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:

1. Select the Roles List tab.
2. Click New Role.

The Role Setup window appears.

3. Enter a role name and its corresponding role description.
4. 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.
5. When you're finished setting up the new role, click Save to save the role to return to the Sage 50 User Roles window.