Roles in Sage X3 allow you to filter records for a specific user. This can be helpful, for example, when providing access to customers or suppliers. The following diagram illustrates the steps needed for assigning a role to a user.
You can view the roles available in miscellaneous table 60 using the Data (GESADI) function under Miscellaneous tables in the Development > Data and parameters block.
Use Row-level permissions (GESARL) in the Setup > Users block to define the data filters associated with functions or users. For example, in order entry, you can display orders for a specific customer.
Use the Organization tab in the Users function to assign a role to a user. You will learn more about setting up roles in the next Lesson.
-
- Select a role: Development > Data and parameters > Miscellaneous Tables > Data
- Assign the role to an object: Setup > Users > Row-level permissions
- Assign the role to a user: Setup > Users > Users
- Roles are used to filter data that may be accessed by specific users, such as:
- Commercial persons who only need to access their assigned customers and sites.
- Customers connecting remotely in order to access orders and invoices.
- Buyers who only need to access the products they manage.
- Sales representatives who need to only view customers in a particular sector.
- Filters are applied only to the main object table.
- A user can have multiple roles.
- No role means there are no restrictions for the user.
- When there are several occurrences of the same role, with different keys, a logical OR is applied.
- When there are several roles that apply to the same object, a logical AND is applied.
Selecting a role
You can view the roles available in miscellaneous table 60 using the Data (GESADI) function under Miscellaneous tables in the Development > Data and parameters block.
Assigning row-level permissions
Use Row-level permissions (GESARL) in the Setup > Users block to define the data filters associated with functions or users. For example, in order entry, you can display orders for a specific customer.
Adding low-level permissions
Use the Organization tab in the Users function to assign a role to a user. You will learn more about setting up roles in the next Lesson.
-
Sage X3 and Sage Software are trademarks of Sage Software, Inc. Microsoft SQL Server, Microsoft SQL Enterprise Manager and SQL Server Management Studio are registered trademarks of Microsoft Corporation. Oracle is is a registered trademark or Oracle Corporation. All other product names used here are trademarks or registered trademarks of their respective owners.
-
