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Understanding the different types of roles

Question

What are the types of roles that are available in the system? At times when I assign roles to people, the roles that I can select from the list differ from one person to another. Why is that so?

Answer

See the following table to find out the types of roles that are available in the system:

Type of role

Explanation

License roles

These are roles that are created by the system. A person with this type of role assigned will be able to access certain modules within the system. These include Basic user, Employee self-service, CRM, Professional, Enabling add-on solutions, Hour entry, Incoming invoice register, Light user, Project managerReport managerService management, and Exact Payroll Plus.

System roles

These are roles that are created by the system by default and used for security validation. Examples include Administrator, General manager, and Document administrator.

User-defined roles

These are roles created by the users of the system (with the Administrator role) for their own security validation.

A person can be assigned to one role or more at any one time. However, for a person with the Employee self-service role, the user can only participate in certain functionalities, such as workflow routing and hour entry application. Thus, roles that can be assigned to this user are limited. From the table below, you will be able to know the type of roles that can or cannot be assigned to a user with the Basic user, Employee self-service, CRM, or Professional role:

User

License role

User-defined role

System role

Without function right(s) attached

With function right(s) attached

Without function right(s) attached

With function right(s) attached

Without function right(s) attached

With function right(s) attached

A user without any role (except the Enabling add-on solutions role) (except the Enabling add-on solutions role)

A user with the Basic user role

 

 

 

 

 

 

A user with the Employee self-service role

A user with the CRM role

A user with the Professional role

Related documents

     
 Main Category: Support Product Know How  Document Type: Support - On-line help
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 20.708.246
 Assortment:  Date: 14-03-2019
 Release:  Attachment:
 Disclaimer

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