Customer Access

Form ID: (AR102000)

By using this form, you can create restriction groups for managing the visibility of customer accounts to users, or modify existing restriction groups by adding or removing users or customer accounts.

Note:

You can also use the Restriction Groups by Customer (AR102010) form to manage the visibility of customer accounts to users, but you cannot create restriction groups on this form.

For more information about restriction groups, see Restriction Groups in MYOB Acumatica.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

In this area, you can enter the settings of a new restriction group or select an existing group and edit its settings.


Element	Description
Group Name	The name of the restriction group. You can type the name of a new group or select an existing group.
Description	The description of the restriction group. You can type a description if this box is empty or edit the existing description.
Group Type	The type of the restriction group. You can select one of the following types: A, A Inverse, B, or B Inverse. For more information, see Types of Restriction Groups.
Active	A check box that indicates (if selected) that the restriction group is active. You can clear the check box to make the group inactive, which means that restrictions imposed by the restriction group do not affect the visibility of entities to users. By default, this check box is selected.

Users Tab

On this tab, you can view the list of users defined in the system and select those to be included in the restriction group.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Included	An unlabeled check box that indicates (if selected) that this user is included in the restriction group.
Login	Read-only. The username of the user.
Full Name	Read-only. The full name of the user.
Comment	Read-only. The additional information that has been specified for the user on the Users (SM201010) form.

Customers Tab

On this tab, you can view the list of customer accounts defined in the system and select those to be included in the restriction group.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Included	An unlabeled check box that indicates (if selected) that this customer account is included in the restriction group. You can include multiple customer accounts in one restriction group.
Customer ID	The ID of the customer account. You can click the customer ID to open the Customers (AR303000) form with information about this customer.
Status	The status of the customer account, which is either Active or Inactive.
Customer Name	The name of the customer as it appears on the documents.