{"id":11615,"date":"2015-12-29T05:18:22","date_gmt":"2015-12-29T05:18:22","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11615"},"modified":"2018-09-14T12:59:56","modified_gmt":"2018-09-14T12:59:56","slug":"restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/","title":{"rendered":"Restrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix"},"content":{"rendered":"

In our last blog, we have gone through Real time changes from Sage Pro to Sage CRM and vice versa<\/a> 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<\/strong> features of GUMU Integration.<\/p>\n

New Stuff<\/strong>:<\/em> How to Promote order from Sage CRM to Sage PRO<\/a><\/p>\n

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.<\/p>\n

Note:<\/strong>\u00a0Only users with administrator rights have access to this Security Matrix feature.<\/p>\n

In Sage CRM you can navigate to this page from Sage CRM >Administration<\/strong>>\u00a0Sage PRO ERP Admin<\/strong> Administration<\/strong>>\u00a0Security Matrix<\/strong>.\u00a0\u00a0Once you click the\u00a0Security matrix, it will display the list of all the Sage CRM users in Grid format as shown in the below screenshot
\n\"Security<\/a>Using 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.<\/p>\n

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.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> 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.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192],"tags":[1238,1265,1435,1581,2010,2164,2254],"class_list":["post-11615","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","tag-gumu","tag-gumu-pro","tag-integration","tag-matrix","tag-sage-crm","tag-sage-pro","tag-security-matrix"],"yoast_head":"\nRestrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Restrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2015-12-29T05:18:22+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-09-14T12:59:56+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/security-1024x491.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/\",\"name\":\"Restrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/security-1024x491.jpg\",\"datePublished\":\"2015-12-29T05:18:22+00:00\",\"dateModified\":\"2018-09-14T12:59:56+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/security-1024x491.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/security-1024x491.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Restrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Restrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/","og_locale":"en_US","og_type":"article","og_title":"Restrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix - Sage CRM \u2013 Tips, Tricks and Components","og_description":"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\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2015-12-29T05:18:22+00:00","article_modified_time":"2018-09-14T12:59:56+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/security-1024x491.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/","name":"Restrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/security-1024x491.jpg","datePublished":"2015-12-29T05:18:22+00:00","dateModified":"2018-09-14T12:59:56+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/security-1024x491.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/security-1024x491.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/29\/restrict-sage-crm-user-access-to-your-sage-pro-with-gumu-security-matrix\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Restrict Sage CRM user access to your Sage PRO with GUMU™ Security Matrix"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/11615","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=11615"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/11615\/revisions"}],"predecessor-version":[{"id":20428,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/11615\/revisions\/20428"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=11615"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=11615"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=11615"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}