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  • Security needed to use Copy in GESANM

    What security is needed for a user to use the copy feature in the GESANM function to copy sequences from one folder to another.
    I have a user that tries to copy from our test folder to our PRD folder and gets an error saying
    "Folder PRD Access Error to…

  • Report Designer Add In only populates if Sage run as admin

    I have an usual situation where I'm trying to setup Sage Intelligence on a new workstation and I have all the proper permissions set on the BI folders, the program data folder and the registry for the excel add in. There's multiple reports that use the…

  • Windows Security Warning

    Someone at our office received a pop-up saying that it was a Windows Security pop-up titled PeachMail64 and requesting user login credentials. The user canceled it without putting in the password information and was wondering if this could be malware…

  • Password Reset; Security Risk

    A user can either not be able to change any passwords including their own or be able to change all passwords including the MANAGER account. This acts as a high security risk and that there are no options to require a strong password. Is there any enhancement…

  • Access denied on pool

    We have a user in X3 V12 that is set up to call web services.  This user is set up as a web services user, but is restricted to a single pool/endpoint.  The user has worked in the past, but has stopped working.  The error is "Access denied in pool XXX".…

  • Setting up permissions for Work Orders

    We are having issues with unauthorized people changing job cost codes, moving people around in the D-board and activating jobs. We need to set up read-only access for SM work orders and found the area to restrict access in the Security Administration…

  • Hide Billing Rate for Time Ticket Entry?

    Hello. Is there a way to suppress/hide the Billing Rate of an Activity Item during Time Ticket entry? Employees enter their own Time Tickets using Jobs and Activity Items. We have a use case where we want the Billing Rates to be set to employee's hourly…

  • User Won't Stay Locked

    I have a single user in our system that no longer works with us.  I go into User Maintenance and Click the check box to Lock the account and the date in the upper right fills in with today's date for account expiration.  I click accept. Then as soon…

  • Attachment permission?

    We are running v12; P18.  I would like users to be able to add attachments (under paperclip; like a text note) to an existing record (like sales orders; GESSOH) but what X3 rights are associated with this ability (to add an attachment)?  I assume the users…

  • Sage CRM 2021: More thoughts on System Architecture and Security

    The article called "An Overview of System Security" contains the following diagram.

    I wrote then

    "It is likely that an implementation will require you to think about how users will access the system from beyond the corporate network. In these…

  • Sage 300 component missing or corrupted error.

    Sage 300 error.  Component missing or corrupted.  Seems due to a group update November 28, 2019.

    I have two client this morning with the same issue.

    Anyone else have the same problem?

  • Problem Sharing Sage Files After Win 10 Update

    Hello,

    One of our PC's has been having issues accessing shared folders in our network. This PC has network sharing and visibility turned on, but they are still unable to access anything in Sage. I believe that this is a network permissions error, but I…

  • Disabling ADMIN user

    Hi,

    Is it possible to disable ADMIN user?

    A client want to do this as part of compliance during their System Audit process.

    The requirement is that only users authenticated on the Windows domain should be able to login to Sage 300.

    A windows domain user…

  • AFCTEXE table shows the last 16 functions that a user has accessed. How do I increase limit from 16 (to say 100)?

    Update 9 Patch 9.

    AFCTEXE table shows the last 16 functions that a user has accessed. How do I increase limit from 16 (to say 100)? 

  • SECURITY LEVELS FOR PAYROLL

    I have a employee to process payroll and I do not want them to be able to see or access salaried employees. Is there a way to deny access to specific employee cards and also records that are created for checks for certain users? Sage definitely needs to look…

  • Sage X3 online server security

    Hello. 

    I have a query about the security of puting my sage x3 online on AWS or GCP. 

    Can ut be attacked or infected with a virus or malware or ransome ware. Has there every been attacks on online Sage servers recently. 

    What is the best security preventive…

  • ACCESS PERMISSION RESTRICTION AT THE VENDOR LEVEL

    We need to give our fleet management admin access to Vendors, but would like to do so with selective Vendors in order to prevent exposure to sensitive information incommensurate with the user's seat. Does anyone have any ideas for how to do this? My first…

  • Security Issue

    SECURITY BREACH ISSUE:  Giving a user access to transaction reports under Vendor/Purchases allows them to access a check register report and other vendor payments which has Sensitive Payroll and Owner Distributions information.  The employee must be able…

  • Dashboards

    For some reason I have a group of users that are unable to create customize dashboards. On the security profile, I have given them the rights to create the dashboards.

    Does a specific function have to be give for them to have this feature?'

  • User Group System Rights

    I Initially gave rights to a certain group to to be able to create dashboards. However, the users do no have permission anymore. How can I allow them to create the dashboards again. I checked the security profile and it set to allow them to create the…

  • Task in Security for only one data folder

    I have users that need to run specific reports in only specific data folders.  So they do not run the wrong report by accident in the wrong data folder I want to limit what reports they see when they change companies/data folders. Currently, you can only…

  • LDAP authentication across domain trust

    Has anyone setup LDAP authentication with cross domain trusts and allowed members of the other domain to log in?  I though it may work with the userid 2ndDomain\userid but it doesn't seem to work.

  • Are multiple datapaths possible?

    Hello!  We are considering adding a remote worker to our system that will only work on certain company files.  This remote worker would be isolated on our network and they would not have access to our existing datapath.  We would move only certain companies…

  • Change password on initial sign on

    Can there be a requirement for users to change the password after initial sign on?  The password can only be created by someone with access to User Maintenance and I know the user has the ability to change their own password after logging in, but there…

  • Does anyone have a template for role options that we can use in a new implementation?

    We have a new client who would like to have a "checklist" to use to create new roles.

    Does anyone have one?  Ideally it would be in excel or word and have all tasks, security events, and module options listed (along with a brief explanation of…