Note: In Sage 100c there is a Search function in the lower left corner of Role Maintenance that can be used to help find the location of menus the users need access to.

To create, set up, or maintain roles in Role Maintenance:

1. Access the Role Maintenance task window in one of two ways:
   • Log into Sage 100 ERP as Administrator to access Administrator Tools, click the Roles button
   • Log into Sage 100 ERP as a user with rights to Roles, expand Library Master, Main menu, Roles Maintenance
2. For the Role, enter or select a role name
3. For the Description, describe the role
4. For the Tasks tab, select the modules and specific tasks that all users assigned this role will have access to.
   • Note: Select the Sage 100 ERP check box to assign access to all modules and tasks. Select a module's check box to assign access to all tasks associated with that module. This note also applies to the Security Events and Module Options tabs' settings below.
5. For the Security Events tab, select the events that all users assigned this role will have access to:
   • Note: Settings here assign supervisor rights for Legacy modules, or additional rights for Business Framework modules
6. For the Module Options tab, select the options that all users assigned this role will have access to:
   • Note: This tab shows only Business Framework modules
   • Note: All module options items are selected by default
7. For the ODBC Security tab, select the tables that all users assigned this role will have access to:
   • Note: This option is only available if ODBC Security checkbox is selected in Library Master, Setup menu, System Configuration, on the Security tab.
   • Note: Settings here control which tables and fields can be accessed externally by users through the SOTAMAS90 ODBC driver, via Crystal Reports, SQL queries, Microsoft Access, and Microsoft Excel, etc.)
   • Note: If the ODBC Security tab is not accessible, then all tables are accessible.
8. Click Accept

To delete roles in Role Maintenance:

1. Access the Role Maintenance task window in one of two ways:
   • Log into Sage 100 as Administrator to access Administrator Tools, click the Roles button
   • Log into Sage 100 as a user with rights to Roles, expand Library Master, Main menu, Roles Maintenance
2. For the Role, enter or select a role name
3. Click Delete
   • Note: Before deleting, confirm in User Maintenance that no user has access to any role to be deleted.

To assign roles to Sage 100 User Logons:

• See the Related Resources section below.