{"id":8429,"date":"2014-08-06T12:42:04","date_gmt":"2014-08-06T12:42:04","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8429"},"modified":"2014-08-06T12:42:04","modified_gmt":"2014-08-06T12:42:04","slug":"hide-export-data-option-for-non-admin-users","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/","title":{"rendered":"Hide Export data option for Non admin users"},"content":{"rendered":"

Using Export to File<\/strong> button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators.
\n
\nNew Stuff:<\/span><\/em><\/strong> Associate Company and Persons to Primary entities in Sage CRM for Mobile
\n<\/a>Export to File button on Sage CRM Find screen:
\n\"EXPORT1\"<\/a><\/strong>
\nExport to File button in Groups:
\n\"EXPORT2\"<\/a><\/strong>
\nAdmin user can configure access rights to Export to File<\/strong> button by following below steps.
\n1) Login in to\u00a0Sage CRM.
\n2) Navigate to below path.
\nAdministration | E-mail & Documents | Documents & Reports\u00a0Configuration<\/strong>.
\n3) Here the user can set field Export to File available on Search\/Groups as either Admin Only or Info Manager.
\n\"EXPORT3\"<\/a>
\nDepending upon the settings done, Export to File options will be available for Sage CRM users. If Admin only or Info Manager options are set, then Export to File button will no longer be available to Non-Admin users.
\nAlso Read:<\/span>
\n<\/strong>1) Secure report output from export
\n<\/a>2) Stop saving exported report files in shared documents
\n<\/a>3) IIS Security in Sage CRM v7.2
\n<\/a>4) Control users to create Appointments in Sage CRM
\n<\/a>5) Restrict Sage CRM user access to your Sage 100 ERP data with GUMU Security Matrix<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company\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":[83,145,170,259,332,336,337],"tags":[1116,1118,1232,1675,2010,2030,2031,2033,2240],"class_list":["post-8429","post","type-post","status-publish","format-standard","hentry","category-crm72","category-export","category-group","category-non-admin","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","tag-export","tag-export-to-file","tag-group","tag-non-admin-2","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-search"],"yoast_head":"\nHide Export data option for Non admin users - 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\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hide Export data option for Non admin users - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-08-06T12:42:04+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/EXPORT1.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=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/\",\"name\":\"Hide Export data option for Non admin users - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/EXPORT1.jpg\",\"datePublished\":\"2014-08-06T12:42:04+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/EXPORT1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/EXPORT1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Hide Export data option for Non admin users\"}]},{\"@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":"Hide Export data option for Non admin users - 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\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/","og_locale":"en_US","og_type":"article","og_title":"Hide Export data option for Non admin users - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2014-08-06T12:42:04+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/EXPORT1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/","name":"Hide Export data option for Non admin users - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/EXPORT1.jpg","datePublished":"2014-08-06T12:42:04+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/EXPORT1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/EXPORT1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Hide Export data option for Non admin users"}]},{"@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\/8429","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=8429"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8429\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=8429"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=8429"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=8429"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}