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For DataSelf integration with your Acumatica (OData extraction and dashboard embedding), please give DataSelf an Acumatica user with the following roles:
- Administrator
- BI
- Customizer
- DashboardDesigner
- ReportDesigner
- Wiki Admin
- Wiki Author
Be sure to set up the password to never expire.
You might add user roles to restrict the data access. For instance, adding a user role to only one of your branches will prevent DataSelf access to branches' data.
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