In Acumatica ERP, access to information is controlled by the Security Role assigned to each user account.
A role is a set of access rights that allows the security administrator to define access to the system resources down to the level of each form field.
Example:
We have an Accounting Clerk, in charge of entering Journal Transactions and Journal Vouchers. However, all the other modules in the Financial suite are restricted.
The following chart illustrates a suggested workflow to implement this scenario.
Here’s How to Create the Security Role:
- Create a new User Role and make the target user account a member of this role.
- Revoke the Access Rights of the Finance Suite.
- Set the required Access Rights for the specific forms needed for the role. In this case, we are setting rights to Delete, which gives the role complete access to the 2 forms and their functionality.
- Grant access to the General Ledger (GL) module. This action will not change the access rights of the forms inside this module.
- Grant access to the Financial Suite.
- Use the “Log In As User” functionality to verify the access rights.
If the access rights work as expected, the user can only access the 2 forms required by the job role.
Acumatica offers a very robust and flexible security model able to adapt to the most stringent security compliance requirements. If you have questions or need some assistance, send us an email at Support@Crestwood.com and our team of Acumatica experts can help you out.
