User Roles

Related topics

Set up users, passwords, and roles

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

Copy an existing user role

Edit an existing role

Delete a role

Remove user and password security

Read the Sage 50 security overview

Perform other administrative tasks

Read the users and passwords overview

This window lets you set up users with their user name, password, and email. Then, you can assign existing user roles to them.

Tip: 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.

For the most part, you'll come to the this window from the Sage 50 User Security window:

  • click the New User button (after an administrator has been set up)

Administrator, Company Administrator

If you are going to use the Sage 50 security feature, you must set up at least one user as company administrator. The administrator will have full access to the Sage 50 program AND will be able to set up and maintain company users, and passwords, and user roles. You set up the administrator through the Sage 50 User Security window.

OR

  • click the Edit User's Roles button.

User Name/Password/Email

When you set up new users, the first thing to do is enter their respective user name, password, and email address.

Note: Passwords must be at least seven characters and they are also case-sensitive: you have to remember if letters are capitalized or not. Passwords 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, they can't open this Sage 50 company. You may choose 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.