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JAMIS User Types and Roles Seminar

July 24, 2019 @ 11:15 a.m. - 1:30 p.m.


Please join us for JAMIS training as we define user roles and types and explore what is provided in your base JAMIS system. You will also learn how to create new roles and types according to your company’s security needs. Additionally, we will provide a deep dive on how to prevent access to certain screens, functions or even buttons within your JAMIS application. Join us for this hands-on class as we discuss best practices for creating and managing user types and roles in your JAMIS ERP system. Topics to be covered include the following:


  • User roles defined
  • User types defined
  • Reviewing the user roles/types already set in the system
  • Creating new user roles and user types
  • Adding new inquiries or reports – how to correctly set the user role
  • Row level security
  • Hands-on practice with setting up user roles/user types



11:15 a.m. Lunch

11:30 a.m. Seminar Begins


Instructor: Karen Farlow, CPA, BMSS

Karen has implemented and supported many clients on JAMIS Prime over the last several years.
She works with her clients to implement JAMIS’ best practices and help them troubleshoot issues
after go-live and beyond. She and her team have been named the JAMIS 2019 Regional Partner
of the Year due to their hard work and growing knowledge base of the system.





Register Now

*Space is limited and registration is required to attend.
Lunch will be provided. CPE credit will be available.




To ensure your payment is properly allocated when entering your payment information, please include: 

“User Types” in the Reference/Invoice # box 


If you would like to mail in your payment, please include “User Types” on the message line. Mail payment to:

Attn: Heather Geary
400 Meridian Street, Ste. 201
Huntsville, AL 35801


If you have any questions, please contact Heather Geary at hgeary@bmss.com.



BMSS Marketing
(833) CPA-BMSS


BMSS Huntsville Office
400 Meridian Street North, Suite 100
Huntsville, AL 35801 United States
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We serve clients internationally and domestically.

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We have clients who have done business in all 50 states as well as 100+ international clients. Coast to coast, we have the experience to help give you financial peace of mind.

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