Udemy - Sage X3 - User Management and Technical Supervision

Sage X3 : User Management and Technical Supervision

https://WebToolTip.com

Published 9/2025
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 1h 27m | Size: 748 MB

Engaging and structured training with Cloud access to Sage X3 for real-world practice

What you'll learn
Create users and manage access to control who can view or edit sensitive data like prices, terms, or accounting entries.
Use role-based controls to reserve key actions (invoice approval, fiscal close) for authorized personnel.
Configure Sage X3 rules: set discount limits, block unauthorized items, and more.
Adjust screens by role: simple views for staff, detailed layouts for approvers.
Customize menus/dashboards per profile with KPIs, shortcuts, and workflow alerts.

Requirements
Understanding ERP concepts: flows, master data, transactions.
Knowledge of business processes: sales, purchasing, inventory, accounting.