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Exact Synergy Enterprise   
 

Delegating access

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System ➔ Setup ➔ Security ➔ Delegation

Introduction

You can gain access to Exact Synergy Enterprise using the identity of another person through the delegation of access rights feature. This feature is useful as it allows you to carry out the duties of your colleague while he or she is away. Apart from assuming the identity of other people, you can also assume the identity of another reseller, supplier, or customer who has access rights to the system. Additionally, you can also assign your access rights to other people.

When you take over another person's identity, you can execute his/her tasks and view or access his/her personal information, such as private workflow and Person (Specific) documents (documents with security level 100).

Roles and rights

To gain access to the delegation feature, you need to have the following function rights:

  • 180 – Maintain delegation profile for specific employee. Users with the HR role have this function right. With this function right, you can assume the identity of another person.
  • 209 – Employee is allowed to impersonate reseller. Users with the Reseller manager role have this function right. With this function right, you can assume the identity of another reseller.
  • 447 – Employee is allowed to impersonate supplier. Users with the Supplier manager role have this function right. With this function right, you can assume the identity of another supplier.
  • 208 – Employee is allowed to impersonate customer. Users with the Customer manager role have this function right. With this function right, you can assume the identity of another customer.

Notes:

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

What version are you using?

The information in this document is based on product update 249.

How do I define the delegation settings?

  1. Click Settings.
  2. Define the settings.
  3. Click Save.

How do I assume the identity of a person, reseller, supplier, or customer?

  1. Click Person, Reseller, Supplier, or Customer under the Assume section.
  2. Select the person, reseller, supplier, or customer.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 15.419.914
 Assortment:  Date: 18-11-2020
 Release:  Attachment:
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