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For DataSelf integration with your Acumatica (OData extraction and dashboard embedding), please provide DataSelf with 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. 

How to Create an Acumatica User 

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 (ex.: DataSelf)
  • Be sure to check the box for "Password Never Expires"If the password will NOT be delivered automatically to the user's email, create the password manually and call or text it to DataSelf.
  • Enter a DataSelf email address (recommended: support@dataselfsupport @ dataself.com)
  • On the Roles tab, select the roles listed abovefollowing roles:
    • Administrator
    • BI
    • Customizer
    • DashboardDesigner
    • ReportDesigner
    • Wiki Admin
    • Wiki Author
  • Click the Save icon
• Provide the credentials to DataSelf (888-910-9802 x2, or support @ dataself.com).