Can I restrict the reports only to certain selected users on Sage 300?
Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted access:
Resolution
- Click the Reports tab.
- In the Reports home page, click Create Report Folder.
- In the Create Report Folder page, do the following:
- Enter the Folder Name.
- Enter the Folder Description.
- Under Accessibility Details, choose any of the following, as required.
- All Users are allowed to view this Report Folder: Select if you want to make the folder public.
- Show this Report Folder only to me: Select if you would like to enable the folder access only to you.
- Allow the following users to view this Report Folder: Select the users or user roles that can access the folder.
- Click Save.