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Process to copy Access Roles between Tenants

  • 23 September 2022
  • 4 replies
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AndreaGrover35
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Is there a process to copy Access Roles between Tenants or sites?

Thanks.

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Best answer by Kandy Beatty 23 September 2022, 12:09

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Andrea Grover, Senior Consultant, CLA

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manikantad18
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Hi @andreagr 

Could you please check the below suggestion https://www.augforums.com/forums/everything-else/moving-acumatica-user-security-user-roles-between-tenants-companies/

Thanks

Acumatica Functional Consultant
Kandy Beatty
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Hi @andreagr 

There is currently nothing out of the box without the customization that @manikantad18  mentioned above. I think it would be a great idea to submit to Acumatica. Even adding the export/import in xml for like import scenarios and GI’s. Some customers request roles that I have created for others and I have to manually recreate them. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
K
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Product Idea is out here:

 

 

The more traction this gets the better. 

I agree that this is a big headache for both clients and consultants all the time!

K
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I just found out that they added a Select All Option for Screens.

This makes the Customization Package Route easier but is still not ideal for some clients.

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