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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

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

 

 


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.  

 

 


Hi,

I change the access right under Tools and it works.

Thank you for both of your help!

Raymond


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