystal reports, OLEDB, or ODBC?
In the unfortunate event that you lose your user name or password and no one else can open the Sage 50 company, contact Sage 50 Customer Support.
Setting
up users and their roles
Setting up Sage 50 users involves several steps, depending on the role that you assign to the user. We recommend that the first user you set up is the administrator. After that, you can enter additional new users up to the number of licenses you have remaining.
If you're adding a new user as well as a new role for that user, you'll enter the user name and password and then go on to define the user's role. Once you have roles defined, you can assign those roles to any new users you add to the company.
Logging
in to a Sage 50 company with a password
Once a user name and password are set up for a Sage 50 user, that person will have to enter the name and password to enter the areas of the program to which he or she has secure access.
Editing users' roles and viewing user access rights (Sage 50 Quantum Accounting)
Once a Sage 50 user is set up and assigned a role or roles, you can change that user's role(s) and access rights if needed. If you just want to view the user's rights, you can do that as well.
Changing password options
If you are logged in as the Sage 50 Administrator, you can set certain options regarding users' passwords. You can specify how long a password is good for, making it less likely that security will be compromised.
Copying
user information or deleting a user
As an added convenience, you can use an existing user's access rights to create a new user and then edit the new one as needed. You can also delete any existing user.
Editing an existing role
Once a role is added to a Sage 50 company, you can change that role as needed, including the role name, description, and access-rights information.
Copying or deleting a role
Once you've created user roles, you can use an existing role to create a role and then edit it as needed. You can also delete any existing role, as long as that role is not assigned to any current Sage 50 users.
Help
with specific fields or folders
If you need specific help with a field or a folder on the Users window, click on the area below.