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
...
Create an Acumatica User for DataSelf
Email support@dataself.com with:
- Your Acumatica URL
- Acumatica Tenant(s) to extract data from
- An Acumatica user credentials:
- You might use an existing user or create a new one. If you create a new one: name it dataself with email support@dataself.com.
- Minimum roles: "Anonymous". For Acumatica v2020 R2 or newer: "OData v4".
- Depending on the Acumatica security settings, the Anonymous role won't be enough for OData extraction.
- Set up the password to never expire.
...
Important: Depending on your Acumatica security setup, you might need to add/remove additional roles. For instance,
...
restricting the user
...
to
...
access 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 Users in Acumatica
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"
...
- Enter a DataSelf email address (
...
- ex:
...
- 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
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- (888-910-9802 x2, or support @ dataself.com).