Solution Properties
Solution ID:
260505154435177
Last Modified Date:
Tue May 05 16:02:51 UTC 2026
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Set or amend user access rights
Description

With Sage 50 P11D Professional, you can set up multiple users in your software.

This means you can tailor the access rights for each person's user name, so they only access what you need them to.

Cause
Resolution

You can specify which areas of the software, and which employees each software user has access to.

  1. Click Settings, then click Security.
  2. Click Access Rights then, from the Users pane, select the user you want to edit.
    • Select Add and enter a user name if you need to create a new user
  3. Where required, select the Plus sign beside areas where you want to expand the list of options available.
  4. Select or clear the required checkboxes to set the access you want this user to have.
  5. To set the access level to Employee Records for the user, use the Employee Record Access area:
    • Access Record Level - set to a number from zero to nine. This grants access to Employee Records with the same access record level
    • Include Lower Levels - select this option if you want the user to have access to the Access Record Level you set, and those below

      TIP:

      If they need access to all employee records, set the Access Record Level to nine, and select the Include Lower Levels checkbox.

  6. To save the access rights and return to the Sage 50 P11D desktop, click Save, then click Close.

▼ Click here to view an example of Employee Record Access settings.

In this example, you're the administrator user, and you've set up three employees in your software:

  • You set the first employee to Access Record Level 1
  • The second employee is Access Record Level 2
  • The third employee is Access Record Level 3

New user

You create a new P11D user named Bob.

You set Bob's Access Record Level to two, but you don't select the Include Lower Levels checkbox. When Bob logs in, he:

  • Can access the second employee's record, as their access level matches
  • Can't access employee one or three, as the access level doesn't match

If you edit Bob's access and select the Include Lower Levels checkbox, it means he:

  • Can still access the level 2 employee record as the access level matches
  • Can access employee record one, as he can now access any levels below two
  • Can't access the level 3 record, as the access level is higher than Bob's settings allow
[BCB:478:UKI Sales - P11D article CB:ECB]

 

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