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In order to ensure data security and integrity across your organization, BScaler uses role assignments
as a level of security in order to determine which employees can access what information, and how that
information can be accessed. A user’s role determines allowable functions and access privileges.
Adding new users is easy. When you add a user to ERM, you will enter their name and login ID.
In addition, you need to know that user’s role. As the ERM administrator, you will be called upon to add and
remove user IDs and passwords. You will associate each user with a specific ERM Role. The roles are:
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Employee sells company products, services.
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Contractor sells company products, services.
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Supports sellers and Sales Manager.
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Supports business unit sales managers and Sales VP.
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Supervises sellers and sales administrator.
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Supervises sales managers and BU Sales Administrator.
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Does Marketing functions.
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Supervises the Marketing Manager.
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Generates SOs, finalizes and fulfills orders; generates Invoices.
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Specialist who generates POs to vendors.
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Supervise Production and Purchaser; parts control.
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Supervise Operations; approve POs above certain dollar level.
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Provide customer support of company products, services.
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Supervise the support group.
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Supervise the Support Managers
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Company professional who (typically) visits customer site and performs services that require special education/certification
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Provides engineering support of company products & services
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Chief Technical Officer has highest level of tech knowledge
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Specialist in collections and customer payments
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Pays vendor invoices, records them accurately
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Supervises AR, AP; approves customer credit
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Covers things when the ERM Back Office is not installed.
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Supervises Acctg; assigns credit lines; has most ERM privileges.
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Certified Public Accountant
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Ultimate decision-maker; has access to all reporting functions
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Represent owners/investors
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ERM Administrator adds, removes users and edits menus.
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