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Type - types are used to determine which persons on a customer or supplier are contacted by system generated emails (eg people with an Accounts type role will get statements, remittance advices etc from the system) - seeĀ Adding and Managing Users in the System

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Roles provide users with Secure Features - seeĀ Secure Features List and their impacts.

Most actions are restricted or allowed depending on whether the logged in user has a Role that has a Secure Feature but it can also be controlled by:

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A new Secure Feature is only useful if the system code has restrictions based on the feature. This has to be done by System staff. Discuss your requirements with us.

Terminate a Role

To keep history of the roles in the system - roles are not deleted - they are terminated.

Status > Terminate this role

A terminated role can be re-instated