Is there anywhere in the Help file or otherwise that provides a list of all the special roles in Acumatica? We’ve run across this issue when we create a new role for a specific job. We assign the user the correct access rights for the screen but some UI elements are tied to a special role so they still don’t show.

In our case it was being able to open / close Financial Periods-that function is tied to the Financial Supervisor role

Here is a list of special roles that I’ve come up with so far. I would love to have a complete list with explanations. I’m not sure on the ones with a question mark.

• The following roles in Acumatica are special roles that are tied to specific functionality
  • AcumaticaSupport:
    • Role for Acumatica Support. Access similar to Administrator except for User Management, Security Settings and Access Management.
  • Administrator:
    • System Administrator. Gives access to every area of Acumatica
  • Anonymous:
    • No access- think this may be used in API calls for the initial connection?
  • BusinessDateOverride:
    • This enables the user the change the business date when entering a new transaction using the date selector on the header
  • Customizer:
    • Allows a user to publish a customization
  • DashboardDesigner
    • Enables the Design button on a dashboard
  • Data Privacy Controller
    • Access to GDPR Compliance Tools
  • Field-Level Audit
    • Access to the Audit feature under Tools on a transaction screen
  • Financial Supervisor
    • Access to open and close periods
  • Guest?
    • External Guest Role
  • Internal Employee
    • Personal settings, and Help
  • ODatav4 User
    • Access to data exposed via OData v4
  • Portal Admin?
    • Access to portal configuration
  • Portal User?
    • Portal user
  • ReportDesigner
    • Allows the user to edit reports
  • Wiki Admin?
  • Wiki Author?