Overview
The Editor role is assigned to the Editors group.
Permissions
The Editor role has permissions in the following areas:
Permissions are grouped by a product area.
Authorizations
General
| Permission / Capability | Reader | Approver |
|---|---|---|
| Submit and cancel requests and view own and assigned requests | ✅ | ✅ |
| Cancel or withdraw own requests | ✅ | ✅ |
| Browse requests assigned to the user | ✅ | ✅ |
| Review Approval Workflow requests | ❌ | ✅ |
Configuration
Accounting Bases
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Accounting Engine rules | ❌ | ✅ |
| Modify Accounting Engine rules | ❌ | ✅ |
| Browse Accounting Bases and navigate from Node Configurations | ✅ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse Business Calendars and query working / non-working days | ✅ | ✅ |
| Browse Accounting Bases and navigate from Node Configuration | ✅ | ✅ |
| Browse Subledger Node configurations and navigate from Accounting Bases | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
| Browse Fiscal Calendars and navigate from Accounting Bases | ✅ | ✅ |
| Browse Dimension Sets and navigate from Accounting Bases | ✅ | ✅ |
| Browse defined values for Subledger Nodes | ✅ | ✅ |
Accounting Rules Navigator
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Accounting Engine rules | ✅ | ✅ |
| Modify Accounting Engine rules | ❌ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse Accounting Bases and navigate from Node Configurations | ✅ | ✅ |
| Browse Business Calendars and query working / non-working days | ✅ | ✅ |
| Browse Accounting Bases and navigate from Node Configuration | ✅ | ✅ |
| Browse Subledger Node configurations and navigate from Accounting Bases | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
| Browse Fiscal Calendars and navigate from Accounting Bases | ✅ | ✅ |
| Browse Business Event Definition | ✅ | ✅ |
| Browse defined values for Subledger Nodes | ✅ | ✅ |
| Browse Journal Types | ✅ | ✅ |
Authorization Workflows
| Permission / Capability | Reader | Editor |
|---|---|---|
| Edit Workflow configuration flows | ❌ | ✅ |
| Access Workflow configuration screen and view available flows | ✅ | ✅ |
| Load list of group names from Workflow database | ✅ | ✅ |
| View product area for Workflow configuration | ✅ | ✅ |
Bulk Operations
| Permission / Capability | Reader | Editor |
|---|---|---|
| Download bulk configuration | ✅ | ✅ |
| Upload bulk configuration | ❌ | ✅ |
| Edit bulk configuration | ❌ | ✅ |
| Modify data structure (upload and delete) | ❌ | ✅ |
| Browse uploaded data structure | ❌ | ✅ |
| Create Journal Line Definition | ❌ | ✅ |
| Browse Fiscal Calendars and navigate from Accounting Bases | ❌ | ✅ |
| Create and remove error entries | ❌ | ✅ |
| Create and edit Business Event Definition | ❌ | ✅ |
Business Calendars
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Business Calendars and query working / non-working days | ✅ | ✅ |
| Create, modify, and delete Business Calendars | ❌ | ✅ |
| Navigate to Business Calendars from Accounting Bases | ✅ | ✅ |
Business Event Definition
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Business Event Definition | ✅ | ✅ |
| Create and edit Business Event Definition | ❌ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
Currencies Configuration
| Permission / Capability | Reader | Editor |
|---|---|---|
| Display the Currencies configuration screen | ✅ | ✅ |
| Add and delete functional and reporting currencies | ❌ | ✅ |
| Modify currencies configuration | ❌ | ✅ |
| Modify system settings (includes read permission) | ❌ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
D365
| Permission / Capability | Reader | Editor | Log Reader |
|---|---|---|---|
| Access Microsoft Dynamics 365 configuration | ✅ | ✅ | ❌ |
| Set up and modify Microsoft Dynamics 365 configuration | ❌ | ✅ | ❌ |
| Access D365 execution logs | ❌ | ❌ | ✅ |
Data Structure Definition
| Permission / Capability | Reader | Editor |
|---|---|---|
| List defined entities | ✅ | ✅ |
| Upload, modify, and delete entities | ❌ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
Dimension Sets
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Dimension Sets and navigate from Accounting Bases | ✅ | ✅ |
| Create, modify, clone, and delete Dimension Sets | ❌ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
Extractions
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse extract configurations and navigate from logs to configuration | ✅ | ✅ |
