For DataSelf integration with your Acumatica (OData extraction and dashboard embedding), please provide DataSelf with an Acumatica user with the following roles:
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.
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:
In this section