{"id":3856,"date":"2013-10-01T07:34:06","date_gmt":"2013-10-01T07:34:06","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=3856"},"modified":"2018-09-18T06:29:33","modified_gmt":"2018-09-18T06:29:33","slug":"restricting-a-user-to-a-specific-site","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2013\/10\/01\/restricting-a-user-to-a-specific-site\/","title":{"rendered":"Restricting a user to a specific site"},"content":{"rendered":"<p style=\"text-align: justify;\">Normally user security is very crucial feature of any ERP, and if we take X3 as an example we are aware that it functions on Site basis. Thus security or restrictions at site level is a must and this blog explains this feature.<\/p>\n<p style=\"text-align: justify;\">We have explained restriction feature of a user from accessing other sites and also from viewing the transactions of other site. Well, this can be done by following couple of steps that are mentioned below.<\/p>\n<p><b>Step 1:<\/b><\/p>\n<ul>\n<li>Navigate to Common Data -&gt; Miscellaneous Table and select table 60.<\/li>\n<li>Add a record SIT (You can use your own name) (refer below screen shot). Make sure the record you are adding doesn\u2019t exist.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-3857\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-1.jpg\" alt=\"RestrictUser-1\" width=\"665\" height=\"354\" \/><\/a><\/p>\n<p><em><strong>New Stuff:<\/strong>\u00a0<a title=\"Managing Customer Risk through Doubtful Receipt\" href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2013\/09\/24\/managing-customer-risk-through-doubtful-receipt\/\" target=\"_blank\" rel=\"noopener\">Managing Customer Risk through Doubtful Receipt<\/a><a title=\"How to display Wait Message in Sage ERP X3\" href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2011\/12\/20\/how-to-display-wait-message-in-sage-erp-x3\/\" target=\"_blank\" rel=\"noopener\"><br \/>\n<\/a><\/em><\/p>\n<p><b>Step 2:<\/b><\/p>\n<ul>\n<li>Navigate to Setup-&gt; Users-&gt; Function Profiles and create a new profile and under Sites tab select the site and the module for which you want to assign restrictions to user.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-2.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-3858\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-2.jpg\" alt=\"RestrictUser-2\" width=\"658\" height=\"384\" \/><\/a><\/p>\n<ul>\n<li>On the same screen Click Profiles and it will navigate you to Functional Profile screen where you can select the Function for which you are making the restrictions ( in this case Sales Order). you can add various Functions.<b><\/b><\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-32.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-3861\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-32.jpg\" alt=\"RestrictUser-3\" width=\"666\" height=\"196\" \/><\/a><\/p>\n<p><b>Step 3:<\/b><\/p>\n<ul>\n<li>Navigate to Setup-&gt; Users-&gt; Roles and set up Roles by object to restrict the site (Refer the below screen shot)<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3862\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-4.jpg\" alt=\"RestrictUser-4\" width=\"601\" height=\"454\" \/><\/a><\/p>\n<p><b>Step 4:<\/b><\/p>\n<ul>\n<li>Navigate to Setup-&gt; Users-&gt; Users and under Roles tab assign the role to respective user. You can assign various sites here as per your restriction.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-5.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3863\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/10\/RestrictUser-5.jpg\" alt=\"RestrictUser-5\" width=\"633\" height=\"407\" \/><\/a><\/p>\n<p>The user should now only be able to see Sales Orders for the P21 site and the facility lookups will only allow a user see and select the P21 site.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 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<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU&#x2122; integrations include <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a> and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for <a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are <a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,\u00a0integrated 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>\u00a0and <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\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 Enterprise Management \u2013 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 Enterprise Management \u2013 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<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Normally user security is very crucial feature of any ERP, and if we take X3 as an example we are aware that it functions on Site basis. Thus security or restrictions at site level is a must and this blog explains this feature. We have explained restriction feature of a user from accessing other sites\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2013\/10\/01\/restricting-a-user-to-a-specific-site\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[861,1552,1666,1699,2330],"class_list":["post-3856","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-function-profile","tag-profiles","tag-restrict","tag-roles","tag-user"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3856","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=3856"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3856\/revisions"}],"predecessor-version":[{"id":15914,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3856\/revisions\/15914"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=3856"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=3856"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=3856"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}