Set up roles
Setting up roles requires some planning in the system, as you would want to avoid too many inconsistent roles to manage. It is recommended that these closely match the organization's job description to a functional level. In normal circumstances, similar users with similar job functions will have access to the same roles in the system. Within role access management, you can define the following (see Role window below):
Org Access tab: Roles may be used to manage the role's organizational access (Role window), or a user can be individually assigned in terms of their organizational access (User Window).
User Assignment tab: You may define which Users have access to the Role.
Window access: You may define, per window, what read and write access this role defines.
Process access: Processes are items like reports or specific processes such as creating orders or invoices. This is done at the transactional level.
Form access: There exist certain custom windows that are referred...
