System Security (CPE)
For information on CPE credits, please see the Continuing Professional Education section.
Registration URL: https://webinar.ringcentral.com/webinar/register/3017296805474/WN_lwyVWOc4TyG5HHcGvNTUGg
Audience: This webinar is intended for Acumatica users who are involved in the processes related to administering the Acumatica ERP site in a company.
Acumatica ERP Experience Required: 3-6 months
Who Should Attend (relationship to Acumatica):
- Implementation consultants who are involved in configuring Acumatica ERP for customers.
- Professionals who want to learn Acumatica ERP security functionality.
Acumatica ERP version: 2024 R1
Training Description: This webinar introduces configuring of system security in Acumatica ERP. You will start from preparing an instance for implementation and securing user access to the system. You will also learn about monitoring of user activities and configuring two-factor authentication.
Training Syllabus: The program is covered over three days as follows:
- Day 1: Preparing an Instance for Implementation. This session will explain how to activate a new Acumatica ERP instance and enable features that are included in your license and how to configure your company initial security policy and create user accounts for the people involved in the implementation.
- Day 2: Securing Access to the System. In the second session, you will learn how to create a user role and specify access rights to system objects for this role, modify access rights to system objects for a copy of an existing role, give access to only particular forms in the system and revoke access to all other system objects, and review the access rights a role has to system objects. You will also create a user account and assign roles, which combine to provide the access rights necessary for the user to perform job responsibilities, to the user account, assign a role to multiple users, modify access for an existing user account, and review users' access to system objects. Moreover, you will learn how to upload digital certificates to be used for database encryption or PDF signing, replace the default encryption method used for Acumatica ERP database with a certificate of your choice, and configure the signing of PDF files generated for reports in the system.
- Day 3: Monitoring User Activities. Using Multifactor Authentication Methods. In this session, you will learn how to enable the auditing of specific user and system activities, review the audit trails related to selected system events, configure users’ access to the field-level auditing capabilities according to their job descriptions, configure the level of detail to be audited for a specific form, turn on and off auditing for a specific form, and review the audit trail for a specific record. In addition, you will learn how to activate two-factor authentication system-wide and individually for a user, generate a list of access codes, configure the delivery of access codes by email or through a short message service (SMS) message, and authenticate yourself by using an access code generated with a mobile device or by approving a push request.
Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:
- Mon, November 25, 2024 10:00 AM - 11:00 AM PT
- Tue, November 26, 2024 10:00 AM - 11:00 AM PT
- Wed, November 27, 2024 10:00 AM - 11:00 AM PT
*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.
Instructor: Minusha Weerasuriya
In his current role as Senior Support Specialist, Minusha works to ensure both customers and partners, are provided with level 1 support for any platform related issues. This includes areas such as user security, report designer, ARM reports, generic inquires, Azure SSO implementations, email configuration, performance issues, etc. In addition to this, he has conducted multiple webinars on various Acumatica functions
Prior to joining Acumatica Minusha was a Senior Executive at the London Stock Exchange Group, where he focused on predominately on financial analysis and reporting. This involved in-depth analysis along with considerable stakeholder management. He was also employed in various business sectors in in previous occupations. This includes the automobile sector, digital marketing as well as lecturing.
Prerequisites
None.
Advance Preparations
None. Attendees will be provided with a cloud instance and tenant for training purposes.
Training Materials
Please download the following training materials that you will need for the training:
- Training guide: EU_System_Security_2024R1.pdf.
- Files for training: S110_Files_for_Training.zip.
Continuing Professional Education
- Program knowledge level: Intermediate
- Delivery method: Group Internet based program*
- NASBA field of study: Computer Software & Applications
- Maximum number of CPE credits that may be earned by the participant: 3
Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.
* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.
National Registry Statement
Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
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