Sage Intacct- Enabling GUMU™ Integration access for each Sage CRM user

By | June 28, 2018

Today in this blog, we will discuss how Administrator user of Sage CRM can restrict particular Sage CRM users from accessing GUMU™ Integration link.

Sage Intacct Development Services: Taking your accounting operations on the cloud

New Stuff: GUMU™ for Sage CRM – Sage Intacct Integration

Once GUMU™ integration is installed, Sage CRM system administrator needs to decide which Sage CRM users will have access to GUMU™ integration.

For example, if you have purchased total 5 GUMU™ user licenses from Greytrix for GUMU™ integration then you will have to enable those 5 users by following below steps,

  1. In Sage CRM Administration -> Users -> select the user for which you want to give an access to GUMU™ Integration link.

  2. Check the GUMU Sage Intacct Access checkbox as mentioned in below screen.

  3. This will enable particular user access to GUMU™ integration.
  4. If the checkbox is unchecked for any Sage CRM user then that user will not have an access to GUMU™ Integration functionality. The user will get a warning message as shown in below screenshot.

About Us
Greytrix – a Sage Intacct 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.

Greytrix caters to a wide range of offerings for Sage Intacct – a Sage Business Cloud Solution. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide.

For more information on Sage Business Cloud Solutions, please contact us at sagecloud@greytrix.com. We will be glad to assist you.