Editor

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	✅	✅