How to edit user rights
Description
Cause
Resolution
  1. Select Maintain, Users, and then select Set Up Security.
     NOTE: Have the administrator log in or follow these steps if Set Up Security appears grayed out. 
  2. Select the User Name you wish to edit, and then select Edit User's Rights. If using Quantum Accounting, select the Roles List tab.
     NOTE: If using Quantum Accounting, you can also edit role access with the View/Edit Role button. Changes made to a role apply to all users with that role. 
  3. Select Administrator, Full Access, Selected Access, or select None.
    • Select Save if selecting Administrator or Full Access and skip to step 4
    • If choosing Selected Access, select Next and the Selected Access window will open
      • In the Selected Access screen, set the desired user access to the different areas, and then select Save
      • Users must have Post and Unpost access to process transactions
      • Users must have Forms access for a section to print from it
      • Users must have View access set to at least Transactions in Prior Periods to print reports 
  4. If desired, repeat for other users.
  5. Click Close.

 

[BCB:25:My Sage - issues:ECB]

 

Steps to duplicate
Related Solutions

Set Up Security option is grayed out