User-Role Access to Customers - Everything Else https://www.augforums.com/forums/everything-else/user-role-access-to-customers/ Acumatica User Group Forums en-US Tue, 06 Oct 2026 16:42:27 +0000 wpForo 60 RE: User-Role Access to Customers https://www.augforums.com/forums/everything-else/user-role-access-to-customers/#post-1989 Sun, 10 Jun 2018 01:28:43 +0000 Good call Ahmed

]]> Everything Else Tim Rodman https://www.augforums.com/forums/everything-else/user-role-access-to-customers/#post-1989 RE: User-Role Access to Customers https://www.augforums.com/forums/everything-else/user-role-access-to-customers/#post-1975 Thu, 07 Jun 2018 15:44:50 +0000
Posted by: Ron Brown

We have created a role for our Customer Service staff and we gave this role inquiry access to customer data.  Within Customers, this role does need full access to all functionality on the "Activities" tab (tasks, events, email, activity)... but we can not figure out where in this access is granted.  In the Access Rights by Role screen, we in Accounts Receivable>Work Area> ... we have assigned View Only access to all functionality.  Under Accounts Receivable>Work Area>Customers ... there is no "Activities" option to assign access to.   So we looked under Organizations>Customer Management>Manage>Business Accounts ... and there is an "Activities" option here, so we changed the access rights to "Delete" (which seems to translate to Full Access) ... but when we tested this role, we were not able to create any new "Activities" in Customers.  Any suggestions?  BTW, we are on release 2017R2 and we are in the process of testing/implementing Acumatica.

Regarding Tasks, Activities, etc... you will have to give access to the specific Activity nodes under the Hidden folder.

]]> Everything Else AhmedBahar https://www.augforums.com/forums/everything-else/user-role-access-to-customers/#post-1975 RE: User-Role Access to Customers https://www.augforums.com/forums/everything-else/user-role-access-to-customers/#post-1785 Fri, 11 May 2018 04:37:37 +0000 Hi Ron,

Have the Answers area under the Customers screen like this:

]]> Everything Else Tim Rodman https://www.augforums.com/forums/everything-else/user-role-access-to-customers/#post-1785 User-Role Access to Customers https://www.augforums.com/forums/everything-else/user-role-access-to-customers/#post-1752 Fri, 04 May 2018 12:56:28 +0000 We have created a role for our Customer Service staff and we gave this role inquiry access to customer data.  Within Customers, this role does need full access to all functionality on the "Activities" tab (tasks, events, email, activity)... but we can not figure out where in this access is granted.  In the Access Rights by Role screen, we in Accounts Receivable>Work Area> ... we have assigned View Only access to all functionality.  Under Accounts Receivable>Work Area>Customers ... there is no "Activities" option to assign access to.   So we looked under Organizations>Customer Management>Manage>Business Accounts ... and there is an "Activities" option here, so we changed the access rights to "Delete" (which seems to translate to Full Access) ... but when we tested this role, we were not able to create any new "Activities" in Customers.  Any suggestions?  BTW, we are on release 2017R2 and we are in the process of testing/implementing Acumatica.

]]> Everything Else Ron Brown https://www.augforums.com/forums/everything-else/user-role-access-to-customers/#post-1752