Exact Synergy Enterprise

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?

1. On the System: Roles page, define the search criterion in the Criteria section.
2. Click Show.

How do I create a role?

1. On the System: Roles page, click New.
2. On the System: Role - Definition page, define the relevant fields.
3. 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?

1. On the System: Roles page, define the search criterion in the Criteria section.
2. Click Show.
3. Click on the relevant role under the Role column.
4. On the System: Role - Definition page, modify the relevant fields.
5. Click Save to save the settings. For more information, see Creating and modifying roles.

How do I delete a role?

1. On the System: Roles page, define the search criterion 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. For more information, see Creating and modifying roles.

Related document

• Creating and modifying roles
• Exact video library
• Linking function rights to roles
• Overview of members linked to a role