One of our clients’ came up with new requirement, where they wanted to allow only few banks access to the users. Sage X3 has functionality where you can restrict the users to access multiple banks.
Follow the below steps
- Add the Row level permission.
Navigate To: Set up >Users>Row Level Permission.
- Assign the Row level permission to the users and add the bank code in Key column.
Navigate To: Set up>Users>Users>Organization tab.
Now when user trying to access the banks, it will get the added banks account only.
Hope this helps.
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