| Create, modify, clone, and delete extract configurations | ❌ | ✅ |
| Read bulk configuration | ✅ | ❌ |
| Edit bulk configuration | ❌ | ✅ |
| View maximum offsets of entities in failed data tables | ✅ | ❌ |
| Execute scheduler tasks and verify completion | ✅ | ❌ |
| Manage scheduler websocket sessions | ✅ | ❌ |
| Create, update, and verify cron entries for scheduler tasks | ✅ | ❌ |
| Access data for selected entities | ✅ | ❌ |
| Browse uploaded data structure | ❌ | ✅ |
Feature Flags
| Permission / Capability | Reader | Editor |
|---|---|---|
| View defined Feature Flags | ✅ | ✅ |
| Change Feature Flag state | ❌ | ✅ |
Fiscal Calendars
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Fiscal Calendars and navigate from Accounting Bases | ✅ | ✅ |
| Create, modify, and delete Fiscal Calendars | ❌ | ✅ |
FX Revaluation configuration
| Permission / Capability | Reader | Editor |
|---|---|---|
| Display FX Revaluation configuration screens | ✅ | ✅ |
| Add, edit, and delete FX Revaluation configurations | ❌ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
| Browse Journal Types | ✅ | ✅ |
| Read FX Revaluation run logs | ✅ | ✅ |
| View assignment screens | ✅ | ✅ |
| Configure assignments | ❌ | ✅ |
Journal Line Definition
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Journal Line Definition | ✅ | ✅ |
| Create Journal Line Definition | ❌ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
| Modify uploaded data structure (upload and delete) | ❌ | ✅ |
| Browse defined values for subledger nodes | ✅ | ✅ |
| Modify values for subledger nodes | ❌ | ✅ |
Journal Mappings
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Journal mapping | ✅ | ✅ |
| Modify Journal mapping | ❌ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
| Browse Business Event Definition | ✅ | ✅ |
| Modify Accounting Engine rules | ❌ | ✅ |
Journal Types
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Journal Types | ✅ | ✅ |
| Modify Journal Types | ❌ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
Nodes Configuration
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse Subledger Node configurations | ✅ | ✅ |
| Create, modify, clone, and delete Subledger Node configurations | ❌ | ✅ |
| View Accounting Bases details and navigate to Subledger Node | ✅ | ✅ |
| Browse defined Accounting Bases and navigate from Node Configuration | ✅ | ✅ |
| Browse defined Business Calendars and query working / non-working days | ✅ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
System Settings
| Permission / Capability | Reader | Editor |
|---|---|---|
| Read system settings | ✅ | ✅ |
| Change system settings | ❌ | ✅ |
Yearend Cleardown configuration
| Permission / Capability | Reader | Editor |
|---|---|---|
| Display Yearend Cleardown configuration screens | ✅ | ✅ |
| Add, edit, and delete Yearend Cleardown configurations | ❌ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
| Browse Journal Types | ✅ | ✅ |
| View assignment screens | ✅ | ✅ |
| Configure assignments | ❌ | ✅ |
Error Management
Download Errors
| Permission / Capability | Reader | Reprocessor |
|---|---|---|
| Access Download Errors screen and download records | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
| Reprocess all rows of all entities | ❌ | ✅ |
Errors
| Permission / Capability | Events Reader | Data Reader |
|---|---|---|
| Access Errors screen and download error log entries | ✅ | ✅ |
| Browse errors | ✅ | ✅ |
| Read and display error and failed data filtering criteria (per user, per entity) | ✅ | ✅ |
| Write filtering criteria for error and failed data (per user, per entity) | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
| Download errors | ❌ | ✅ |
Finance Data Service
General
| Permission / Capability | Reader | Editor | Submitter |
|---|---|---|---|
| View FDS records | ✅ | ❌ | ✅ |
| Upload FDS records | ❌ | ✅ | ✅ |
| Submit draft file via Ingester | ❌ | ❌ | ✅ |
| Browse uploaded data structure | ❌ | ❌ | ✅ |
Flows
General
| Permission / Capability | Reader | Editor |
|---|---|---|
| View all saved Flows | ✅ | ✅ |
| Create and modify Flows | ❌ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
FX Revaluation
FX Revaluation Execution
| Permission / Capability | Runner | Log Reader |
|---|---|---|
| Run FX revaluation process | ✅ | ✅ |
| Read FX revaluation run logs | ❌ | ✅ |
| Display assignment screens | ✅ | ✅ |
Fynapse
General
| Permission / Capability | Base Set |
