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  • 1.  Do you have a list of standard menu options that you recommend customers disallow access to?

    Posted 03-20-2023 15:58
    Edited by Wayne Schulz 03-20-2023 15:58

    Do you have a standard list of menu options that you recommend the customer lock users from accessing? 

    One example that just came up from a customer inquiry is the Vendor Maintenance - Allow Vendor Electronic Payment. The customer didn't want anyone to be able to change the account that a vendor had specified to receive ACH into.

    This leads me to wonder if there are more items we should suggest that customers lock down on their Sage security. 

    If you have such a list, could you share it here? 

    The two obvious ones are user maintenance and role maintenance. Are there more than you regularly recommend? 

    PS - v2021 introduced the Role/User Inquiry ( Library Master - Security - Role/User Inquiry ), which is great for seeing what roles have access to what specific menu options.



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 2.  RE: Do you have a list of standard menu options that you recommend customers disallow access to?

    Posted 03-20-2023 16:08

    There are 2 I look at.

    Custom Office Security Option - "Allow Customization of Forms via Hot-Key" - I always turn that off.

    The other is to not allow them to update from a Preview.



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    Beth Bowers
    (269) 358-0989
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  • 3.  RE: Do you have a list of standard menu options that you recommend customers disallow access to?

    Posted 03-20-2023 16:10

    I turn off 'Allow Customization of Forms via Hot-Key' for any role/user who isn't trained in Custom Office.



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    Karen O'Lane
    Accounting Systems, Inc. (ASI)
    kolane@asifocus.com
    90 Minds Secretary
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  • 4.  RE: Do you have a list of standard menu options that you recommend customers disallow access to?

    Posted 03-21-2023 07:05

    Here are two more that I suggested - one of them is security related, the other is just to avoid an annoying pop-up. 



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    David Overholt
    DWD Technology Group
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    Original Message


  • 5.  RE: Do you have a list of standard menu options that you recommend customers disallow access to?

    Posted 03-21-2023 09:25

    I convince them they need Paperless Registers/Journals, and turn off in each module ability to Preview and Post.  



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    Madeline Stefanou
    RKL eSolutions, LLC
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  • 6.  RE: Do you have a list of standard menu options that you recommend customers disallow access to?

    Posted 03-23-2023 15:13

    I dont give access to ANYONE, even myself to PURGING AUDIT REPORTS!!!!



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    Lourdes Sobrino
    LU² DSD Puerto Rico
    Guaynabo Puerto Rico
    787.485.9638
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    Original Message


  • 7.  RE: Do you have a list of standard menu options that you recommend customers disallow access to?

    Posted 03-23-2023 15:23
    Edited by Kevin Moyes 03-23-2023 15:24

    The big ones for us are removing the ability to post from Preview, and we let the customer decide about auto-updating the DTR.

    This one I usually disable as a convenience.

    Oh!  And if they are on a TS with Crystal Reports installed, this is an important one:



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
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  • 8.  RE: Do you have a list of standard menu options that you recommend customers disallow access to?

    Posted 03-23-2023 15:27

    Here's one that I just ran across - the customer setup their own security internally. 



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 9.  RE: Do you have a list of standard menu options that you recommend customers disallow access to?

    Posted 03-24-2023 10:50

    Now that I have found this "Role/User Inquiry," - I like the idea of providing a security audit to customers where we review their setup and make recommendations to tighten up their rights.

    For example, many times when customers hire people, if the IT doesn't have access to Sage or know how to set them up, then they'll ask us to do the setup and "give the same rights as xxxx has" without knowing that perhaps xxxx is an administrator level user.

    This is also another good reason for customers to be current with Sage as I think the Role/User Inquiry only came into existence beginning with v2021+



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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