{"id":13033,"date":"2016-07-26T10:34:38","date_gmt":"2016-07-26T10:34:38","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=13033"},"modified":"2016-07-26T10:34:38","modified_gmt":"2016-07-26T10:34:38","slug":"providing-additional-rights-to-a-user-within-security-profile","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/07\/26\/providing-additional-rights-to-a-user-within-security-profile\/","title":{"rendered":"Providing additional Rights to a User within Security Profile"},"content":{"rendered":"

Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. In this blog, we will discuss how to allow direct rights in territories to specific Users.
\nLet\u2019s consider one example where User A belongs to Mumbai Sales team and associated with Sales Rep Profile. Sales Rep Profile has rights enabled for View, Edit and Insert rights for Opportunities, Communications, Lead, Company and Person.
\nIn this case user A will have same rights as rest of the Sales Rep Profile Users have.
\nNew Stuff:\u00a0<\/em><\/strong><\/span>Hide Opportunity Total panel<\/a><\/span>
\nWe can easily enable delete rights on entities for Sales Rep Profile Users by editing the Profile rights and assigning delete rights to the profile. However this will enable delete rights for all users who are associated with Sales Rep Profile.
\nNow the question is, have you ever been come across a situation like to enable delete rights for only specific Users but not all Users who belongs to Sales Rep Profile or any other Profile.
\nIf yes, then we can use standard \u201cAllow Users Direct Rights In Territories<\/strong>\u201d feature of Sage CRM.
\nThis option can be enabled by Admin User in Sage CRM by navigating to,
\nAdministration – Users – Security – Security Policies <\/strong>and enable below option as shown in screenshot.
\n\"Security<\/a>
\nThis will enable a new option User Direct Rights<\/strong> under Administration \u2013 Users \u2013 Security.<\/strong>
\n\"Security\"<\/a>
\nClicking on above highlighted option will open a screen to give additional rights of different profile Users.
\n\"User<\/a>
\nWe can add Users on this screen and assign delete or additional rights by editing all rights option on this screen.
\n\"Rights\"<\/a>
\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>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\nAlso Read:<\/span>
\n<\/em><\/strong>1)\u00a0Allow Territories in Security Profiles
\n<\/a>2)\u00a0Restrict Sage CRM user access to your Sage PRO with GUMU Security Matrix
\n<\/a>3)\u00a0Security on Editing Quote Line Items
\n<\/a>4)\u00a0Access Rights to create new Reports in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. In this blog, we will discuss how to allow direct rights in territories to specific Users. Let\u2019s consider one example where User A belongs to Mumbai Sales team and associated with Sales Rep Profile. Sales Rep\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":[1],"tags":[],"class_list":["post-13033","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nProviding additional Rights to a User within Security Profile - 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\/07\/26\/providing-additional-rights-to-a-user-within-security-profile\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Providing additional Rights to a User within Security Profile - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM allows us to define access rights across the organization to Users by using Security Profiles and Territories. 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