|---|---|
| Access generally available Fynapse functionalities | ✅ |
| List available extensions and view deployed extensions | ✅ |
| Browse Journal Line Definition | ✅ |
| Browse defined Business Calendars and query working / non-working days | ✅ |
| Display Currencies configuration screen | ✅ |
| Validate and transfer Business Events and Journals | ✅ |
| Access data of selected Entity | ✅ |
| Save settings on Processing Summary screen | ✅ |
| View defined flags | ✅ |
| Export statistics summary | ✅ |
| Read statistics summary | ✅ |
| Display FX Revaluation configuration screens | ✅ |
| Browse system settings | ✅ |
Support
| Permission / Capability | Support |
|---|---|
| Access generally available Fynapse functionalities | ✅ |
| List available extensions and view deployed extensions | ✅ |
| Browse Journal Line Definition | ✅ |
| Browse defined Business Calendars and query working / non-working days | ✅ |
| Display Currencies configuration screen | ✅ |
| Validate and transfer Business Events and Journals | ✅ |
| Access data of selected Entity | ✅ |
| Save settings on Processing Summary screen | ✅ |
| View defined flags | ✅ |
| Export statistics summary | ✅ |
| Read statistics summary | ✅ |
| Display FX Revaluation configuration screens | ✅ |
| Browse system settings | ✅ |
Integration
Extractions
| Permission / Capability | Log Reader | Downloader | Re-runner |
|---|---|---|---|
| Access list of extracts | ✅ | ✅ | ✅ |
| Download extract file | ❌ | ✅ | ❌ |
| Re-run extract | ❌ | ❌ | ✅ |
| View max offsets of entities in failed data tables | ✅ | ✅ | ✅ |
| Execute scheduler task and verify completion | ✅ | ✅ | ✅ |
| Manage scheduler websocket sessions | ✅ | ✅ | ✅ |
| Browse extraction logs with details | ✅ | ✅ | ✅ |
| Create, update, and verify cron entry for scheduler task | ✅ | ✅ | ✅ |
Ingestion
| Permission / Capability | Creator |
|---|---|
| Create Ingestion ID based on namespace and entity | ✅ |
Ingestions
| Permission / Capability | Reader | Downloader | Editor |
|---|---|---|---|
| View Ingestion File Log | ✅ | ✅ | ✅ |
| Browse ingested files and navigate from Journal grid to ingest file | ✅ | ✅ | ✅ |
| Download ingested files and errors | ❌ | ✅ | ❌ |
| Upload ingestion files | ❌ | ❌ | ✅ |
| Browse uploaded data structure | ❌ | ❌ | ✅ |
Processing Summary
| Permission / Capability | Reader |
|---|---|
| Access Processing Summary main screen and export selected statistics | ✅ |
| Read statistics from processing services | ✅ |
| Save settings on Processing Summary screen | ✅ |
| Export statistics summary | ✅ |
| Read statistics summary | ✅ |
Manual Journal
General
| Permission / Capability | Reader | Editor | Submitter |
|---|---|---|---|
| View and download Journals | ✅ | ✅ | ✅ |
| Upload Journals | ❌ | ✅ | ✅ |
| Modify Journals (upload and soft-delete) | ❌ | ✅ | ✅ |
| Browse uploaded data structure | ❌ | ✅ | ✅ |
| Access endpoints to read draft data | ✅ | ❌ | ❌ |
| Access endpoints to edit draft data | ❌ | ✅ | ✅ |
| Submit draft Journal | ❌ | ❌ | ✅ |
Subledger
Balances
| Permission / Capability | Reader | Editor | Downloader |
|---|---|---|---|
| Browse and export Balances | ✅ | ✅ | ✅ |
| Download Balances to CSV / XLSX | ❌ | ❌ | ✅ |
| Save, modify, and delete Balance queries | ❌ | ✅ | ❌ |
| Browse Journal Line Definition | ✅ | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ | ✅ |
Journals
| Permission / Capability | Reader | Editor | Downloader |
|---|---|---|---|
| Browse Journal Lines | ✅ | ✅ | ✅ |
| Download Journals to CSV / XLSX | ❌ | ❌ | ✅ |
| Save, modify, and delete Journal queries | ❌ | ✅ | ❌ |
| Browse Journal Line Definition | ✅ | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ | ✅ |
Period Locking
| Permission / Capability | Reader | Editor |
|---|---|---|
| Browse periods | ✅ | ✅ |
| Open and close periods | ❌ | ✅ |
| Browse Journal Line Definition | ✅ | ✅ |
| Browse defined Accounting Bases and navigate from Node Configuration | ✅ | ✅ |
| Browse Subledger Node configurations and navigate from Accounting Bases | ✅ | ✅ |
| Browse defined Fiscal Calendars and navigate from Accounting Bases | ✅ | ✅ |
| Browse defined values for Subledger Nodes | ✅ | ✅ |
| Browse uploaded data structure | ✅ | ✅ |
Yearend Cleardown
Yearend Cleardown Execution
| Permission / Capability | Runner | Log Reader |
|---|---|---|
| Run Yearend Cleardown process | ✅ | ✅ |
| Read Yearend Cleardown run logs | ❌ | ✅ |
| Display assignment screens | ✅ | ✅ |