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How to identify a given role is predefined role or custom role from screen ?


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I can see that acumatica has a help article that lists the predefined roles , but I would like to know how to identify whether a specific role is ‘predefined’ or ‘custom’ , through a screen in acumatica .

Best answer by Laura02

Hello,

One question: If a role came pre-packaged with Acumatica, and it was later updated by a user, is the modified role still considered predefined, or did it change to Custom?

I believe there is no method in the latest versions to identify from within the Roles screen whether any particular role is standard or customized. 

I just added your idea in the Ideas section of Acumatica Community.  Please vote: 

https://community.acumatica.com/ideas/role-improvements-identify-standard-roles-vs-custom-roles-add-preview-list-generic-inquiry-to-roles-form-23362

Laura

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Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • April 6, 2024

Hello,

One question: If a role came pre-packaged with Acumatica, and it was later updated by a user, is the modified role still considered predefined, or did it change to Custom?

I believe there is no method in the latest versions to identify from within the Roles screen whether any particular role is standard or customized. 

I just added your idea in the Ideas section of Acumatica Community.  Please vote: 

https://community.acumatica.com/ideas/role-improvements-identify-standard-roles-vs-custom-roles-add-preview-list-generic-inquiry-to-roles-form-23362

Laura


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  • Author
  • Freshman I
  • 19 replies
  • April 6, 2024

@Laura02  Thank you for posting this in the idea section. I have upvoted it. 

One question: If a role came pre-packaged with Acumatica, and it was later updated by a user, is the modified role still considered predefined, or did it change to Custom?  -    I am currently unsure about this and unable to provide a definitive response .


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