Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

An overview of Roles

In the example above, Purchasing and Accounts Payable are two separate roles that have shared activities.

  • The Purchasing role allows access to the following activities: A/P register, Bill Entry, Pay Bills, Pay Sales Tax, Print 1099, Checks, Credit Cards, Item Receipt, and Purchase Orders.

  • The Accounts Payable role allows access to the following activities: List Reports, Purchases Reports, Item Receipt, and Purchase Orders.

They share two common activities: Item Receipt and Purchase Orders.

Joe is in the Purchasing Department and is assigned the Purchasing role. He will have access to all the activities in the blue area. April is in the Accounting Department and is assigned the Accounts Payable role. She will have access to the activities in the yellow area. They will both have access to activities in the green area because the two roles have a subset of common activities.

In the example above, Time Tracking and Payroll Processor are two separate roles that have shared activities.

  • The Time Tracking role has full access to Remote Access, Time reports, and to all Time Tracking activities.

  • The Payroll Processor role has full access to Remote Access, Pay Employees, Payroll Liabilities, Payroll Service Activities, Payroll Item list, Employee & Payroll reports, Time reports and Vendors & Payables reports.

They common activities these roles share are access to Remote Access and Time reports.

Joe is in the Human Resources department and is assigned the Time Tracking role. He has access to the activity in the blue area. April is in the Payroll Department and is assigned the Payroll Processor role. She has access to the activities in the yellow area. They both have access to activities in the green area because the two roles have a subset of common activities.

KB ID# H_PERMISSIONS_ROLE_EXAMPLE
12/7/2016 4:32:38 AM
PPRDQSSWS406 9138 Pro 2017 6b5fab