How to restrict Users to access the master data of a specific company only

Hello Guys,

I have multiple companies in my Sage X3 folder and I will like to restrict the users to only access master data(Customers, Suppliers and Product) belonging to their company only when booking transactions.

Your advise on how to setup the restriction will be highly appreciated.

Sage X3 V11.

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  • 0

    We have the same case and  what we did was setup supplier, product and customer categories for each company.  Then setup roles on each users account specifying which categories they should see.  If you don't want customization (who does) then this is good solution as can do it yourself.

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  • 0

    We have the same case and  what we did was setup supplier, product and customer categories for each company.  Then setup roles on each users account specifying which categories they should see.  If you don't want customization (who does) then this is good solution as can do it yourself.

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