Set Up a New Role

Related topics

Set up user records, passwords, and roles

License Sage 50 users

Log in to a Sage 50 company

Change a user's password and access rights

Copy user information to a new user record

Set up your accountant as a user

Delete user records

Remove user and password security

Perform other administrative tasks

Read the users and passwords overview

Read the Sage 50 security overview

You set up roles on the Roles List tab of the Sage 50 Users 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.

    3. 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.

      • User Roles: Security Access Levels

      You can select the following access levels. These levels affect the areas of the Sage 50 program that users can access, as well as the extent of access available.

      • No Access: The user cannot open any Sage 50 window within the program area. Menu options related to the program area or window will be disabled.
      • View Only: The user can display the program area or specified Sage 50 window or view existing data but cannot enter a new record or change existing data.
      • Add: The user can display the program area or specified Sage 50 window and add new records or transactions.
      • Edit: The user can display the program area or specified Sage 50 window, add new records or transactions, and maintain (edit) existing data.
      • Full Access: The user can display the program area or specified Sage 50 window, add new records or transactions, maintain (edit) existing data, and delete data. Full access also allows the ability to perform specified system functions.
  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.