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  • Security Issue

    SECURITY BREACH ISSUE: Giving a user access to transaction reports under Vendor/Purchases allows them to access a check register report and other vendor payments which has Sensitive Payroll and Owner Distributions information. The employee must be able…
  • Dashboards

    For some reason I have a group of users that are unable to create customize dashboards. On the security profile, I have given them the rights to create the dashboards. Does a specific function have to be give for them to have this feature?'
  • SECURITY ACCESS FUNCTION PROFILE

    I have users that are grouped in groups. One of the users in a group needs the ability to carry the circled function. Currently, everyone can access this function. How can I restrict it to only one user in this group. On the function I did not…
  • Sage 100 2018 Tax Profile Maintenance "...must have access to all departments in all companies..."

    So I am racking my brain on this, I have Admin rights to all companies on my list, I double checked all check boxes in Role Maintenance, yet I still cannot access Payroll > Setup > Tax Profile Maintenance. Gives me, "To access this task, you must have…
  • How to Hide a Field for A User.

    I am trying to hide certain field that come up on the invoice screen Cost Price and Margin columns on sales orders and invoices. How can I do that
  • Task in Security for only one data folder

    I have users that need to run specific reports in only specific data folders. So they do not run the wrong report by accident in the wrong data folder I want to limit what reports they see when they change companies/data folders. Currently, you can only…
  • LDAP authentication across domain trust

    Has anyone setup LDAP authentication with cross domain trusts and allowed members of the other domain to log in? I though it may work with the userid 2ndDomain\userid but it doesn't seem to work.
  • Are multiple datapaths possible?

    Hello! We are considering adding a remote worker to our system that will only work on certain company files. This remote worker would be isolated on our network and they would not have access to our existing datapath. We would move only certain companies…
  • Change password on initial sign on

    Can there be a requirement for users to change the password after initial sign on? The password can only be created by someone with access to User Maintenance and I know the user has the ability to change their own password after logging in, but there…
  • Does anyone have a template for role options that we can use in a new implementation?

    We have a new client who would like to have a "checklist" to use to create new roles. Does anyone have one? Ideally it would be in excel or word and have all tasks, security events, and module options listed (along with a brief explanation of what the…
  • User name AND PASSWORD are filled in automatically at the login window.

    User name AND PASSWORD are filled in automatically at the login window. This defeats the purpose of security. Until today, we never used passwords. How do you not show the password on the login window?
  • Can I set a group's ability to disable to "change server/database" option at the login screen?

    we are setting up a test environment and removed all ODBC connections to Prod, so our problems are limited...but would be nice to disable a user's rights to the advanced options on the login screen. has anyone else done this? thanks, raju
  • security for timekeepers

    So I need to allow some of my employees to enter and edit their time entries and ALSO view other's time but NOT edit that time. I understand setting up different security settings, but am unable to come up with the combination of security choices to allow…
  • Role Maintenance for Journal Reversals

    You should be able to perform journal reversals without giving security to "create" in Account Maintenance. You should be able to perform journal reversals if you have "view" or "modify" rights.
  • How can I hide Last Unit Cost?

    Hi everyone, I am the user of sage 50 premium premium accounting 2015. Can anybody tell me how can I hide last unit cost of the inventory item for a user.
  • Sage CRM - Company Security Territory issue

    Has anyone ever experienced issues with territory security like we have? Here is the issue: 1) We set the comp_secterr on the company summary screen when we create a new company. 2) Our sales staff, who can see other companies in that territory, cannot…