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access need to edit account group

  • 28 February 2023
  • 3 replies
  • 39 views

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

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:

 


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

 


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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