Copy a User Role

How Do I...

Use the following procedure to create new user roles with similar program area control levels based on existing roles.

1. From the Maintain menu, select Users, then Set Up Security. Sage 50 displays the User Security window.
2. Select the Roles List tab.
3. In the grid at the middle of the window, select the role you want to copy.
4. Select the Copy Role button.

The Role Setup window appears.

5. Enter a role name and description for the new role.

6. Click Save to save the role.

   The Users window returns with the new role listed in the grid.

What do you want to do next?

• Set up user records, passwords, and roles
• Log in to a Sage 50 company
• Edit an existing user role
• Change a user's password and access rights
• 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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