Customizing roles for specific user groups
- Susanne Barbara Götz
On this page are instructions on how companies can take predefined roles and customize them to their needs. Companies often require the option to create roles for specific user groups within the company. This is now possible by following the instructions below.
Please note that this does not control user permissions. If a user should not have access to certain data, it needs to be controlled with the users permission sets.
We recommend preparing and testing the customized role first in a sandbox environment. Once all customizations are ready and tested, it is possible to load it into a production environment.
To start creating a customized role, please search for Profiles (Roles).
Choose the role that best suits for the customization and copy it to a new one. It is useful to choose the role that has most functions available and hide them, rather than adding them.
This will create a new role. Please make sure that the “Enabled” and “Show in Role Explorer” fields are checked.
Once the new role has been created, you must switch to it before you can start customizing it.
When you have assigned the new Role to you, go back to Profiles (Roles).
Select the new Role and click on “Customize”.
A new window (browser tab) will open where you can customize the Role
Here you can hide and add actions to the Role Center. It is also possible to navigate to sales and purchasing documents, e.g. delivery agreements, and customize all actions, fields and lines on the page. If filters are created, they are also saved on the pages they are created on. This can be done on all main pages and tables in the system.
When all changes have been done, use the Done option to finalize them.
You can now close the window (browser tab).
This will update the new role and the customizations will be available.
It is possible to make further changes to the customization at a later time.
Users in this Role can still personalize this role to their needs, but these changes apply only to themselves. It does not affect the users permissions.
To move roles between environments, for example from sandbox to production, you can use the export and import functions. Follow the system instructions when using these functions.
