{"id":1174,"date":"2023-03-10T12:36:18","date_gmt":"2023-03-10T12:36:18","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=1174"},"modified":"2024-07-22T06:38:02","modified_gmt":"2024-07-22T06:38:02","slug":"how-to-assign-a-business-account-to-user-in-acumatica","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2023\/03\/10\/how-to-assign-a-business-account-to-user-in-acumatica\/","title":{"rendered":"How to assign a business account to user in Acumatica?"},"content":{"rendered":"\n<p>To customize this screen using <a href=\"https:\/\/www.greytrix.com\/acumatica\/\" target=\"_blank\" rel=\"noreferrer noopener\">Acumatica<\/a> Customization Browser, you should create an admin Portal user who is associated with the business account. Allow roles&nbsp;<strong>Customizer<\/strong>&nbsp;and&nbsp;<strong>Portal Admin<\/strong>&nbsp;for External User Type. You need to check Guest Role for these two in order to add here.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code><center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/03\/img-1-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/03\/img-1-1.png\" alt=\"img-1-1.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n<pre class=\"wp-block-code\"><code><center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/03\/img-2.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/03\/img-2.png\" alt=\"img-2.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n<p>Login to ERP using admin credential, navigate to User Roles screen (SM201005), and check Guest Role for Customizer and Portal Admin roles and add them on User Types screen (EP202500).<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code><center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/03\/img-3.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/03\/img-3.png\" alt=\"img-3.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n<p>Now navigate to User Types screen (EP202500), and select External User Type. Modify to allow roles&nbsp;<strong>Customizer<\/strong>&nbsp;and&nbsp;<strong>Portal Admin<\/strong>&nbsp;for External User Type.<\/p>\n\n\n\n<p><strong>Creating External user.<\/strong> Navigate to Customers Screen (AR303000) and select ABARTENDE customer. Go to Contacts tab and open up existing Contact &#8211; Kabuk Fadi, Mr. (CR302000) Navigate to User Info tab and setup External user as below.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/03\/img-4.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/03\/img-4.png\" alt=\"img-4.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n<p>Now login to Portal site using this user.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>To customize this screen using Acumatica Customization Browser, you should create an admin Portal user who is associated with the business account. Allow roles&nbsp;Customizer&nbsp;and&nbsp;Portal Admin&nbsp;for External User Type. You need to check Guest Role for these two in order to add here. Login to ERP using admin credential, navigate to User Roles screen (SM201005), and\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2023\/03\/10\/how-to-assign-a-business-account-to-user-in-acumatica\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":2567,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146,15,3,14],"tags":[4,159,16],"class_list":["post-1174","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-acumatica","category-acumatica-customization","category-acumatica-erp","category-acumatica-services","tag-acumatica","tag-acumatica-customization","tag-acumatica-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Assign Business Account in Acumatica<\/title>\n<meta name=\"description\" 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