New Feature in GUMU™ for Sage CRM-Sage X3 integration- Folder wise Sage CRM user permission settings

By | December 31, 2017

GUMU™ for Sage CRM – Sage X3 Integration is a real-time bi-directional integration between Sage CRM and Sage X3 enables users to access customer, invoice and order information from either of these two systems.

Today in this blog we will discuss about the new folder wise Sage CRM user permission setting feature which we will be incorporating into new GUMU Sage CRM – Sage X3 product. As our GUMU™ integration support multiple folders configuration, so in our newer version of integration we are coming up with new feature wherein in Sage CRM admin level user can assign permission to other user to access various GUMU™ features like promoting customer/orders, viewing real time tabs on company tab like order inquiry, AR inquiry.

This is actually the same modification to same setting which was present previously in GUMU with name Security Matrix.

New Stuff: Sales site selection on Quote/Order for a Customer – GUMU for Sage CRM – Sage X3

Sage CRM System Admin user can access this setting by navigating through below path in Sage CRM, Administration-> Sage ERP X3-> Folder Level User Settings

In this settings, admin can give folder wise permission to other user so that he can manage integrated data access for another user in Sage CRM.

As shown in below screenshot on click of Add New button, admin can assign permission to other CRM users as per folder.

In below screenshot, permission is assigned for FinchJ user and GTPL folder.

In below another screenshot, for user John Finch all the rights are given for folder GTPL and for same user only view customer, view AR inquiry and promote Sales order rights are given for SEED folder that means he can access all the activities related to folder GTPL but he can access only view customer, AR inquiry and Promote Sales order for SEED folder.

Also if user want to change the settings which is already assign to any Sage CRM user then just by clicking on User name in grid user can edit it.

For more information, you can always contact us at Sage@greytrix.com

About Us
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 X3Sage 100Sage 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 ACTGoldmine and other CRM’s.

Also read :
1. setting require of – Bulk Import from Sage X3 to Sage CRM
2. New Features in GUMU™ for Sage CRM – Sage X3 Integration – Auto Link
3.  New Features in GUMU™ for Sage CRM – Sage X3 Integration – Manual Link
4. New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners
5. GUMU Integration is compatible with new Sage X3 v11 along with Sage CRM 2017 R2