Exact Synergy Enterprise

Adding and maintaining roles for people

Menu paths

• Modules ? System ? Setup ? Security ? Roles
• Modules ? HRM ? Reports ? People ? Search

Introduction

It is possible to give a specific role to a new member or an employee in your company. With this function, a member with the role can perform the tasks as defined based on the function rights that are linked to the role.

Note: If the Exact Synergy Enterprise license contains option 510, Exact Synergy Enterprise will check and block all the active users without roles during the first login.

Roles and rights

To link a person to a role, function right 176 – Maintain role members, 333 – Maintain role members – division level, or 334 – Maintain role members – group level is required. By default, users with the HR role have these function rights.

Notes:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, got to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 260 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I add roles for people?

1. On the System: Roles page, click the number under the Members column to view the members linked to a specific role.
2. On the related System: Role – Member page, click New.
3. Define the relevant fields.
4. Click Save to save the settings or click Save + New to add the role to another person.

Keep in mind:

• You can also add or maintain roles for a person via Modules ? HRM ? Reports ? People ? Search. Define the relevant criteria, click Show, select a person under the Name column, and then click Add under the Roles section.
• All fields marked with the “!” icon are mandatory.

How do I maintain roles for people?

1. On the System: Roles page, click the number under the Members column to view the members linked to a specific role.
2. On the related System: Role – Member page, select the required person.
3. On the personal card, click on the required role in the Roles section.
4. Modify the relevant fields.
5. Click Save to save the settings.

Related documents

• Creating and modifying entries for people
• Creating roles
• Overview of members linked to a role
• Understanding the different types of roles
• Viewing personal cards