| | Create a new User Logon or edit the existing User ID |
| Resolution | Setting up users for the first time - Make sure you create roles in Role Maintenance
- Users need to have roles assigned to have permission to access various tasks
Access User Maintenance ▼ If logging in as the Sage 100 ERP Administrator - Launch Sage 100 using the installed short-cut.
- At the Sage 100 ERP User Login screen.
- Enter Administrator for the User Logon field
- Enter the password for the Password field
- Click OK
- At the Administrator Tools window, select User Maintenance
Create or edit a User ID - Open User Maintenance using the steps above.
- Enter a new User Logon or select one from the User List window.
- Fill in or update these files:
- First Name, Last Name
- User Code: A unique 3-character identifier that shows on reports and system logs
- Password and Confirm Password: Use to change the password
- Customization Group: If you make Custom Office changes to task windows for specific groups
- Expires: Leave blank unless the User Logon is temporary
- On the Maintenance tab, assign roles.
- Company: Select All Companies or a specific company
- Role: Select Default or a specific role. Use Default if the user has a role with full access
- On the Preferences tab, accept the default settings, or change if desired.
- Click Accept.
Helpful Information - Sage 100 saves User Logons in a system file using a 10-digit User Key
- The system shows the User Key when you post records or log activity
- If you delete a User Logon, Sage 100 removes the User Key from the system file
- Reports or lookups will lose access to the User Key, First Name, or Last Name
- You can restore a deleted User Logon by re-entering it in User Maintenance
- Sage 100 also restores the User Key when you re-enter the Logon
- It's better to mark a Logon inactive by setting an Expires date. Or select User Account Locked in User Maintenance
[BCB:155:Chat 100 US:ECB] |
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