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Is there a way to prevent specific users from being able to use the email functionality?

  • 25 August 2023
  • 2 replies
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Only specific individuals should be able to email invoices from Acumatica.  Is there a way within the user security or if by using the email account access to prevent certain users from emailing invoices?

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Best answer by pallikasharma11 25 August 2023, 19:59

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I have a similar question.  Is there a way to restrict certain system email accounts by user/role?

We are using SendGrid and we think that each individual who will be mailing through SendGrid needs a system email account but we don’t want other users who can email to be able to select those accounts.

 

Thanks

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Hello @dskinconsulting36 

It's possible to restrict access to the Email action on the Invoices and Memos screen.

It can be done the following way:

1. On the Access Rights by Role screen (SM201025) for a required user role-

Company > Receivables > Invoices and Memos > AR Invoice/Memo > Email = Revoked

 

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