Skip to main content
Solved

Automating Access Rights Update in Acumatica Using Import Scenario

Z
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/

View original
Did this topic help you find an answer to your question?

3 replies

P
Acumatica Employee
Forum|alt.badge.img+2

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
Z
2 people like this
  • Chris Hackett
    Chris Hackett
  • Z
    zinginfo
Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

​@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
Z
2 people like this
  • Chris Hackett
    Chris Hackett
  • Z
    zinginfo
Z
Freshman I
  • zinginfo
  • Author
  • Freshman I
  • 1 reply
  • 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?

Reply


Most helpful members this week

Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved