Do we have an import scenario for customer restriction group? How to setup customer restriction group manually?
Answer
Import scenario for customer restriction groups
Best answer by ed.goodman
At the present time, we do not have an out-of-the-box import scenario for customer access restriction groups.
Information on this is readily available in https://help.acumatica.com/ (version 2025 R1) or https://help-archive.acumatica.com/ (version 2024 R2 and prior versions).
Here is the help documentation for version 2025 R1
https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=6e9a11d4-05d3-4e5f-87aa-67184cfc0878
Here is the help documentation for version 2024 R2
One other note on customer access restriction groups; in order for them to function properly, you must first configure an admin or all access group that includes all customers.
Once that is done, then the user-specific / customer-specific groups can be configured.
Hope this helps!
Ed
+4
At the present time, we do not have an out-of-the-box import scenario for customer access restriction groups.
Information on this is readily available in https://help.acumatica.com/ (version 2025 R1) or https://help-archive.acumatica.com/ (version 2024 R2 and prior versions).
Here is the help documentation for version 2025 R1
https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=6e9a11d4-05d3-4e5f-87aa-67184cfc0878
Here is the help documentation for version 2024 R2
One other note on customer access restriction groups; in order for them to function properly, you must first configure an admin or all access group that includes all customers.
Once that is done, then the user-specific / customer-specific groups can be configured.
Hope this helps!
Ed
Ed Goodman
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