Authorise roles for features
You can decide which users will have access to a 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. using Roles. Features are authorised for 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.. Then users who are members of the role can access and use the features within Sage 200. You can authorise features within the Role, or authorise roles within the Feature.
You can also authorise roles for a feature group. All features within the group are authorised for the role.
When you upgrade to a new version, any new functionality will have a corresponding new feature in the list. These may be in new feature groups or in an existing feature group. These new features won't be selected for any roles.
When a new feature is added to an existing feature group, the checkbox at the feature group level will not be selected. All existing features within that feature group remain selected for the relevant roles.
If you're upgrading from a version prior to Sage 200 2015, most of the feature groups will not be selected. This is because most modules have a new desktop list, summary and/or workspace.
Once you have upgraded, make sure you select the required new features for all your the relevant roles.
To authorise roles for features
Open: System Administration > Features.
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Select a feature group, then right-click the feature and choose Role Authorisation.
Roles are displayed in two lists; Available Roles and Authorised Roles.
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Authorise roles.
- To authorise one or more roles, select the roles from the Available Roles list and click >.
- To authorise all roles, click >>.
Remove authorisation- To remove authorisation for one or more roles, select the roles from the Authorised Roles list and click <.
- To remove authorisation for all roles, click <<.
- Click OK to confirm the authorisation changes.