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Question

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

  • May 19, 2025
  • 3 replies
  • 140 views
J
Varsity I
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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.

3 replies

dcomerford
Captain II
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  • dcomerford
  • Captain II
  • May 19, 2025

​@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.

Dermot Comerford
Chris Hackett
J
J
Varsity I
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  • jvarughese23
  • Author
  • Varsity I
  • May 19, 2025

​@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 

Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • July 3, 2025

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

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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