Skip to main content
Solved

Security Control for Activities

  • November 22, 2024
  • 1 reply
  • 45 views
P
Freshman II

Our sales team creates customer activities in Acumatica, including tasks and emails. I would like to know if there is a way to set up security controls for the visibility of tasks and emails assigned to others or different departments. This applies specifically to the activities tab within customer profiles and GI reports. Note that each salesperson uses their personal email account.

Best answer by MayomiRodrigo36

Hello ​@Pinny

Please check the following KB which might help you with this.

https://community.acumatica.com/security-and-authentication-222/how-to-configure-owner-specific-visibility-in-a-substitute-form-3821

 

View original
    Did this topic help you find an answer to your question?

    1 reply

    M
    Jr Varsity I
    Forum|alt.badge.img

    Hello ​@Pinny

    Please check the following KB which might help you with this.

    https://community.acumatica.com/security-and-authentication-222/how-to-configure-owner-specific-visibility-in-a-substitute-form-3821

     

    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

    Reply


    Most helpful members this week

    Terms & ConditionsCookie settings

    Cookie policy

    We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

     
    Cookie settings
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved