Operator

Overview

The Operator role is assigned to the Operators group.

Permissions

The Operator role has permissions in the following areas:

Permissions are grouped by a product area.

Authorizations

General

Permission / Capability	Reader	All Reader
Submit and cancel requests and view own and assigned requests	✅	✅
Cancel or withdraw own requests	✅	✅
Browse requests assigned to the user	✅	✅
View all requests across the system	❌	✅

Configuration

Accounting Bases

Permission / Capability	Reader
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
Browse 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
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
Access to download bulk configuration.	✅

Business Calendars

Permission / Capability	Reader
Browse defined Business Calendars for working and non-working days, and navigate to Business Calendars from Accounting Bases.	✅

Business Event Definition

Permission / Capability	Reader
Browse Business Event Definition	✅
Browse uploaded data structure	✅

Currencies Configuration

Permission / Capability	Reader
Display Currency Configuration Screen	✅
Browse Journal Line Definition	✅
Browse uploaded data structure.	✅

D365

Permission / Capability	Reader	Log Reader
Access Microsoft Dynamics 365 configuration	✅	❌
Access D365 execution logs	❌	✅

Data Structure Definition

Permission / Capability	Reader
List defined entities	✅
Browse uploaded data structure.	✅

Dimension Sets

Permission / Capability	Reader
Browse Dimension Sets and navigate from Accounting Bases	✅
Browse Journal Line Definition	✅
Browse uploaded data structure	✅

Extractions

Permission / Capability	Reader
Browse extract configurations and navigate from logs to configuration	✅
Read bulk configuration	✅
View maximum offsets of entities in failed data tables	✅
Execute scheduler tasks and verify completion	✅
Access data for selected entities	✅
Manage scheduler websocket sessions	✅
Create, update, and verify cron entries for scheduler tasks	✅

Feature Flags

Permission / Capability	Reader
View defined flag	✅

Fiscal Calendars

Permission / Capability	Reader
Allows to browse defined Fiscal Calendars and navigate to them from Accounting Bases.	✅

FX Revaluation configuration

Permission / Capability	Reader
Display FX Revaluation configuration screens	✅
Browse Journal Line Definition	✅
Browse uploaded data structure	✅
Browse Journal Types	✅

Journal Line Definition

Permission / Capability	Reader
Browse Journal Line Definition	✅
Browse uploaded data structure	✅
Browse defined values for Subledger Nodes	✅

Journal Mappings

Permission / Capability	Reader
Browse Journal Mapping	✅
Browse Journal Line Definition	✅
Browse uploaded data structure	✅
Browse Business Event Definition	✅

Journal Types

Permission / Capability	Reader
Browse Journal Types	✅
Browse Journal Line Definition	✅
Browse uploaded data structure	✅

Nodes Configuration

Permission / Capability	Reader
Browse Subledger Node configurations and view Accounting Base details	✅
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	✅

System Settings

Permission / Capability	Reader
Allows to read system settings.	✅

Yearend Cleardown configuration

Permission / Capability	Reader
Display Yearend Cleardown configuration screens	✅
Browse Journal Line Definition	✅
Browse uploaded data structure	✅
Browse Journal Types	✅
View assignment screens	✅

Error Management

Download Errors

Permission / Capability	Reader
Access Download Errors screen and download records	✅
Browse uploaded data structure	✅

Errors

Permission / Capability	Events Reader	Data Reader
Access Errors screen and download error log entries	✅	✅
Browse errors	✅	✅
Download errors	❌	✅
Read stored filtering criteria (per user, per entity)	✅	✅
Create and update filtering criteria (per user, per entity)	✅	✅
Browse uploaded data structure	✅	✅

Finance Data Service

General

Permission / Capability	Reader
View the FDS records.	✅

Flows

General

Permission / Capability	Reader
View all saved Flows.	✅
Browse uploaded data structure.	✅

Fynapse

General

Permission / Capability	Base Set
Access generally available Fynapse functionalities	✅
Access and view current user profile details	✅
Cancel or withdraw own requests	✅
Browse requests assigned to the user	✅
List available extensions and view deployed extensions	✅
Browse Journal Line Definition	✅
Browse Business Calendars and query working / non-working days	✅
Display Currencies configuration screen	✅
Validate and transfer Business Events and Journals	✅
Access data for selected entities	✅
Save settings on the Operations Dashboard screen	✅
View defined Feature Flags	✅
Export statistics summary	✅
Display FX Revaluation configuration screens	✅
Read statistics summary	✅
Browse system settings	✅

Integration

Extractions

Permission / Capability	Log Reader	Downloader
Access the list of extracts	✅	✅
Download extract files	❌	✅
View maximum offsets of entities in failed data tables	✅	✅
Execute scheduler tasks and verify completion	✅	✅
Manage scheduler websocket sessions	✅	✅
Browse extraction logs with details	✅	✅
Create, update, and verify cron entries for scheduler tasks	✅	✅

Ingestions

Permission / Capability	Reader
View Ingestion File Log	✅
Browse ingested files and to navigate from Journal grid to ingest file	✅

Processing Summary

Permission / Capability	Reader
Access the Processing Summary main screen and export selected statistics	✅
Read statistics from processing services via stats-collector library	✅
Save settings on the Processing Summary screen	✅
Export statistics summary	✅
Read statistics summary	✅

Manual Journal

General

Permission / Capability	Reader
View and download Journals	✅
Access endpoints that read draft data	✅

Security

Users

Permission / Capability	Reader
Access the user management screen, a list of users, and their details.	✅

Subledger

Balances

Permission / Capability	Reader	Downloader
Browse and export Balances	✅	✅
Download Balances as CSV / XLSX	❌	✅
Browse Journal Line Definition	✅	✅
Browse uploaded data structure	✅	✅

Journals

Permission / Capability	Reader	Downloader
Browse Journal Lines	✅	✅
Download Journals as CSV / XLSX	❌	✅
Browse Journal Line Definition	✅	✅
Browse uploaded data structure	✅	✅

Period Locking

Permission / Capability	Reader
Browse periods	✅
Browse Journal Line Definition	✅
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 defined values for Subledger Nodes	✅