User Roles
This window lets you set up users with a user names and passwords and then assign existing user roles to them. If you need to establish a new role for any user, you can do that as well, and the role will then be available for other users too.
- click the New User button (once an administrator has been set up)
OR
- click the Edit User's Roles button.
User Name/Password
When you set up new users, the first thing to do is give them a user name and password. Enter name/password in the text boxes. Passwords are case-sensitive: you have to remember if letters are capitalized or not.
Note: Passwords must be at least seven characters. They must contain both numbers and letters. It's a good practice to include both upper- and lower-case letters, although this is not required. An example of a strong password: MLsmith707.
Inactive (no access to this company)
To make the user inactive, select this check box. When a user is inactive, he or she can't open this Sage 50 company. You might elect to make a user inactive, for example, if the individual has temporarily left the company or is on a leave of absence.
When inactive users try to log on, Sage 50 displays a message telling them to contact the company administrator. Only the administrator can make an inactive user active.
Which roles would you like this user to have?
If you have already set up user roles, they will be listed in the grid at the middle of the window. If you want either to assign an existing role to a new user or change the role of an existing user, you do that by selecting the check boxes corresponding to role(s) you want the user to have.
New Role
If you want to set up a new role for a user you're adding to the system, click this button. The Sage 50 Role Setup window will appear. Enter a name and description for the role. Then, you set security rights that will apply to the role.