Note: Only Security Administrators and Application Administrators have permission to add roles.

1. Access Security Administration:
   • For versions 16.1 and newer, go to Sage Desktop, Options, Security Administration.
   • For versions 15.1 and older, go to Sage Desktop, Tools, Security Administration.
2. Select Role Setup and click Add.
   • To set up a new role to have the same attributes as a role already setup in your system, select Copy.
   • If this role is being setup to secure a record or file in "Security Permissions by Type" only add users to the role, don’t select any tasks.
   • Alternatively, if you are in the User Setup screen, you can also add a role by clicking the user name, clicking the Roles tab, and clicking the Add a role link on the bottom.
3. Enter the Name and Description for the role.
4. On the Tasks tab, select the Tasks that apply to this role.
5. On the Users tab, click Add and select a user to add this role. For more information about setting up users, see DocLink: How do I set up or add a new user in Sage 300 Construction and Real estate?
6. Click OK.
7. Repeat steps 5 and 6 until all applicable users are assigned to the role.
8. Click Save.

Notes:

• For changes to take effect, users will need to close all Sage 300 Construction and Real Estate applications and log back in.
• Security Roles grant access to tasks and reports. Users with multiple roles will gain access to each task or report in the roles. To ensure a user doesn’t have access to a task or report, verify all roles assigned don’t have the task or report.

DocLink: How do I set up or add a new user in Sage 300 Construction and Real estate?
DocLink: How do I set up or change security in Sage 300 Construction and Real Estate?
DocLink: How do I give users access to setup, tasks, tools, reports, or inquiries?
DocLink: How do I give a user different access for different companies?

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