Set up User Security

1. Select Setup > System > Security > User Security.
2. Click Add. The User Security dialog box opens.
3. In the Group field, select the security group to which you are adding this user.
4. In the Authentication field, select Abra.
5. Enter up to ten characters for the User ID. You can enter the user’s initials, the first name, and the first letter of the last name or any other suitable abbreviation. The system converts all characters to upper-case.
6. Enter up to 25 numbers or characters for a User Name. It can be any combination of uppercase and lowercase letters and numbers. The User Name should contain the user's full first and last name. It is used in the scheduler for task assignments.
7. Enter up to 10 characters for the user’s Password. For security reasons, you will not see the password that you enter. Only asterisks appear in the field. The system automatically converts all characters to upper-case.
8. Enter up to 64 characters for the email address assigned to the user.
9. Enter up to 25 characters for the user's Position, such as a job title.
   • If you use Sage HRMS Link, click Yes next to Allow Access to Abra Link.
   • If you use My Workforce Analyzer, click Yes next to Allow Access to MWA.
10. Leave the Inactivate User ID selection to No when adding an active user.
11. Click OK. The Password Verification dialog box opens.
12. Enter the user's password again for verification and click OK. The system records the password and returns to the User Security page.
13. Repeat steps 2 through 10 to set up additional users. When you finish, close the Security Groups dialog box.

1. Select Setup > System > Security > User Security.
2. Click Add. The User Security dialog box opens.
3. In the Group field, select the security group to which you are adding this user.
4. In the Authentication field, select Windows.
5. Click the Search Windows User button to open the Select a user window.
6. Scroll or use search criteria to find the user and click OK to return to the User Security window. The User ID and User Name fields show the user's Windows authentication. Note that the domain is included as necessary. The Password field is blank as the user will provide this when they log on.
7. Enter up to 64 characters for the email address assigned to the user.
   • If you use Sage HRMS Link, you can click Yes next to Allow Access to Abra Link.
   • If you use My Workforce Analyzer, you can click Yes next to Allow Access to MWA.
8. Click OK. The user you added displays in the User Security list. The Authentication column indicates the type of logon set for the user.
9. Repeat steps 2 through 8 to set up additional users. When you finish, close the Security Groups dialog box.

Note: You must repeat this process in Sample data if the user is to be able to access Sample data using Windows Authentication. Additionally, if you are also using Sage Employee Self Service, you must set up Windows Authentication separately from within Sage ESS.

1. Select Setup > System > Security > User Security.
2. Select the user with whom you want to work.
3. Click More…. The User Security dialog box opens.
4. Edit information as necessary.

   Note: If you edit a user and change the security group to restrict the user’s access, make sure you reassign the tasks this user is no longer able to perform due to restricted access. For information about assigning tasks, see Use the Scheduler.

5. Click OK.

1. Select Setup > System > Security > User Security.
2. Select the user you want to inactivate.
3. Next to Inactivate User ID, click Yes.
4. Click the Close button to return to the User Security window.

Users who attempt to log on to Sage HRMS with a deactivated user ID are shown an "Invalid username/password." message and cannot log on.

1. Select Setup > System > Security > User Security.
2. Select the user you want to delete.
3. Click Delete. If the user is not scheduled to perform any tasks, confirm the deletion. If the user has tasks scheduled on their Organizer, the Sage HRMS system alerts you and does not allow you to delete the user. Click OK to display the user’s task schedule.
4. Review the list of tasks. To print the tasks for easy reference, click Print. Click the Close button to return to the User Security dialog box.

Before deleting the user, remove the scheduled tasks from the user’s Organizer. After deleting the tasks, repeat the above procedure to delete the user.