How do I set up or change security settings in version 9.5 and later versions?
Description

Note: It is recommended to set up at least two security administrators.

For more information on security in v9.5 and higher see How do I set up security in Sage Timberline Office applications? linked in this article.

Cause
Resolution
[BCB:5:Third-party support:ECB]
Use the Security Administration tool to set up or change security after upgrading to CD version 9.5 and later.

Starting in v9.5 security administration has been moved to the Sage Desktop application.

  1. Open the Sage Desktop application.
  2. Open Security Administration:
    • Version 15.1 and older: select Tools, Security Administration.
    • Version 16.1 and later: select Options, Security Administration.
  3. You must set up at least one Security Administrator and one Application Administrator. You can have one user assigned to both roles. Use the Security Administration tool to maintain user and password settings, task, file, record, and company security.
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?
Defect ID
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