User Types

Form ID: (EP202500)

You use this form to define user types, which are used to provide default settings for new users that you create.

On the form, you can also define the roles that can be assigned to a user of this type. You can define any role to be assigned to a new user of this type by default when it is created. Also, you can direct the system to assign the default roles to existing users of this type, overriding any previously assigned roles.

Form Toolbar

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

Summary Area

This area contains the basic settings of the user type.


Element	Description
User Type	The unique identifier of the user type. Enter the ID of the new type, or select a user type from the list.
Description	A description of the user type. The description is also displayed on the form title bar as the record title. (For a new user type, this occurs when you save the type.)
Linked Entity	The entity associated with this user type, which is one of the following: Contact: You can assign this user type to external users, such as partners or contacts of customer or vendor organizations. Employee (default): You can assign this user type to employees of your company and possibly to consultants that you consider part of your company.
Allow Selection of This Type on Employees Form	A check box that indicates (if selected) that the user type is available for selection in the User Type box on the Employees (EP203000) form. The check box appears only if Employee is selected in the Linked Entity box. By default, the check box is cleared and editable.
Allow Selection of This Type on Contacts Form	A check box that indicates (if selected) that the user type is available for selection in the User Type box on the Contacts (CR302000) form. The check box appears only if Contact is selected in the Linked Entity box. By default, the check box is cleared and editable.

Security Policies Tab

The tab consists of the following:

The Sign-In section, where you can specify sign-in settings for users of this type
The Two-Factor Authentication section, where you can turn off two-factor authentication for users of this type
The Roles Permitted for User table, which lists the roles that are permitted to be assigned to users of this type

Table 1. Sign-In SectionIn this section, you specify the sign-in settings that are applied to a new user of this type.
Element	Description
Allowed Sign-In Type	The way that a user account of this user type can sign in to MYOB Acumatica, which can be one of the following: UI: The user account can sign in only through the UI of MYOB Acumatica. API: The user account can sign in only by using the Login method of one of the web services APIs of MYOB Acumatica. Unrestricted (default): The user account can sign in through the UI of MYOB Acumatica, by using the Login method of one of the web services APIs of MYOB Acumatica, or by using the OAuth 2.0 authorization mechanism for integrated applications.
Use Email as Username	A check box that indicates (if selected) that the system uses the email address of a contact as the username of the contact for users of this type. Tip: This policy applies only when you add a user to a contact by using the Contacts (CR302000) form. The check box is available for editing only if Contact is selected in the Linked Entity box. If Employee is selected as the linked entity, the check box is clear and unavailable for editing.
Reset Password on First Sign-In	A check box that indicates (if selected) that users of this type must change their password on the first sign-in.
Require Username Activation	A check box that indicates (if selected) that activation is required for new user accounts of this user type. If you select this check box, new users of this type will receive an email with information on how to activate their user account.
Allowed Concurrent Sign-Ins	The maximum number of simultaneous sessions that are allowed for each user account of this user type. This limit is applicable for any permitted sign-in types, based on the option selected in the Allowed Sign-In Type box. The default value is 3. For details about the number of sessions for integrated applications, see Limitation of API Connections for Integrated Applications.

Table 2. Two-Factor Authentication Section
In this section, you can turn off two-factor authentication for user accounts of this user type.
Element	Description
Turn Off Two-Factor Authentication	A check box that indicates (if selected) that two-factor authentication should be turned off for user accounts of this user type. If the check box is cleared, two-factor authentication is turned on or off for a particular user account depending on the settings specified on the Security Preferences (SM201060), Users (SM201010), and User Profile (SM203010) forms. By default, the check box is selected if the API sign-in type is selected in the Allowed Sign-In Type box and cleared if any other sign-in type is selected. This check box is available only if the Two-Factor Authentication feature is enabled on the Enable/Disable Features (CS100000) form. For details about the configuration of two-factor authentication, see Two-Factor Authentication: General Information.

Table 3. Roles Permitted for User Table: Table Toolbar
This table lists the roles that are permitted for users of this type. You can use this table to view the roles and specify which roles are assigned to users of this type by default.

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Overwrite User Roles	Applies the default roles (that is, the roles for which the Assigned by Default check box is selected in the table) to all users of the selected user type, overriding any roles that were previously assigned to the users of the type. As a result, all users of this type will have the same set of applied roles on the Users (SM201010) form. If you instead want to assign a role to a particular user of this type, you can use the Users (SM201010) form.

Table 4. Roles Permitted for User Table: Table Columns
Column	Description
Assigned by Default	A check box that indicates (if selected) that you assign the role to users of this user type by default. Each role with this check box selected will be assigned to any new user of the type. (If you change the state of this check box after creating users of the selected type, their user role assignment will remain unchanged until you click Overwrite User Roles on the table toolbar.)
Role Name	The name of the role that is permitted to be assigned to users of the type.
Role Description	Read-only. The description that has been specified for the role.

Users Tab

You use this tab to view the list of users that are assigned to the selected user type. You can add users in this list by using the Users (SM201010) form. For details, see User Access: To Add a User Account.

Managed User Types Tab

A user with the selected user type can create, manage, and delete users that are associated with the user types listed on this tab, which appears only if the type has the Contact linked entity. You use this tab to view and update the list of these user types.

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

Table 5. Table Columns
Column	Description
User Type	The type of user that a user of the current type can create.
Description	Read-only. The description that has been specified for this user type.