{"id":12405,"date":"2016-03-22T14:32:45","date_gmt":"2016-03-22T14:32:45","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12405"},"modified":"2021-08-26T11:53:59","modified_gmt":"2021-08-26T11:53:59","slug":"security-on-editing-quote-line-items","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/22\/security-on-editing-quote-line-items\/","title":{"rendered":"Security on Editing Quote Line Items"},"content":{"rendered":"

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.
\nNew stuff: <\/em><\/strong>H<\/a><\/em><\/span>ide New Dashboard, New Gadget and Template from Interactive Dashboard for Non Admin User<\/a>
\nIn this blog we will explain the set of permission which is required for a user to be able to delete line items on quote.
\nRefer below screenshot here the user is not given the permission to delete the line item.
\n\"Quote<\/a>
\nBelow are the steps to be followed to give the delete permission to a profile.
\n1) Navigate to Administration > Users > Security > Security<\/strong> Profiles.<\/strong>
\n\"Security<\/a>
\n2) Click on Edit all rights.<\/strong>
\n\"Security<\/a>
\n3) Check the Delete<\/strong> Check Box under Opportunity Column for the profile that you want to give permission to delete Line Item and click on Save<\/strong> button.
\n\"Security<\/a>
\n4) Now the user with this profile will be able to delete the Line Item.
\n\"Quote<\/a>
\nIn this way, we can restrict any User Profiles from editing Quote Line Items.
\n
\nAbout Us
\n<\/strong>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.
\nGreytrix<\/a> has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>, Sage 100<\/a>, Sage 500<\/a> and Sage 300<\/a>). It also offers best-in-class Sage ERP customization and development services<\/a> to Business Partners, End Users and Sage PSG worldwide. Greytrix<\/a> helps in migrating to Sage CRM from ACT<\/a>, Goldmine<\/a> and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAlso Read:
\n<\/em><\/strong><\/span>1) Promote order from Sage CRM to Sage 100 using comment line item
\n<\/a>2) Accelerate your Line Item Entry process using GUMU Integration
\n<\/a>3) Sorting of Line Item grid against Order
\n<\/a>4) Multiple Line Items Entry using a Rapid Entry Screen depending on product selected
\n<\/a>5) Multiple Line Items entry on Single Button Click<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12405","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nSecurity on Editing Quote Line Items - 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\/2016\/03\/22\/security-on-editing-quote-line-items\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Security on Editing Quote Line Items - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, can manage security access rights across the organization by setting up Security Profiles and, if required, Territories. 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