Restrict access to Sage ERP X3 Integrated data using Security Matrix feature

By | December 23, 2014

In our last post, we have gone through the Synchronize dropdown feature of GUMU™ for Sage CRM – Sage ERP X3.

With GUMU integration, we can view/add/edit all crucial data from Sage ERP X3 to Sage CRM. When dealing with these data, it becomes very important that it should be accessible only to the authorized person. Keeping these security issues in mind, we have provided “Security Matrix” feature in our GUMU for Sage ERP X3 – Sage CRM integration. Only users with administrator rights have access to this feature. Using this feature admin can allow/deny access rights to various GUMU features like importing customers/products, promoting customers/orders/invoices, viewing the order inquiry, or any other integration information.

New Stuff: Synchronization setting in GUMU for Sage CRM – Sage 100

You can navigate to this page from Sage CRMAdministration>Sage 100 Administration>Security Matrix. Here Admin can decide whether to allow/deny integrated data access to CRM users. If he wants to allow full access to a particular CRM user, he can simply check“Select All”checkbox.

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Also System administrator can assign the CRM users their preferable Language in which they want to view the details.

About Us
Greytrix – 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.

Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRMSalesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.