How to set user permissions for integrated Sage 300 screens for all databases on Sage 300 CRM
Steps:
- On the Sage 300 Administration screen, click Sage 300 User-Level Security. The Sage 300 Integration Screen Access – User-Level Security screen appears, and displays a list of users.
- In the User Name column, click a user’s name. The Sage 300 User-Level Security screen appears.
- Enter the user’s Sage 300 User ID and Password. (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.