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User setting to send email

  • June 12, 2024
  • 3 replies
  • 170 views

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Hi,

May I ask which role I need to give to a user so the person can send out email from the ERP system?

Thank you.

Regards,

Raymond

Best answer by bryanb39

Several should allow it, AR, SO, IN, PO etc.  Most align with who would be sending emails.  

But to double check go to an email and check Access Rights and you’ll see which roles can access this screen.  It should match who can send them.  

 

 

3 replies

Kandy Beatty
Captain II
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HI @Rmak0501 

Here is the help documentation on email accounts for personal;

https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=6ce134c7-90e6-4975-b377-cec4412b362d

 

 


bryanb39
Pro II
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  • Pro II
  • Answer
  • June 12, 2024

Several should allow it, AR, SO, IN, PO etc.  Most align with who would be sending emails.  

But to double check go to an email and check Access Rights and you’ll see which roles can access this screen.  It should match who can send them.  

 

 


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  • Author
  • Jr Varsity III
  • June 12, 2024

Hi,

I change the access right under Tools and it works.

Thank you for both of your help!

Raymond