Exact Synergy Enterprise

Linking function rights to roles

Menu path

System à Setup à Security à Function rights

Introduction

You must link the function rights you have created with specific roles to allow people with the roles to perform the tasks as defined in the function rights.

Roles and rights

To link the function rights to roles, function right 187 – Maintain roles in function ID’s is required. Users with the Administrator and HR role have this function right.

Notes:

For more details on function rights, go to System à Setup à 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 in this document is based on product update 252.

How do I link a function right to a role?

On the System: Function rights page, click Search to search for a specific function right or click on the hyperlinks under the Functions column to manually search through the related modules.
On the System: Functions page, click the relevant function right ID under the ID column.
On the System: Function page of the related function right, click Edit.
On the System: Function edit-mode page, click New at the Roles section.
On the System: Function – Role page, define the relevant fields.
Click Save to save the settings or click Save + New to save the settings and link another role to the function right.

Fields

Function

This displays the selected function right.

Role

Select the role which you want to link to the function right. In the example given, users with the selected role will have the function right to create all request types, irrespective of request-type definition. Available role options comprise:

a) roles that have function rights already linked to them, and

b) roles that have no function rights linked and are already assigned only to employees with the Professional role. Roles that can be assigned to employees with the Employee self-service role cannot be linked to a function right, thus, are not displayed for selection.

For more information, see Creating roles.

Note: For CRM, Service management or Professional services automation function rights, different security validation will apply.

Level

Select the role level to be given the function right. Role levels determine if a user is allowed to perform the task according to the function right that is linked to the role at different levels of the organization chart. There are six options available, however, some levels may not be available for certain function rights:

Corporate — Select this to allow the user with this role to perform the relevant task without any limitation.
Group — Select this to allow the user with this role to perform the relevant task only for his/her division group.
Division — Select this to allow the user with this role to perform the relevant task only for his/her division.
Cost center group — Select this to allow the user with this role to perform the relevant task only for his/her cost center group.
Cost center — Select this to allow the user with this role to perform the relevant task only for his/her cost center.
Reseller — Select this to allow the user with this role to perform the relevant task in the reseller portal. This is applicable only to resellers.
Project — Select this to allow the user with this role to perform the relevant task only for projects of which he/she is the project manager.

Linking function rights to roles

Menu path

Introduction

Roles and rights

What version are you using?

How do I link a function right to a role?

Buttons

Save

Save + New

Close

Fields

Function

Role

Level

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