Enable Security

1. Open the Sage Desktop.
2. Click Security Settings, and check off the Turn on application security checkbox.
3. Customize the remaining security settings (password strength, lock-out settings) if desired.
4. The Set Up Security window will appear.
5. Create Security Administrators: It's required that you create at least one. These administrators have access to security settings, user accounts, and roles.
6. Create Application Administrator: It's required that you create at least one. These administrators have access to all options and settings with the software and Security.
7. Review Security Settings: This screen lists the currently created Application/Security Administrators.
8. Click Finish to complete the Enable Security Process.

Create a role

1. Open the Sage Desktop, Options, Security Administration.
2. Log in, and click Role Setup.
3. Click Add to create a new Role and enter the name in the Name field.
4. Open the Tasks to show all the possible permissions options (non-including record based).
5. Mark off the items that this role will access. The following are some of the basic permissions users need:
   • Tasks, Common Tasks, File
   • Tasks, Tools, Background Tasks/Log Viewer/File Tools (for backups)
   • Tasks, Sage Desktop
   • Tasks, ODBC
   • Any modules or reports needed
   • The Administrator roles have access to all permissions and Company Data Files
6. Click the Users tab, and check off any users you want to have the role. If you haven't set up users yet, you can add these permissions later.
7. Click Save Changes.

Create a user

1. Open the Sage Desktop, Options, Security Administration.
2. Log in, and click User Setup.
3. Click Add to create a new User and enter the name in the User Name field. Sage 300 CRE modules don't require the Full Name and Windows user. If you're using Sage Mobile applications or SQL Replicator in versions 17.1 and later, they’re required.
4. Under the Settings tab, set the initial password and password settings.
5. Under the Roles tab, check off any security roles that that User will have. If you haven't set up roles yet, you can add these permissions later.
6. Under the Companies tab, check off any companies this user will have access to.
   Note: The Administrator roles have access to all companies.
7. Click Save Changes.

Optional: Sage ID login integration

Sage 300 CRE version 26.1 introduces integration with Sage Account logins as an alternate authentication method. 

Administrators can enable Sage ID in Security Settings, allowing users to sign in with their Sage Account credentials instead of legacy credentials.

Enable Sage ID

1. Log in to the Sage Desktop as a security administrator.
2. Go to Options and Security Administration.
3. On the Security Administration tab, click Security Settings.
4. Select Enable Sage ID to allow users to authenticate using their Sage account credentials.
5. Select OK.
6. For each user, go to the User Details.
7. Enter the email address used for Sage ID authentication. The email address must match the email associated with the user's Sage ID account.
   
   NOTE:

   The Identity ID displays under the Email Address field. It's a read only, system-generated identifier returned after a successful Sage ID logon. This field appears only when you enable Audit Setup Activity.

8. Select Save.

Disable Sage ID

Repeat the steps above and uncheck the Enable Sage ID checkbox.

How do I set up security in Purchasing or Inventory?