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User Role for only reports

  • April 4, 2024
  • 1 reply
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Does acumatica provide a role that can give read only access to all reports only. If not, can we create a role that can provide access to all reports only . We have a user who needs access to only reports .

Best answer by Laura03

Hello, 

“View Only” Roles that come with Acumatica include View rights to both reports and to data entry screens.

New Roles can be added in User Security - Roles screen . Use Access Rights by Role or Access Rights by Screen , also located in User Security module, to add reports with “Granted” access rights.

Laura

1 reply

Laura03
Captain II
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  • Captain II
  • Answer
  • April 5, 2024

Hello, 

“View Only” Roles that come with Acumatica include View rights to both reports and to data entry screens.

New Roles can be added in User Security - Roles screen . Use Access Rights by Role or Access Rights by Screen , also located in User Security module, to add reports with “Granted” access rights.

Laura