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

For more information on security, refer to the Security Guide.pdf in your Documents folder.

Help, Product Documents will open to the PDF Guide, you can then enter the page # you need, in this case, Page 53 has several helpful links for setting up and changing security, the Security section starts on page 38.

1. In Sage Desktop, from Options, select Security Administration.
2. Select Role Setup and select the role that applies to the user or task
3. On the Users tab, verify that the appropriate users are assigned to the role. If you need to add a user, click Add.
4. On the Tasks tab, select the items that apply to this role.
5. Click Save Changes.

Note: If the item is still not accessible to the user, the item may have been turned off via Security Permissions by Type. Please see the attached article 37165 DocLink: Why can't a non-admin user access a task or report? (Tasks turned off in security) for more details.

DocLink: How do I set up or add a new user in Sage 300 Construction and Real estate?
DocLink: How do I set up or change security in Sage 300 Construction and Real Estate?
DocLink: How do I set up a new role in Security?
DocLink: Why can't a non-admin user access a task or report? (Tasks turned off in security)