Sage 100

A customer is asking for a list of all users and their security rights. They are 2016.5 Advanced Have you found a way to automatically generate some type of report? Several of these users have 5+ roles assigned and I am not aware of any way to document their rights except manually reviewing roles. It's very difficult to document for users with multiple roles. Any tricks?

Library Master, Reports, User Report. Choose ""Role and Task Permission Detail"" for the Type of Report to Print.

Thanks, I'll suggest that. Do you know if it gives a consolidated report for users with many roles?

It looks like the report lists them separately, which is cumbersome.

I use the Role and Task Permission Detail Report. Export to Excel one role at a time. Then I consolidate into one spreadsheet with the tasks in the far left column and each column the next role and their setups. It is time consuming.

I have a couple customers with 30 plus users and each user gets 5+ roles. I didn't set these up. Usually the customer goes nuts on roles and it works fine until someone asks which people in the office can access which task(s). I haven't found a summarized view of this yet.

Needs a little work and testing yet, but I think I am able to get all the data I need into 1 spreadsheet via Sage Intelligence (would suspect other ODBC methods will work as well). Created a Container that combines following tables: SY_UserSecurity, SY_User, SY_RoleSecurity, SY_Role, SY_Task. Linking the SY_Task stumped me for awhile but ends up the SY_TaskKey field in SY_RoleSecurity table is combination of 1st 4 fields in SY_Task, so had to use simple formula in the Join definition to combine them. I have now completely emptied my Sage 100 technical skill set bucket.

I once made a custom report for a customer who wanted it without all the no-access clutter. It took a while but worked to cut 1000 pages down to 75.