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 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)

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