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Mass Action Access

  • 12 October 2022
  • 6 replies
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For audit reasons, our system admins cannot do mass actions where transactions are involved.  I need to allocate this access to a user, but I can’t seem to find any information on access when it comes to mass actions.  Please point me in the direction on some documentation in this regard!

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Best answer by MarciaW 11 November 2022, 12:09

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Kandy Beatty
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Hi @MarciaW 

Not sure if this will help but here is a help article:

https://help-2022r2.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=ad31dad5-a1c1-4cc8-aa5d-cc7f6fb3eb0d

https://help-2022r2.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=80ac7180-bdca-4401-9a50-9f25d2569383

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
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HI @MarciaW 

Also, you can change the access right by screen:

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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Hi @kbeatty21 

Thanks for your help!  I have given her all kinds of access including system admin, customizer, portal admin and CS Admin, to no avail.  These roles would have given her the access you mentioned above.  One of her other roles must be blocking it somehow.  I have another system admin who CAN see this.  She unfortunately is now having to do each one manually :-(

 

 

Kandy Beatty
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Hi @MarciaW 

You could compare user roles to both and see what the difference is. If the rights to Mass Action is revoked on one role, then you know that is where it is coming from. Good luck!

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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I found the problem.

  1. The user needed to be given the Administrator role.  Only Administrators can perform mass actions and updates.
  2. Another role she had was preventing her from updating Purchases, so we removed that.
Chris Hackett
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Hi @MarciaW  - thank you for sharing your solution with the community!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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