It is important to understand that every endpoint (a Sage X3 folder) has its own user list. To allow for a single sign-on, the program provides for the global management of a single user that is linked to one or more endpoints through groups.
Note: You can have a mixture of how to set up users in a solution. You do not necessarily have to choose one method or another.
In this example, the user John is set up as both a global user and an endpoint user.
In this example, user John is only set up as a global user. John’s security setup is different for each endpoint he accesses.
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Note: You can have a mixture of how to set up users in a solution. You do not necessarily have to choose one method or another.
Example 1
In this example, the user John is set up as both a global user and an endpoint user.
- Because the logins match, John is automatically granted access to the SEED and X3 folders through the group he is assigned.
- His access rights are defined by the endpoint user.
Example 2
In this example, user John is only set up as a global user. John’s security setup is different for each endpoint he accesses.
- When user John logs onto the program, he takes on the security and access rights defined for APClerk when accessing data in the SEED folder and APMGR when accessing data in the X3 folder.
- Although the above example shows the endpoints being accessed are the same as those assigned to the group, you can optionally assign access to an endpoint not in the group when setting up the login user.
Endpoints and login users
- Use Users in the Setup > Users block to set up endpoint users. With these users, you can implement security in many ways. For example, you can:
- Set up user-level parameters to control user access.
- Set up functional profiles allowing users access to functions within the software (menus are based on functions that users have access to).
- Set up row-level permissions.
- Set up access codes to control access to fields in a screen, entry transactions, reports, etc.
- Set up roles to filter data that users can access.
- Note: Depending on your business model and needs, you can choose one or all of these access methods. Before setting up an endpoint user code, you should first set up the user menu profiles, user function profiles, and roles.
- Use Users in the Administration > Administration block to create the login user account. This is the login ID the user will use to access the program.
- The global user is linked to one or multiple endpoint users and a corresponding endpoint. This determines the access the user has for that endpoint (folder).
- You can define additional security profiles for Web platform administrative tasks.
- You can create groups of customers which allows for easier role assignment when setting up security profiles.
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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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