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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘rights’

Exact Globe product update 403 is generally available

Written by Michiel Dorjee on . Posted in Exact Globe

As of today, Exact Globe product update 403 is generally available, which marks the end of the controlled release period which started in the mid of December 2011.

In Exact Globe product update 403 we have built localization improvements for a vast variety of legislations including: Germany, Belgium, Italy, Portugal, Slovak RepublicRussian Federation and Thailand. We also continued to develop features for electronic banking, please check this document under tab ‘banking’. Moreover, we have extended functionalities that support your legal requirements and business standards with a number of new features, among others:

Exact’s Warehouse Management Solution has been enhanced with a recount functionality that comes in handy when stock differences are too big, and auto fill picking queue and fulfillment that enable companies to pick sales orders without having to use the control center.

In addition, with Central Master Data Management (in extended controlled release) you can now easily centrally manage people, in follow-up of the earlier introduction of supporting accounts, items and general ledger accounts. Please watch this video to learn how to centrally manage people, you can also watch there series of videos about our CMDM solution.

In this product update we have also addressed a number of enhancements related to roles and rights as well as cash flow functionality in Exact Globe. Please check this document for more information.

We have also developed numerous features that are based on a direct feedback and suggestions from our customers:

For a full overview of all new functionalities, please refer to the release notes for product update 403 and the Product Update News page.

Should you have any questions regarding this announcement, please do not hesitate to comment on this blog post.

Granting user rights in a user friendly way

Written by Ilja Udo on . Posted in Exact Online

How can you grant or remove rights from a user in Exact Online? A user in an administration has a specific function.
How can you assure that this specific user can perform only this function and not be able to view other inappropriate information?

Within Exact Online roles determine what a user can do. A role is a collection of several functionalities. A user can also have more than one role.

Say that your user is allowed to perform the following functions:

  • Maintain item groups;
  • Maintain items;
  • Maintain the prizes of items;
  • Import and export items

In Exact Online your user must have the role “Manage items”  – the role that grants the user the rights needed to operate the functionalities mentioned above.

Because the functionality Exact Online offers keeps growing, the list of available roles has grown accordingly. As the process of assigning them has become more complicated, we’ve been investigating a new way to go about managing the process. The pictures below show the results of the process – an improved way of working that will be available soon.

Instead of having to scroll down a long list of roles you now can go immediately to the correct functional area (=tab) where you find all related roles that are available. Where necessary the roles are further grouped per sub group. 

Let’s have a look in more detail at how the various options already available to you for allocating roles will look: 

Add Users to a Role
You can grant rights by adding a user to a role. The role is the starting point for you to then add one or more users.

 

Openening a certain role gives you the option to add one or more users:

 

Add Roles to a User
You can also start from a user’s perspective, adding roles to a specific user.

Copy roles
When multiple users are working in your Exact Online license they can often need to have the same rights. With the “Copy: Rights”  function you can copy the rights of one Exact Online user to another.  This function can be found in several places in Exact Online.


 

Administration access
You can also define to which administration(s) your users have access.


Audit trail
To keep track of all granted/revoked rights an overview is available where the history is kept. It’s possible to filter the overview – e.g. for a specific user. The overview can then be printed and exported to MS Excel.

Do you consider this grouping of roles to be more user friendly? Do you have other suggestions related to granting rights to users? Please let us know.