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access need to edit account group

  • February 28, 2023
  • 3 replies
  • 42 views

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Can I ask what Specific role do I need to have an access to edit the account group please someone thank you.

Best answer by Laura02

Change a role that only 1 employee has.

Add a new Role and add only 1 employee to the new role.

In Acumatica, we assign rights to Roles only, not directly to employees.

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3 replies

Laura02
Captain II
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  • Captain II
  • 3132 replies
  • February 28, 2023

Hello @fdomingo ,

Roles are custom from company to company, so I can’t name a role.

You need a Role with access to Preferences → Account Groups in Projects or in Construction (depending on your Acumatica Edition).

Any Role with Access Rights = Edit, Insert, or Delete will work for you:

 


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  • Author
  • 29 replies
  • March 1, 2023

what if I want to set in a specific employee only?

 


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3132 replies
  • Answer
  • March 1, 2023

Change a role that only 1 employee has.

Add a new Role and add only 1 employee to the new role.

In Acumatica, we assign rights to Roles only, not directly to employees.


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