Advanced data Security in Sage 100 ERP

By | February 6, 2013

In our previous blog, we discussed about “Implementing password policy in Sage 100 ERP”so it would be useful for users to safeguards their confidential data in Sage 100 (formerly known as Sage MAS 90/200 ERP) system. In this blog, we will be focusing on security option in Sage 100 ERP to enhance data security.

To illustrate it better, let us assume that we have a Data Entry operator who would be responsible for adding the Sales Orders in Sage 100 ERP. We can limit this User to only use the “Sales Order Entry” form, thus restricting him from accessing any other modules /information in the system.

To apply this setting, we need to follow below mentioned points:

  1. Login to Sage 100 System with Administrative privileges
  2. Click on the “Role Maintenance” to create Roles (security is handled through roles). Let’s take an example “SOOperator”and assign tasks/rights.
  1. Then navigate to “User Maintenance” screen and create user “SOOPERATE”, and assign the role “SOOperator” created to this user.
  1. Click on “Accept”, user would be created. Now exit Sage 100 system and re-login with the newly created user “sooperate”.
  1. Now if you try to access any task/program other than “Sales Order -> Main -> Sales Order Entry”, you will get the below screen.
  1. Similarly, Administrator(s) can create/add/modify and assign rights to view/edit data in the modules to users depending on their work type/responsibility.

Hence, by using these easy one way settings, an administrator can easily implement security and thus would enhance data security in Sage 100 ERP System.

About Us
Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique solutions of Sage 100 integration with Sage CRM, and Salesforce.com along with Sage 100 Migration from Sage 50 US, Sage Intacct, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will be glad to assist you.