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By using the Sage 50 Intelligence Security Manager you are able to give viewing and editing rights to report users in different roles.

This means that you can allow some users to edit reports in the Report Manager while restricting others. You can also give some users the right to only view the report contents but restrict them from making any edits to any of the report properties.

In this tip we’re going to work through an example of assigning viewing and editing rights to different users.

In this example, XYZ company has a Finance department and a Sales department. John and Paul work in Finance and Tim and Judy are in Sales and you want John to be able to edit the financial reports and both John and Paul to only view the financial and sales reports. You also want Tim and Judy to be able to edit the sales reports but not any of the finance reports.

This example depicts a a fully integrated version of Sage Intelligence, therefore the users are automatically added to the Security Manager. If you are not using a fully integrated version then you’ll need to manually create your users in the Security Manager. We have also created two roles, Sales and Finance and turned security on.

The first requirement is to give John editing rights for the financial reports: 

1. Add John to the Finance role by selecting it and then checking him under the Users tab.

2. Select the Reports tab and check the reports you want John to have access to.

3. Select the Functions tab and check the option: Allow Reports in the Role to be edited.

The editing rights for John have been completed.  (Note that by enabling the editing option, he automatically inherits viewing rights as well.) To assign editing rights for the sales reports to Tim and Judy you would follow the same process:

1. Select the Sales role and then under the Users tab check Tim and Judy to add them to the role.

2. Under the Reports tab select the sales reports you want them to be able to edit.

3. Under the Functions tab check the option to give them editing rights.

Tim and Judy are now able to edit and view the two sales reports.  

The last requirement is to give John and Paul viewing (not editing) rights to the financial and sales reports. To do this you need to create a separate role. (It has been designated in this instance as SalesFin View.) 

1. Select the SalesFin View role and under the Users tab, check John and Paul to add them to the role.

2. Under the Reports tab select both the sales and finance reports.

3. Under the Functions tab, make sure that the edit option is unchecked.

Now that all the security options have been setup, the next time John signs in and accesses the Report Manager, he will be able to run both the financial and sales reports and if he selects the financial reports, the report properties will be made available for him to edit.

It’s important to note that the edit option only applies to unlocked reports. If you need to give editing rights to a locked report you would make a copy of it first and then assign the rights to the copy.

• This is not sold on the Sage website
• You are purchasing and own the actual software --it does not expire
• You may call Sage 3 times for support within one year from the date of purchase
• You will receive all software upgrades and updates for one year, including the Sage Intelligence Reporting feature 
• This cannot be used with payroll or any other Sage 3^rd party add-ons
• You are not required to pay a renewal fee
• DVD is included (free shipping to US based customers; international customers incur S/H charges).

• This is not sold on the Sage website
• If you are located in the United States and want to own your software this or RETAIL is your ONLY option
• You are purchasing and own the actual software (perpetual license) -- it does not expire
• You have unlimited technical support for one year from the date of purchase
• You will receive all software upgrades and updates for one year, including the Sage Intelligence Reporting feature
• Sage requires all payroll customers be on this plan
• You are not required to pay a renewal fee UNLESS you are a payroll customer 
• Product is provided via download link; Sage charges $50.95 to drop ship the DVD to you.