This restriction to access ERP Modules is based on the\u00a0Employees\u2019 <user> role and\u00a0Employees\u2019 department.<\/p>\n
Our Sage X3 Integration Products<\/strong><\/p>\n Salesforce – Sage X3<\/a> | Magento – Sage X3<\/a>\u00a0|\u00a0Sage CRM – Sage X3<\/a><\/p>\n Navigation: Set-up -> Users-> Menu Profile<\/em><\/p>\n Menu profile can be defined to restrict the users to access all modules, screen, and reports in Sage X3.\u00a0Once a menu profile is defined, it can be assigned in users.<\/p>\n The menus which can be assigned are:<\/p>\n Example of Menu profile<\/p>\n Sales administrator:<\/strong> Sales Module related screens and reports (Sales order, sales invoice etc.) can be added to this profile and it can be assigned to a particular set of users, who belong to Sales department.<\/p>\n Nonexistent functions in Menu profile may be accessed through Tunnels, Link Explorer, Workflow return shortcut, HTML Portal page.<\/p>\n Navigation: Set-up -> Users-> function Profile<\/em><\/p>\n Function profile can be defined to restrict the users based on their function.\u00a0Once a Function profile is defined it can be assigned in users screen as shown in the screenshot below. Function Access Rights define allowed operations for each combination of the following criteria:<\/p>\n Example of Function profiles-<\/p>\n A user can be assigned functional access like Create, Modify, Delete and other context-dependent operations. Navigation: Set-up -> Users-> Sage X3 WAS profile<\/em><\/p>\n A Sage X3 WAS profile can be used to associate each website with a website profile, which allows to manage rights and secure accesses to XTEND interfaces and pages for websites.<\/p>\n A Sage X3 WAS profile is valid only when the Web services connection check box is enabled.<\/p>\n Navigation: Set-up -> Users-> Trade Profile<\/em><\/p>\n A trade profile can be used to associate a code of total values which includes trade profile, function, BI user profile, user profile for the web access via sage WAS. Once this setup is done, a trade code can be directly assigned to one or more users at once rather than entering these values one by one for each user sharing same trade profile.<\/p>\n Navigation: Set-up -> Users-> Row Level Permission<\/em><\/p>\n Row level permission is used for filtering the data to be displayed to a particular user.<\/p>\n Example of Row level permission<\/p>\n Sales order executive<\/strong>: If a user has to display sales order of only a particular customer \u201cCUST01\u201d, then one can assign that object code, to the employee who has access of that particular customer.<\/p>\n Sage X3 provides another feature called BI user profile, which can be defined in user screen to provide restriction on\u00a0BI Reports<\/a>. Only those users can access users, who have BI user profile assigned in user screen.<\/p>\n Hope this blog helps!<\/strong><\/p>\n\n\n 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":" In many manufacturing and distribution companies, it is a top most priority to have user security in place. For e.g. a purchase executive may issue a purchase order on a purchase request but only a purchase manager can approve a purchase order (w.r.t. quantity, price, discount etc.) Sage X3 provides 4 levels of user securities\u2026 Read More »<\/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":[1942,1943,1947,1951,2338],"class_list":["post-8683","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blog","tag-sage-x3-technical-issues","tag-sage-x3-user-security-levels","tag-user-security-levels-in-sage-x3"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/8683","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=8683"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/8683\/revisions"}],"predecessor-version":[{"id":19708,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/8683\/revisions\/19708"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=8683"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=8683"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=8683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Below mentioned are the different user security levels available in Sage X3<\/h5>\n
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![\"Sage](\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2016\/05\/Sage-X3-User-Security-Levels.png\")
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