In Sage 50 HR you are able to set up different levels of security.

You can create user groups to dictate what level of access a user has in various areas.

You can then create Employee groups to help control which employee records the Sage 50 HR user can see.

Employee Groups

Create an employee group

1. Click Tasks then click Security.
2. Click New then, in Details enter a name for the group.
3. In Details, enter any required information about the group.
4. Click Save.

Assign an employee to an employee group

1. Click the employee then click View Employee Details.
2. Click Employment then click Edit.
3. In the Security Group drop-down list, click the required group.
4. Click Save then click Close.

User Groups

1. Click Tasks then click Security.
2. Click User Groups then click New.
3. Enter a Group Name and any additional information about the group.
4. Click Functional Access.
5. In the Permission drop-down list, select None or Full. Some areas will allow you to grant Read access too.
6. To set up which employees this group has access to, Click on Employee Access from the left. Click No items to display, then from the drop-down list select the relevant Employee Group(s) this group needs access to see.
7. Click Save then click Close.

User Access

Create a new user name

1. Click Tasks then click Security.
2. Click Users then click New.
3. Enter a user name and password for the new user.
4. In the User Group drop-down list, click the required group.
5. Click Save then click Close.

Change your password

1. Click Tasks then click Security.
2. Click Change User Password.
3. Enter your new password into New Password and Confirm New Password.
4. Click OK.

Change another user's password

To change another user's password, you must be logged in as Manager.

1. Click Tasks then click Security then click Users.
2. Click the required user then click Edit.
3. In Password, enter the new password.
4. Click Save then click Close.

SageHR Windows User Group

1. From the Windows desktop, click Start then right-click Computer then click Manage.
2. Double-click System Tools then double-click Local Users and Groups.
3. Double-click Groups then double-click SageHR Group.
4. Click Add.
5. In Enter the object names to select, enter the network name of the user.
6. Click Check Names then click OK.
7. Click File then click Exit.