User Role and Security Application in Sage 300 ERP

By | July 31, 2013

Sage 300 ERP System provides security features where assigning a user to a security group allows the user to perform the tasks defined for the particular group. These groups can have different access rights.

For example, if a user has access right to only Account Payable Module in Sage 300 ERP, then he cannot access Account Receivable or any other module. The impact of this feature has a great role in an ERP system for the security purpose.

Let’s understand with the example, how User Roles and Security Application can be applied in Sage 300 ERP.

At first, Admin User in Sage 300 ERP system has to create different users and set password through Administrative Services Users function.

First, we will create User “John” from the Administrative Services Users screen in Sage 300 ERP. (Refer below screenshot)



    1. After creating the User, we will create Group ID – APUSER and will grant security access of AP Module transactions/screens.
    2. Later Administrator can create or assign created security groups to particular users depending on their role and function.
    3. Users assigned with that particular Group ID (APUSER) are authorized to use only those particular modules, which have been assigned to them. (Refer below screenshot)

Security Groups

4. We will map the Group ID to the user “JOHN”, thus will grant several access rights of AP Module through Group ID APUSER.

User Authorizations

  1. Now we will login Sage 300 with the user “John” (refer below screenshot)

Open Company

Note:-If you are prompted for a Password while login to Sage 300 ERP, it means application security option in Database Setup has been checked. (Refer below screenshot)

SQL Server Database Profile

After successful login to Sage 300 ERP, user “John” will be able to see only Account payable module. (as per permission provided)

Sage 300 ERP Company

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