How to set up job level security
Description

With Sage 100 Contractor, you can limit users to viewing only the jobs they’re allowed to access. This includes the 3-5 Jobs record, related job records, and any job-specific data in reports.

Cause
Resolution

Assign users to Job Security

  1. Open your company with Administrator rights.
  2. Open menu 7-2-2 User list.
  3. For each user needing job level security, mark Yes in the Subject to Job Security column.
  4. Select Save.

Grant users access to the 3-5 Jobs record

  1. Open your company with Administrator rights.
  2. Open menu 3-5 Jobs Accounts Receivable.
  3. Select a Job.
  4. Click the Contacts and Personnel tab.
  5. Click the arrow next to Job Access List.
  6. Grant job access by checking the box next to each relevant user.
  7. Repeat this for each job to which job level security must be applied.
  8. Select File and Save.
     NOTE: If no users are added to a job’s access list, users subject to Job Security will be unable to access that job. 
[BCB:154:Chat 100 Contractor US:ECB]

 

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