Available in Sage 50 Quantum Accounting.

Edit an Existing User Role

Related topics

Log in to a Sage 50 company

Copy a user role

Delete a user role

Change a user's password and access rights

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 can change a role name, description, and/or the access rights that go with that role.

Change the role name and description

  1. From the Maintain menu, select Users, then Set Up Security. Sage 50 displays the User Security window.
  2. Select the Roles List tab.
  3. In the grid at the middle of the window, select the role that you want to change.
  4. Select the View/Edit Role button.

    5. The Role Setup window appears.

  5. Change the role name and description as needed.
  • From the menu bar on the left side of the window, select the area of the Sage 50 program that you want to change 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.

When you're finished editing the role, click Save to save the role and return to the Sage 50 User Security window.