{"id":9077,"date":"2016-07-29T09:00:50","date_gmt":"2016-07-29T09:00:50","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=9077"},"modified":"2016-07-29T09:00:50","modified_gmt":"2016-07-29T09:00:50","slug":"restrict-the-users-to-access-multiple-banks","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/07\/29\/restrict-the-users-to-access-multiple-banks\/","title":{"rendered":"How to Restrict the Users to Access Multiple Banks?"},"content":{"rendered":"<p>One of our clients\u2019 came up with new requirement, where they wanted to allow only few banks access to the users. Sage X3 has functionality where you can restrict the users to access multiple banks.<\/p>\n<p>Follow the below steps<\/p>\n<ol>\n<li>Add the Row level permission.<\/li>\n<\/ol>\n<p><strong>Navigate To:<\/strong> Set up &gt;Users&gt;Row Level Permission.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/07\/Restrict-the-Users-to-Access-Multiple-Banks.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-9079 \" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/07\/Restrict-the-Users-to-Access-Multiple-Banks-e1469781779552.png\" alt=\"Restrict the Users to Access Multiple Banks\" width=\"539\" height=\"230\" \/><\/a><\/p>\n<ol start=\"2\">\n<li>Assign the Row level permission to the users and add the bank code in Key column.<\/li>\n<\/ol>\n<p><strong>Navigate To:<\/strong> Set up&gt;Users&gt;Users&gt;Organization tab.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/07\/Row-level-permission-to-the-users.png\"><img decoding=\"async\" class=\"aligncenter wp-image-9080\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/07\/Row-level-permission-to-the-users-e1469781871570.png\" alt=\"Row level permission to the users\" width=\"502\" height=\"287\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Now when user trying to access the banks, it will get the added banks account only.<\/p>\n<p>Hope this helps.<\/p>\n<h5 style=\"text-align: center\"><span style=\"color: #800080\"><strong>About Us<\/strong><\/span><\/h5>\n<p>&nbsp;<\/p>\n<p>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide 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=\"http:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a>\u00a0have some unique solutions of\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\" target=\"_blank\">Sage X3\u2019s integration with Sage CRM<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\">Salesforce.com<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\" target=\"_blank\">Magento eCommerce<\/a>. It also offers best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\" target=\"_blank\">Sage X3 customization and development services<\/a>\u00a0to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\" target=\"_blank\">x3@greytrix.com<\/a>\u00a0.We will be glad to assist you.<\/p>\n<p><strong><em>Other Related Blogs:<\/em><\/strong><\/p>\n<p>&#8211; <a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/06\/10\/how-to-get-parameter-value-by-user\/\" target=\"_blank\">How to Get Parameter Value by User?<\/a><\/p>\n<p>&#8211;\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/05\/18\/user-security-levels-in-sage-x3\/\" target=\"_blank\">User Security Levels in Sage X3<\/a><\/p>\n<p>&#8211;\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/05\/04\/how-to-restrict-user-from-creating-so-for-price-below-minimum-sales-price\/\" target=\"_blank\">How to Restrict User from Creating SO for Price below Minimum Sales Price.<\/a><\/p>\n<p>&#8211;\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/03\/01\/how-to-put-profile-picture-for-a-user-in-sage-x3\/\" target=\"_blank\">How to put Profile Picture for a user in Sage X3?<\/a><\/p>\n<p>&#8211;\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/03\/01\/how-to-enable-the-user-authorization-in-sage-x3\/\" target=\"_blank\">How to enable the User authorization in Sage X3?<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of our clients\u2019 came up with new requirement, where they wanted to allow only few banks access to the users. Sage X3 has functionality where you can restrict the users to access multiple banks. Follow the below steps Add the Row level permission. Navigate To: Set up &gt;Users&gt;Row Level Permission. Assign the Row level\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/07\/29\/restrict-the-users-to-access-multiple-banks\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[924,1675,1676,1839,1941,1942,1943],"class_list":["post-9077","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-greytrix-blogs","tag-restrict-the-users-in-sage-x3","tag-restrict-the-users-to-access-multiple-banks","tag-sage-x3-blogs","tag-sage-x3-technical","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blog"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9077","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=9077"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/9077\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=9077"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=9077"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=9077"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}