How do I set up or change security in Sage 300 Construction and Real Estate?
Description
Cause
Resolution

Use one of the methods below to access the documentation or on-line help for detailed information on setting up security in Sage 300 CRE

  • In the Sage 300 CRE Desktop application:
    • For versions 16.1 and later: select Help, Product Documents.
    • For versions 15.1 and older: select Tasks, Sage 300 Construction and Real Estate, Product Documents, View Documents, Sage 300 Construction and Real Estate (formerly Sage Timberline Office), Version [x] (where X is your version number), User's Guide. See Chapter 8 for v9.8.0, see Chapter 7 for v12.1 or higher.
  • In the TS-Main Application select Help, Product Documents, Sage 300 Construction and Real Estate (formerly Sage Timberline Office), Version [x] (where X is your version number), User's Guide. See Chapter 8 for v9.8.0, see Chapter 7 for v12.1 or higher.

For more information on how to setup security, see Related Resources.

DocLink: How do I set up or add a new user in Sage 300 Construction and Real estate?
DocLink: How do I set up a new role in Security?
DocLink: How do I give users access to setup, tasks, tools, reports, or inquiries?
DocLink: How to set up Record Level Security

[BCB:156:Chat 300 CRE US:ECB]
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