Sys Roles

Concept

The Sys Roles page works with system role records in the System module. It supports shared configuration and administration that affects multiple ERP modules.

Fields

FieldMeaning
Role CodeUnique role identifier.
NameDisplay name.
ModuleModule or application area.
StatusWhether the role can be assigned.

HowTo

  1. Open System and choose Sys Roles from the Security area.
  2. Use filters or search to find the record you need.
  3. Open the record to confirm its status and linked setup.
  4. For editable records, choose New or Update, complete the required fields, and save the record.
  5. Confirm the related workflow, access rule, notification, document requirement, or job now behaves as expected.

Screenshots

System Roles
Fig 1.0
System Roles
Fig 1.1
System Roles List
Fig 1.2
System Roles Search
Fig 1.3