After 8 years on Acumatica (company size 80 employees) with 171 User Roles, 53+ AD User Roles of which each user had between 8-24 overlapping roles, I just cleaned up access for our company, and we are down to 32 roles where each person has just:
- 1 role for their dept
- 1 role for Internal User for allowing the user to change personal settings, Help & Activities, File Maintenance etc,
- 1 role for accessing field-Level Audit
This project took about 8 weeks as I was also triaging daily activities, problems and inquires as the companies ERP admin.
I’ve added links below if anyone else needs help with this as the only sources I found were documents and links from over 5 years ago.
Aug Forums link (Eva’s notes were the most helpful):
2022: Acumatica Community Article from
access rights for audit history | Community
Helpful Reports:
SM651500 Access Rights by Role
SM651700 Access Rights by Screen
Screens Used:
SM201025 Access Rights by Role
SM201005 User Roles
SM206015 Data Providers
SM206025 Import Scenarios
SM206036 Import by Scenario
I’ve also added a pdf of my word document detailing all the steps taken to download the files from the above Aug Forums link and how I cleaned up various sets of data to make these import scenarios work with detailed errors I came across and the solutions I found for the smoothest final outcome.
Hope this helps someone!
Astra
