Assign roles to a user
You use Roles to give users of Sage 200 access to its features.
Note: A user must have at least one role assigned before accessing Sage 200.
To assign roles to a user
Open: System Administration > Users.
-
Double-click the user's System name name, or right-click the user and choose Properties.
-
Select the Member of tab.
-
Assign roles.
-
To assign one or more roles:
-
Select the roles you want to assign from the Available Roles list.
-
Click > to move the role to the Selected Roles list.
-
-
To assign all roles:
-
Select all the roles in the Available Roles list.
-
Click >> to move all roles to the Selected Roles list.
-
-
-
Remove roles.
-
Select the roles in the Selected Roles list and move them to the Available Roles list.
-
Click < if you selected one or more roles.
-
Click << if you selected all roles.
Note: The removal of roles from user accounts takes effect when the user next logs on to Sage 200.
-
-
The first role that you assign to a user becomes the Primary Role for the user.
If you assign more than one role to a user, select the Primary Role from the drop down list of assigned roles. The primary role determines what the user's desktop environment looks like by default.
-
Click OK to confirm the assigned roles.