These instructions assist Security Administrators with modifying an existing security setup. If you’re setting up security for the first time, refer to the Security chapter in the User’s Guide (Help, Product Documents).

1. Log in to the Sage Desktop as a Security Administrator.
2. Go to Options and Security Administration.
3. Select Role Setup and click Add.
   • To set up a new role with the same attributes as an existing role, select Copy.
   • To use this role for records/files in "Security Permissions by Type", only add users to the role. Don’t select any tasks.
   • Alternatively, you can add a role to a user from the User Setup screen. Click the Roles tab and select the Add a role link on the bottom.
4. Enter the Name and Description for the role.
5. On the Tasks tab, select the Tasks that apply to this role.
6. On the Users tab, click Add and select a user to add this role.
7. Click OK.
8. Repeat steps 5 and 6 until you've assigned all applicable users to the role.
9. Click Save.
10. Have users close Sage 300 CRE applications and log back in for changes to take effect.

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