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How to Restrict User Access to a Single Branch (Company) in Acumatica?

  • May 19, 2025 3:35 PM UTC
  • 3 replies
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Varsity II
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I have multiple companies set up as branches under the same tenant in Acumatica. I need to ensure that a user can only see and transact within their assigned company and not access others.

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dcomerford
Captain II
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  • dcomerford
  • Captain II
  • May 19, 2025 4:38 PM UTC

​@jvarughese23 This post should explain what you need to do

https://community.acumatica.com/configuration-and-installation-114/limiting-employees-to-single-branch-29847#:~:text=To%20limit%20users%20to%20a,to%20unassign%20the%20inappropriate%20branches.

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Dermot Comerford
    Varsity II
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    • jvarughese23
    • Author
    • Varsity II
    • May 19, 2025 4:43 PM UTC

    ​@dcomerford by doing this we are restricting a User to have access to multiple Branch right ? My question is I need the same user to have access to both Branch however if he is in Company /Branch A , no need need to see the Transaction  or  master files of Company / Branch B unless he switch the Company or Branch 

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    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • Jul 3, 2025 8:07 PM UTC

    Hi ​@jvarughese23 were you able to find a solution? Thank you!

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