To create, set up, or maintain roles

1. Access Role Maintenance in one of two ways.
   • Log into Sage 100 as Administrator to access Administrator Tools, click Roles
   • Log into Sage 100 as a user with rights to Roles, expand Library Master, Main menu, Roles Maintenance
2. Enter or select a role name in Role.
3. Add a description in Description.
4. On the Tasks tab, choose modules and tasks for users with this role.
   • Select Sage 100 ERP to give access to all modules and tasks
   • Select a module’s checkbox to give access to all tasks in that module
5. On the Security Events tab, choose events users with this role can access.
   • These settings give supervisor rights for Legacy modules or extra rights for Business Framework modules
6. On the Module Options tab, choose options users with this role can access.
   • This tab only shows Business Framework modules
   • All module options are selected by default
7. On the ODBC Security tab, choose tables users with this role can access.
   • This tab appears if you check ODBC Security in the Library Master, Setup menu, System Configuration, Security tab
   • Settings manage external access to tables and fields via SOTAMAS90 ODBC driver, Crystal Reports, SQL, Access, Excel, etc.
   • If this tab isn’t visible, all tables are accessible
8. Click Accept.

To delete roles

1. Access Role Maintenance in one of two ways.
   • Log into Sage 100 as Administrator to access Administrator Tools, click Roles
   • Log into Sage 100 as a user with rights to Roles, expand Library Master, Main menu, Roles Maintenance
2. Enter or select a role name in Role.
3. Click Delete.
   • Check User Maintenance to make sure role has no users assigned before deleting it

To assign roles to Sage 100 User Logons

• See Setup permissions and preferences for an existing User ID

Set, manage, or reset user passwords in Sage 100