Set Up a New Role
You set up roles on the Roles List tab of the Sage 50 Users window.
How
do I get to the User Security window?
From the Maintain menu, select Users, then Set Up Security. Sage 50 displays the User Security window.
Note: If you don't have access to the User Security option in the Maintain menu, then your user profile does not have privileges to set up or maintain users/passwords in this company. Check with your system administrator, or open the company using a user name and password combination that has this privilege.
To set up a new role:
- Select the Roles List tab.
- Click New Role.
- Enter a role name and its corresponding role description.
- From the menu bar on the left side of the window, select the area of the Sage 50 program that you want to set access levels for—Customers & Sales, for example.
- If you want to grant either full or no access to this whole area of the Sage 50, use the drop-down list at the right-hand top of the window.
- If you want to grant access to some subareas but not others—for example, Sales Invoices—you can use the drop-down list opposite the appropriate area. You can choose from a range of security access levels. Tell me more about access levels.
- When you're finished setting up the new role, click Save to save the role to return to the Sage 50 User Roles window.
The Role Setup window appears.