Fund Accounting Tips & Tricks
How to Add New Users to the System
One of the first things you need to do when hiring a new employee is to get him or her set up in the system. So here are a few simple options for getting new users set up in Sage 100 Fund Accounting.
Rename an Existing User
The easiest option is to simply rename an existing user in Admin > Security > Maintain Users.
An icon at the top of the screen allows you to start with an existing user, change the ID & password, and you’re done!
Copy Security Settings
If you decide to set up a completely new user, there’s still a simple way to assign the same level of permissions and security settings as a former employee.
Go to Admin > Security > Set Up Organization Menus and select the “Copy Security” button at the top of the screen. This allows you to copy security settings from an existing user and apply them to the new user.
Managing Groups of Users
If you’re a larger nonprofit organization, setting up user Groups might be the way to go. Groups allow you to define a role and assign security permissions to a group of users (like AP Clerks for instance). Once set up, you simply add or remove users from the group. In addition, you can assign a user to multiple groups. A Manager, for instance, might be assigned to both the Accounting and AP groups.
Groups can be created under Admin > Security > Maintain Groups. Once you’ve created a group(s), you can go to Admin > Security > Set Up Organization Menus to assign appropriate security permissions.