Roles

A role is a named bundle of rights: which screens, lists and reports may be opened, and whether the holder may create, edit, view, delete, reverse and export on each. Users get roles per company on User.

Where

System Administration › Roles (SARO)

Who uses it

The system administrator

When

Once, while the company is being set up, and whenever a new one is needed

Needs first

Client Object for the list of screens offered

What it is for

Standard roles (Predefine ticked) ship with the product and are kept up to date by it: Edit and Delete are greyed and Save refuses them. To change one, Clone it into a company role.

On save each line is trimmed to what the screen itself allows: a right the screen does not have (Reverse on a master, say) is cleared. A screen that does not exist is refused.

Sees All Employees gives holders of the role sight of every employee in the HR product.

Every field in plain words

General

Field	What it means	What to put
Role	The role code.	Required unless a number range numbers roles.
Name	Its name.	Required.
Detail	A longer description.	Optional.
Predefine	A standard role.	Set by the product.
Sees All Employees	Holders see every employee (HR product).	Tick or leave clear.

Role

Role: one line per screen.

Column	What it means	What to put
Role	The role.	Optional.
Screen	The screen, list or report.	Required. Pick from the list.
Transaction Name	Its name; fills itself.	Optional.
Module	The module it is opened under.	Optional. Pick from the list.
Create	May create.	Optional.
View	May open and view.	Optional.
Edit	May edit.	Optional.
Delete	May delete.	Optional.
Reverse	May reverse.	Optional.
Export to PDF	May export to PDF.	Optional.
Export to Excel	May export to Excel.	Optional.

How to configure it

Nothing to configure beyond the fields above.

What it is connected to

• Picked on these company setup screens: Approval, Standard Role, User.
• Set up a new company - where this screen fits in the setup order.

If something looks wrong

• “… is a standard role: ABS keeps it up to date. Clone it to make a company role you can change.”
• “Line ID: … - Role … This Object does not Exits in System”
• “Role - Line ID: … is duplicated with Line ID: …”