Acumatica User Rights for DataSelf

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 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@dataself.com)
  • On the Roles tab, select the roles listed above
  • Click the Save icon
• Provide the credentials to DataSelf.