{"id":24527,"date":"2022-01-27T12:32:38","date_gmt":"2022-01-27T12:32:38","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=24527"},"modified":"2022-01-27T12:32:42","modified_gmt":"2022-01-27T12:32:42","slug":"how-to-restrict-user-for-accessing-certain-modules-sub-modules-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/01\/27\/how-to-restrict-user-for-accessing-certain-modules-sub-modules-in-sage-x3\/","title":{"rendered":"How to restrict user for accessing certain modules & sub-modules in Sage X3"},"content":{"rendered":"\n

All users play a very critical role in Sage X3, also it has a feature where we can set a permissions and access to a particular user, so that there is no mishandling of information.<\/p>\n\n\n\n

The need to restrict users to access ERP Modules can be based on the employees\u2019 role and their department. User security and access should be the top most priority as there is a lot of data involved in it. By providing limited rights, access and Security controls, we can control data corruption and data leakage, which is very much necessary for X3 system.\u00a0<\/p>\n\n\n\n

Thera are few important points which are main by doing the restriction process.<\/p>\n\n\n\n

  1. Menu Profile<\/li>
  2. Function Profile<\/li>
  3. Roles<\/li>
  4. Groups<\/li><\/ol>\n\n\n\n

    Menu Profile : <\/strong>Sage X3 provides a very useful feature <\/strong>called menu profile which can be defined in users screen to restrict the users to access all modules, screen, and reports in Sage X3.  We can create a menu profile for example \u201cCommon Data\u201d, \u201cFinancial\u201d, wherein we will only add Common Data and Financial Module related screen and report and that profile can be assigned to a particular set of users.<\/p>\n\n\n\n

    Function Profile: <\/strong>Sage X3 provides another feature called function profile, which can be defined in the users screen to restrict users based on their function.  For example, if a person is only doing expense types of entries in the system then he should have only access for expense types GL accounts, he shouldn\u2019t have access for other GL account.  In this case we can create an access code let\u2019s say \u201cACCTRESTRICT\u201d and add this access code in function profile and define same access code in GL account to give access function type for the users.<\/p>\n\n\n\n

    In Sage X3, there is a functionality to restrict user for accessing screen. Follow below steps to achieve this:<\/p>\n\n\n\n

    Steps1:<\/em><\/strong><\/p>\n\n\n\n

    1. Login into X3 with admin user.<\/li>
    2. Create a new user (User5) in Sage X3.<\/li><\/ol>\n\n\n\n

      Navigate to:<\/strong> Administration -> Administration -> users<\/strong><\/p>\n\n\n\n