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SOX User Management
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Available for $1,195 + $300 per year, SOX User Management manages users across multiple companies and creates key permission and security reports suitable for compliance audits.
PDF Brochure – Video
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*New* Support is added for Sage 300 2025.
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*New* Adjusted for security features - some reports are no longer available.
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*New* Ability to select a range of applications when copying permissions.
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*New* A User Desktop Customizations Report documents all customizations for all users for all companies.
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*New* Support for the Advanced Complex Passwords feature added in Sage 300 2022 PU2.
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"SOX User Management - LOVE! ... Just wanted to let you know how much I am appreciating having this add-on!
With 17 entities and over 50 users to manage it has made my life of managing users and permissions a whole lot easier!
Requests for new users, departed employees or user permissions changes no longer make me cringe."
Kimberly Kyle, Traffic Tech Inc.
Show complete quote.
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Vault and Store Migration
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*New* If you ever have to migrate the 2024 user databases to a new (non-Azure) SQL Server instance, you will want to use these programs:
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Fast User Migration - Picture
- User Guide
- Download
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Fast User Deletion - Picture
- User Guide
- Download
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Permissions & Setup
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Permissions and setup can be copied or removed in many different ways so that the
Sage 300 desktop experience is the same for users across multiple companies. Operations include:
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| • | Copy user A's setup to user B for selected companies |
| • | Copy user A's setup from company X to selected companies |
| • | Copy all users' setup from company X to company Y |
| • | Remove user A's setup from selected companies |
| • | Remove all users' setup from selected companies |
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Examples:
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Permissions Report
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Create a concise display and spreadsheet-based report showing Sage 300 users and permissions
for a selected set of companies. Eliminate manual assembly from scattered information.
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User Reports
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User Reports identify issues requiring attention related to users and passwords:
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| • | User Profiles |
| • | Locked Out Users |
| • | Disabled Users |
| • | Advanced Security Settings |
| • | Commonly Used Passwords |
| • | Password That Never Expire |
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Desktop Customizations Report
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The User Desktop Customizations Report documents all customizations for all users for all companies.
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Platform Requirements
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| • | Sage 300 2012 to 2025: A single executable program works with these platforms. |
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Detailed Platform Requirements |
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