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  • 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…
  • Sage X3 online server security

    FormerMember
    FormerMember
    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…
  • 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…
  • How to restrict a user to just one company in X3?

    Hi, I have a user whom I want to restrict to only be able to enter transactions for one of our companies on X3. I can see that this can be done by creating a new functional profile, and adding the company restriction under every function, but this…
  • Changing a User Name

    If you need to change a User Name under Security, do the following: Expand Security Select Users Select The User whose Username you wish to change and the below screen will be displayed: Highlight the Entity Field and select Delete on your…
  • Make the "Remove" button on the "View", "User List" dialog, available to non Manager users.

    I'd like to request that the "Remove" button on the "View", "User List" dialog, is made available to non Manager users, with security access control. This will allow us to maintain access control to ensure segregation of duty and not have to give full…
  • 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…
  • SECURITY ACCESS FUNCTION PROFILE

    I have users that are grouped in groups. One of the users in a group needs the ability to carry the circled function. Currently, everyone can access this function. How can I restrict it to only one user in this group. On the function I did not…
  • Security Matrix

    Does Sagex3 currently have a method of developing a way to show who has access to what in the system. Doing this one by one for each group/role/or function profile will take ages. Typically this is needed for audit purposes.
  • How to Hide a Field for A User.

    I am trying to hide certain field that come up on the invoice screen Cost Price and Margin columns on sales orders and invoices. How can I do that
  • 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…
  • User Accounts

    I had to rename a user account in Active Directory due to marital status. For example.. TJJONES to TSMITH. When I try to add the user account I receive an error message. I am adding the account vis the System Manager, Maintetnance, Maintain Users. The…
  • 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…
  • User name AND PASSWORD are filled in automatically at the login window.

    User name AND PASSWORD are filled in automatically at the login window. This defeats the purpose of security. Until today, we never used passwords. How do you not show the password on the login window?
  • Can I set a group's ability to disable to "change server/database" option at the login screen?

    we are setting up a test environment and removed all ODBC connections to Prod, so our problems are limited...but would be nice to disable a user's rights to the advanced options on the login screen. has anyone else done this? thanks, raju
  • Role Maintenance for Journal Reversals

    You should be able to perform journal reversals without giving security to "create" in Account Maintenance. You should be able to perform journal reversals if you have "view" or "modify" rights.
  • Unified logon questions

    1.) The client wants to use unified logon for their system, but users and servers are on different domains. Can this be made to work? 2.) Setup procedure for unified logon in user maintenance is to enter user names and passwords as they are currently…
  • How can I hide Last Unit Cost?

    Hi everyone, I am the user of sage 50 premium premium accounting 2015. Can anybody tell me how can I hide last unit cost of the inventory item for a user.
  • 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…