Security Roles

In a multi-user environment, security roles can quickly give accounting users a predefined set of access rights to company data, including which reports a user can access. Roles are based on all available user rights, except access rights from third-party products (like Crystal Reports or Microsoft Access). Only the sysadmin user has permission to create up to 1,000 security roles, and to assign and remove roles to accounting users.

Once a role has been created, it can be assigned to any number of users. If staff grows or changes, assigning roles to new staff can quickly give them the same Sage Simply Accounting user rights as existing or departing staff.

What do you want to do?

Create or change a security role

Assign or remove a user's security role

Add or change a password

Learn about security access rights

Learn about setting up new users