User roles installed with Financial Management

Financial Management adds the following user roles.

Role Description Contains Roles
budget_admin Has access to all Financial Planning menus and modules within Financial Management.
  • budget_analyst
  • budget_owner
budget_analyst Has access to the Financial Planning module and the budget console. budget_owner
budget_owner Can create, edit, delete budget plans/forecasts for budget account codes that the budget owner has access to.
cost_transparency_admin Has access to all Financial Modeling menus and modules within Financial Management.
  • cost_transparency_analyst
  • cost_transparency_owner
cost_transparency_user Has read-only access to general ledger and allocation records. none
cost_transparency_analyst Has access to the Financial Modeling module and the workbench. cost_transparency_user
service_charging_analyst
  • Can create, update, delete, and view charge items.
  • Can create, update, delete, and view charge item breakdowns.
  • Can create, update, delete, and view charge item drilldowns.
  • Can create, update, delete, and view showback statement definitions.
  • Can create, update, delete, and view showback statement line definitions.
  • Generate and publish the showback statements.
service_charging_owner
  • View charge items.
  • Access the service charging console to review and set the pricing policies.
  • Review the charge item drilldown with the available breakdowns and drilldowns.
showback_user
  • View the showback statements.
  • Accept the showback statements.