How to assign a business account to user in acumatica?

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I am trying to assign an Business account to an user and not able to figure out how to do it.

edited Jun 7 at 19:53

DChhapgar

1,666616

asked Apr 18 '16 at 4:18

Muralidharan Ramakrishnan

260110

What do you mean by assigning a business account to a user? Also not clear whether this is a programming question.
– Gabriel
Apr 22 '16 at 15:05

This is not a programming question. I want to know how to assign a business account to an user through acumatica ERP
– Muralidharan Ramakrishnan
Apr 24 '16 at 8:07

I don't understand what you mean by "assigning a business account to a user". There is a workgroup and owner field in the screen, maybe this is what you're looking for?
– Gabriel
Apr 24 '16 at 13:16

This is not a programming question. Stack Overflow is for programming questions only. See the help center for more info.
– BSMP
Apr 27 '16 at 15:04

add a comment |

up vote
0
down vote

favorite

I am trying to assign an Business account to an user and not able to figure out how to do it.

edited Jun 7 at 19:53

DChhapgar

1,666616

asked Apr 18 '16 at 4:18

Muralidharan Ramakrishnan

260110

What do you mean by assigning a business account to a user? Also not clear whether this is a programming question.
– Gabriel
Apr 22 '16 at 15:05

This is not a programming question. I want to know how to assign a business account to an user through acumatica ERP
– Muralidharan Ramakrishnan
Apr 24 '16 at 8:07

I don't understand what you mean by "assigning a business account to a user". There is a workgroup and owner field in the screen, maybe this is what you're looking for?
– Gabriel
Apr 24 '16 at 13:16

This is not a programming question. Stack Overflow is for programming questions only. See the help center for more info.
– BSMP
Apr 27 '16 at 15:04

add a comment |

up vote
0
down vote

favorite

I am trying to assign an Business account to an user and not able to figure out how to do it.

edited Jun 7 at 19:53

DChhapgar

1,666616

asked Apr 18 '16 at 4:18

Muralidharan Ramakrishnan

260110

I am trying to assign an Business account to an user and not able to figure out how to do it.

acumatica acumatica-kb

edited Jun 7 at 19:53

DChhapgar

1,666616

asked Apr 18 '16 at 4:18

Muralidharan Ramakrishnan

260110

edited Jun 7 at 19:53

DChhapgar

1,666616

asked Apr 18 '16 at 4:18

Muralidharan Ramakrishnan

260110

edited Jun 7 at 19:53

DChhapgar

1,666616

edited Jun 7 at 19:53

DChhapgar

1,666616

edited Jun 7 at 19:53

DChhapgar

1,666616

asked Apr 18 '16 at 4:18

Muralidharan Ramakrishnan

260110

asked Apr 18 '16 at 4:18

Muralidharan Ramakrishnan

260110

asked Apr 18 '16 at 4:18

Muralidharan Ramakrishnan

260110

What do you mean by assigning a business account to a user? Also not clear whether this is a programming question.
– Gabriel
Apr 22 '16 at 15:05

This is not a programming question. I want to know how to assign a business account to an user through acumatica ERP
– Muralidharan Ramakrishnan
Apr 24 '16 at 8:07

I don't understand what you mean by "assigning a business account to a user". There is a workgroup and owner field in the screen, maybe this is what you're looking for?
– Gabriel
Apr 24 '16 at 13:16

This is not a programming question. Stack Overflow is for programming questions only. See the help center for more info.
– BSMP
Apr 27 '16 at 15:04

add a comment |

What do you mean by assigning a business account to a user? Also not clear whether this is a programming question.
– Gabriel
Apr 22 '16 at 15:05

This is not a programming question. I want to know how to assign a business account to an user through acumatica ERP
– Muralidharan Ramakrishnan
Apr 24 '16 at 8:07

I don't understand what you mean by "assigning a business account to a user". There is a workgroup and owner field in the screen, maybe this is what you're looking for?
– Gabriel
Apr 24 '16 at 13:16

This is not a programming question. Stack Overflow is for programming questions only. See the help center for more info.
– BSMP
Apr 27 '16 at 15:04

What do you mean by assigning a business account to a user? Also not clear whether this is a programming question.
– Gabriel
Apr 22 '16 at 15:05

This is not a programming question. I want to know how to assign a business account to an user through acumatica ERP
– Muralidharan Ramakrishnan
Apr 24 '16 at 8:07

I don't understand what you mean by "assigning a business account to a user". There is a workgroup and owner field in the screen, maybe this is what you're looking for?
– Gabriel
Apr 24 '16 at 13:16

This is not a programming question. Stack Overflow is for programming questions only. See the help center for more info.
– BSMP
Apr 27 '16 at 15:04

add a comment |

1 Answer
1

active

oldest

votes

up vote
4
down vote

accepted

I believe you are trying to customize Catalog form (SP700000) on Acumatica Portal site and getting Your user profile is not associated with any Business Account message.

Associated business account check is done in constructor of the InventoryLineMaint Graph linked to this page and if not found; exception is raised which is correct by design. And that’s the reason you are seeing this message.

To customize this screen using Acumatica Customization Browser, you should create an admin Portal user who is associated with business account.
Allow roles Customizer and Portal Admin for External User Type. You need to check Guest Role for these two in order to add here.

Step # 1

Login to ERP using admin credential, navigate to User Roles screen (SM201005), and check Guest Role for Customizer and Portal Admin roles in order to add them on EP202500.

Step # 1

Step # 2

Now navigate to User Types screen (EP202500), and select External User Type. Modify to allow roles Customizer and Portal Admin for External User Type.

Step # 2

Step # 3

Now create External user.

