How can I restrict a user from changing the Branch without using User Roles, using customization?

Hi ​@mos11 

You can try assigning a default Branch to a user. However, this method will still allow the user to switch to another Branch if granted permission.

The best way is still to use Access Role in the Branch screen and assign the Role used for that Branch to the user on the Users screen.

Best Regards,

NNT

​@nhatnghetinh Thank you for your answer. I want to do it without user restrictions for specific reasons. With a default branch assigned, the user can switch between branches, which does not work for me.

Hi ​@mos11 

Please try the following methods.

1/. Because each Warehouse in Acumatica is tied to a Branch, you can use "Warehouse Access" screen to restrict users from accessing Branches through the Warehouse. 

2/. And because each Cash Account in Acumatica is required to be linked to a Branch, you can use the "GL Account Access" feature to restrict users from accessing Branches through Cash Accounts.

3/. You can also restrict users from accessing Customer, Vendor, and Inventory from restricted Branches using the "Customer Access," "Vendor Access," or “Inventory Item Access” screens.

Best Regards,

NNT

​@nhatnghetinh This is the reason: I don’t want to use restrictions. If I restrict it by branch, I won’t be able to select warehouses or cash accounts from other branches. I want each user to have only one branch, but still be able to select all warehouses.

​@mos11 This can be achieved by mapping the user account to specific branches. You can either revoke permissions for other branches or explicitly grant access only to the required branches

Hi ​@mos11 

I understand your root purpose.

Best Regards,

NNT