Acumatica Security for Administrators | User Roles, Permissions, and Password Policies Tutorial
Welcome to Central Nervous Systems’ Acumatica Training Series, where we deliver weekly hands-on classes to help companies master Acumatica ERP. In this week’s session, we’re focusing on one of the most important aspects of any ERP system — Security for Administrators.
This in-depth Acumatica training video walks administrators through the key security configurations needed to protect sensitive corporate data, manage user access, and control system permissions across your organization. Whether you’re onboarding new employees, refining your company’s access control policies, or strengthening compliance, this class will show you how to properly secure your Acumatica environment.
💡 In this Acumatica Security for Administrators session, you’ll learn:
✅ How to configure system-wide security preferences in Acumatica
✅ How to set up and manage user accounts and employee links
✅ How to assign roles and permissions to users for secure data access
✅ How to enforce password policies (complexity, length, and expiration)
✅ How to enable and manage two-factor authentication (2FA) for users
✅ How to apply account lockout policies to prevent unauthorized logins
✅ How to use encryption certificates and external identity providers (Microsoft, Google, Exchange)
✅ How to set up audit logs for login tracking, failed attempts, and user activities
✅ How to configure branch- and company-level security for multi-entity organizations
This training also demonstrates how role-based access control (RBAC) works in Acumatica — including assigning roles such as Administrator, AP Clerk, Financial User, and Service Technician — and how these permissions impact what users can see and do in the system.
All classes are recorded and available to Central Nervous Systems clients at acumaticaengineering.com/maintenance-classes. You can view the full schedule at acumaticaengineering.com/acumatica-training and revisit past sessions like Month-End Closing Procedures and Approval Maps.
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