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TOPIC: Exports

Exports #116

  • sharonfd
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I can see where I can control the security level of a CRM or HRM file that is created via the Export button in e-Synergy. But I can not see how to control who is able to Export. Is there a way to grey out the Export button for the majority of the employees - by cost center or by role or by resource id?
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Exports #118

  • PKramer
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Sharon,

By default most users should not even be able to see the export button on the HRM & CRM searches. There is a function point (and thus roles) that enable that button to be visible. Here are the function points and roles for each button that you are looking for. If a user does not have one of these roles they should not see the button (with the exception of the Administrator who is also able to see both):

CRM Search Export Button
function point:
- 200 - Export: Export Account data
Roles:
- Marketing manager

HRM Search Export Button
function point:
- 160 - Rights to perform mail merge from resource search
Roles:
- General Manager
- HR
- HR Assistant
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