Skip to main content
Solved

Bulk update roles for (guest) user accounts

  • October 21, 2022
  • 5 replies
  • 131 views

Forum|alt.badge.img

I am not that experienced with Acumatica so this may be a straight forward task.

I have about 2000 guest user accounts that I need to assign a new role to. After a few hours, I couldn’t find a great way to do it in either the UI or via the Rest API.

 

Can someone point me in the right direction? I appreciate it!!!

Best answer by rskieresz88

I would look into User Types that can be assigned to users, one of it’s benefits is that all users assigned to that type can have roles adjusted and assigned with the push of a button on the user type screen.  If you have the users created already, to create the type and assign those users to the type shouldn’t be that big a task.  Off  the top of my head, you could do a simple import scenario to set all the guest users to the user type.

View original
Did this topic help you find an answer to your question?

5 replies

  • Freshman II
  • 6 replies
  • Answer
  • October 21, 2022

I would look into User Types that can be assigned to users, one of it’s benefits is that all users assigned to that type can have roles adjusted and assigned with the push of a button on the user type screen.  If you have the users created already, to create the type and assign those users to the type shouldn’t be that big a task.  Off  the top of my head, you could do a simple import scenario to set all the guest users to the user type.


Forum|alt.badge.img
  • Author
  • Jr Varsity II
  • 16 replies
  • October 21, 2022

Awesome. I didn’t know about user types in much detail. I will look at that. I did start looking at the import scenarios this morning and that looked like the best way to go. That along with the user types makes total sense. 

I will build that out in my development org and give it a try!

Thank you!


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3132 replies
  • October 21, 2022

Hello,

Another option might be importing the list of users to the new Role in User Roles screen with an import scenario.

 


Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

Hi @eelliston 

Please find the Import scenario to assign a role to users in the system.

Thanks


Forum|alt.badge.img
  • Author
  • Jr Varsity II
  • 16 replies
  • October 21, 2022

These are all great options! Thank you for the scenario you sent over @manikantad18. This is really helping me get my head around it!

Normally I will crash through this and figure it out myself, but since this can be an impactful piece to a rather large Acumatica implementation, I wanted to reach out to the experts. You all are awesome!

 

manikantad18 wrote:

Hi @eelliston 

Please find the Import scenario to assign a role to users in the system.

Thanks

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings