Creating and Configuring Job Roles

Before you begin, you should consider the full nature of a user's work. When you approach creating a role, look at all aspects of the job function. Do they need to change prices? Do they need to adjust inventory amounts? Do they need to create purchase orders? Are they required to send checks or pay bills? These kinds of questions determine which authorization keys are required and what menu options are needed to complete the job successfully. Check a current user's record for the job role you are creating to address all permissions and menus required.

After determining the parameters for a job, then create a separate job role for each function. Configure that job role with specific menus and authorization keys so that when assigned to a user, that user has all the tools and permissions to perform that job.

For more information, see Role Maintenance Examples in this documentation.

To create a user role:

1. From the System > System Files > User Control menu, select Role Maintenance to display the Role Maintenance window.

2. Use the Define Roles pane to label and describe the role.

   Field	Description
   Role	Do one of the following: Click New to create a new job role. At the Role Name prompt, enter a meaningful role names, such as Payroll Checks. Enter a role name for a current role that you want to edit.
   Description	Enter the description to list the qualities of the job role that are unique and indicate why a user would be assigned this role. For example, if using Payroll Checks, you may enter: "This user monitors paid vacations, overtime requests, and paycheck amounts. Also, this user may issue the paychecks."
   Users with this Role area
   User ID	This table lists all users currently assigned the displayed role. You can add users by inserting the user ID in the User ID field. Or you can use the User Maintenance button next to the table to display the User Maintenance window and assign users there.
   User Name	Display the User Maintenance window for managing user records.
   User Maintenance

    

3. Use the Assign Menus pane to define the default menu and its settings.

   Field	Description
   Menu	Select the menu you want to assign to the role. If you do not see the menu you want to assign, click Menu Maintenance to display the Menu Maintenance window and create the user-defined menu you need. Note: A role can only have a single menu assigned to it, but users can have more than one role assigned to their records.

   Note: Eclipse retrieves the menus from the root menu or default menu. However, when a Solar Override menu is assigned and if any menus assigned through a role, then all menus are merged and the system hide all duplicate menus.

4. Use the Assign Authorization Keys pane to indicate which permissions this job role requires and has applied.

   Similar to the Authorization Keys window search for those authorization keys you want to assign to this user role. Consider which activities the user needs to perform, such as price changes, cost checks, sales order entry, or A/P Entry.

5. Use the Assign OE Views pane to select OE Views or Templates for the job roles requirements.

Note: Authorization keys assigned for a user in User Maintenance merge with any authorization keys assigned at the role level. If an authorization key is assigned in both User Maintenance and Role Maintenance, but have different levels, the system uses the level assigned in User Maintenance.

5. Save your job role and exit the window.