Introduction

You can view all people with specific roles in the company.

Menu path

Go to System/Setup/Security/Roles, click the value under the Members column to view the members linked to a specific role.

Roles & rights

All users can obtain the overview of members linked to a role.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click this to display the overview of members linked to a role based on the defined criteria.

Refresh

Click this to refresh the overview based on the last defined criteria. You can only see this button after you have clicked Show.

New

Click this to link a new member to the role. For more information, see Linking a New Member to a Role.

Note: This button is available only for users with function right 176 – Maintain role members, 333 – Maintain role members – division level, or 334 – Maintain role members – group level. By default, users with the HR role have these function rights.

Assign

Click this to assign the role to multiple members. For more information, see Assigning Role or Deleting Role from Members.

Delete

Click this to delete the selected member(s) from the assigned role. For more information, see Assigning Role or Deleting Role from Members.

Close

Click this to exit.

Description

Role

This shows the identification number (ID) of the role you have selected at the overview of roles to display members linked to the role. However, you can still type or select another role to display the members linked to the role.

Level

Type or select the role level to display members linked to the role level. Role levels determine if a member is allowed to perform the task according to the function rights that is linked to the role at different levels of the organization chart. There are six options available:

• Corporate
• Group
• Division
• Cost center group
• Cost center
• Reseller

Division

Type or select the division to display members of the division who are linked to the role. For more information, see Overview of Divisions.

Cost center

Type or select the cost center to display members of the cost center who are linked to the role. For more information, see Overview of Cost Centers.

Related document

• Assigning Role or Deleting Role from Members
• Linking a New Member to a Role
• Overview of Cost Centers
• Overview of Divisions
• Overview of Roles