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

Create or edit a User ID

1. Open User Maintenance using the steps above.
2. Enter a new User Logon or select one from the User List window.
3. 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
4. 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
5. On the Preferences tab, accept the default settings, or change if desired.
6. 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

Change the Desktop View between Classic or Standard 
Rename a Sage 100 User Logon