Bulk Edit UserRoles for Acumatica Users - acumatica

Question

I need to bulk update about 2000+ users in Acumatica (ie: Guest access users). I need to assign a new role to all of these user to support a new custom integration.
I am looking for a solution using either the Rest API or some sort of Excel bulk Import/Update that assigns the roles.
I have not had much luck working with UserRoles via the Rest API. I have only been able to download the users > user roles via a generic inquiry and ODATA. So far I have not found any documentation around this. Any guidance would be appreciated!

Answer 1

REST Api is not really the best tool for this job. It doesn't contain an endpoint for Users (needs to be extended) and is a bit hard to use for complex logic. There isn't an Excel import mechanism either (outside import scenarios).
I would suggest to create a Customization Plugin for this task instead.
They can be created in Acumatica customization project editor with a new CODE file:
A customization plugin is a script that is executed when you publish the customization. I tested the following code which assign Portal User role to all guest users as an example.
using System;
using PX.Data;
using Customization;
using PX.SM;
using PX.EP;
using System.Linq;
namespace UpdateUserRoles
{
public class UpdateUserRoles : CustomizationPlugin
{
public override void UpdateDatabase()
{
const string roleNameToAssign = "Portal User";
AccessUsers accessUsers = PXGraph.CreateInstance<AccessUsers>();
// For each users in the system
foreach (Users user in accessUsers.UserList.Select())
{
// Modify only guest users
if (user.Guest != true)
continue;
try
{
// Set current user
accessUsers.UserList.Current = user;
// Assign role
EPLoginTypeAllowsRole role = (EPLoginTypeAllowsRole)accessUsers.AllowedRoles.Select().RowCast<EPLoginTypeAllowsRole>()
.Where(x => x.Rolename.Contains(roleNameToAssign)).FirstOrDefault();
role.Selected = true;
accessUsers.AllowedRoles.Update(role);
WriteLog("User " + user.Username + " updated.");
}
catch (Exception ex)
{
WriteLog("Error: " + ex.Message);
}
}
accessUsers.Save.Press();
}
}
}