{"id":15331,"date":"2017-12-31T11:09:40","date_gmt":"2017-12-31T11:09:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=15331"},"modified":"2019-03-28T11:07:00","modified_gmt":"2019-03-28T11:07:00","slug":"new-feature-in-gumu-for-sage-crm-sage-x3-integration-folder-wise-sage-crm-user-permission-settings","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/12\/31\/new-feature-in-gumu-for-sage-crm-sage-x3-integration-folder-wise-sage-crm-user-permission-settings\/","title":{"rendered":"New Feature in GUMU™ for Sage CRM-Sage X3 integration- Folder wise Sage CRM user permission settings"},"content":{"rendered":"

GUMU™ for Sage CRM – Sage X3 Integration<\/a> is a real-time bi-directional integration between Sage CRM and Sage X3 enables users to access customer, invoice and order information from either of these two systems.<\/p>\n

Today in this blog we will discuss about the new folder wise Sage CRM user permission setting feature which we will be incorporating into new GUMU™ Sage CRM \u2013 Sage X3 product. As our GUMU™ integration support multiple folders configuration, so in our newer version of integration we are coming up with new feature wherein in Sage CRM admin level user can assign permission to other user to access various GUMU™ features like promoting customer\/orders, viewing real time tabs on company tab like order inquiry, AR inquiry.<\/p>\n

This is actually the same modification to same setting which was present previously in GUMU with name Security Matrix<\/a>.<\/p>\n

New Stuff:<\/em><\/strong> Sales site selection on Quote\/Order for a Customer \u2013 GUMU for Sage CRM \u2013 Sage X3<\/a><\/p>\n

Sage CRM System Admin user can access this setting by navigating through below path in Sage CRM, Administration<\/strong>-> Sage ERP X3<\/strong>-> Folder Level User Settings<\/strong>
\n\"\"<\/a>In this settings, admin can give folder wise permission to other user so that he can manage integrated data access for another user in Sage CRM.
\nAs shown in below screenshot on click of Add New<\/strong> button, admin can assign permission to other CRM users as per folder.
\n\"\"<\/a>In below screenshot, permission is assigned for FinchJ<\/strong> user and GTPL<\/strong> folder.
\n\"\"<\/a>In below another screenshot, for user John Finch<\/strong> all the rights are given for folder GTPL<\/strong> and for same user only view customer, view AR inquiry and promote Sales order rights are given for SEED<\/strong> folder that means he can access all the activities related to folder GTPL<\/strong> but he can access only view customer, AR inquiry and Promote Sales order for SEED<\/strong> folder.
\n\"\"<\/a>Also if a user wants to change the settings which is already assigned to any Sage CRM user then just by clicking on Username in grid user can edit it.<\/p>\n

For more information, you can always contact us at sage@greytrix.com<\/a>.<\/strong><\/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":"

GUMU™ for Sage CRM – Sage X3 Integration is a real-time bi-directional integration between Sage CRM and Sage X3 enables users to access customer, invoice and order information from either of these two systems. Today in this blog we will discuss about the new folder wise Sage CRM user permission setting feature which we will\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":[192,332],"tags":[839,1164,1306,1435,1939,2254],"class_list":["post-15331","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-crmx3","tag-folder-wiser-security","tag-gumux3","tag-integration","tag-restrict-user","tag-security-matrix"],"yoast_head":"\nNew Feature in GUMU™ for Sage CRM-Sage X3 integration- Folder wise Sage CRM user permission settings - 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\/2017\/12\/31\/new-feature-in-gumu-for-sage-crm-sage-x3-integration-folder-wise-sage-crm-user-permission-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Feature in GUMU™ for Sage CRM-Sage X3 integration- Folder wise Sage CRM user permission settings - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU™ for Sage CRM – Sage X3 Integration is a real-time bi-directional integration between Sage CRM and Sage X3 enables users to access customer, invoice and order information from either of these two systems. 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