This document provides you the steps to creating and
In general, a role is a collection of rights and functional
abilities assigned to an employee to perform daily operations in the organization.
For some organizations that use a computerized system, roles are linked to
different menu and function rights to control the access that employees have to
different menu paths and their ability to perform different functions at the
Apart from the system-defined roles, you can create other
user-defined roles based on the company’s requirements. Once a user-defined
role is created, you can maintain the role by assigning the role to different employees, linking
menu access rights, and function rights to the role. You can also edit the name
and description of all system-defined roles except for the Administrator
The information in this document is applicable to product
update 407. If you have versions lower than this, certain features explained
here will not be applicable.
Keep in mind: All fields with the “!” icon are
There are three tabs available at the Maintain roles
screen. The tabs are:
In this tab, the assignment of employees can be done to new
or existing roles.
In this tab, the assignment of rights can be done to new or
existing roles. There are two types of rights that can be assigned to the
Menu: Select this right to grant menu access rights to the
related menu paths.
Functions: Select this right to assign function rights
which the employees can perform at the related menu paths.
The Role bar functionality is no longer available and
has been replaced with the Favorites functionality. For more
information, see Navigation
and menu in Exact Globe Next and Getting
started with Exact Globe Next.
Type a new role or edit an existing role. Existing roles
that are pre-defined by the system are indicated by a green
check mark and labeled as Default role next to the name of the role.
This is mandatory.
Type a description for the new role or edit the description
of the existing role. This is mandatory.
Select this check box to make the role visible for selection
when you assign a role to an employee by clicking New
in the Rights tab at HR ? People ? Maintain. You can also make a role temporarily
unavailable for selection by clearing the check box.
Click this to save the newly created role and the changes
made to an existing role.
Click this to create another new role.
Click this to exit.
Click this to assign employees to a role.
Click this to remove employees from a role.
Click this to view the selected person’s card.
Click this to expand the Menu and Functions
Click this to collapse the Menu and Functions