> System Administration / Users / Assign roles to a user

Assign roles to a user

To assign roles to a user

Open: System Administration > Users.

  1. Right-click the user's Logon Name and choose Properties.
  2. Select the Member of tab.
  3. Assign roles.
  4. Remove roles.
  5. Note: The removal of roles from user accounts takes effect when the user next logs on to Sage 200.

  6. The first role that you assign to a user becomes the Primary Role for the user.

    If you assign more than one role to a user, select the Primary Role from the drop down list of assigned roles. The primary roleUsers can be assigned to more than one role. The primary role is the one they most often fulfil when using Sage 200. determines what the user's desktop environment looks like by default.

  7. Click OK to confirm the assigned roles.

Tip: For the most recent version of this topic, please see our help website here.

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