Enable Security

1. Open the Sage Desktop.
2. Click Security Settings, and check off the Turn on application security checkbox.
3. Customize the remaining security settings (password strength, lock-out settings) if desired.
4. At this point the Set Up Security window will appear:
   1. Create Security Administrators: It's required that you create at least one. These administrators have access to security settings, user accounts, and roles.
   2. Create Application Administrator: It's required that you create at least one. These administrators have access to all options and settings with the software and Security.
   3. Review Security Settings: This screen lists the currently created Application/Security Administrators.
   4. Click Finish to complete the Enable Security Process.

 

Creating a role

1. Open the Sage Desktop, Options, Security Administration.
2. Log in, and click Role Setup.
3. Click Add to create a new Role and enter the name in the Name field.
4. Open the Tasks to show all the possible permissions options (non-including record based).
5. Mark off the items that this role will access. The following are some of the basic permissions users need:
   1. Tasks, Common Tasks, File
   2. Tasks, Tools, Background Tasks/Log Viewer/File Tools (for backups)
   3. Tasks, Sage Desktop
   4. Tasks, ODBC
   5. Any modules or reports needed
   6. The Administrator roles have access to all permissions and Company Data Files
6. Click the Users tab, and check off any users you want to have the role. If you haven't set up users yet, you can add these permissions later.
7. Click Save Changes.

 

Creating a user

1. Open the Sage Desktop, Options, Security Administration.
2. Log in, and click User Setup.
3. Click Add to create a new User and enter the name in the User Name field. Sage 300 CRE modules don't require the Full Name and Windows user. If you're using Sage Mobile applications or SQL Replicator in versions 17.1 and later, they’re required.
4. Under the Settings tab, set the initial password and password settings.
5. Under the Roles tab, check off any security roles that that User will have. IIf you haven't set up roles yet, you can add these permissions later.
6. Under the Companies tab, check off any companies this user will have access to.
   Note: The Administrator roles have access to all companies.
7. Click Save Changes.