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Does anyone have a template for role options that we can use in a new implementation?

Posted By dsilber over 7 years ago

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 item is).

Kevin M over 7 years ago

The Help files have this. Click the "?" button on the bottom right of the Role Maintenance screen to find the lists.
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dsilber over 7 years ago in reply to Kevin M

Thanks, but that's not the format I need. It doesn't actually have all the info I'm looking for.
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Kevin M over 7 years ago in reply to dsilber

Then try Library Master - Reports - Role Report, run it for a single role with full access, using each of the applicable "Type of Report to Print" options.
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Sage 100

Does anyone have a template for role options that we can use in a new implementation?

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