Where are the permissions to allow the adding of contacts on the Customer and/or Business Accounts screens? I can add contacts on the Contacts screen in the Marketing workspace.
Answer
Permissions for Adding Contact Records to Customer or Business Accounts
Best answer by brucewarrell96
Figured it out. The Business Account entity under the Business Accounts group needs to be set to Insert or Delete. The same for customers.
+15Hi
Are you not able to add contact using below “+” option in Business account ?
Thanks
Acumatica Functional Consultant & Customer Experience Supervisor
+17Hi
On the Access Rights by Role, you can find the rights:
Here is what those mean also:
| Not Set | When this level is assigned to all roles, allows all roles to have access to the form until the restriction level is changed to any other level for at least one role. After at least one role has been assigned another level, access to the form is denied for a role with the Not Set level. |
| Revoked | Denies access to the form and its functionality for the role. |
| View Only | Gives the role restricted access to the form and its functionality. This level allows users with the role to view the form and any records associated with the form (in drop-down lists on other forms).This level forbids users with the role from editing details about any record, creating new records or entities of the type, and deleting records. |
| Edit | Gives the role restricted access to the form and its functionality. This level allows users with the role to view the form, select records, and edit details about any record.This level forbids users with the role from creating new records or entities of the type, and from deleting records. The Clipboard button is available on the form toolbar for users with the role. |
| Insert | Gives the role restricted access to the form and its functionality. This level allows users with the role to view the form, select records, edit details about any record, and create new records or entities of the type.This level forbids users with the role from deleting records. The Clipboard and Insert buttons are available on the form toolbar for users with the role. |
| Delete | Gives the role complete access to the form and its functionality. This level encompasses the capabilities of the View Only, Edit, and Insert levels, while also giving users with the role the ability to delete records. For users with the role, the Clipboard, Insert, and Delete buttons are available on the form toolbar. |
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+8
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Figured it out. The Business Account entity under the Business Accounts group needs to be set to Insert or Delete. The same for customers.
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