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Create a specific user profile for Web service

By Greytrix | August 31, 2023
0 Comment

The primary goal of creating web services for specific users is to enhance the user experience and efficiency by tailoring the functionality and data offered to each user. This personalization allows businesses and organisations to offer custom features, data, or services based on individual preferences, roles, and requirements. A key component of developing customized and secure web services is the creation of user profiles for web services. A user’s vital information is stored in their user profile, which enables the online service to offer them customized interactions based on their preferences, activities, and access privileges.

Key Features: The process of creating a web service user profile typically involves several key steps:

Our first stop is Roles. You can find this under Administration, Administration, Users.

In the Roles function, we are going to create a new role. You only need to fill out the required fields which are Code, Description, and Security Profile.

After saving roles, we are going to create a new group function. You can find this right above the Roles function under Administration, Administration, Users.

We will tie the group back to the role. We will only fill out the Description, Role, and Endpoints. Note that if you are going to do this for multiple endpoints, you would do this process for each endpoint. Click Save to save your filled out information.

The next function is the User function. This is where we create the user. You will want to head to the same place that we went for Groups and Roles.

Go ahead and click “New user” to create a new user. In this case, the user has to be set to standard authentication with a password, which should never expire. The other fields you have to fill in are Login, Last name, and group. For the group, select the group we made on the previous screen. After this, click Save and save the information.

We have to create a classic user before adding the user to the pool. To get there, you want to navigate to Setup, User, and User.

Make sure you’re logged into the same endpoint you entered in the Group. After the User function loads, locate the ADMIN user code. We are going to copy the ADMIN user.

In the login field, we are going to change this to the Administration User name we created earlier for web services. I called mine WEBSERV, so I would put that there. After that, click Save.

And that’s it. The user setup is done. The last thing we have left to do is stop the existing pool and assign the new user to it. The configuration for the pools is under Administration, Web Services, and Classic SOAP Pools Configuration.

After the pools stop, click edit and edit the one pool you want to change.

Then click save and start/update. If everything is fine, then the pool should start without any errors.

Developing a web service user profile is a crucial part of designing unique and user-centric web apps. Web services may provide customised experiences, raise customer satisfaction, and create enduring relationships with their user base by sensibly gathering and using user data. However, in order to maintain consumers’ trust and faith in the web service, it is necessary to give security and privacy top priority.

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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.

Category: Tips Configuration Greytrix Integration Sage ERP X3 Sage X3 Sage X3 Consulting standard Tags: administration, ERP, Pool, Role, Sage ERP X3, Sage X3, Sage X3 Blogs, Sage X3 Functional blogs, Sage X3 technical blogs, user, user profile, web service
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