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  • Security for timekeepers

    Hello, I am the Administrator (Supervisor) for our Timeslips program. A few months ago, I set up rights and permission for each Timekeeper. I haven't logged on as Administrator /Supervisor since then. Today I needed to change rights via the Set-up/Security…

  • SAGE X3 MFA USING MICROSOFT ACCOUNT

    Good day all, Hoping you can help. We looking at setting up MFA or something similar to MFA for Sage X3 but making use of a users Microsoft account rather than the google account. We would like to provide an additional layer of security where users…

  • Vault and Store changes

    When making changes to a production system such as updating SQL passwords, changing SQL servers, or using a different SQL account, how do we get to the edit screen for the Vault and Store databases configurations? Alternatively, is there a way to make…

  • Declarations Module

    Hello, I'm trying to add the "Declarations" module with it's functions to a specific functional profile. I've tried adding the specific functions to the functional authorizations as well as to a menu profile. The declarations section is not show up…

  • Limiting Bank Access

    Is it possible to limit bank access for a specific user to a particular bank? I have always understood this to work as authorizations for the module and then the functions within the module. If no, is there a way to limit access to the payroll transaction…

  • [SOLVED] OAuth2 authentication option missing (X3 V11)

    Hello, my Syracuse installation does not show the OAuth2 authentication option. Am I missing something? Does my version lack this feature? (Sage X3 V11 LP19) I already modified the nodelocal.js configuration: added an OAuth2 server configuration…

  • CVE-2022-42889 - Text4Shell

    Just wondering if Sage 300 (or any Sage product) is vulnerable to the new Text4Shell vulnerability? In a recent security scan the following files came up vulnerable file: c:\sage\sage300erp\gs\solr\server\solr-webapp\webapp\web-inf\lib\commons-text…

  • 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 as…

  • SageCRM 2020 R1: Fixing Favourites Error: “Please Contact your system administrator” Part 3

    However, We can get a broader view of the Field Security permissions by viewing the FieldSecurity table: In the FieldSecurity table there are a few columns to note: FdSe_SecType FdSe_RecordID FdSe_Permissions The field FdSE_SecType…

  • SageCRM 2020 R1: Fixing Favourites Error: “Please Contact your system administrator” Part 1

    When selecting the favourites feature the below error may show up. This can be caused when a user has added an item to their favourites list (DB table: UserRecords). Then after this an administrator has applied field level security on the entity…

  • SageCRM 2020 R1: Fixing Favourites Error: “Please Contact your system administrator” Part 2

    To fix this issue: The easiest way to fix this would be to change the Field Security permissions for the User, Team or Security profile on the field that is being restricted. This might not be that simple on a CRM system that is heavily customised.…

  • 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…

  • Security and the SData Gadget and ReadOnly SData provider

    For an introduction to SData REST based web services then please see the article " Accessing SData Provider " Another example of how SData is used in Sage CRM's Interactive Dashboard feature can be found here: " An SData Example — the Sage CRM Interactive…

  • Lookup Fields that Side Step Security

    In this article I would like to discuss a number of distinct concepts and then bring them together. Search Select Advanced Fields Security and Data Access Dynamically Changing Field Properties using an Internal (Create) Script Imagine a business…
  • Tips for Building Views: A round up of articles on views.

    Tips for Building Views: A round up of articles on views.

    The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within Sage CRM and completely determine what can or…

  • More about Using CRM security in ASP pages

    I have previously discussed that access to buttons can be controlled by the 4 & 5 parameter of the CRM.Button() method used in Classic ASP. The entity referenced in the 4th param has to be an entity normally covered by security. The example covered…

  • Field Level Security and Create Scripts

    The control of field level security can be found against each field listed under the Field tab in the customization area. Administration | Customization | TableName We know from the documentation that the field security interface provides a simple code…

  • 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?

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