Change a User's Role or Roles

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

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

The User Roles window appears.

4. Change the user's password, if desired.

   Password

   Enter the user's password. You enter up to 16 alphanumeric characters. Do not include the forward slash (/) character in your password. Avoid passwords that are obvious, like birthdays or names of relatives.

   Passwords are case sensitive (that is Password, PASSWORD, and password are all different passwords) and must be unique. Two or more user records cannot have the same password.

   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.

   Note: In the unfortunate event that you lose your Administrator user name or password and no one else can open the Sage 50 company, contact Sage 50 Customer Support.

5. Do one of the following:
• 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).