Acute Data Systems

How to setup Security in Sage 100

Summary

To setup security in Sage 100, there are Users and Roles.

  • A Role is a set of access permissions.
  • A User is a Sage 100 Logon.

To Setup Security, you create a Role and then create a User. Afterward, you assign a Role(s) to a User. The user will have the ability to do or see certain tasks based on the roles that have been assigned to the user.

Resolution

To create or maintain roles

  1. Access Role Maintenance in one of two ways.
    • Log into Sage 100 as Administrator to access Administrator Tools, click Roles
    • Log into Sage 100 as a user with rights to Roles, expand Library Master, Main menu, Roles Maintenance
  2. Enter or select a role name in Role.
  3. Add a description in Description.
  4. On the Tasks tab, choose modules and tasks for users with this role.
    • Select Sage 100 ERP to give access to all modules and tasks
    • Select a module’s checkbox to give access to all tasks in that module
  5. On the Security Events tab, choose events users with this role can access.
    • These settings give supervisor rights for Legacy modules or extra rights for Business Framework modules
  6. On the Module Options tab, choose options users with this role can access.
    • This tab only shows Business Framework modules
    • All module options are selected by default
  7. On the ODBC Security tab, choose tables users with this role can access.
    • This tab appears if you check ODBC Security in the Library Master, Setup menu, System Configuration, Security tab
    • Settings manage external access to tables and fields via SOTAMAS90 ODBC driver, Crystal Reports, SQL, Access, Excel, etc.
    • If this tab isn’t visible, all tables are accessible
  8. Click Accept.

To Create or Edit a Sage 100 User

Option 1 - Log in as the Sage 100 Administrator

  1. Launch Sage 100 using the installed short-cut.
  2. At the Sage 100 ERP User Login screen.
    • Enter Administrator for the User Logon field
    • Enter the password for the Password field
    • Click OK
    • At the Administrator Tools window, select User Maintenance

Option 2 - Log in as Another User with Role Access

  1. Open Modules, Library Master, Main menu.
  2. Select User Maintenance.
  3. Enter a new User Logon or select one from the User List window.
  4. Fill in or update these files:
    • First Name, Last Name
    • User Code: A unique 3-character identifier that shows on reports and system logs
    • Password and Confirm Password: Use to change the password
    • Customization Group: If you make Custom Office changes to task windows for specific groups
    • Expires: Leave blank unless the User Logon is temporary
  5. On the Maintenance tab, assign roles.
    • Company: Select All Companies or a specific company
    • Role: Select Default or a specific role. Use Default if the user has a role with full access
  6. On the Preferences tab, accept the default settings, or change if desired.
  7. Click Accept.
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