How to create a new User Logon and configure password settings in Sage 100

Summary

How to create a new User Logon, or maintain the password, settings, permissions, and preferences for an existing User in Sage 100
How to add users, how to create users, how to edit users, how to delete users

Resolution

Note: If setting up users for the first time, it is best to first make sure roles have already been created in Role Maintenance, as users will need to have roles assigned in order to have permission to access various tasks. See the Related Resources section for more information.

Access User Maintenance:

If logging as the Sage 100 ERP Administrator:

Launch Sage 100 via the installed short-cut
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 Administrative Tools window, Select User Maintenance

If logging in as another user with role access:

Open Modules, Library Master, Main menu, User Maintenance

Create or edit a new User Logon (User ID) in User Maintenance:

Open User Maintenance (as described in the steps above)
Enter a new User Logon, or use the Lookup (magnifying glass) icon to select an existing User Logon from the User List window.
Enter, review, or maintain the following fields:
- - First Name, Last Name
  - User Code: A unique 3-character identifier that will print on reports and display in system logs
  - Password and Confirm Password: Use this to change the password, if necessary
  - Customization Group: If Custom Office changes will be made to task windows for specific groups
  - Expires: Leave blank unless the User Logon is intended to be temporary
On the Maintenance tab, one or more roles may be assigned to the user. For each row, select:
- - Company: Select All Companies or a specific company
  - Role: Select Default or a specific role. The default should only be selected if the user is meant to also have a role with full access.
On the Preferences tab, you may accept the default settings, or make changes as desired
Click Accept