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Roles

Showing 17 of 2020

Remember default Role for user in Sage 200 2015

in Sage 200 2015 the role isn&t defaulted to when you log back into Sage 200, similarly a default role is ignored when logging into Sage 200. It needs to operate similar to switch configuration like it did in 2013 R2. I have a customer who wil...
Guest over 9 years ago in Roles 0 Idea Accepted - Gauging Support

Multiple Company and Role access

I have 3 sage 200 companies and i want a user to have full access to 2 of the sage companies and partial access for one of the companies. How could this be achieved?
Lucy Johnson over 3 years ago in Roles 0 Idea Accepted - Gauging Support

When removing an option from a roles menu, it remains in favourites unless removed manually.

In a company where controls are tightening as it grows, we rely on the system admin features area to limit a departments access. We have found out the hard way that even though we have removed the feature of Amend Order Status from their role, bec...
Guest about 6 years ago in Roles 1 Idea Accepted - Gauging Support

Allow creation of mandatory customer and supplier roles

When creating customer and supplier roles, you cannot set it to be a mandatory role. This means you can delete a contact on a SL or PL account, and not have the role be reassigned to another contact. If you try to delete a contact with a mandatory...
Guest over 9 years ago in Roles 0 Idea Accepted - Gauging Support

Restrict user access by country at the role level

Within Sage Admin, have a filter that allows selection of one or more country codes from a sales and/or purchase ledger account, and restricts user access to records of those countries.
James Dowdeswell about 3 years ago in Roles 1 Idea Accepted - Gauging Support

Custom Roles For User Access

It would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have ...
Guest over 4 years ago in Roles 0 Idea Accepted - Gauging Support

Copy multiple roles into a new role:

Currently, can only copy one role to another. Example: user has 3 roles, needs access to another feature that these roles cannot have so workaround is to setup a new role and just tick the feature area they need and assign over to them. Rather tha...
Guest over 7 years ago in Roles 0 Idea Accepted - Gauging Support