Advanced Security, Roles, and Audit Controls in Acumatica

As organizations grow, managing user access, protecting sensitive data, and meeting compliance requirements becomes increasingly important. Without clearly defined roles and visibility into system activity, it can be difficult to maintain control while still enabling teams to work efficiently.

Acumatica provides a multi-layered security framework that allows organizations to control system access, enforce security policies, and maintain detailed records of system activity. With role-based permissions, configurable login controls, and comprehensive audit trails, Acumatica helps organizations safeguard data while supporting internal controls and compliance needs.

Don’t miss this critical guidance on configuring and using Acumatica’s native security features to improve oversight, reduce risk, and maintain audit readiness.

• Role-Level Security & Permissions – Assign roles (or user-level rights) to control access to application areas, including menus, screens, and individual fields
• Row-Level Data Visibility with Restriction Groups – Define which records users can see by limiting visibility to relevant customers, accounts, branches, or inventory
• System-Wide Security Preferences & Audit Trails – Configure organization-wide security settings, including login policies, encryption, and audit trails that record system activity and changes