Unlocking Granular Security in Acumatica: A Simple Solution to a Common Challenge
This podcast unveils an ingenious method to achieve granular security in Acumatica, focusing on field-level permissions without complex customizations.
(a) Challenges: The Need for Granular Security in Acumatica
- Clients often require specific field-level security in Acumatica, going beyond general screen restrictions.
- They may want to restrict editing of certain fields to specific roles, while allowing access to other fields on the same screen.
- Traditional security setups can be cumbersome and inflexible for such granular requirements.
(b) Solution: Leveraging Acumatica's Inheritance System
- Step 1: Navigate to Access Rights by Screen, select the relevant screen, and the specific user role
- Step 2: Instead of modifying permissions at the general screen level, focus on the line item level. For instance, target the “Sales Order Line Item” level within the Sales Order screen.
- Step 3: Change the access right from “Inherited” to “Insert” for that specific role. This allows users to add new lines but restricts them from modifying certain existing fields.
Benefits:
- Precise Control: Achieve granular security at the field level, allowing fine-tuning of user permissions.
- Simplicity: Utilizes Acumatica’s inherent functionality, eliminating the need for custom code or workarounds.
- Flexibility: Applicable to various modules and scenarios beyond sales orders, such as inventory adjustments and purchase orders.
For Expert Assistance:
- Tayana Solutions, a leading Acumatica services partner, can assist with implementation and customization needs, including this granular security solution.
- Their expertise covers a wide range of Acumatica areas: reports, business events, integrations, and more.
- Contact them at 678-910-2774 to optimize your Acumatica experience.