Security Access Rights

You can add users who can view only the Time Slip entry window. The Home window is hidden. A time slip entry user can look up, select, and record time slips only for the employee(s) for whom they have rights.

To grant a user full access to your data, you can check the Full Accounting Rights box. Any user with full rights can use the same features as the sysadmin user, except for the right to add, remove or modify users.

Note: The Full Accounting Rights option differs from assigning all the rights on the Add User or Modify User window, because Full Accounting Rights allows additional rights, such as closing a year and starting a new year, or modifying all system setting options.

Assigning individual rights to a user (see Access Rights below) limits their access to your company data. Even selecting all the access rights individually does not give a user full access to additional tasks, such as closing a year, starting a new year, or modifying all system setting options.

In the Enterprise and Accountants' Edition of Sage Simply Accounting, users can also be given access rights to individual reports. (Enterprise)

To grant accounting users a predefined set of access rights that are based on a person's role in the company, you can select an existing security role or create a new role. Roles do not include access rights from third-party products (like Crystal Reports and Microsoft Access). All accounting users who are not assigned a role are grouped in the Custom role, even though their user rights may be different from each other.

• Modify. Add, change, or delete the records for a particular module, such as customers and vendors. The right to view is also automatically assigned. In Sage Simply Accounting - Enterprise Edition, however, the right to delete inventory and service items is set independently by the Remove option.
• Remove. (Enterprise) Delete the records for a module. The right to view is also automatically assigned. In the inventory module, once the right to modify is assigned, the right to remove can be assigned or cleared. In all other modules, the right to remove is set by the right to modify.
• View. View the records for a module, but not edit them (unless the right to modify is also assigned).
• Reports. Display, print, and export the reports for a module; includes graphs, lists, mailing labels, and management reports. Show me which reports each Record security option enables.

• Enter. Add, change, or delete the transactions for a module, such as purchases or sales, and make corrections, and  import purchase and sales orders. The right to lookup is assigned automatically.
• Lookup. Look up and view invoices, payments, deposit slips, general journal entries, or time slips, but cannot edit them (unless the right to enter is also assigned).
• Reports. Depending on access rights, the user can display, print, and export the transaction reports and graphs for a module, but not list reports, mailing labels, and management reports. The Reports checkboxes have three states: for no access, for full access, and for access to some, but not all, reports (also called custom access).Show me which reports each Transaction security option enables.

Note: To view or print a Recurring Transaction Report in the Daily Business Manager, rights must be set up for the Enter and Reports options. If the user does not have both rights for a given transaction type, the user will not be able to see transactions of that type in the Daily Business Manager.