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Creating and maintaining entries for people - Rights tab

You can create and maintain rights for the people at HR ➔ People ➔ Maintain, select a person, and then click Open under the Rights tab. Before you can link any document to a person card, you need to select a person first. Without the relevant person information filled in under the General tab, all fields under the Rights tab cannot be modified. For more information on creating and maintaining entries for people, see Creating and maintaining entries for people.

Fields

Authorization section

Select any of the following check box(es) to allow the person the rights to authorize the selected function.

  • Quotation
  • Sales orders
  • Sales invoices
  • Purchase orders
  • Internal use
  • Purchase orders
  • Payments
  • Payroll
  • Cash instrument
  • Warehouse

The amount that the person can authorize is defined under the Limit section. Once saved, the system will assign a role which gives the person the authorization rights to the selected functionality.

Note: The Cash instrument and Warehouse check boxes are not about rights to authorize but for access rights to the cash instruments and warehouses respectively. These check boxes will be selected if the rights to access the cash instrument and warehouse is granted. You can grant the access rights by clicking . Alternatively, you may assign the cash instrument access rights through the cash instrument created (for more information, see Creating and maintaining cash instruments) or warehouse access rights through the warehouse created (for more information, see Creating and maintaining warehouses).

Purchase orders

Type a value to specify the purchase limit of the person.

Sales/Service orders

Type a value to specify the sales or service order limit of the person.

Sales invoice

Type a value to specify the sales invoice limit of the person.

RMA orders

Type a value to specify the RMA order limit of the person.

Rights section

This section displays all roles linked to a person.

New

Click this to add a new role to a person.

 Edit

Click this to modify the role. For more details, see Creating and maintaining roles.

 Delete

Click this to delete the role linked to a person.

 Copy user rights

Click this to copy the rights from another user. A message will prompt you to specify whether to copy the rights from an existing person to another person or vice versa.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 06.204.574
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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