You must be granted access rights to work with financial features, such as creating financial plans and processing transactions. The access rights you are granted depend on the tasks you must accomplish. The following types of access rights are available:
This section contains the following topics:
Financial Management Access Rights
Financial Administration Access Rights
Financial Planning Access Rights
This section lists the access rights required for doing the following tasks:
Allows users to access financial management setup features in the Administration menu.
Type: Global
Users must be granted the following access rights if they are responsible for setting up structures:
Allows the user to access the Administration menu.
Type: Global
Allows users to define the financial organizational structure and fiscal time periods. You can create, edit, and view entities, locations, departments, resource classes, transaction classes, and investment classes. Users can also assign departments to locations.
Required: Administration - Navigate
Type: Global
Users must have the following access rights for managing cost, benefit, and budget financial plans for any investment type.
Allows the user to edit the benefit plans for a specific instance of the selected investment type.
Type: Instance
Allows the user to edit all benefit plans for the specified investment type.
Type: Global
Allows the user to view the benefit plans for a specific instance of the selected investment type.
Type: Instance
Allows the user to view all benefit plans for the specified investment type.
Type: Global
Allows the user to approve the budget plans for a specific instance of the selected investment type.
Type: Instance
Allows the user to approve all budget plans for the specified investment type.
Type: Global
Allows the user to edit the budget plans for a specific instance of the selected investment type.
Type: Instance
Allows the user to edit all budget plans for the specified investment type.
Type: Global
Allows a resource to view the budget plans for a specific instance of the selected investment type.
Type: Instance
Allows the user to view all budget plans for the specified investment type.
Type: Global
Allows the user to edit the cost plans for a specific instance of the selected investment type.
Type: Instance
Allows the user to edit all cost plans for the specified investment type.
Type: Global
Allows the user to view the cost plans for a specific instance of the selected investment type.
Type: Instance
Allows the user to view all cost plans for the specified investment type.
Type: Global
Allows the user to import and export cost plan instances using the XML Open Gateway interface.
Type: Global
Allows the user to import and export budget plan instances using the XML Open Gateway interface.
Type: Global
Allows the user to import and export benefit plan instances using the XML Open Gateway interface.
Type: Global
You need the following access rights to work with departments.
Allows users to create departments.
Includes: Department - Navigate right
Type: Global
Lets the user edit and delete specific departments.
Includes: Department - View access right
Requires: Department - Navigate right
Type: Instance
Allows users to edit and delete all departments.
Includes: Department - View - All right
Type: Global
Allows users to edit the access rights for a specific department.
Requires: Department - Navigate right and Department - View right
Type: Instance
Allows users to edit access rights for all departments.
Requires: Department - Navigate right and Department - View right
Type: Global
Lets the user navigate to department pages.
Requires: Department - View - All right
Type: Global
Allows users to view specific departments.
Requires: Department - Navigate right
Type: Instance
Allows users to view all departments.
Includes: Department - Navigate right
Type: Global
You need the following access rights to work with locations.
Allows users to create locations.
Type: Global
Allows users to edit specific locations.
Type: Instance
Allows users to edit all locations.
Type: Global
Allows users to navigate to location pages.
Type: Global
Allows users to view specific locations.
Type: Instance
Allows users to view all locations.
Type: Global
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