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  • 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…

  • Setting up permissions for Work Orders

    We are having issues with unauthorized people changing job cost codes, moving people around in the D-board and activating jobs. We need to set up read-only access for SM work orders and found the area to restrict access in the Security Administration…

  • 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…

  • 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…

  • 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…

  • 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…

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