How to set user permissions for an integrated Sage 300 database on Sage 300 CRM
Steps:
- On the Sage 300 Administration screen, click Sage 300 Database-Level Security.
- On the right sidebar, click New.
- On the User Name list, select a CRM user.
- In the Sage 300 Company Name field, select a Sage 300 company.
- Type the user’s Sage 300 User ID and Password in the Sage 300 User ID and Sage 300 Password fields. (Sage CRM uses this information to access Sage 300 data.)
- Note: The Sage 300 User ID and Password must already exist in
Sage 300.
- Note: The Sage 300 User ID and Password must already exist in
- Select and clear check boxes to set user permissions for integrated Sage 300 screens.
- When you have finished, click Save.
- To return to the Sage 300 Administration screen, click Continue.
Support
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.