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

Posts Tagged ‘roles and rights’

What do you wish for?

Written by Aida de Reede - Heijbroek on . Posted in Exact Globe

Let me first introduce myself. A few months ago I did a career move towards product management and I will be responsible for Cross Border ERP. My goal for 2012 is to improve our software so it supports our international customers with multiple divisions worldwide even better. Some attention points for 2012 are as following:

  • Improve the roles and rights structure within Exact Globe (Next)
  • Improve the auditing and logging functionalities within Exact Globe (Next)
  • Support of intercompany financial transactions by using Exact Globe (Next) and Exact Synergy Enterprise

The roles and rights structure project was kicked off already in 2011 with rights per bank/cash journal, and in the coming Exact Globe product update 404 we will offer support of rights per sales and purchase journal. During 2012 we will continue with further enhancements to the roles and rights, which I will be sharing with you via this blog.

 We have also already started with improving the auditing and logging functionalities. One of the examples is the new log functionalities in the serial/ batch numbers that will be available as of product update 404. For a part of this auditing and logging project I would ask you as a user of Exact Globe for some input and opinions. During 2012 we want to improve the logbook for sales order, purchase orders, RMA/ RTV orders etc.

As you might know not all changed fields in these types of orders will be logged. To make sure the performance of the system is not affected I would like to make a selection of fields to be logged based on a direct input from our customers. They can be ‘nice to have’ and ‘must have’ and can come from the different sections of an order: Header, Conditions, Lines. I would highly appreciate your feedback so we can improve the software according to the needs of our customers.

I am looking forward to hearing  from you. Thank you!

Know your boundaries!

Written by Martin Ortgiess on . Posted in Exact Synergy

Synergy has a role-based security model. This means that you can assign one or more roles to a user and link function rights to these roles.

There are standard roles, which are delivered by Exact, and you can define your own roles. Either way these roles will define the rights a user has in Synergy. So, roles are important, but even more important are the Function rights tied to these roles; these are the ones that actually define the activities the user can do.

Thus, Function rights define the additional rights a user has in Synergy. With over 570 Function rights in Synergy you need to know what additional rights a user will get, before you start to use it.

For every individual Function right we have an overview page that gives you the details you need; what is the menu path, what are the actions, which screens are targeted and in which roles are they used.

Go to ‘System–>Setup–>Security–>Function rights’ to have an overview of all the Function rights in Synergy.  When you want to view the Function rights per role, you can go to ‘System–>Setup–>Security–> Roles’. Open the role and you will see the function rights attached to this role.

Function Rights documentation

Written by Martin Ortgiess on . Posted in Exact Synergy

Synergy has a role based security model facilitated by assigning roles that include certain function rights which define what you can access and use. As of the Product Update 245 we have created a comprehensive documentation about each function role to support database administrator in his job to assign roles. As the administrator you will know exactly what each roles allows a user to do, so it’s easier to assign them, modify them or even create a new one that are tailored to your organization’s needs and requirements.

Please refer to the release note to find out more about Roles and Rights.

Watch as well this video, so you can find more details about the function rights documentation.