Adding, Editing, or Deleting Users

You use the Users screen to add and maintain user records.

To add a user:

1. Open Administrative Services > Users and Security > Users.
2. Click Create New.
3. In the User ID field, enter a code of up to 8 characters to identify the user. The code can include letters and numbers, but must start with a letter.
4. In the User Name field, enter the user's name.
5. In the Language field, specify the user's preferred language. For the user, text in Sage 300 web screens will be displayed in the specified language.
6. In the Password field, enter a Sage 300 password for the user, and then enter the same password in the Verify field.

7. Select password security options for the user:

   • User must change password at next logon.
   • User cannot change password.
   • Password never expires.
   • Account is disabled. (The system administrator selects this option to prevent the user from signing on to Sage 300.)
   • Account is restricted. (The system administrator selects the day or days of the week and the hours that a user can sign on to Sage 300.)
   Note:

   The Account is locked out option is selected automatically for a user account if there have been failed attempts to sign on to the account, and the number of these failed attempts exceeds the number of failed attempts that is permitted.

   If this option is selected, the user cannot sign on. Only the system administrator can clear this option.

8. Click Save.

To edit a user:

1. Open Administrative Services > Users and Security > Users.
2. In the User ID field, enter the user's ID.
3. Edit the user's record.
4. Click Save.

To delete a user:

1. Open Administrative Services > Users and Security > Users.

2. In the User ID field, enter the user's ID.

   Note: The ADMIN user ID cannot be deleted.

3. Click Delete.

   The user is deleted, and removed from all security groups.