Understanding the different types of roles
Question
What are the types of roles that are available in the system? At times when I assign roles to people, the roles that I can select from the list differ from one person to another. Why is that so?
Answer
See the following table to find out the types of roles that are available in the system:
|
Type of role
|
Explanation
|
|
License roles
|
These are roles that are created by the system. A person with this type of role assigned will be able to access certain modules within the system. These include Basic user, Employee self-service, CRM, Professional, Enabling add-on solutions, Hour entry, Incoming invoice register, Light user, Project manager, Report manager, Service management, and Exact Payroll Plus.
|
|
System roles
|
These are roles that are created by the system by default and used for security validation. Examples include Administrator, General manager, and Document administrator.
|
|
User-defined roles
|
These are roles created by the users of the system (with the Administrator role) for their own security validation.
|
A person can be assigned to one role or more at any one time. However, for a person with the Employee self-service role, the user can only participate in certain functionalities, such as workflow routing and hour entry application. Thus, roles that can be assigned to this user are limited. From the table below, you will be able to know the type of roles that can or cannot be assigned to a user with the Basic user, Employee self-service, CRM, or Professional role:
|
User
|
License role
|
User-defined role
|
System role
|
|
Without function right(s) attached
|
With function right(s) attached
|
Without function right(s) attached
|
With function right(s) attached
|
Without function right(s) attached
|
With function right(s) attached
|
| A user without any role |
 (except the Enabling add-on solutions role) |
(except the Enabling add-on solutions role) |
 |
|
|
|
|
A user with the Basic user role
|
|
|
|
|
|
|
|
A user with the Employee self-service role
|
|
|
|
|
|
|
|
A user with the CRM role
|
|
|
|
|
|
|
|
A user with the Professional role
|
|
|
|
|
|
|
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Support - On-line help |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
20.708.246 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
14-03-2019 |
| Release: |
|
Attachment: |
|
| Disclaimer |