| | 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. |
| Resolution | Assign users to Job Security - Open your company with Administrator rights.
- Open menu 7-2-2 User list.
- For each user needing job level security, mark Yes in the Subject to Job Security column.
- Select Save.
Grant users access to the 3-5 Jobs record - Open your company with Administrator rights.
- Open menu 3-5 Jobs Accounts Receivable.
- Select a Job.
- Click the Contacts and Personnel tab.
- Click the arrow next to Job Access List.
- Grant job access by checking the box next to each relevant user.
- Repeat this for each job to which job level security must be applied.
- 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] |
|