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Roles

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Features / Roles - System admin

If a company hasn't bought commercials/project accounting etc.. why have these showing as folders in the main menu structure, would be much cleaner if only showed the ledgers that the company has bought from Sage. Also, would be nice if workspaces...
Guest about 7 years ago in Roles 0 Idea Accepted - Gauging Support

Make available only those workspaces for the modules licenced

When enabling Workspaces and assigning them to Roles please can the licenced modules be taken into account and those Workspaces for modules that the client does not have not show in Sage 200. My example is my client today, they are financials only...
Michelle White over 7 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

Sage 200 2016 Change Roles Missing?

We can assign multiple roles to single users however the user can no longer swap between those different roles. My reseller says this is no longer possible?
Guest almost 8 years ago in Roles 0 Idea Accepted - Gauging Support

Role restriction for workspace actions, currently removing access to the feature doesnt prevent the user from being able to do certain things. Only way is remove workspaces completely which is a massive shame.

For eg: I have removed access to the feature: nbsp;Delete Customer Transactions, but the user has access to the customer transactions workspace. nbsp;From the actions i can access the delete customer transactions screen. nbsp; I have called this t...
Guest over 8 years ago in Roles 0 Idea Accepted - Gauging Support

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

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