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Predefined Administrative Roles - Admin Role vs Others

  • October 11, 2024
  • 6 replies
  • 121 views

Hey there!

 

I am curious on if any roles are needed besides the “Admin" role for a system administrator to be able to do literally anything/everthing in the system.

 

I see there are a ton of other administrative roles and wanted clarity on if any of these should be combined with the Administrator role. I have been assigning each admin user every single administrative role, but I feel like that is unnecessary and pointless.

 

Thanks!

Best answer by ed.goodman

Thanks so much, Ed. I have heard a user with the Administrator role would still need the report designer role for example to design reports. Is this true? If so, are there any other roles with access rights not included with this admin role? I have also heard customizer is another role that is needed in addition to the administrator role. Thanks.

You may need those other roles, such as ReportDesigner, Customizer, and possibly DashboardDesigner.

6 replies

ed.goodman
Acumatica Employee
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  • Acumatica Employee
  • October 11, 2024

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Technically speaking if anyone get administrator role - can change access rights for himself.
It did not increase your security level unless you added audit and business email with notifications there.
Depending what this user need to do.
I usually need administrator, customizer, report designer and BI. ​​​​​​​
 


Manikanta Dhulipudi
Captain II
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  • Author
  • Freshman I
  • October 11, 2024

Thanks so much, Ed. I have heard a user with the Administrator role would still need the report designer role for example to design reports. Is this true? If so, are there any other roles with access rights not included with this admin role? I have also heard customizer is another role that is needed in addition to the administrator role. Thanks.


  • Author
  • Freshman I
  • October 11, 2024

I have been. The descriptions make it appear that the other roles are needed in addition to the admin role (such as report designer, customizer, etc.). I want to make sure I know which roles contain access rights that are not included with the admin role. Basically, I want to know which roles are needed to ensure a user has access rights to do literally anything they want. It appears that just the admin role does not do this, but I also want to avoid redundantly assigning roles with overlapping access.


ed.goodman
Acumatica Employee
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  • Acumatica Employee
  • Answer
  • October 11, 2024

Thanks so much, Ed. I have heard a user with the Administrator role would still need the report designer role for example to design reports. Is this true? If so, are there any other roles with access rights not included with this admin role? I have also heard customizer is another role that is needed in addition to the administrator role. Thanks.

You may need those other roles, such as ReportDesigner, Customizer, and possibly DashboardDesigner.