In today’s data-driven business landscape, organizations rely heavily on business intelligence solutions to gain insights and make informed decisions. Sage Enterprise Intelligence (formerly known as Sage X3 BI) is one such powerful tool that assists businesses in extracting meaningful information from their data. To fully utilize this platform, it’s important to understand the basics, including how to create and manage users. In this blog post, we will walk you through the process of creating a user in Sage Enterprise Intelligence.
Step 1: Accessing the Admin Console
In the Administration section, click the Security drop-down menu in the left pane.
Step 2: Navigating to User Management
Select Users. A list of users will be displayed with their detailed information. The bottom section will display the Groups that the selected user is a Member of.
Step 3: Adding a New User
Within the User Management section, you should find an option to “Add New User” or something similar. Click on this option to initiate the process of creating a new user.
Step 4: Filling in User Details
- Enter the parameters as described below.
- Use Active Directory
It is not mandatory to use Active Directory. You have the choice between creating a regular user where the password will be maintained directly inside SEI or to use Active Directory where the password will be maintained in Windows.
If a domain has been configured, select it with a user from the drop-down menu to create it. Otherwise, type in the name as required in each of these categories:
- Domain
- User Name
- Name
- General Role
Select a Role from the drop-down list.
- Default Data Model Role
Select a Role from the drop-down list. The role selected at this level will be used as the default role when you authorize the user to access a specific data model.
- Display Level
Choose the level of authorization required to view the columns of a data model. This will be the maximum level authorized for this user.
- Edit Level
Select the level of authorization required to edit the columns of a data model. This will be the maximum level authorized for this user.
- Language
The default language used in SEI. The user can change the language as required. The language setting is also used by the distribution module when a massive distribution is done to multiple users to generate the result in their chosen language.
- Regional Settings
The regional settings applied by default to this user. The user can change the regional settings if required. The regional settings are also used by the distribution module when a massive distribution is done to multiple users to generate the result in the proper settings regarding the way Decimal and Digit Grouping symbols should be displayed depending on the selected country.
- View Only
Select the check box to create the user as a viewer only. The Viewer only can perform the same actions as a regular user but cannot save Views/Dashboards/Reports and Data Entries. It uses a different type of license.
- Administrator
Select this check box to grant this user Administrator rights. The user now counts as a second administrator, and has all the same rights.
2. Click Create. The user will receive an email notifying that they have been added to the system and that their security settings have been defined.
Creating a user in Sage Enterprise Intelligence is a fundamental task for any organization looking to harness the power of business intelligence. By following these steps, you can ensure that each user has the appropriate access to the data and functionality they need, while also maintaining the security of your system.
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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 X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 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 X3 to Sage business partners, end users and Sage PSG worldwide.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – 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.