Sometimes we might want to give user specific access for the general parameters.<\/p>\n\n\n\n
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 \u2013 this feature, among others, really empowers users to make the solution theirs.<\/p>\n\n\n\n
There is a function in\u00a0Sage X3<\/a>\u00a0that gives you access to all user-centric parameter values.<\/p>\n\n\n\n\n\n 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.<\/p>\n\n\n\n Some other behavioral changes will be related to how the system uses default journal codes when running through end-of-month processes.<\/p>\n\n\n<\/p>\n\n\n Steps for personalizing general parameters in Sage X3:<\/strong><\/p>\n\n\n\n\n\n\n\n Instead of having all user-level parameters maintained by the system administrators at the folder level, there\u2019s 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.<\/p>\n\n\n\n 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\u2019s made clear how to navigate those screens, it will be easier to navigate and find menus.<\/p>\n\n\n\n Since this is its own dedicated function, you\u2019ll be able to give or deny access based on security rights.<\/p>\n\n\n\n\n\n Once in, you can scroll through the different pages and find the ones you need.<\/p>\n\n\n\n\n\n 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. Greytrix \u2013 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.<\/p>\n\n\n\n Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. 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.<\/p>\n\n\n\n Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> 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.<\/p>\n\n\n\n For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":" 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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,5,10],"tags":[2999,3380,3379,3378,3377],"class_list":["post-23178","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-features","category-standard","tag-general-parameter","tag-personalized-access","tag-user-access","tag-user-control","tag-user-specific"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23178","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=23178"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23178\/revisions"}],"predecessor-version":[{"id":30242,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23178\/revisions\/30242"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=23178"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=23178"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=23178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
If you need something to be defaulted, chances are you\u2019ll find it in the parameter values; this is one of the many functions that make Sage X3 so flexible and convenient to configure \u2013 this feature, among others, really empowers users to make the solution theirs.<\/p>\n\n\n\nAbout Us<\/strong><\/h2>\n\n\n\n