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Procedure documentationDefining Authorization Groups

 

Employees in a company can be grouped according to their roles (for example, sales people, accountants, and managers). Generally, different roles require different authorizations for functions, features, and data within SAP Business One. You can assign SAP Business One users to different authorization groups, based on the users' corresponding actual roles.

After assigning users to authorization groups, you can grant authorization at the group level and then fine-tune each individual user's authorizations. For more information, see Defining Authorizations.

As in real life, each SAP Business One user may belong to more than one group. For example, an accounting manager may play the roles of both an accountant and a manager.

Prerequisites

You are a superuser.

Procedure

  1. To open the Authorization Groups window, from the SAP Business One Main Menu, choose Start of the navigation path Administration Next navigation step System Initialization Next navigation step Authorizations Next navigation step Authorization Groups End of the navigation path.

    The Authorization Groups window appears, displaying existing groups in the left pane. You can select each group to edit the group name, add users to this group, and so on.

  2. To define a new group, in the Authorization Groups window, choose the Create Group button.

    The OK button changes to Add.

  3. Enter a name and an optional description for the group.

  4. Select appropriate users for this group.

  5. Choose the Add button.

    A new authorization group is created.

More Information

Defining Authorizations