Adding, Editing, or Deleting Users

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

Make sure you have Maintain Users security authorization.

To add a user:

  1. Open Administrative Services > Users.
  2. In the User ID field, enter a code of up to 8 characters to identify the user. A user ID can include letters and numbers, but must start with a letter.
  3. In the User Name field, enter the user's name.
  4. In the Language field, specify the user's preferred language. For the user, text in Sage 300 will be displayed in the specified language.

    Note: User languages include locales, which affect Sage 300cloud web screens. A locale identifies the user’s country or region — for example, English (United States) or English (Canada) — and affects the presentation or formatting of some information, such as dates.

  5. In the Authentication Method field, specify the type of user ID with which the user can sign on to Sage 300:

    • Sage 300. The user must sign on with their Sage 300 user ID.
    • Windows. The user must sign on with their Windows user ID.
    • Both. The user can sign on with either their Sage 300 user ID or their Windows user ID.
  6. If you specified Windows or Both as the authentication method, enter details for the user's Windows credentials in the Windows Domain field and the Windows User Name field.

    Note: For the user to be able to sign on to Sage 300 using their Windows user ID, the system administrator must also map the user's Windows password to the user's Sage 300 user ID. See Windows documentation for instructions.

  7. If you want to reserve a LanPak license exclusively for the user, select the Reserve a LanPak License option.
  8. In the Password field, enter a Sage 300 password for the user, and then enter the same password in the Verify field.

    Note: This step is not necessary if you selected Windows as the authentication method.

  9. 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.

  10. Click Add.

To edit a user:

  1. Open Administrative Services > 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.

  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.

Assign users to security groups. For more information, see Assigning Users to Security Groups.