User Roles are available in the Quantum version of Sage 50 Accounting.  They allow you to customize the level of access each user has in your company data.

Change a user's role

1. Have all other users log out of Sage 50.
2. Select Maintain, Users, and Set Up Security.
3. If presented with a notification regarding the use of Roles, select OK.
4. Highlight the user in the list, then select Edit User's Roles.
5. Uncheck any roles that you no longer want applied to this user.
6. Check the desired role.
7. Select Save, then Close.

Create a new role

1. Have all other users log out of Sage 50.
2. Select Maintain, Users, and Set Up Security.
3. Select the Roles List tab.
4. Select New Role.
5. Enter a Role Name and Role Description.
6. Set the Role's access to the different areas of Sage 50, then select Save.
   • Give full Post and Unpost access in the Company section unless the Role is view-only. 
     
7. Select Close when finished.

Edit a role's access

1. Have all other users log out of Sage 50.
2. Select Maintain, Users, and Set Up Security.
3. Select the Roles List tab.
4. Select the Role that you wish to edit; then click View/Edit Role.
5. Set the Role's access to the different areas of Sage 50, then select Save.
   
   • Give full Post and Unpost access in the Company section unless the Role is view-only. 
6. Select Close when finished.

 NOTE: If you assign more than one role to a user, the system will give them the access of their highest role. 

Delete a role

1. Have all other users log out of Sage 50.
2. Select Maintain, Users, Set Up Security.
3. Select the Roles List tab.
4. Select the Role that you wish to delete.
5. Click Delete Role.
6. Click Yes to confirm the delete.
7. Click Close.