Set role properties

Use the General tab to change the name of 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. and to apply different levels of system control to the roles.

To set role properties

Open: System Administration > Roles.

1. Right-click the Role Name and choose Properties.
2. Change the Role name if required.

3. Select the role settings.

   • Receive Alerts From Messenger: Receive alerts from Sage 200 Messenger advising of possible issues caused by users abnormally exiting from the system in the event of a system crash, power cut and so on.

   • Remote Users Access Only: Allow members of this role to remotely access Sage 200 forms. For example, this might be required for some third party apps.

     Users who are assigned to a Remote Users Access Only role cannot enter or amend information in Sage 200 directly.

4. Click OK to confirm the General properties.

   When adding a role, you are prompted with the following message: This role will not have any users assigned. Do you want to continue?

   • To assign users to the role, click No. Proceed to assign users to the role.
   • To save the role without assigning users, click Yes.