Access Rights (Financial Management) › Financial Management Access Rights

Financial Management Access Rights

Users must have the following access rights if they are responsible for processing and monitoring transactions, managing work-in-progress transactions, managing external billing, and working with chargeback-related invoices.

Billing - Access

Allows a resource to access all billing projects.

Type: Global

Billing - Approval - All

Allows a resource to approve all billing projects.

Type: Global

Company - Create

Allows a resource to view and edit all companies and to create new companies. Resources with this access right cannot view documents unless specific access to the folders or documents is also granted.

Type: Global

Company - Document Manager - Administrate - All

Allows access all documents and forms attached to companies (if other access rights that provide view capability for companies, such as Company - View - All, are also granted). Resources with this access right can do the following:

• Create new form and document folders
• Add documents
• Add forms to folders
• Attach document templates to forms
• Delete forms
• Delete, copy and move documents
• View document properties, history, versions, permissions and workflows

Type: Global

Company - Document Manager - Read - All

If other access rights that provide view capability for companies, such as Company - View - All, are also granted, this right allows a resource to:

• Access all documents and forms associated with companies
• View document history, versions, and processes
• Create and initiate new processes for documents

Type: Global

Company - Document Manager - Read / Write / Delete

Allows a resource to access all documents and forms associated with companies (if other access rights that provide view capability for companies, such as Company - View - All, are also granted). Resources with this access right can:

• Create new form and document folders
• Add forms to folders
• Attach document templates to forms
• Delete forms owned by a resource
• Create new document folders
• Add, copy, and delete documents
• View document history, versions, and workflows

Type: Global

Company - Edit - All

Allows a resource to view and edit the general and supplemental properties of all companies.

Type: Global

Company - Edit Financial - All

Allows the user to view and edit the financial properties of all companies. The user must also be granted additional rights for accessing companies, including the Company - View - All access right.

Type: Global

Financial Maintenance - Financial Management

Allows resources access to Financial Management features. Granting this access right implies that a license has been purchased for IT Financial Manager or Project Cost Manager modules.

Type: Global

Financial Maintenance - GL Integration

Allows resources to distribute transactions from CA Clarity PPM to the GL chart of accounts. This access right also allows resources to post these transactions to the general ledger.

Type: Global

Financial Process - Approve Billing and Credit Memos

Allows the user to approve or reject billing transactions for which the user has billing approval rights. This access right also allows the user to print batch billing.

Type: Global

Financial Process - Approve Credit Memo

Allows the user to approve credit memos.

Type: Global

Financial Process - Approve WIP Adjustments

Allows the user to approve any WIP adjustment.

Type: Global

Financial Process - Billing

Allows the user to create bills using demand billing, batch billing, advance billing, and re-billing.

Type: Global

Financial Process - Credit Memo

Allows the user to create and print credit memos. The user must also be granted the Report - Run instance access right to run the Customer Invoice report.

Type: Global

Financial Process - GL Allocations

Allows a resource to generate and reverse GL allocations.

Type: Global

Financial Process - GL Posting

Allows a resource to post WIP entries to the general ledger.

Type: Global

Financial Process - Print Invoices

Allows the user to print external billing invoices. The user must also be granted the Report - Run instance access right to run the Customer Invoice report.

Type: Global

Financial Process - Transaction Entry

Allows the user to enter transactions.

Type: Global

Financial Process - Work in Progress

Allows the user access to Work-in-progress (WIP) and to process WIP for all transactions.

Type: Global

Financial Process - Setup GL Allocations

Allows resources to globally set up GL allocations. This right also applies to global debits, credits, and overhead distribution.

Type: Global

Financial Process - Transaction Entry

Allows the user to enter transactions.

Type: Global

Financial Process - Work in Progress

Allows the user access to Work-in-progress (WIP) and to process WIP for all transactions.

Type: Global

Invoice - Approve and Reject

Allows the user to approve or reject invoices.

Type: Global

Invoice - Lock, Regenerate and Submit for Approval

Allows the user to lock, regenerate, and submit department invoices for approval.

Type: Global

Invoice - Navigate

Allows the user to access the Issue Invoice page.

Type: Global