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Exact Synergy Enterprise   
 

Creating and modifying roles

Menu path

System à Setup à Security à Roles 

Introduction

You can modify the information of roles available in the system or delete specific roles which you do not want to use.

Roles and rights

To modify or delete roles, function right 91Maintain roles is required. Users with the HR role have this function right.

Note:

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

What version are you using?

The information in this document is based on product update 254.

How do I create a role?

  1. On the System: Roles page, click New.
  2. Define the relevant fields.
  3. Click Save to save the settings or click Save + New to save the settings and create another role.

Keep in mind:

  • All fields marked with the “!” icon are mandatory.
  • A message “Already exists: Description” will be displayed if the description defined at Description is duplicated.

How do I modify a role?

  1. On the System: Roles page, define the search criteria in the Criteria section.
  2. Click Show.
  3. Click on the relevant role under the Role column.
  4. On the System: Role – Defiinition page, modify the relevant fields.
  5. Click Save to save the changes.

Keep in mind: A message “Already exists: Description” will be displayed if the description defined at Description is duplicated.

How do I delete a role?

  1. On the System: Roles page, define the search criteria in the Criteria section.
  2. Click Show.
  3. Click on the relevant role under the Role column.
  4. On the System: Role – Definition page, click Delete.
  5. The confirmation message “Are you sure that you want to delete this record?” will be displayed. Click OK.

Buttons

Fields

Related documents

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.159.401
 Assortment:  Date: 14-11-2014
 Release:  Attachment:
 Disclaimer

Attachments
OH-PU254-Creating & modifying roles02.docx 26.1 KB View Download