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View Only Access to Entire Site

  • September 10, 2021
  • 5 replies
  • 369 views
S
Freshman I

Does anyone have an efficient way to grant a user view only access to the entire database?

Thinking of an external auditor or a C-Level client, who wants to be able to poke around, but should not be able to create/modify/delete anything.

Outside of creating a role and then clicking on every single form and saying view only.

Hoping someone has come up with something more efficient!

Thank you!

Best answer by vkumar

Hi @shores6 

On what version are you on? On new 2021r1 and r2, you can find pre-defined user roles with ‘view only’ access for various modules. 

Regards,

 

 

C

5 replies

C
Semi-Pro I
Forum|alt.badge.img+8
  • ChandraM
  • Semi-Pro I
  • November 23, 2021

Hi @shores6 There is no out-of-box roles that will provide View Only for the screens. It is suggested to List the Screens, and Create a new ROLE like AUDITORS with View Only Access to those screens.

Thanks

Chandra M
V
Acumatica Employee
Forum|alt.badge.img+12
  • vkumar
  • Acumatica Support Team
  • Answer
  • November 23, 2021

Hi @shores6 

On what version are you on? On new 2021r1 and r2, you can find pre-defined user roles with ‘view only’ access for various modules. 

Regards,

 

 

VijayKumarU
N
C
Semi-Pro I
Forum|alt.badge.img+8
  • ChandraM
  • Semi-Pro I
  • November 23, 2021

Hi @vkumar Yes, these are in-built roles that can be used..Thanks for bringing them here.

 

Chandra M
C
Semi-Pro I
Forum|alt.badge.img+8
  • ChandraM
  • Semi-Pro I
  • November 23, 2021

@shores6 , So you can assign the required View Only Roles for the modules, to the new Auditors role to get the View Only Access.

Chandra M
C
Semi-Pro I
Forum|alt.badge.img+8
  • ChandraM
  • Semi-Pro I
  • November 23, 2021

Hi @shores6 There is no out-of-box roles that will provide View Only for the screens. It is suggested to List the Screens, and Create a new ROLE like AUDITORS with View Only Access to those screens.

Thanks

The above workaround can be used instead of having a new one role for all modules.

Chandra M
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