User Guide

Role Description
Power Roles
Application Administrator
Performs all Financial Management tasks. Access to this role overrides any
other access setting for the user
Load System Loads rules, and member lists
Inter-Company Transaction Admin Opens and closes periods, locks and unlocks entities, and manages reason
codes. Users with the role can also perform all Inter-Company tasks
Interactive Roles
Approve Journals
Approves or rejects journals
Create Journals Created, modifies, deletes, submits, and unsubmits journals
Create Unbalanced Journals Create unbalanced journals
Default Opens and closes applications, manages documents and favorites, manages
Smart View, accesses running tasks, data tasks, load and extract tasks. Cannot
extract meta data or rules.
Journals Manager Performs all tasks related to journals
Post Journals Posts and unposts journals
Manage Templates Grants access to the journals template task in the Setup Journals module
Generate Recurring Grants access to the generate recurring task in the Setup Journals module
Review Manager Performs all tasks involving process management
Reviewer 1 through Reviewer 10 Views and edits a block of data when that data is at the user’s designated
process management level
Submitter Submits a block of data for final approval
Lock Data Locks data in Data Explorer
Unlock Data Unlocks data in Data Explorer
Consolidate All Runs consolidate all
Consolidate Runs consolidate
Consolidate All with Data Runs consolidate with all data
Run Allocation Runs allocations
Manage Data Entry Forms Manages data entry forms in the Web
Save System Report On Server Saves system reports on server
Load Excel Data Loads data from Smart View
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Hyperion Product Roles