GUMU™ for Sage CRM – Sage Intacct integration is a real-time bi-directional link which sync customer data from Sage CRM to Sage Intacct and vice versa.
To enhance security and data governance, the latest version of GUMU™ introduces a User Permission Settings feature. This enhancement enables administrators to control user access more precisely by assigning permissions company-wise for specific Sage Intacct companies.
Why This Enhancement Matters
Modern businesses require controlled access to sensitive financial and vendor-related information. With the new permission framework, administrators can ensure that users only access data relevant to their roles—improving both security and operational efficiency.
Administrators can manage permissions such as:
- View AP Bills
- View Purchase Orders
- Promote Vendors
- View Vendor Info
- View Vendor Invoices
- Vendor Receipt History
How to Configure User Permissions
System Administrators can navigate to:
Administration → Sage Intacct → User Permission Settings
From this section, they can:
- Add new permission records
- Assign permissions company-wise
- Edit existing configurations
- Manage user-level access
Permissions are assigned per Sage Intacct Company ID, ensuring structured and controlled access across multiple entities.
Permission Behavior Overview
Here’s how the permissions function:
- View AP Bills – Restricts access to Vendor Summary (payables information).
- Vendor Receipt History – Controls visibility of vendor receipt records.
- View Purchase Orders – Grants access to Vendor Purchase Order Inquiry.
- Promote Vendors – Controls vendor-related actions and AP invoice history access.
- View Vendor Info – Restricts sensitive costing details such as Last Cost and Average Cost in the Inventory screen.
- View Vendor Invoices – Controls access to vendor invoice details.
The introduction of User Permission Settings in GUMU™ Sage CRM – Sage Intacct Integration significantly strengthens access control.
By enabling company-level permission assignments and restricting sensitive financial information, organizations can enhance data security, maintain compliance, and improve operational efficiency—while ensuring users have access only to what they truly need.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 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 the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like 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, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.