A crucial task of the system administrator is to control the access to different functions in the system. Use Function profile (GESAFP) in the Setup > Users block to accomplish this task. You can also use this function to assign rights to access codes, define default sites, and set up report security. Function profile codes are found in user records.
Access code behavior depends on the context in which it is used.
Use the Site tab to determine the default sites for each module.
Use the Report tab to allow or prohibit access to report groups.
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- Note: It may be easier to set up the user function profiles rather than making these settings individually for users.
- Default values are defined that are used solely during the creation of a new user attached to a profile.
- Select the All authorized functions check box to provide access to all functions in the software.
- Select the Fixed dashboard check box to control which functions the user can access on the dashboard.
- Select the All access codes check box to grant all rights to all access codes (read, write, and execution).
- You can assign inquiry, modification, and/or execution rights to access codes that can then be associated to users.
- When access is not allowed for all functions, each function must be set up to indicate the access type allowed. Depending on the function, different options are available.
Understanding the access rights
Access code behavior depends on the context in which it is used.
- Screen fields:
- Inquiry: Restricts the user from seeing the value in a field.
- Modification: Restricts the user from changing the value in the field.
- records:
- Inquiry: Restricts the user from accessing the record or related records.
- Modification: Restricts the user from changing the record.
- The Execution right has several uses:
- Restricted to standard objects.
- Allows or restricts the user from using the transaction.
- Allows or restricts the user from accessing an inquiry using that screen.
- Allows or restricts execution rights in reports, queries, and system transactions.
- Allows or restricts the user from creating an accounting transaction using elements such as, document types, natures, accounts, etc.
Site tab
Use the Site tab to determine the default sites for each module.
- The sites defined here are used wherever the entry of a site is needed.
Report Tab
Use the Report tab to allow or prohibit access to report groups.
- Select the Deferred print check box to prohibit the user from launching reports in batch mode.
- The Report filters field can be used to prohibit users from accessing certain reports.
- The entry at this field is defined in the form of a template and wild card characters such as ? and * can be used.
- The Report Group field controls the type of reports that can be run.
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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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