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Downloads |Videos |Customization |Services |TCP Dispatch
User Guide(s)
Product Distribution File
Release Notes
Platform Requirements
Application Suite
Automate G/L Consolidation
Automate Recurring Entries
Download Rates
Productivity Tools
SOX Check Approval
SOX Second Sight
SOX User Management
TaiRox Collections
TaiRox CRM and Collections
Web Store Integration
Data Management Suite
Copy Company
Create Company
Fast Clear History
Fast Data Integrity
Fast DBTools
Fast Duplicates Check
Fast Units of Measure Tool
Optional Field Manager
SOX Backup Enterprise
SOX Backup Express
Free Diagnostic Software
Install Check
SOX User Management
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 BrochureVideo
*New* Adjusted for Sage 300 2023.2 and 2023.3 - some reports are not available.
*New* Ability to select a range of applications when copying permissions.
*New* Support is added for Sage 300 2023.
*New* A User Desktop Customizations Report documents all customizations for all users for all companies.
*New* Support for the Advanced Complex Passwords feature added in Sage 300 2022 PU2.
"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.
Permissions & Setup
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:
• 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
copy-user-to-user.png copy-user-to-user.png
copy-user-to-companies.png copy-user-to-companies.png
Permissions Report
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.
report.png report.png
User Reports
User Reports identify issues requiring attention related to users and passwords:
• User Profiles
• Locked Out Users
• Disabled Users
• Advanced Security Settings
• Commonly Used Passwords
• Password That Never Expire
Desktop Customizations Report
The User Desktop Customizations Report documents all customizations for all users for all companies.
user-customizations-report.png user-customizations-report.png
Platform Requirements
• Sage 300 2012 to 2023: A single executable program works with these platforms.
•  Detailed Platform Requirements