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).