How to give user specific access to general parameters in Sage X3

By | August 30, 2021

Sometimes we might want to give user specific access for the general parameters.

User Access Control ensures access to specific assigned functions is given to users based on their roles and functions performed in the organization. This setup thus prevents users from accessing sensitive information not intended for them. Therefore, it becomes easier to have user specific parameter values instead of default values for all the users. This is one of the many functions that make Sage X3 so flexible and convenient to configure – this feature, among others, really empowers users to make the solution theirs.

There is a function in Sage X3 that gives you access to all user-centric parameter values.

Fig 1 : User choice

As a reminder, parameter values are parameters that can be managed at multiple levels (folder, legislation, company, user) to drive the behavior of the application. For example, depending on parameter values, users will see a default entry transaction screen in the journal entry function.

Some other behavioral changes will be related to how the system uses default journal codes when running through end-of-month processes.

Steps for personalizing general parameters in Sage X3:

Fig 2: CLO parameter
Fig 3: Parameter values

Instead of having all user-level parameters maintained by the system administrators at the folder level, there’s a function that allows users to change and modify some of those values based on their preferences. So that you can changes the parameters and values accordingly on your preference and needs instead of having same default values for all the parameters and all the users.

One of the great things about these parameter values is that the selected ones are very safe. Doing this does require some training, but once it’s made clear how to navigate those screens, it will be easier to navigate and find menus.

Since this is its own dedicated function, you’ll be able to give or deny access based on security rights.

Fig 4: Personalization

Once in, you can scroll through the different pages and find the ones you need.

Fig 5 : User choice parameter setup

For the above user, you can see that no entry transaction is defined as the default entry transaction when getting into the journal entry screen; if the user repeatedly uses the same entry transaction, selecting one as a default will save a step in the process.
If you need something to be defaulted, chances are you’ll find it in the parameter values; this is one of the many functions that make Sage X3 so flexible and convenient to configure – this feature, among others, really empowers users to make the solution theirs.

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