Set
Up Company Users, Passwords, and Access Rights
How Do I...
In order to implement data security and password protection, you must
set up user records. When user names and passwords are set up, Sage 50
prompts you for a user name and password combination when you open a company.
If you know the password, you can access the areas of the program to which
you have rights.
Setting up users in Sage 50 involves setting up a company administrator
first. After that, you can set up individual users, as many as you have
licenses for.
Note: Passwords must be at least seven characters. They must contain both numbers and letters. It's a good practice to include both upper- and lower-case letters, although this is not required. An example of a strong password: MLsmith707.
In order to use user/password security
in a Sage 50 company, you must
first set up a single user record. After that, all other users will need
a user name and password to access the company.
The first user you set up must be an administrative
user with full rights to each area of Sage 50 and the ability to set
up and maintain user records and passwords. Once the administrator is
set up, he/she can then add other users to the system.
- Select the New User button.
The User Rights window appears.
- Enter a user
name (for example, Admin062)
and its corresponding password.
Note: Passwords must be at least seven characters. They must contain both numbers and letters. It's a good practice to include both upper- and lower-case letters, although this is not required. An example of a strong password: MLsmith707.
- To give the user
full access to the program plus the ability to create individual users,
select the Administrator option.
- When finished, select
OK.
The User Security window returns. Note
that the user name and access level information have been added to the
grid at the center of the window. Note, too, that the Licensed
checkbox is automatically checked. You're now ready to set up additional
users.
- Select the New User button.
The User Rights window appears.
- Enter a user
name and its corresponding password.
- Choose the appropriate
level for the user: Full access, Selected access, or .
- When finished, click
OK or
Next, whichever appears.
- If you have chosen
Full access or None,
the Users window returns. Note that the user name and access level information
have been added to the grid at the center of the window. Note, too, that
the Licensed checkbox is automatically
checked. You're now ready to set up additional users.
- If you have chosen
Selected access, the Sage 50 User Security window appears. It lets
you select exactly the areas of the Sage 50 that you want the user to
be able to access.
- Select the New User button.
The User Rights window appears.
- Enter a user
name and its corresponding password.
- Choose
the Selected access option.
- Click Next.
The Selected
Access window appears.
- From the menu bar
on the left side of the window, select the area of the Sage 50 program
that you want to set access levels for—Customers & Sales, for example.
- If you want to
grant either full or
no access to this whole area of the Sage 50, use the drop-down
list at the right-hand top of the window.
- If you want to
grant access to some subareas but not others—for
example, Sales Invoices—you can use
the drop-down list opposite the appropriate area. You can choose from
a range of security access levels. Tell me more about access levels.
- When you're finished,
click OK to return to the Sage 50
User Security window.
If a user listed in the User
Security window has access to another company but not the current
one (the user name is marked with an asterisk), the Access
Areas for This Company column will read No
access. It will also have a blue Add
user to this company link.
If you want to grant the user access to
the current company, click this link. Then, in the User Rights window,
- Give the user a password.
- Tell Sage 50 what
type of access you want the user to have: administrator, full, selected,
or none.
If you choose to give the user selected
access, click Next to set
access levels in the Selected Access
window. Follow the directions under "Setting
up users with selected access"; begin with step 5.
Important!
If you forget your user name or password, you won't be able to access
the company data. It's your responsibility to maintain user names/passwords.
It is critical that you write down this information and file it away in
a secure place. If you're the company administrator, you'll be responsible
for all user name/password information; be sure that individual users
know and keep secure their own user names/passwords.
In the unfortunate event that you lose your Administrator user name or password and no
one else can open the Sage 50 company, contact Sage 50
Customer Support.
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do you want to do next?