Sometimes, you have users who work in your Sage 50 P11D software, but you need to restrict their access to certain employee records.
To do this, configure the Employee Access Level in the employee's records, then set the P11D user's permissions accordingly.
Cause
Resolution
Your software lets you set an Access Level from zero to nine in each employee's record.
You can then set which levels any P11D users have access to.
NOTE:
The Administrator user has access to all records, and you can't restrict this. If a user needs restricted access, create a new user for them to use, and edit the access settings on it as required.
Set employee record access level
Select the relevant employer record using the Employer outline pane.
Select the Outline button above the employee list if you can't see your list of employers
From the employee list, select the employee whose access level you want to change.
TIP:
You can select multiple employees and assign the access level at once. To do this, hold the Ctrl key on your keyboard and click each employee.
On the Employee menu, click Assign, then click Access Level.
Select the required access level using the Which Access Level do you want to allocate dropdown list.
Select Save, then Yes.
Select OK.
Once you've configured the access level in employees' records, configure the access level for the Sage 50 P11D user as required.