Create and restrict user account access in Sage 300

By | October 31, 2014

For any application, a user ID and a Password is required to login. But why is a user ID required? What if we do not have a user id? Will only one user ID be sufficient to login an application from one company?

To answer all the questions above is accessing the application with or without restrictions. To provide safety to the users and also track and keep safe all the company important data.

Sage 300 ERP was just got introduced in my office. This is a software program that we will be using to work on our finance business processes. Now considering the questions above; I need a user ID to access sage 300 ERP with only my data which can be accessible only to me.

New stuff: Generate SO and PO for non-existing Vendors and Customers in Sage 300 ERP

Benefits of creating a user id and allowing restrictions for different users in sage 300 ERP:

  1. Only created users will have access to the application.
  2. Users can access the application as per hours provided.
  3. Users can change the password of their choice.
  4. Security level would be smooth and in control in terms of access.
  5. Calculation of working hours for a user.

The fields in the image above display the user details and restrictions.

Let’s say I work in rotational shifts. This week I am working in the day shift and next week I will work in the night shift. Assuming I work for 10 am to 6 pm from Monday to Friday then the admin will put account restriction accordingly. Now my account is valid from Monday to Friday between 10 am to 6 pm.

The administrator will restrict my user id and access according to hours I work. There are other provisions available where admin makes sure that a user cannot change passwords itself.

It also helps us in defining and viewing security. If a user is not allowed to access system out of specified range or authorizations, user cannot enter into system.

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Greytrix a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity-enhancing utilities that we can help you with such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at We will be glad to assist you.