Set up or add a new user

How to create and add users in Sage 300 CRE Security Administration.

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

Only Security Administrators have permission to create Application Administrator users. For more information, refer to the Security Administration part of the User's Guide found in Sage 300 CRE under Help, Product Documents.

1. Access the Sage Desktop application.
2. Go to Security Administration:
   • Versions 16.1 and later, go to Options, Security Administration
   • Versions 15.1 and earlier, go to Tools, Security Administration
3. Select User Setup and click Add.
    TIP: Select Copy if the new user has the same attributes as an existing user.
4. Enter the User name and Full Name.
5. If applicable, enter the Windows username.
6. On the Settings tab, specify the User Account Settings and Password Settings for the user.
7. On the Roles tab, select the roles for this user.
    NOTE: For information about adding roles, see Chapter 6 of the User's Guide. You can also see steps to set up a new role in Security. 
8. On the Companies tab, select the companies for this user and click Save Changes.

 

 

How do I give users access to setup, tasks, tools, reports, or inquiries?

How do I set up or change security settings in version 9.5 and later versions?

How do I give a user different access for different companies?