Overview of roles
Menu paths
- HRM à Setup à Organization à Roles
- System à Setup à Security à Roles
Introduction
On this page, you can display the list of available roles in the system as well as create roles. A role contains one or more function rights, which define the functional ability of the employee who is assigned to the role. Roles are useful only when they are linked to function rights. For more information, see Linking function rights to roles.
Roles and rights
All users can access this page. To create and/or maintain roles, function right 91 - Maintain roles or function right 334 - Maintain role members - group level is required. Users with HR role have these function right. Users with General manager role have function right 334.
Notes:
- For more details on function rights, go to System à Setupà Security à Function rights.
- For more details on roles, got to System à Setup à Security à Roles.
What version are you using?
The information on this document is based on product update 249.
How do I search for a role?
- On the System: Roles page, define the search criterion in the Criteria section.
- Click Show.
How do I create a role?
- On the System: Roles page, click New.
- On the System: Role - Definition page, define the relevant fields.
- Click Save to save the settings or click Save + New to save the settings and create another role. For more information, see Creating and modifying roles.
Keep in mind: All fields marked with the “!” icon are mandatory.
How do I modify a role?
- On the System: Roles page, define the search criterion in the Criteria section.
- Click Show.
- Click on the relevant role under the Role column.
- On the System: Role - Definition page, modify the relevant fields.
- Click Save to save the settings. For more information, see Creating and modifying roles.
How do I delete a role?
- On the System: Roles page, define the search criterion in the Criteria section.
- Click Show.
- Click on the relevant role under the Role column.
- On the System: Role - Definition page, click Delete.
- The confirmation message, “Are you sure that you want to delete this record?” will be displayed. Click OK. For more information, see Creating and modifying roles.
Buttons
Refresh
Click this to update the results according to the defined criterion.
Reset
Click this to clear the defined criterion so that you can start a new search.
New
Click this to create a new role. For more information, see Creating and modifying roles.
Close
Click this to exit.
Fields
Criteria section
Description
Type the description of the roles that you want to be displayed. When you click Refresh, the roles that match the description will be displayed. By default, all roles created will be displayed. These roles are displayed in alphabetical order. To modify the information of the roles, click the description of a role under the Role column. To view the members who have been assigned with the role, click the number under the Members column.
For more information on the types of roles in the system, see Understanding the different types of roles.
Related document
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: |
15.112.603 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
25-06-2014 |
Release: |
|
Attachment: |
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Disclaimer |