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Set role properties

Use the General tab to change the name of a roleA role describes the areas in which users will work normally, e.g. purchase clerk. Roles provide users with access to system features. and to apply different levels of system control to the roles.

To set role properties

Open: System Administration > Roles.

1. Right-click the Role Name and choose Properties.
2. Change the Role name if required.

3. Enter the role settings.

   Receive Alerts From Messenger - on premise only

   Select this check box to allow members of this role to use Sage Messenger. Users can receive message alerts advising them of system issues and any action that needs to be taken.

   Can Edit Own Menu

   Select this check box to allow members of this role to be able to use the Menu Design Mode in the Sage 200 desktop. Users can edit their own menu within the menu design modeAn area of the desktop where you can create and edit custom menus..

   Remote Users Access Only - CRM - on premise only

   This is applicable for Sage CRM users.

   Select this check box to allow members of this role to remotely access Sage 200 forms.

   Users who are assigned to a Remote Users Access Only role cannot enter or amend information in Sage 200 directly.

4. Click OK to confirm the General properties.
• When adding a role, you are prompted with the following message:

This role will not have any users assigned. Do you want to continue?

• To assign users to the role, click No. Proceed to assign users to the role.
• To save the role without assigning users, click Yes.

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