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Minimum:
- Email support@dataself.com with an Acumatica user credentials with at least the following roles:
- "Anonymous"
- For Acumatica v2020 R2 or newer: "OData v4"
- You might use an existing user or create a new one. If you create a new one, we recommend naming it dataself.
- Set up the password to never expire.
Important:
- If your Acumatica instance does not automatically email the user with URL, login, and password, then manually email this info to support@dataself.com.
- Depending on your Acumatica security setup, you might need to add/remove additional roles to open/restrict the data access. For instance, adding a restricting the user role to only one of your branchesaccess one branch data only.
Recommended: Also add the following roles so DataSelf might be able to provide further support: Administrator, BI, Customizer, DashboardDesigner, ReportDesigner.
How to Create an Acumatica User for DataSelf
Important: Only people properly trained in Acumatica should make changes to its settings. Please consult your Acumatica VAR for assistance.
How to set up the DataSelf user in Acumatica:
- Log to Acumatica selecting the correct tenant
- Search for "users" in the Acumatica search box
- Select Users (under Menu Items → User Security → User Management)
- Click the '+' icon
- Enter a login (recommended user name: DataSelf)
- Be sure to check the box for "Password Never Expires"
- Enter a DataSelf email address (recommended: support @ dataself.com)
- On the Roles tab, select the following roles:
- Anonymous
- For Acumatica 202 R2 or newer: OData v4
- Recommended: Administrator, BI, Customizer, DashboardDesigner, ReportDesigner.
- Click the Save icon
- Provide the Acumatica user credentials above to DataSelf (888-910-9802 x2, or support @ dataself.com).