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"
Enter a DataSelf email address (recommended: support @ dataself.com)
On the Roles tab, select the following 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).