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The Role configuration allows you to select which transactions (under work flows) are visible to a user.

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titleExample

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The procurement role can only create and confirm POs.


Click New Role to create a role. Click Edit to edit a role. Image Removed

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Select transactions in the Associated Transactions section that should be available to users with the current role. Image Removed

All work flows (and their details) are available.

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Roles can also be used to specify individual alerts for a user.

Image Removed Select alerts in the Alert Configurations section that should be enabled for users with the current role.Enable

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Turn on the Alter Alerts toggle buttonto allow users with the current role to make changes to their subscribed alerts. Image Removed

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