How to set up Record Level Security

Log in to Sage Desktop as an Application Administrator.
To access Security Administration:
- For versions 15.1 and older: from the Tools menu, select Security Administration.
- For versions 16.1 and newer: from Options, Security Administration.
Create the Roles needed to access the records. Refer to article 18197 DocLink: How do I set up a new role in Security?
Under Security Permissions by Type, click Records.
Select the Activate record security check box.
- Note: This is a global setting that affects all company folders.
If you want to allow all users to have access to records with no Security ID assigned select the check box Give all users access to records with blank security IDs.
- Note: This is a global setting that affects all company folders.
Under Securable Record Types, select the records to be secured. This will make the additional appropriate tabs come available.
- Note: This setting is per company folder. The types selected only affect the current company folder. You will need to select the desired types in each company folder where you want to apply record security.
Click the tab to add record security. For example, if you are adding security to the GL prefix, select the GL prefix tab.
Under the Security ID column, add the Role that should have access to that record. Only one Role can be assigned to each record. Make sure the appropriate users are assigned to the Role.
Click OK when finished.
Users will need to log out and log back in for the changes to take effect.

Note: Record Level Security only applies to reports and inquiries with the exception of Job Cost. Refer to article 24366 "DocLink: What is the effect of Job Record Security on tasks? for more information.