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Managing security accounts

Open the FAQ section

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Use the Access Rights feature to create security accounts for those using your software. Their security account:

How do I do this?

  1. Tasks menu > Security > Access Rights.
  2. You can:

Create a new security accountOpen this section

  1. Add > enter a logon name and password in the boxes provided > OK.
  2. From the Access list, select the areas this user needs access to.
  3. To save your changes > Save.

Tip: To allow access to all areas > Select All. Alternatively, to remove all the selections > Clear.

Change the details of an existing security accountOpen this section

  1. From the list of users, select the person whose details you want to change.
  2. To change their logon details > Edit > enter their new details > OK.
  3. Use the Access list to change the areas they have access to.

Tip: To allow access to all areas > Select All. Alternatively, to remove all the selections > Clear.

Delete a security accountOpen this section

  1. From the list of users, select the person whose details you want to remove > Delete.
  2. If you are sure you want to remove their user account > Yes.
  1.  Use the options in the Employee Record Access section to limit access to Employee Records.

See Access rights informationOpen this section

 
Option Description

Pay frequency

How often an employee is paid. For example, weekly or monthly. When you set up a security account, you can restrict which employee records they can access based on when an employee is paid.

Access Level

This controls access to employee records. Both employee records and those with a security account can have an access level number. This can be set from 0 to 9, with 9 being the highest level of security. To access an employee record, a user's security account must match the record's access level number.

Note: Employees who are directors, or who change their status to a director part way through the year, are automatically assigned access level 9.

Include lower levels

This gives access to levels up the specified access level. For example, if the access level is 5, and the person needs to view employee details for levels up to level 5, select this check box.

Note: If someone needs to complete a task that requires access to all employees' information, such as the payroll year end process, give them an access level of 9 and select the Include Lower Levels check box.

  1. Use the check boxes in the Suppress Non-Essential Messaging area to stop this person receiving some types of messages when they're using the software. These messages are usually for information purposes only. This is something you probably want to do at a later date when they are more familiar with Sage 50 Payroll. When are ready to do this, select the check boxes relating to the software areas for which you no longer want the user to see messages.
  2. To save your changes, click Save.

Need more help? You may find the Questions and Answers section useful.

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