In Sage CRM, can manage security access rights across the organization by setting up Security Profiles and, if required, Territories. Profiles and territories are set up to reflect the structure of your organization. Users are then assigned a profile and home territory depending on their position in the organization. A profile is a way of grouping users when defining access rights (View, Update, Insert, and Delete). In addition to basic access rights profiles, you can also further divide user rights by territory.
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In this blog we will explain the set of permission which is required for a user to be able to delete line items on quote.
Refer below screenshot here the user is not given the permission to delete the line item.
Below are the steps to be followed to give the delete permission to a profile.
1) Navigate to Administration > Users > Security > Security Profiles.
2) Click on Edit all rights.
3) Check the Delete Check Box under Opportunity Column for the profile that you want to give permission to delete Line Item and click on Save button.
4) Now the user with this profile will be able to delete the Line Item.
In this way, we can restrict any User Profiles from editing Quote Line Items.
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Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACT, Goldmine and other CRM’s.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
Also Read:
1) Promote order from Sage CRM to Sage 100 using comment line item
2) Accelerate your Line Item Entry process using GUMU Integration
3) Sorting of Line Item grid against Order
4) Multiple Line Items Entry using a Rapid Entry Screen depending on product selected
5) Multiple Line Items entry on Single Button Click
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Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
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