Change a User's Role or Roles

How Do I...

To change the role or roles assigned to an individual user, follow these steps:

1. From the Maintain menu, select Users, then Set Up Security. Sage 50 displays the User Security window.
2. In the grid at the middle of the window, select the user whose user role(s) you want to change.
3. Select the Edit User's Roles button.

The User Roles window appears.

4. Change the user's password, if desired.

Note: User passwords are case sensitive and must be unique. Two or more users cannot have the same password.

5. Do one of the following:
• If you want to add to or change the user's assigned roles to an existing role or roles, check the check boxes corresponding to the desired role(s).
• If you need to establish a new role for the user, click the New Role button; you will go to the Role Setup window. Get instructions on setting up a new role (start at step 3).

What do you want to do next?

• Log in to a Sage 50 company
• Copy user information to a new user record
• Delete user records
• Remove user and password security
• Perform other administrative tasks
• Read the users and passwords overview
• Read the Sage 50 security overview

Published: March 21, 2017
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