{"id":28654,"date":"2024-03-05T12:47:21","date_gmt":"2024-03-05T12:47:21","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=28654"},"modified":"2024-03-05T12:47:21","modified_gmt":"2024-03-05T12:47:21","slug":"how-to-restrict-the-data-for-specific-user-or-group-in-sei","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/03\/05\/how-to-restrict-the-data-for-specific-user-or-group-in-sei\/","title":{"rendered":"How to restrict the data for specific user or group in SEI"},"content":{"rendered":"\n<p>This is a process that involves setting up permissions and access controls within the Sage Enterprise Intelligence software. This process ensures that each user or group of users can only access the data that is relevant to their roles or tasks. It involves various steps such as granting or restricting access to reports, limiting access to master data, assigning specific sites or products to users, and more. This is a crucial aspect of data management and security in any organization.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the Administration section<img decoding=\"async\" width=\"23\" height=\"21\" src=\"\">.<\/li>\n\n\n\n<li>Click on the <img decoding=\"async\" width=\"22\" height=\"24\" src=\"\">&nbsp;Security drop-down menu in the left pane.<\/li>\n\n\n\n<li>Select <img decoding=\"async\" width=\"24\" height=\"26\" src=\"\">Restrictions.<\/li>\n<\/ul>\n\n\n\n<p>Any Views\/Graphs\/Dashboards, or Excel Add-in Reports that are executed will automatically have the restrictions applied. The management of these restrictions can be done by Groups, Users or Data Models. Choose the option that is most suitable for your needs.<\/p>\n\n\n\n<p>Restrictions can be established either at the global level or at the level of a specific Data Model. The global level restrictions utilize Global Parameters and will influence any Data Models that incorporate these Global Parameters. On the other hand, restrictions at the Data Model level will only impact a single Data Model and will be based on a specific field within that Data Model.<\/p>\n\n\n\n<p><strong>To add a restriction globally:<\/strong><\/p>\n\n\n\n<p>In the Global Restrictions section, enter ABC for the Value and leave the Operator to =.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" width=\"1024\" height=\"194\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.1.-Restriction-globally-1024x194.png\" alt=\"Fig.1. Restriction globally\" class=\"wp-image-28655\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.1.-Restriction-globally-1024x194.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.1.-Restriction-globally-300x57.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.1.-Restriction-globally-768x146.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.1.-Restriction-globally-1536x291.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.1.-Restriction-globally-660x125.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.1.-Restriction-globally.png 1609w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig.1. Restriction globally<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong>To add a restriction to a specific Data Model:<\/strong><\/p>\n\n\n\n<p>In the Data Model Restrictions section, click on <img loading=\"lazy\" decoding=\"async\" width=\"21\" height=\"21\" src=\"\">Restriction Builder to build your restriction.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><imgtarget=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" width=\"1024\" height=\"197\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\"src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.2.-Restriction-on-Data-Model-1024x197.png\" alt=\"Fig.2. Restriction on Data Model\" class=\"wp-image-28656\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.2.-Restriction-on-Data-Model-1024x197.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.2.-Restriction-on-Data-Model-300x58.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.2.-Restriction-on-Data-Model-768x148.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.2.-Restriction-on-Data-Model-1536x295.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.2.-Restriction-on-Data-Model-660x127.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/03\/Fig.2.-Restriction-on-Data-Model.png 1608w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><strong>Fig.2. Restriction on Data Model<\/strong><\/figcaption><\/figure>\n\n\n\n<p>Sage Enterprise Intelligence provides a robust and flexible framework for data access control. By leveraging its features, administrators can effectively restrict data access for specific users or groups. This ensures that sensitive information is only accessible to authorized personnel, thereby enhancing data security within the organization. Whether it&#8217;s granting or restricting access to reports, limiting access to master data, or assigning specific sites or products to users, Sage Enterprise Intelligence offers a comprehensive solution for data access management. As a result, organizations can maintain control over their data while still promoting a collaborative and efficient work environment.<\/p>\n\n\n\n<p><strong>About Us<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> &#8211; 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.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;caters to a wide range of Sage X3 (Sage Enterprise Management) offerings &#8211; a Sage Business Cloud Solution. Our&nbsp;unique GUMU&#x2122; integrations include <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage X3 for Sage CRM<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a> and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>&nbsp;along with Implementation and Technical Support worldwide for <a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage X3<\/a> (Sage Enterprise Management). Currently we are <a href=\"https:\/\/www.greytrix.com\/africa\">Sage X3 Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.&nbsp;We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,&nbsp;integrated applications such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a> and have developed add-ons such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight <\/a>&nbsp;and <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a> for Sage X3 to Sage business partners, end users and Sage PSG worldwide.<\/p>\n\n\n\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage X3 &#8211; Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage X3 &#8211; Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>For more information on Sage X3 Integration and Services, please contact us at&nbsp;<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is a process that involves setting up permissions and access controls within the Sage Enterprise Intelligence software. This process ensures that each user or group of users can only access the data that is relevant to their roles or tasks. It involves various steps such as granting or restricting access to reports, limiting access\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/03\/05\/how-to-restrict-the-data-for-specific-user-or-group-in-sei\/\">Read More &raquo;<\/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":[3642,2,3,5,3162,6,13,8,10,2796],"tags":[4067,4066,4065,4064,1762,1780,1822,1839,2871,1945,3624],"class_list":["post-28654","post","type-post","status-publish","format-standard","hentry","category-sage-x3","category-configuration","category-debug","category-features","category-greytrix","category-installation","category-integration","category-sage-erp-x3","category-standard","category-technical","tag-restrict-data-for-specific-groups","tag-restrict-groups-in-sei","tag-restrict-user-in-sei","tag-restrict-users","tag-sage-enterprise-management","tag-sage-erp-x3","tag-sage-x3","tag-sage-x3-blogs","tag-sage-x3-functional-blogs","tag-sage-x3-technical-blogs","tag-sei"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28654","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=28654"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28654\/revisions"}],"predecessor-version":[{"id":28657,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/28654\/revisions\/28657"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=28654"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=28654"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=28654"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}