Row Level Permission Setup at User Level in X3

By | December 28, 2021
0 Comment

In X3, we can provide restricted data access to external BPs or we can have restricted filtering on data which can be viewed by only particular Bps. Row level permission is nothing but filtering the data in a selective manner as a function or user concerned to be presented to the users when connected via other external connections. Using row level permission, we can allow users to access certain data defined in user setup.

Principles of functioning:

  1. There are certain role codes provided in selection list representing as an object.
  2. A role is associated with a list of functions for which a filter is applied on a given field.
  3. You can define one or more roles for a particular user.

Once this setup is done and the roles are defined for users:

  1. A filter is created in the object (quick select list, selection windows) on the code(s) defined in the user record.
  2. A control is made during the creation of the filtered fields.
  3. A filter can be carried out in the requester.

For example, by default user A can access all sites existing in X3 or can create new sites, too. As given in below screenshot, you can see currently user A can see/access all the sites exist in X3.

But if you want that user A should access only particular sites or you want to allow user A to create sites with certain names then you can setup the same as per below screenshot. Follow below steps for the same.

  1. Navigate to: Setup > Users > Users > Select user A
  2. Here, in permission code you have to enter object code as ‘FCY’ (site) to which you want to restrict access. In ‘key’ column you can setup the values for respective objects as here values defined are ‘AO011’ and ‘AO012’ which means user A can access/see only these two sites.

In below screenshot, you can see only sites ‘AO011’ and ‘AO012’ are accessible to user A.

Also, currently there is no existing site ‘YSITE’ which is defined below. That means user A cannot create any site except ‘YSITE’ in future. If he attempts to create any site other than this, he will get an error. For example, if user A attempts to create site ‘ZSITE’ then he will get an error as shown in below screenshot.

Thus, you can allow restricted data access associated with objects to the users.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.