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Add ODatav4 Role for Acumatica

How to create (if necessary) and assign the ODatav4 role in Acumatica. This is necessary for a user to set up the Calxa integration

Written by Mick Devine

Adding the ODataV4 Role in Acumatica

The ODataV4 role grants a user permission to access Acumatica data via the OData 4.0 endpoint which is an integral part of the Calxa integration. It is not automatically part of an Administrator's permission set.

Step-by-Step: Assign ODataV4 Role

  1. Log in as an Administrator

  • You need admin rights to manage roles and users.

2. Navigate to the Users Screen

  • Go to: System Management → Access → Users
    (Screen ID: SM201010)

3. Select the User

  • Find and open the user you want to grant OData access to.

4. Go to the Roles Tab

  • In the Roles tab, click + (Add Row).

5. Add the ODataV4 Role

  • In the Role Name column, select ODataV4 from the dropdown list.
    (If you don’t see it, make sure the role exists — see below.)

6. Save

  • Click Save to apply the changes.

If the ODataV4 Role Doesn’t Exist

Sometimes the role may not be present (e.g., in older versions or after a fresh install).
You can create it manually:

  1. Go to Roles Screen

  • System Management → Access → Roles (SM201005)

2. Create New Role

  • Role Name: ODataV4

  • Description: OData 4.0 Access

3. Assign Permissions

  • Grant access to the screens and data you want exposed via OData.

  • At minimum, give Read access to the entities you want to publish.

4. Save and then assign it to the user as described above.

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