Sage X3 : User Management and Technical Supervision

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

Course Objectives

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..

Course Content

• Introduction –> 1 lecture • 5min.
• Getting Started –> 4 lectures • 14min.
• Access Management –> 10 lectures • 58min.
• Profile and Menu Customization –> 5 lectures • 10min.
• Parameter Values –> 3 lectures • 1min.

Requirements

Course Objectives

In this course, you will learn how to efficiently manage access rights, roles, and system settings in Sage X3 to protect sensitive data, secure critical processes, and deliver a tailored user experience.

Detailed Curriculum

1. User and Access Management

• Create new users.
• Assign and control access based on roles.
• Protect sensitive data such as sales prices, commercial terms, or accounting allocations.

2. Role-Based Functionality Control

• Define who can approve invoices or close fiscal periods.
• Secure critical actions to ensure compliance with company policies.

3. Business Rule Configuration

• Set discount limits.
• Block unauthorized items.
• Enforce your company’s management rules directly within Sage X3.

4. Screen and Menu Customization

• Adapt transaction views by user role (simplified for agents, detailed for approvers).
• Build personalized dashboards with key indicators and shortcuts.
• Set up alerts and notifications via workflows.

Teaching Approach

• Dynamic and engaging methodology: short, clear definitions supported by practical tips and best practices.
• Real business context: hands-on case studies inspired by real-world scenarios.
• Practical online environment: access to a Sage X3 sandbox for 4 weeks to practice exercises and develop autonomy.

Expected Outcomes

By the end of this course, you will be able to:

• Securely manage user access and permissions.
• Configure Sage X3 to enforce business rules.
• Customize interfaces for each role to maximize efficiency.
• Immediately apply your new skills in a professional setting.