How to setup Password Security in Sage Fixed Assets

Description

• Enable password security
• How to setup password security
• How to setup FAS security
• How to enable Windows Authentication
• How to setup Password Security with Windows Authentication
• How to switch to Windows Authentication
• Windows Authentication
• FAS Security
• How to setup Password Security
• How to setup Password Security with Windows Authentication
• Sage Fixed Assets Password Security
• How to add a new user in password security
• How to add a new user login
• The Company List is different for each user
• How to add a user?
• How do I add additional users?
• How to delete a user
• Invalid User
• How to remove a user?
• Which type of authentication does the application support to connect to the database, Windows or SQL authentication?

Warning: The Supervisor account is the only user which has full administrative control over the program and all privileges, and is the only user that can change Password Security information. DO NOT LOSE THE SUPERVISOR PASSWORD. If the Supervisor password word is lost, contact Customer Support for information on getting the Supervisor password reset.

Note: Password security is not available in Lite depreciation.

In Sage Fixed Assets:

STEP 1: To enable Security:
NOTE: In order not to inconvenience current users, steps 2-5 can be completed before turning on security (step 1)

1. Go to: File, Password Security, Supervisor: There will be a prompt for the Supervisor Password (If Password Security is not currently enabled or the Supervisor account has not been setup, the prompt will be to create the supervisor password.)
   NOTE: The Supervisor account has full control over the program and all privileges, and is the only user that can change Password Security information
   WARNING: DO NOT LOSE THE SUPERVISOR PASSWORD. If the Supervisor password word is lost, contact Customer Support for information on getting the Supervisor password reset.
2. In the Supervisor dialog:
   • Check System Security Enabled to turn on system level security
   • Under Company Security, in the Name box, select the desired company, then check Company Security Enabled to turn on security for that company.
   • NOTE: Each company must be selected individually to enable company level security
   • NOTE: For companies in a different database; click OK to close the Supervisor window, then go to File, Open Company to open a company in a different database, then access Supervisor window to enable security on those companies.
3. Under Security mode: Put the dot Windows Authentication (Recommended): To use the windows authenticated

STEP 2: Define security profiles: (Profile define the access an assigned user will receive.)

1. System Profiles are defined:Go to: File, Password Security, Define Profiles, Define System Profiles:
   • To create a New profile: Click Add, enter a Profile Name, click OK, select the appropriate access (None, Read, or Edit) for each function for this Profile, click OK to save all changes.
   • To edit an existing profile: Select the Profile Name from the drop down box, select the appropriate access (None, Read, or Edit) for each function for this profile, click OK to save all changes.

STEP 3: Company profiles are defined:

1. Go to: File, Password Security, Define Profiles, Define Company Profiles:
   NOTE: The company which the profile is being defined for must be opened.
   • To create a new profile: Click Add, enter a Profile Name, click OK, select the appropriate access (None, Read, or Edit) for each function for this profile, click OK to save all changes.
   • To edit an existing profile: Selected the Profile Name from the drop down box, select the appropriate access (None, Read, or Edit) for each function for this profile, click OK to save all changes.

STEP 4: Create Users and Assign User Privileges:

• To Create User Accounts for Windows Authentication (Recommended): Go to: File, Password Security, Assign User Privileges, Assign System Privileges.
  • Click New User, enter a Username, select the correct Domain for that user, click OK.
  • NOTE: Users will not need to log in to Sage Fixed Assets when using Windows Authentication but will receive the right of the Windows Authenticated user of the system.
• To Create User Accounts for Application Authentication: Go to: File, Password Security, Assign User Privileges, Assign System Privileges.
  • To Create a User: Click New User, enter a Username, click OK.
    NOTE: For Application Authentication, when a user logs in for the first time, the user’s password will be same as the username. Users can change their password from File, Password Security, Change Password once the user logs into Sage Fixed Assets.

STEP 5: To Assign System Privileges:

1. To Assign System Privileges: File, Password Security, Assign User Privileges, Assign System Privileges: Under the User List: Highlight the desired User, select the desired profile from the Profile Name drop down box, click >> button.
2. To Assign Company Privileges, with the company open: File, Password Security, Assign User Privileges, Assign Company Privileges, under the User List: Highlight the desired user, select the desired profile from the Profile Name drop down box, click >> button.