Role Setup

The PSO Solution is delivered with a set of preconfigured roles.

The roles determine user access to functionality and business processes.

The roles are fully configurable and you maintain them after the implementation.

When creating an employee, assign the employee to a role. The employee gains access to the functionality specified for that role, including a predefined menu that reflects the access to functionality and processes.

Not all roles may be relevant for all companies. You can remove or add roles as part of the implementation.

Some users may have several roles in a PSO, as often is the case in large organizations or in shared services centers. In this case, a user can be configured with multiple roles, each with different access rights, and only one password thereby enabling the user to easily switch between roles.

The Roles in a Professional Services Organization topic describes the roles as identified in a standard setup.