Financial Management User Roles

Financial Management user roles determine the tasks that users can perform in the
application. Rinancial Management User Roles lists the Financial Management roles that can be
assigned and the tasks that each role can perform. You assign users to roles in the User
Management Console of Shared Services. For more information on assigning roles to users, see
the Hyperion System 9 Shared Services User Management Guide.
Rinancial Management User Roles
User Role Tasks
Advanced Use the Browser View of the view pane and has access to the Running Tasks feature
User
See "Working in Advanced and Basic Mode" in the Hyperion System 9 Financial Management User's
Application Perform all administrative tasks in Financial Management
Administrato
Access to this role overrides other access settings for the user. A user who creates an application is
r
Note A user with this role only will not be able to provision users. The user must also have the Sh
Approve Approve and reject journals
Journals
See "Approving Journals" and "Rejecting Journals" in the Hyperion System 9 Financial Management
Consolidate Perform Consolidate option
See "Consolidation Options" in the Hyperion System 9 Financial Management User's Guide.
Consolidate Perform Consolidate All option
All
For more information, see "Consolidation Options" in the Hyperion System 9 Financial Management
Consolidate Perform Consolidate All With Data option
All with Data
For more information, see "Consolidation Options" in the Hyperion System 9 Financial Management
Create Create, modify, delete, submit, and unsubmit journals
Journals
Note Users with this role shoull also be assigned the Read Journals role.
For more information, see "Using Journals" in the Hyperion System 9 Financial Management User's
Create Create unbalanced journals
Unbalanced
Note Users with this role should also be assigned the Create Journals role.
Journals
For more information, see "Using Journals" in the Hyperion System 9 Financial Management User's
Data Form Submit data to Financial Management from a data form opened in Smart View
Write Back
For more information, see the Hyperion System 9 Smart View User's Guide.
from Excel
Database Copy and clear data, and delete invalid records
Management
For more information, see "Copying Data" and "Clearing Data" in the Hyperion System 9 Financial M
Default Perform all default tasks
For more information, see Tasks For Default Role.
Enable Write Enter and save data directly to a Web grid
Back in Web
Note Does not apply to Windows Data Explorer users.
Grid
For more information, see "Using Data Forms" in the Hyperion System 9 Financial Management Use
Extended Create and execute Extended Analytics queries
Analytics
For more information, see Using Extended Analytics.
Generate Generate recurring journal templates
Recurring
For more information, see "Using Journal Templates" in the Hyperion System 9 Financial Manageme
Inter- Open and close periods, lock and unlock entities, manage reason codes, and monitor intercompany
Company
Note Users with this role can perform all intercompany tasks.
Transaction
Admin For more information, see Managing Intercompany Transactions.
Inter- Auto-match intercompany transactions by account and process intercompany transations
Company
Transaction
Auto Match
by Account
Inter- Auto-match intercompany transactions by ID and process intercompany transations
Company
Transaction
Auto Match
by ID
Inter- Manually match intercompany transactions and process intercompany transations
Company
Note If a user has the Manual Match with Tolerance role and the Manual Match role, the Manual M
Transaction
Manual
Match
Inter- Manually match intercompany transactions with a tolerance check and process intercompany transa
Company
Transaction
Manual
Match with
Tolerance
Inter- Manage intercompany matching templates and process intercompany transations
Company
Transaction
Match
Template
Inter- Post and unpost intercompany transactions and process intercompany transations
Company
Transaction
Post/Unpost
Inter- Unmatch intercompany transactions and process intercompany transations
Company
Transaction
Unmatch
Inter- Create, edit, delete, load, and extract transactions; run matching reports by account or ID; run tran
Company
Transaction
User
Journals Perform all tasks involving journals
Administrato
r For more information, see "Using Journals" in the Hyperion System 9 Financial Management User's
Load Excel Load data from Smart View to Financial Management using the Ad Hoc module or Excel functions
Data
Load System Load metadata, rules, and member lists
Lock Data Lock data
For more information, see "Locking Data" in the Hyperion System 9 Financial Management User's G
Manage Load and extract custom documents to and from the server
Custom
For more information, see "Working with Custom Documents" in the Hyperion System 9 Financial M
Documents
Manage Manage data forms on the Web
Data Entry
For more information, see Managing Data Forms.
Forms
Manage Enter and edit ownership information
Ownership
For more information, see "Manage Ownership" in the Hyperion System 9 Financial Management Us
Manage Manage journal templates
Templates
For more information, see "Using Journal Templates" in the Hyperion System 9 Financial Manageme
Post Post and unpost journals
Journals
Note The security class of the entities contained in journal line items is checked when a user perfo
For more information, see "Posting Journals" in the Hyperion System 9 Financial Management User'
Read Read journals
Journals
For more information, see "Reviewing Journals" in the Hyperion System 9 Financial Management Us
Receive E- Receive E-mail alerts in the Intercompany Transaction module and in the Intercompany Partner Mat
mail Alerts
For more information, see Setting Up E-mail Alerting.
for IC
Transactions
Receive E- Receive E-mail alerts in Process Management
mail Alerts
For more information, see Setting Up E-mail Alerting.
for Process
Management
Reserved Not used
Review Perform the following functions in process management:
Supervisor
Start a process unit that enables input to the entity's data

Approve data

Publish data
Note A user with this role can see data in the Not Started, First Pass, Submitted, Approved, and P
For more information, see "Using Process Management" in the Hyperion System 9 Financial Manage
Reviewer 1 View and edit a block of data when that data is at the user's designated process management level
through
The privileges associated with these roles also depend on the user's rights to access entity data.
Reviewer 10
 For example, a user assigned to the Reviewer 1 role can view and change a block of data when the
Note Users with one of these roles can see data in the First Pass and Published state and their ass
For more information, see "Using Process Management" in the Hyperion System 9 Financial Manage
Run Run allocations
Allocation
For more information, see "Running Allocations" in the Hyperion System 9 Financial Management U
Save Save reports on the server
System
For more information, see "Saving Reports" in the Hyperion System 9 Financial Management User's
Report on
Server
Submitter Submit a block of data for final approval in the process management cycle
For more information, see "Using Process Management" in the Hyperion System 9 Financial Manage
Task Set up and manage automated tasks
Automation
For more information, see "Using Task Automation" in the Hyperion System 9 Financial Managemen
Unlock Data Unlock data
For more information, see "Unlocking Data" in the Hyperion System 9 Financial Management User's

Tasks For Default Role

All users and groups assigned to the Default role can perform a set of default tasks within the
application. Default Tasks lists the default tasks by menu.

Not To grant additional access rights, you must assign users and groups to roles.
e:

Default Tasks
Me
Default Tasks Available
nu
File
Open Application

Close Application

Change Application

Set as Default Application

Preferences

Logoff

Exit

Create Application
 Note Access is restricted based on the security assigned to the user

Delete Application - access is restricted based on the security assigned to the

user
Note Access is restricted based on the security assigned to the user
Vie
Masthead
w
Pane
Ad
Manage Documents
mini
stra
Manage Favorites
tion
Running Tasks

Manage Smart View

Tas
Data Tasks - Process Control Panel
ks
Load Tasks - Load Data

Extract Tasks - Extract Data

Ico
Toggle View Pane
ns/
Obj
Manage Documents
ects
Manage Favorites

Logoff

Help On

Dropdown - Project List

Dat
Cell Information
a
Expl
Cell Text
orer
-
Acti Source Transactions
ons
Destination Transations

Entity Details

Cell History

Clear

Fill