M3 Security and User Settings
M3 Security and User Settings is an Experience Designer Application that simplifies the setup and management of users and security within M3. It brings together user‑related information and security configuration in one consolidated screen. This consolidation enables system administrators and security officers to understand and manage the many related functions that otherwise require navigating several separate programs. The application reduces complexity by organizing user details, employee relationships, and connected security settings into one place. You can use the application to detect issues in user setup and to access related functions to resolve them. These capabilities improve efficiency, reduce errors, and enable administrators to maintain a clear overview of user‑related configuration.
User stories
System administrators, security officers, and other roles responsible for managing M3 security and user setup require a platform. The platform enables them to efficiently view and manage all relevant data.
M3 Business Engine configuration
The application shows information as soon as users are available in M3.
For more details regarding specific configuration per component, see Components.
Application authorization
To access and run the Experience Designer Application, you must be authorized to the M3 Business Engine functions and API transactions used by the application. This table shows the functions and transactions that are used by the M3 Security and User Settings application:
| Function or API Transaction | Transaction | Information Category | View |
|---|---|---|---|
| MNS100MI | GetBasicData | ||
| CRS100MI | Get | ||
| MNS150MI | GetUserData | ||
| MNS150MI | LstUserData | ||
| SES400MI | LstAuthByRole | ||
| MNS405MI | Lst | ||
| SES510MI | Lst | ||
| MNS150MI | LstCmpDivi | ||
| MNS410MI | LstRolesByUser | ||
| MNS150MI | LstUsers | ||
| LISTMI | ListDataAsCSV | M3_LIST_CMNPRL | M3_01_01 |
| LISTMI | ListDataAsCSV | M3_LIST_CSFDEF | M3_01_01 |
| LISTMI | ListDataAsCSV | M3_LIST_COUTSV | M3_01_01 |
| LISTMI | ListDataAsCSV | M3_LIST_CMNRUS | M3_01_01 |
| CRS530MI | SelUserID |
Limitations
The application does not include object access and user groups.
How to use the application
- Users: Select a user from the list to see details about division access, connected security roles, sales person, person, and output management information. Each area has links to the corresponding M3 programs.
- Roles: Select a role to see connected users and functions. Each are has links to corresponding M3 programs.
- Security Audit: Shows a list of security audit data.
Components
This table shows the specific configuration per component:
| Component | Component details |
|---|---|
| Application header |
Component ID: appHeader Purpose: Shows the main application header with navigation and title. M3BE data used: - Data services used: - Comment: Toolbar includes an action to connect API authorization. |
| User data grid |
Component ID: DataGrid_User Purpose: Lists M3 users with their main information. M3BE data used: MNS150MI Data services used: List_Users Comment: Used for user search, display, and selection. |
| Roles data grid |
Component ID: DataGrid_Roles Purpose: Shows available security roles. M3BE data used: MNS405MI Data services used: List_Roles Comment: Manage and search roles. |
| User settings form |
Component ID: Form_UserSettings Purpose: View and edit user-specific settings. M3BE data used: MNS150MI Data services used: Get_UserSettings Comment: Contains fields for user profile, language, and company/division defaults. |
| External ID form |
Component ID: Form_ExternalID Purpose: Manage external user ID for integration. M3BE data used: MNS150MI Data services used: Get_UserData Comment: Used to map external identities to M3 users. |
| Person select company/division form |
Component ID: Form_PersonSelectCmpDivi Purpose: Select company/division for person lookup. M3BE data used: MNS100MI Data services used: Get_CompanyDivision Comment: Facilitates division-based filtering for person search. |
| Person details form |
