Add role

You can set up an unlimited number of roles.

When you add a role A role describes the areas in which users will work normally, e.g. purchase clerk. Roles provide users with access to system features. you set the Role Name. You then need to set role properties and assign users to the role.

If you allow online payments, then you also need to authorise refunds of online payments for vendor configurations for the role. You are not prompted to do this.

Note: You can also add roles by importing roles and features from a file. This is useful if you want to copy roles from another Sage 200 deployment, or if you've been provided with an import file. See Import roles and features.

To add roles

Open: System Administration > Roles

1. Add a role.

   • To create a role, select Action > Add New Role.

   • To copy a role, select the Role Name, then select Action > Copy.

     This will also copy access to any feature A feature is a name for an action that you can perform in Sage 200; e.g. Enter New Supplier Account, describes the action of adding a supplier account within Sage 200 Purchase Ledger. the role is authorised to use.

2. Enter the Role Name.

   This must be at least one character in length and unique. It can be made up from alphanumeric characters.

3. Click OK to confirm the role details.

   The Added Role Properties window is displayed for you to set the role properties.