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Set up and troubleshoot user security and user access

Created on  | Last modified on 

Summary

Sage BusinessWorks lets users with the rights to Maintain Users, create user records and assign security access. Grant or deny access to tasks on a company by company basis.

Description

  • The Sage BusinessWorks security settings are separate from the required Windows permissions
  • Set access by task and company
  • There's no default Read-Only profile
  • Removing access doesn’t remove the company from the user’s list

Resolution

Create a new user

  1. Log in as the MANAGER.
  2. From the Launcher select Utilities, Maintain Users.
  3. To add a new user, click New and enter the User ID.
  4. Select Save.

Assign default security access

After saving, select the default access level.

  • Select Yes to grant access to all tasks in all companies.
  • Select No to restrict access and configure permissions manually.

Configure user security settings

  1. Click Security Settings.
  2. Use the Company ID lookup to select the company.
  3. Review available tasks.
  4. Clear any checkboxes to remove access to that the corresponding task/module. These are the tasks that the user won't have access to.

Copy User Security settings

Save time by copying security settings for users with similar access.

  1. Define security settings for one user.
  2. Select the Copy From button at the Maintain User Security window.
  3. Copy the settings for new users as they’re created.

Save user setup

Review all selections, then save changes.

For full details on user setup and security, click the Help (?) button in the Maintain Users window.

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