• How to set user permissions

    I just added a new user to sage100 but that user would only need to access the project menu 6, how do I remove access to everything else?
  • Pervasive Estimating 9.7

    We added a new user to an existing pervasive estimating 9.7 and then we got the following error message A protection device or license is required to use Timberline applications The USB is installed and working on the station so Is there a quick…
  • Inquiry Conditions

    Is there a way to restrict a user from changing a condition on an inquiry?
  • Sage 100 Contractor - Set up issues - unable to add or access company

    I'm trying to set up Sage 100 contractor on my local device. I set up the license and the database administrator. I've deployed a sample company too. But when I'm trying to access sample company through the Sage 100 Contractor Client - it says "I am not…
  • DBA Tool

    Hello, I need some feed back from Sage admins and Sage IT. We have a new CFO who is somewhat familiar with sage 100 they are training with a Sage trainer to come up to par. With that being said CFO is requesting we setup the Start DBA tool for them…
  • Microsoft's disabling of Basic Authentication

    Does anyone know how Microsoft's disabling of basic authentication is going to impact My Assistant on 10/1/22? This is being used with the SMTP protocol that allows My Assistant to email the results of tasks.
  • Record level security in Cash Management

    How do I set up security in Cash Management so someone can access the Edit Register task for only one account and not our other twenty accounts?
  • Security Settings for New user

    I am setting up a new user and only want them to have access to Project Management. How do i just give them access to that only.
  • New Payroll Admin Security

    Has anybody else experimented with the new Payroll Admin Security function in v.24.1? When I assign security, I see that the Salary and vacation accrual fields turn pink. I assume that these should be the hidden fields for users who do not have access…
  • Database Security Practices

    Hello, Is it good database practice to allow a user to have front end user access to sage database as well as admin access to the back-end ? For example Sage 100 contractor DB admin tool? Our CFO is asking for it Usually with other databases you…
  • Log4j Vulnerability

    Hello, Has Sage CRE 300 been affected by the recent Log4j vulnerability? If so, is there remediation information available? Thanks, Zach
  • Encryption

    How do I verify the status of encryption? I want to make sure it's enabled. I understand there will be a performance hit. Thank you, -Sc
  • Server Crash - Re-license

    Hello! We had a dual hard drive failure and an issue with our BDR so we rebuilt our Sage 300 server. The server name is the same, data was copied over from the backup, licensing is not happy. Is there a way to get licensing working again without having…
  • Is there any sort of invoice or vendor security to allow certain employees access to a only few vendors or invoices?

    For instance, I want to allow the PM's to see invoices from COGS vendors but not allow them to see invoices from health care, other benefits or any other vendors they have no business seeing. We have invoice images attached to the invoice record which…
  • Estimate Security

    What are the options for estimate security? Currently, we are set to all estimators can view and edit all estimates. Is it possible to set estimate security by Role rather than by each individual estimate?
  • I have two user, both are setup with the same roles and access to the same companies. One can see Purchase Orders in applications the other cannot

    I have two user, both are setup with the same roles and access to the same companies. One can see Purchase Orders in applications the other cannot. What am I missing? When go to the Start Menu and open PO icon, the modules opens but all the tasks are…
  • Sage Replicator/Mobile Reporting

    Last year we purchased a small server to become our domain controller so that we can take advantage of Sage Replicator and Mobile Reporting. I believe that we have done all of the steps and everything should be working. However, I noticed the following…
  • Best Practices for user permissions within an organization.

    Working with a medium sized business, approximately 50 employees. 5-6 employees who work in various accounting modules. I am the IT director for this company and the question has come up for who should have full administrative rights within Sage. Currently…
  • Job Costing Payroll for Office Staff

    So as our firm grows, it is quickly becoming an issue that anyone who has access to 6-3 can see what are effectively payroll entries for other members of their team as well as members of other teams. This information ends up being displayed a daily rate…
  • Admin User Deletion and New Admin Added

    FormerMember
    FormerMember
    Hello, I don't know if I am putting this in the right spot or not; however, I need to delete our previous Sage 300 administrator and add myself as the new admin. I have left two voice messages with Sage support and have yet to receive a callback.…
  • Sample Data

    Hi, I am trying to add the sample accounting data to my company list but I keep getting an error that says a company with that name already exists even though I can't see it. Can someone shed some light on what I am doing wrong? Thanks, Amanda
  • Potential security issue with Pervasive System Analyzer

    One of my clients is running Sage 300 CRE 16.1v8. We've put off upgrading to 17 because it would require upgrading the workstations to 8GB of ram. Does anyone know the extent/risk in continuing to run 16.1 with this vulnerability? Any feed back would…
  • How to prevent users from posting to a particular general account?

    FormerMember
    FormerMember
    Hello All, I've recently set up record security hoping this would lock users not authorized from posting to a GL Company such as 305-000. However, after locking my prefixes and GL companies, that only prevented users from being able to run reports…
  • Force users to log out for exclusive access

    I had posted an "enhancement request" long ago. I felt there should be a way to send users a message to force them to log out so I could have exclusive access for maintenance. You know, Joe leaves for the day and forgets to close the program so you are…
  • Enhancement Request that will help all companies that use SAGE 300 CRE ... Rally for all of us.

    I Need community support to get this feature added to Sage 300 CRE Sometimes a non admin needs to perform a function and cannot see who is blocking them. This feature would help everyone that uses Sage 300 CRE Please UPVOTE the topic as titled below…