User Role Tab

This section includes the fields and descriptions for the User Role tab.

User Role Island

Field Description
Username Enter the name of the user who owns the role. Once created, you cannot change the username.
Role Name Enter the name of the role. The role name must be unique for the user. However, one or more users can have roles with the same name.
Login Name Enter the login name for the role. The login name is used to log in to Maconomy or BPM as a specific role. Each role must have a unique login name. If you do not enter a login name, the system will generate a default name. The format for the first role's login name is <Username>. The format for additional roles is <Username>#< Role_Name>.
Use for People Planner Select this check box to use the role when transferring the user setup to People Planner. Only one role can be selected for each user. If you select a different role, the previously chosen role will be replaced. You cannot deselect or delete a selected role. You must select a new role to replace the current role.
Default for Background Tasks Select this check box to make this the default role when a background task run as the user. Only one role can be selected for each user. When a new role is selected, this field is automatically deselected on the previously selected role. You cannot deselect or delete the chosen role. You must select a new role to replace the current role.
Blocked in Touch Copy to come.
Main Access Level

Specify a main access level to assign to a user role. If the user creates new access levels, the system automatically assigns them as sublevels of the main access level.

For users with limited administration rights, you can only select an access level that your user role has access to.

Dimension Combination Island

Field Description
Dimension Combination Number Enter the number of a dimension combination of the Dimension Derivation type created in the Dimension Combinations workspace. Maconomy uses the values in this dimension combination when deriving dimensions from the current user role if you specify a dimension combination. However, any dimension derivation values specified in this island are used instead of those specified for the same dimensions in the dimension combination. This means that the dimension combination only applies to the dimensions for which no value has been entered on the user information card.

Derived Company island

Field Description
Derived Company

Enter a value for the company dimension to derive a value from the current user role. Select the Overwrite check box to use the specified value to overwrite existing values for the dimension. If you do not select the Overwrite check box, the dimension value is derived only if the dimension field for the derivation taking place has neither been completed manually or by entering a registration code.

Even if you have specified a dimension combination in the Dimension Combination Number field, a value entered in this field is used rather than the value (if any) found for this dimension in the dimension combination in question. This means that the dimension combination only applies to this dimension if you have not entered a value in this field.

Note: If a dimension combination has been specified in the Dimension Combination Number field, selecting the Overwrite check box only takes effect if you have also entered a dimension value. If you select the Overwrite check box but do not enter a dimension value in this field, the Overwrite field is ignored, as dimension values and overwriting specification are always retrieved together from the same dimension derivation island, dimension combination, or dimension combination line.

For more information about dimension derivation, see the section on dimension derivation in the Introduction to the G/L Module chapter and the description of the Dimension Derivations and Dimension Combinations workspaces in the G/L module.

Derived Account Island

Field Description
Account The functionality of this field is similar to that of the Derived Company field above.
Local Account The functionality of this field is similar to that of the Derived Company field above.

Remarks Island

Field Description
Remarks Enter role types and information related to the user.

Derived Dimensions Island

Field Description
Location The functionality of this field is similar to that of the Derived Company field above.
Entity The functionality of this field is similar to that of the Derived Company field above.
Project The functionality of this field is similar to that of the Derived Company field above.
Purpose The functionality of this field is similar to that of the Derived Company field above.
Spec. 2-3 The functionality of this field is similar to that of the Derived Company field above.
Local Spec. 1-3 The functionality of this field is similar to that of the Derived Company field above.

Network Username Island

Field Description
Name

If the Single Sign On (SSO) add-on has been installed, you can access Maconomy using the Maconomy Portal immediately after logging into a Microsoft network. If SSO uses the name mapping method to match the network name with a Maconomy login name, enter the user's network name in this field, and the network domain name in the Domain Name field. When the user has logged into the Microsoft network and launches the Maconomy Portal, the user will automatically log on to Maconomy. For more information, see the special Single Sign On add-on reference documentation.

Note: Microsoft automatically converts the network name to capital letters. Consequently, in order for the network name to match the name in this field, the name must be entered in capital letters.
Domain Name

Enter the name of the domain in the Microsoft network the current user belongs to. For more information about the functionality of this field, see the description of the Name field above.

Note: Microsoft automatically converts the network domain name to capital letters. Consequently, in order for the name to match the domain name in this field, the name must be entered in capital letters.

Database User Name Island

Field Description
Name

Enter the name of a database user in this field if the current user role needs to have access to Maconomy's underlying database. This name is assigned to the current user role and must subsequently be used when requesting access to Maconomy's database.

Note: If your Maconomy system is running on a DB2 database, this field does not cause a database user to be created, as the field is only used for linking the current user role to an existing database user. The database user name must be created in the database before the name is entered in this field.
Password

Enter a password in this field when creating a database user.

Note: The first character entered must be a letter. The password cannot contain any space characters. This password must be entered when logging on to the database using Maconomy's ODBC driver, along with the database user name specified in the field above. Following the creation of the current user and the entry of information in the fields in this island, the contents of the fields are automatically removed by Maconomy. Consequently, the field will appear empty when this workspace is reopened, even though a password has been entered. The password can then be changed by the current user in the Change Database Password workspace.

If your Maconomy system is running on a DB2 database, you cannot enter a password here, as the password is assigned when the database user is created. The database user must be created separately before being assigned to a user in this workspace.

User Island

Field Description
Created This field shows the user who originally created this user role.
Changed This field shows the user who made the last change on this user role. If the user role has not been modified since it was created, this field is blank.
Version This field shows the current version of the user role based on modifications made to it.