Setting Up Endpoint Users

A key responsibility for you as a system administrator is setting up endpoint users in your organization’s system. A user is identified by an internal code (up to 5 characters), a connection code (up to 20 characters), default menus, privileges, and authorizations The System Administrator user has access rights for all access codes and functions.

Use Users (GESAUS) in the Setup > Users block to define unique codes for users.

Note: Default sites are set up in Function profile. For more information, see Setting Up Function Profiles.

General tab

Use the General tab to associate menus, functions, and business intelligence profiles with the user.

• Select the Active check box to activate or de-activate the user.

• There are different levels of collaborators in the program. The X3 connection check box makes it possible to differentiate between users who can connect to the system and those who cannot.

• You cannot change the X3 connection check box selection for the admin user.

• The Profession code is a trade code used to associate a user to a trade profile.

• A trade profile corresponds to a set of users grouped according to the same menu profile, function profile, and possibly to the same business intelligence (BI) profile.

• It is important to note that the profession code does not override the menu or function profiles.

• The Menu profile code allows for the definition of the tree structure proposed by default to the user. For more information, see Setting Up User Menu Profiles.

• It does not, however, define the authorizations relating to the tasks/functions, which are defined in the User function profile task.

• The Function profile field is used to define the user’s authorizations function by function or as a group of functions.

• These authorizations complement the roles, parameter values, and access code settings entered on the tabs of the Users task.

• The BI user profile field allows you to define a business intelligence (BI) user profile.

• The access code makes it possible to limit user access to the current record.

• Only the users having this access code in their profiles can view and modify the record.

• The User destinations field allows you to select a destination list defined by another user as shown below. You can set default printing destinations for the user.

• The login corresponds to the system access code on the server. By default, this is the user code; however, more than five characters can be entered.

• You can define printer destination codes for each type of printer, which is displayed by default when launching a report.

Organization tab

Use the Organization tab to view all the relationships and roles associated with the user.

• The User field allows you to define a list of managers related to the user, which can be used for the workflow functions, for example.

• The roles are defined in the miscellaneous table 60.

• Role management is used to set fine filtering on data, especially when restricted system access must be granted to external business partners and when restricted filtering must be applied to the data view by business partners.

• Use the grid to enter roles performed by users.

Parameter tab

Use the Parameter tab to view all the settings associated with the user.

• If no values are defined at this level, the user inherits the set up value that is defined at the level of their default site.

• The Level field indicates the level of definition of the entered parameter. The highest level for the group is the one displayed.

• Some settings can be used to refine security including the following:

• Limit the number of connected sessions for a given user (MAXSES1 variable).

• Block a user after a number of failed attempts to connect (NBRCON variable).

• Authorize or not, the modification of the connection date (CNGDAT variable).

• Authorize or not, the launch of batch tasks by placing files in a specific dedicated directory (EXTBATCH setup).

• Define a period of time, after which, the user must change their password.

• You can associate standard or predefined sets of values to a group. This allows for parameters to be entered quickly for a given group.

Access tab

Use the Access tab to define the authorizations (access codes) granted to the user.

• If the All access codes check box is selected, the user is given all the rights (read, write, and execution mode) on all the access codes.

• The access codes are used to protect the information or the functions in inquiry, modification, or execution mode.

• Access codes provide a way to allow access or not to fields in a screen, in a transaction, in a report, or in a database record.

• For more information, see the Access Codes lesson.

• The date and time of the last connection are displayed at the bottom of the tab.

Acct tab

Use the Acct tab to define the posting conditions and to indicate the default analytical dimensions to use.

• The Dimension field is used to indicate the default analytical dimensions, which can be used to define values that are loaded into accounting interfaces.

Addresses tab

Use the Addresses tab to identify different addresses for the user.

• The Addresses grid is used to identify the different addresses association with the record (user, company, site, BPs, etc.).

• An address cannot be modified or deleted after it is used at a bank ID or contact level in this tab until it is first deleted at the bank ID or contact level.

• Use the Default address check box to set the address as the default address for the user.

Bank ID number tab

Use the Bank ID Number tab to define the bank information for the user.

• The IBAN code defines the account for international banking exchanges.

• This guarantees for the sender and their bank, that the identification of the recipient’s account is valid and that the money is transferred to their account.

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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.

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