Users Screen

Related topics

Adding, Editing, or Deleting Users

Printing the Users Report

Open Administrative Services > Users.

Overview

Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.

Use the Users screen to:

  • View, add, edit, or delete user records.
    • To view, add, edit, or delete user records for a secured company database, you must have security rights for the database.
    • The Admin user record cannot be deleted, and only the system administrator can modify it.
  • Allow users to sign on to Sage 300 using their Windows domain account.

If this option is selected, the user cannot sign on to Sage 300. Only the administrator can clear this option.

This 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 permitted for the database.

If this option is selected, the user cannot sign on to Sage 300. Only the administrator can clear this option.

Select this option to limit the user's access to Sage 300 to certain valid times.

When you select this option, additional fields become available, allowing you specify the days of the week and the hours that the user can sign on to Sage 300.

Specify one of the following account types to indicate how a user will use Sage 300:

  • User. For users who will use any Sage 300 applications.
  • Timecard. For users who will enter only their own timecard information.

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.

Enter the user's primary e-mail address.

Note: If you select the User receives e-mail from Sage with information relevant to job role option, this field is required.

Enter a second e-mail address for the user.

Specify the user's job role.

Note: If you select the User receives e-mail from Sage with information relevant to job role option, this field is required.

Specify the language in which the user's reports, screens, help, and messages are displayed and printed.

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.

If you are using Sage 300 authentication, enter a password for the user.

  • After entering a password in this field, you must enter the same password in the Verify field.
  • The options below the Password field allow you to specify various settings related to the user's password.

If you select this option, the user is not required to change their password periodically, even if global security settings for the database require that users change their passwords periodically.

Enter a phone number for the user.

Select this option to reserve one LanPak license exclusively for the user.

Reserving LanPak licenses reduces the total number of licenses that can be used by other users, because a reserved license can be used only by the user for whom it is reserved.

Note: This option cannot be imported. After importing user records, if any of the imported users needs a reserved LanPak license, you must manually select this option for each of those users.

If you select this option, only the administrator can change the user's password.

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.

If you select this option, the user is required to change the password for their account the next time they sign on to Sage 300.

Enter the name of the user, up to 60 characters.

If this option is selected, Sage occasionally sends the user e-mail messages with information relevant to their job role, such as tips and suggestions for using Sage 300 more effectively, or details about promotional offers.

Note: If you select this option, you must enter information in the Job Role and E-mail 1 fields.

After entering a password in the Password field, you must enter the same password in the Verify field.

To enable the user to sign on to Sage 300 using their Windows user ID, enter the Windows domain.

To enable the user to sign on to Sage 300 using their Windows user ID, enter the Windows user ID for the user.