> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.fynapse.app/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.fynapse.app/_mcp/server. # Editor > Deep dive into the Editor role, including its scope, assigned group, and the full matrix of permissions. ## Overview The Editor role is assigned to the Editors group. ## Permissions The Editor role has permissions in the following areas: > **Info** > > 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 | ✅ | ✅ | \