Navigate to Customers Screen (AR303000) and select ABARTENDE customer. Go to Contacts tab and open up existing Contact - Kabuk Fadi, Mr. (CR302000) Navigate to User Info tab and setup External user as below.

Step # 3

Step # 4

Now login to Portal site using this user. You should be able to customize page SP700000 via Acumatica Customization Browser.

edited Apr 27 '16 at 15:02

answered Apr 27 '16 at 0:24

DChhapgar

1,666616

It solved my problem to customize portal page customization. Thanks for help
– Muralidharan Ramakrishnan
Apr 27 '16 at 15:42

I have done all these steps and I am still getting insufficient rights error. You have insufficient rights to access the object (ProjectBrowserMaint).
– JB90
Oct 24 at 4:20

add a comment |

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1 Answer
1

active

oldest

votes

1 Answer
1

active

oldest

votes

up vote
4
down vote

accepted

I believe you are trying to customize Catalog form (SP700000) on Acumatica Portal site and getting Your user profile is not associated with any Business Account message.

Step # 1

Login to ERP using admin credential, navigate to User Roles screen (SM201005), and check Guest Role for Customizer and Portal Admin roles in order to add them on EP202500.

Step # 1

Step # 2

Now navigate to User Types screen (EP202500), and select External User Type. Modify to allow roles Customizer and Portal Admin for External User Type.

Step # 2

Step # 3

Now create External user.

Step # 3

Step # 4

Now login to Portal site using this user. You should be able to customize page SP700000 via Acumatica Customization Browser.

edited Apr 27 '16 at 15:02

answered Apr 27 '16 at 0:24

DChhapgar

1,666616

It solved my problem to customize portal page customization. Thanks for help
– Muralidharan Ramakrishnan
Apr 27 '16 at 15:42

I have done all these steps and I am still getting insufficient rights error. You have insufficient rights to access the object (ProjectBrowserMaint).
– JB90
Oct 24 at 4:20

add a comment |

up vote
4
down vote

accepted

I believe you are trying to customize Catalog form (SP700000) on Acumatica Portal site and getting Your user profile is not associated with any Business Account message.

Step # 1

Login to ERP using admin credential, navigate to User Roles screen (SM201005), and check Guest Role for Customizer and Portal Admin roles in order to add them on EP202500.

Step # 1

Step # 2

Now navigate to User Types screen (EP202500), and select External User Type. Modify to allow roles Customizer and Portal Admin for External User Type.

Step # 2

Step # 3

Now create External user.

Step # 3

Step # 4

Now login to Portal site using this user. You should be able to customize page SP700000 via Acumatica Customization Browser.

edited Apr 27 '16 at 15:02

answered Apr 27 '16 at 0:24

DChhapgar

1,666616

It solved my problem to customize portal page customization. Thanks for help
– Muralidharan Ramakrishnan
Apr 27 '16 at 15:42

I have done all these steps and I am still getting insufficient rights error. You have insufficient rights to access the object (ProjectBrowserMaint).
– JB90
Oct 24 at 4:20

add a comment |

up vote
4
down vote

accepted

I believe you are trying to customize Catalog form (SP700000) on Acumatica Portal site and getting Your user profile is not associated with any Business Account message.

Step # 1

Login to ERP using admin credential, navigate to User Roles screen (SM201005), and check Guest Role for Customizer and Portal Admin roles in order to add them on EP202500.

Step # 1

Step # 2

Now navigate to User Types screen (EP202500), and select External User Type. Modify to allow roles Customizer and Portal Admin for External User Type.

Step # 2

Step # 3

Now create External user.

Step # 3

Step # 4

Now login to Portal site using this user. You should be able to customize page SP700000 via Acumatica Customization Browser.

edited Apr 27 '16 at 15:02

answered Apr 27 '16 at 0:24

DChhapgar

1,666616

I believe you are trying to customize Catalog form (SP700000) on Acumatica Portal site and getting Your user profile is not associated with any Business Account message.

Step # 1

Login to ERP using admin credential, navigate to User Roles screen (SM201005), and check Guest Role for Customizer and Portal Admin roles in order to add them on EP202500.

Step # 1

Step # 2

Now navigate to User Types screen (EP202500), and select External User Type. Modify to allow roles Customizer and Portal Admin for External User Type.

Step # 2

Step # 3

Now create External user.

Step # 3

Step # 4

Now login to Portal site using this user. You should be able to customize page SP700000 via Acumatica Customization Browser.

edited Apr 27 '16 at 15:02

answered Apr 27 '16 at 0:24

DChhapgar

1,666616

edited Apr 27 '16 at 15:02

answered Apr 27 '16 at 0:24

DChhapgar

1,666616

answered Apr 27 '16 at 0:24

DChhapgar

1,666616

answered Apr 27 '16 at 0:24

DChhapgar

1,666616

It solved my problem to customize portal page customization. Thanks for help
– Muralidharan Ramakrishnan
Apr 27 '16 at 15:42

I have done all these steps and I am still getting insufficient rights error. You have insufficient rights to access the object (ProjectBrowserMaint).
– JB90
Oct 24 at 4:20

add a comment |

It solved my problem to customize portal page customization. Thanks for help
– Muralidharan Ramakrishnan
Apr 27 '16 at 15:42

I have done all these steps and I am still getting insufficient rights error. You have insufficient rights to access the object (ProjectBrowserMaint).
– JB90
Oct 24 at 4:20

It solved my problem to customize portal page customization. Thanks for help
– Muralidharan Ramakrishnan
Apr 27 '16 at 15:42

I have done all these steps and I am still getting insufficient rights error. You have insufficient rights to access the object (ProjectBrowserMaint).
– JB90
Oct 24 at 4:20

add a comment |

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