There are two parts to security in Sage 50 for Sage 50 Intelligence Reporting. One part is security for the Intelligence Reporting Setup options. The other part is for the Intelligence Reporting reports.
Go to Maintain>Users>Set Up Security
Access to the Intelligence Reporting Setup options is specified in the Company area of Sage 50 security setup.
The Administrator role is automatically set up to allow full access to the Intelligence Reporting Setup options.
The security for the standard Intelligence Reporting reports is set up using the same settings for Sage 50 reports.
To run the standard Intelligence Reporting Financials reports, you must have the following Sage 50 security access:
Banking & General Ledger>Reports: Full Access
The following roles are automatically set up to allow access to the Financials reports:
To run the standard Intelligence Reporting Purchases reports, you must have the following Sage 50 security access:
Vendors & Purchases>Reports>Master Lists: Full Access
Vendors & Purchases>Reports>Transaction Lists: Full Access
Vendors & Purchases>Reports>Other Reports: Full Access
The following roles are automatically set up to allow access to the Purchases reports:
To run the standard Intelligence Reporting Sales reports, you must have the following Sage 50 security access:
Customers & Sales>Reports>Master Lists: Full Access
Customers & Sales>Reports>Transaction Lists: Full Access
Customers & Sales>Reports>Other Reports: Full Access
The following roles are automatically set up to allow access to the Sales reports:
Note: Note about custom reports: Sage 50's security does not affect custom Intelligence Reporting reports. You will need to set access to these reports though the Intelligence Reporting Security Manager. This can be accessed by going to Reports & Forms>Intelligence Reporting Setup>Security Manager.
Intelligence Reporting security
Intelligence Reporting licensing