Change a User's Role or Roles

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To change the role or roles assigned to an individual user, follow these steps:

From the Maintain menu, select Users, then Set Up Security. Sage 50 displays the User Security window.
In the grid at the middle of the window, select the user whose user role(s) you want to change.
Select the Edit User's Roles button.

The User Roles window appears.

Note: User passwords are case sensitive and must be unique. Two or more users cannot have the same password.

If you want to add to or change the user's assigned roles to an existing role or roles, check the check boxes corresponding to the desired role(s).
If you need to establish a new role for the user, click the New Role button; you will go to the Role Setup window. Get instructions on setting up a new role (start at step 3).