Sage 50 Intelligence Reporting Security
There are two parts to security in Sage 50 for Sage 50 Intelligence Reporting. One part is security for the Intelligence Reporting Setup options. The other part is for the Intelligence Reporting reports.
Where do I set up security in Sage 50?
Go to Maintain>Users>Set Up Security
Intelligence Reporting Setup
Access to the Intelligence Reporting Setup options is specified in the Company area of Sage 50 security setup.
The Administrator role is automatically set up to allow full access to the Intelligence Reporting Setup options.
Intelligence Reporting Reports
The security for the standard Intelligence Reporting reports is set up using the same settings for Sage 50 reports.
Financials
To run the standard Intelligence Reporting Financials reports, you must have the following Sage 50 security access:
Banking & General Ledger>Reports: Full Access
The following roles are automatically set up to allow access to the Financials reports:
- Accountant
- Administrator
- View Only
Purchases
To run the standard Intelligence Reporting Purchases reports, you must have the following Sage 50 security access:
Vendors & Purchases>Reports>Master Lists: Full Access
Vendors & Purchases>Reports>Transaction Lists: Full Access
Vendors & Purchases>Reports>Other Reports: Full Access
The following roles are automatically set up to allow access to the Purchases reports:
- Accountant
- Administrator
- AP Manager
- AP Specialist
- Banking Manager
- Purch Specialist
- View Only
Sales
To run the standard Intelligence Reporting Sales reports, you must have the following Sage 50 security access:
Customers & Sales>Reports>Master Lists: Full Access
Customers & Sales>Reports>Transaction Lists: Full Access
Customers & Sales>Reports>Other Reports: Full Access
The following roles are automatically set up to allow access to the Sales reports:
- Accountant
- Administrator
- AR Manager
- AR Specialist
- Sales Manager
- Sales Rep
- View Only
Note: Sage 50's security does not affect custom Intelligence Reporting reports. You will need to set access to these reports though the Intelligence Reporting Security Manager. This can be accessed by going to Reports & Forms>Intelligence Reporting Setup>Security Manager.
Important! Users who have full access to the Report Manager in Intelligence Reporting Setup will be able to access all of the standard Intelligence Reporting reports through the Report Manager even if they can't access them from Sage 50's Select a Report window. If a user has access to the Report Manager, but you don't want them to have access to all of the standard reports, be sure to use the Intelligence Reporting Security Manager to limit their access. To do this, go to Reports & Forms>Intelligence Reporting Setup>Security Manager.
Learn More
Intelligence Reporting security
Intelligence Reporting licensing