Restrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix

By | December 29, 2015

In our last blog, we have gone through Real time changes from Sage Pro to Sage CRM and vice versa features of our GUMU™ for Sage CRM – Sage Pro. Today in this blog, we will discuss how to Restrict Sage CRM user from accessing Sage PRO integrated data through Security Matrix features of GUMU Integration.

New Stuff: How to Promote order from Sage CRM to Sage PRO

Security Matrix of GUMU™ integration allows you to give access rights to various GUMU features like importing customers/products, promoting customers/orders, viewing the order inquiry, AR Inquiry information.

Note: Only users with administrator rights have access to this Security Matrix feature.

In Sage CRM you can navigate to this page from Sage CRM >AdministrationSage PRO ERP Admin AdministrationSecurity Matrix.  Once you click the Security matrix, it will display the list of all the Sage CRM users in Grid format as shown in the below screenshot
Security MatrixUsing this screen, Sage CRM System administrator can allow/restrict access of a Sage CRM user to any GUMU features by just checking/unchecking the checkbox against the user.

Data of any matter which is stored in CRM/ ERP is of a very important nature and depending on your business; it becomes crucial to manage this data in a secure manner. With GUMU all is done so easily and you have better control over your business.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring 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 ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at We will be glad to assist you.