Component ID: Form_PersonDetails Purpose: View and edit person information linked to a user. M3BE data used: CRS530MI Data services used: Select_Person Comment: Includes employment, contact, and warehouse info. |
| Salesperson form |
Component ID: Form_Salesperson Purpose: Manage salesperson attributes for a user. M3BE data used: CRS100MI Data services used: Get_Salesperson Comment: Salesperson and business area information. |
| Division access data grid |
Component ID: DataGrid_DivisionAccess Purpose: List allowed company/division combinations for a user. M3BE data used: MNS150MI Data services used: List_UserDivisionAccess Comment: Division-level security assignment. |
| User roles data grid |
Component ID: DataGrid_UserRoles Purpose: List roles assigned to a user. M3BE data used: MNS410MI Data services used: List_UserRoles Comment: Used to drill into user roles and access. |
| User role functions data grid |
Component ID: DataGrid_UserRoleFunctions Purpose: Lists functions authorized for a user's role. M3BE data used: SES400MI Data services used: List_UserRoleFunctions Comment: Security functions by user role. |
| Connected users data grid |
Component ID: DataGrid_RoleUsers Purpose: Lists users with a selected role. M3BE data used: MNS410 Data services used: ListMI_UsersPerRole Comment: Reverse lookup for roles (user membership). |
| Connected functions data grid |
Component ID: DataGrid_RoleFunctions Purpose: Lists functions linked to a role. M3BE data used: SES400MI Data services used: List_RoleFunctions Comment: Used for managing role function assignments. |
| Limited role functions data grid |
Component ID: DataGrid_LimitedRoleFunctions Purpose: Lists functions for "limited" roles using ListMI. M3BE data used: SES403 Data services used: ListMI_FunctionsPerLimitedRole Comment: Employs ListMI for limited roles, M3_LIST_CMNPRL. |
| Output service selection data grid |
Component ID: DataGrid_OutputServiceSelection Purpose: Lists available print/output services. M3BE data used: MNS204 Data services used: ListMI_PrintServices Comment: Employs ListMI, M3_LIST_COUTSV. |
| Output media selection data grid |
Component ID: DataGrid_OutputMediaSelection Purpose: Lists output media options (printer/files, etc.). M3BE data used: MNS205 Data services used: ListMI_OuputMedia Comment: Employs ListMI, M3_LIST_CSFDEF. |
| Security audit data grid |
Component ID: DataGrid_SecurityAudit Purpose: Show a log of security-related events and changes. M3BE data used: SES510MI Data services used: List_SecurityAudit Comment: Audit trail for user and role changes. |
Links and bookmarks
This table shows the links and bookmarks along with their purposes:
| Link ID | Type | Purpose |
|---|---|---|
| Link_ManageUserRoleFunction | M3 Bookmark | Opens the M3 function authority panel for the selected user role and function. (SES400) |
| Link_ManageRole | M3 Bookmark | Opens the M3 Security Role details in M3 for the selected role. (MNS410) |
| Link_ManageRoleFunction | M3 Bookmark | Opens the M3 function authority panel for the selected role and function.(SES400) |
| Link_ManageSalesperson | Automation | Opens M3 Forms to display or edit the selected salesperson in CRS100. |
| Link_ManageUserDivisionAccess | M3 Bookmark | Opens M3 division access in M3 for the selected user and division. (MNS151) |
| Link_ManagePerson | M3 Bookmark | Opens M3 Person maintenance for the selected employee number. (CRS530) |
| Link_ConnectAPIAuth | Runs M3 Forms automation to connect to API Authorization in SES405. | |
| Link_ManageRoleUser | Automation | Runs M3 Forms automation to assign a user to a role in MNS410. |
| Link_ManageLimitedRoleFunction | M3 Bookmark | Opens M3 Limited Role Function maintenance for the selected role and function.(SES403) |
| Link_ManageSecurityAudit | M3 Bookmark | Opens Security Audit in M3 for the selected security record. (SES510) |
| Link_ManageUser | M3 Bookmark | Opens M3 User maintenance for the selected user. (MNS150) |
| Link_ManageUserRole | M3 Bookmark | Opens User Role assignment in M3 for the selected user and role.(MNS410) |
| Link_ManagePrintService | M3 Bookmark | Opens M3 Print Service maintenance for the selected print service. (MNS204) |
| Link_ManageOutputMedia | M3 Bookmark | Opens M3 Output Media maintenance for the selected output media. (MNS205) |