Setting Up Users

Security with Multiple Users

If more than one person uses your data, it’s a good idea to set up user security access, including passwords. User security can control:

• whether a user can display or change certain data
• view product-related messages
• identify who created a transaction
• whether a user can view a customer's or supplier's banking information
• prevent unauthorized use of certain parts of the program
• exclude users altogether
• control the way non-Sage Simply Accounting products such as Crystal Reports® or Microsoft® Access use your data. Within each module of the program, you can also specify which reports a user can view or modify. (Enterprise)

If your staff grows or changes quickly, it may be more convenient to create security roles with a limited set of access rights. Once you create a security role, it can be assigned to any new or existing accounting user. (Enterprise)

You can set up multiple users in Sage Simply Accounting, each with their own set of security access rights. If you are using an edition lower than Sage Simply Accounting Premium, only one user can work in a company file at a time. Otherwise, the maximum number of users that can work in the same company file at the same time is based on your licence agreement. (Premium) 

Passwords

Once you set up a password for a user, the user must always enter the password when starting Sage Simply Accounting, unless you later choose to clear passwords.

Before you can add new users, you must assign a password to the user, sysadmin. Sysadmin represents the primary user of your company (commonly called the System Administrator). Anyone who opens the company with this user name and password can access all of your company's data.

Do not forget the System Administrator's password. Without it, you may not be able to access all of the components of your company.

Only the System Administrator can change the list of modules a user can access.

What do you want to do?

Set up users for the first time

Set up security access rights

Add or change a user with rights to specific data

Change or remove your password

Assign a security role to a user

Remove a user

Find out who is logged in to Sage Simply Accounting (Premium)

Learn about adding more user licences to Sage Simply Accounting (Enterprise)