• Export/Import roles

    I have several companies running different Sage versions, mostly Sage100 Advanced 2020, trying to migrate over to Sage100 2020 Premium. I am trying to export the roles, any advice on how to do that, am I missing something obvious?
  • Permissions working as intended?

    Hello, Our accounting department was trying to limit who has access to Vendor Maintenance, and instructed me to remove permissions for all users except for a select few. Unfortunately, when one user was trying to use "Receipt of Invoice Entry," and…
  • 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…