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How to create a new user role and add permissions?

  • 18 December 2023
  • 3 replies
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I need to create 2 user roles and assign permissions to it for:
1. Sales Price Worksheet: AR202010
2. Sales Prices: AR202000
3. Customer Price Classes: AR208000

One is a view-only role, the other will be insert/delete.

When I go to Access Rights by Role, there is no option (+) to create a new role. And without a role I can’t add permissions (View/Insert) to a group.

None of the existing roles with access will work, as this is for a new group (Sales team) to have access and the groups are financial roles mostly.

Any help would be appreciated, thanks!

 

 

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Best answer by manikantad18 18 December 2023, 19:19

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manikantad18
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Hi @dylantheriault 

Please select any existing role and click and copy  role to bring all exisiting permission or else

Navigate to user role and create a new one

Then again navigate to access rights by role and enter a new role name and Update the user permissions

 

Acumatica Functional Consultant
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@manikantad18  Thanks! I’ve created the role, now when I navigate to access the role is set up as ‘inherited’ when I try to change to delete, it just reverts back to inherited.

 

 

manikantad18
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Please update the delete option for every node when you are setting on the final level security setting.

 

Thanks

Acumatica Functional Consultant

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