Form ID:    (SM.20.10.

25)

On this form, you can fine-tune the access rights each role has to system suites, modules, wikis, forms, and even
specific form elements. Also, you can create a role directly on this form and configure its access to system entities.

You use this form when you want to give a particular user role access rights to multiple Acumatica ERP system
objects. For example, you might use this form to give the custom user role Chief Accountant access to all forms of
the General Ledger, Cash Management, and Accounts Payable modules.

If you configure a role for working with a wiki, give the role access to the wiki by using this form, and then
configure access to particular articles on the Wiki Access by Role (SM.20.20.15) form. For details, see Wiki
Access Management.

You can also set multiple roles’ access rights to suites, modules, forms, and form elements on the Access Rights by
Screen (SM.20.10.20) form. For more information about setting up user access rights, see User Access Rights.

Form Toolbar
The form toolbar includes standard and form-specific buttons. For the list of standard buttons, see Form Toolbar.
The form-specific buttons are listed below.

Description
Button

Copy Role Copies the set of access rights of the selected role to
the new role. To create and populate a new role, type
the new role name in the New Role Name box in the
New Role dialog box, which appears when you click
this button, and click Copy.

New Role Dialog Box

This dialog box opens when you click the Copy Role button. By using this dialog box, you can copy the current
role’s set of access rights to a new role.

Description
Element

New Role Name The name of the new role to which access rights will
be copied.

This dialog box has the following buttons.

Copy Creates a new role and copies the access rights of the
current role to the new role.

Summary Area
You use this area to specify the name and description of a new role or to select an existing role.

Description
Element
Role Name The role name. Select a name from the list of roles or,
if you’re adding a new role, type the role name.

Role Description The description of the role.

Left Pane
In this pane, system suites are represented as first-level nodes. The top node represents the home page
dashboard. Click the node icon to the left of any suite to expand the suite and view the modules within that suite.
Click the node icon to the left of any module to expand the node and view the hierarchical structure of the module.
Some modules have a single-level list of forms, while other modules have more levels, which correspond to the
organization of these forms on the user interface. Click the node icon to the left of any form to expand the node
and view the list of form elements, such as tabs and grids.

All wikis are represented by non-expandable nodes. To view and update the map of any wiki, use the Wiki Site
Map  (SM.20.20.10) form.

The Hidden node contains system objects, such as forms and reports, that are not displayed in the site map but
can be accessed through other forms.

When you click any node, the right pane displays the list of its objects with the level of access rights the role has to
each object. You can restrict access to these objects as well.

Right Pane
In this pane, you can view and edit the access rights of the selected role for the objects of the selected node. To
change a level of access rights, in the row with the appropriate object, select the needed option in the Access
Rights column.

Table Columns
Description
Column

Description The name of the object.

Access Rights The access rights of the selected role for the object.
For more information, see Levels of Access Rights.

Applies to Children A check box that indicates (if selected) that the access
rights level to a system object specified for the
selected role is the same for all nested objects
(children) within the object. You can change the
access rights level for any nested object manually. The
system clears this check box automatically when the
access rights levels of the system object and its
children become different.

Related Articles
 User Access Rights
 Levels of Access Rights
 Users (SM.20.10.10)
 User Roles (SM.20.10.05)
 Access Rights by Screen (SM.20.10.20)
 Wiki Access by Role (SM.20.20.15)