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  • Controlling access to reports

    The security features in Sage CRM extend to cover the internal CRM reporting engine. If a user can not see the data in the screen then they will not be able to see the data in the reports. The main security profile settings apply and so do the field level…

  • 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…

  • Sage CRM - Company Security Territory issue

    Has anyone ever experienced issues with territory security like we have? Here is the issue: 1) We set the comp_secterr on the company summary screen when we create a new company. 2) Our sales staff, who can see other companies in that territory, cannot…

*Community Hub is the new name for Sage City