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Advanced Security, Roles, and Audit Controls in Acumatica

PRESENTED BY
Cailee Hanson
Julia von der Horst

Learn how to strengthen your Acumatica ERP’s security by mastering role-based access, data visibility, and audit controls.

Key takeaways

  • How to assign and manage role-level security and permissions for users
  • How to use row-level data visibility (restriction groups) to control record access
  • How to configure system-wide security preferences such as login policies and encryption
  • How to leverage audit trails to track activity and changes for compliance and governance

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