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Automating Access Rights Update in Acumatica Using Import Scenario

  • February 5, 2025
  • 3 replies
  • 206 views
zinginfo
Freshman I

 

I am an Admin in Acumatica, and I need to update Access Rights by Screen frequently. Currently, I do this manually through the UI, but I want to automate this process.

I attempted to use an Import Scenario, but I am facing difficulties mapping the tree structure of the Access Rights by Screen form. I couldn't find a way to properly set access levels for different roles using this approach.

Has anyone successfully automated access rights updates in Acumatica?
Is there an alternative method, such as using APIs or custom processing, to simplify this process?

Any guidance or suggestions would be highly appreciated

Best answer by Manikanta Dhulipudi

​@zinginfo 

Have you seen the below suggestionshttps://www.augforums.com/sample-acumatica-import-scenario-access-rights/

https://www.augforums.com/forums/everything-else/importing-acumatica-user-roles-user-security-permissions-from-excel/

https://www.augforums.com/forums/everything-else/acumatica-import-scenario-access-rights-by-role/

https://www.augforums.com/forums/everything-else/acumatica-import-scenario-access-rights-by-role/

3 replies

P
Acumatica Employee
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  • pallikasharma11
  • Acumatica Employee
  • February 5, 2025

Hello ​@zinginfo 

To use an Import/ export scenario to update access rights you’d need to get paths to all tree objects in system to use.

An alternate, solution to this would be to create a customization project

Chris Hackett
zinginfo
Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+15

​@zinginfo 

Have you seen the below suggestionshttps://www.augforums.com/sample-acumatica-import-scenario-access-rights/

https://www.augforums.com/forums/everything-else/importing-acumatica-user-roles-user-security-permissions-from-excel/

https://www.augforums.com/forums/everything-else/acumatica-import-scenario-access-rights-by-role/

https://www.augforums.com/forums/everything-else/acumatica-import-scenario-access-rights-by-role/

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
zinginfo
zinginfo
Freshman I
  • zinginfo
  • Author
  • Freshman I
  • February 6, 2025

@Manikanta Dhulipudi
I have gone through your suggestion. It works but only for the screens, but we want to change access rights at the field level. How can I do that?

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