|
|
Synergy user**
|
Basic user
|
Employee self-service user
|
CRM role
|
Professional role
|
|
CRM related functionality
|
| Search for accounts |
|
|
|
|
|
| Access a compressed account card with address and contact person information |
|
|
|
|
|
| Create, view and search account related opportunities |
|
|
|
|
|
| Create non-validated, prospects, suspects, associates, leads and reseller accounts |
|
|
|
|
|
| Edit accounts where the user is account manager |
|
|
|
|
|
|
Merge accounts where the user is account manager |
|
|
|
|
|
| Link accounts to the user's own division |
|
|
|
|
|
| Search and edit workflows related to accounts or created by the user |
|
|
|
|
|
| Full access to CRM functionality (in addition to CRM role the user gains access to export, mailmerge and marketing) |
|
|
|
|
|
| Full access to Opportunity functionality |
|
|
|
|
|
|
Documents related functionality |
| Use documents in requests (as long as the document security level is >=10 and below the user's level) |
|
|
|
|
|
| Create, edit, search and view resource and project specific documents |
|
|
|
|
|
| Create account related documents |
|
|
|
|
|
| View and search all documents |
|
|
|
|
|
| Create documents where fields "Account" or "Person" is mandatory defined in the document type/category |
|
|
|
|
|
Edit documents where:
- The CRM Role user is the creator or
- The CRM role user has been assigned ownership and the fields "Account" or "Person"" are defined as mandatory in the document type / category |
|
|
|
|
|
| Relate documents to projects |
|
|
|
|
|
| Full access to Documents functionality |
|
|
|
|
|
|
HRM related functionality |
| Access personal calendar |
|
|
|
|
|
| View and edit personal card |
|
|
|
|
|
| Search and view persons |
|
|
|
|
|
| Full access to HRM functionality |
|
|
|
|
|
|
Projects related functionality |
| To be linked to a project as member or manager |
|
|
|
|
|
| Participate in projects |
|
|
|
|
|
| Relate projects to requests |
|
|
|
|
|
| Full access to Projects functionality |
|
|
|
|
|
|
Workflow related functionality |
| Create and realize vacation and tasks request |
|
|
|
|
|
| Access workflow |
|
|
|
|
|
| Number of different workflow request types that can be created (on top of that vacation and task) |
0
|
5
|
15
|
15
|
Unlimited
|
| Full access to Workflow functionality |
|
|
|
|
|
|
General |
| Access favorites |
|
|
|
|
|
| Read the Intranet news page |
|
|
|
|
|
| Access via Mobile (with functionality for this role, if applicable to the mobile solution) |
|
|
|
|
|
| Synergy Office Integration: Access functionality available for this role |
|
|
|
|
|
| Full access to general functionality |
|
|
|
|
|
|
System |
| View items and relate them to requests |
|
|
|
|
|
| Full access to Item functionality |
|
|
|
|
|
| Access the preferences page |
|
|
|
|
|
| Access MS Reporting server reports, if the individual rights configured on the report allow that |
|
|
|
|
|
| Get the add-on Enabling Role |
|
|
|
|
|
| Access HRM, Documents and Marketing menus |
|
|
|
|
|
|
Access Customers and Workflow menus |
|
|
|
|
|
|
Social collaboration |
|
Access timeline |
|
|
|
|
|
Add everyone or people based on division or cost center to groups, and post announcements to everyone
|
|
|
|
|
|
|
Administrate all groups |
|
|
|
|
|
|
Set news property in a group |
|
|
|
|
|
|
Workspaces |
|
Create and access workspace |
|
|
|
|
|
|
Pin workspaces for other users |
|
|
|
|
|
|
Create, edit and set default company workspace |
|
|
|
|
|
|
Create and edit company workspace |
|
|
|
|
|