Security

ERP Integrator supports these roles:

ERP Integrator RolesTasks per Role
AdministratorManages applications and performs any action in ERP Integrator. When you login with the Administrator role, all links are visible in the Tasks pane.
Create Integration

Creates ERP Integrator metadata and data rules. If you have the Create Integration role, you can:

  • Create, delete and edit metadata rules and data rules

  • View process details

  • Perform period mappings

Note:

You cannot run rules or view, create, edit, or delete source system registrations, target system registrations or source accounting entities.

When you login with the Create Integration role, these links are visible in the Tasks pane: Data Load, Member Mapping, HR Data Load, Metadata, and Process Detail.

Drill Through

Controls the ability to drill through to the source system.

In FDM, this role is listed under ERP Integrator roles and is applied as a permissible task to an Intermediate role to control drilling back to the source system.

In ERP Integrator, this role controls whether the user can drill to the ERP Integrator landing page, which controls drilling to the source system.

Run Integration Runs existing ERP Integrator metadata and data rules. If you have the Run Integration role, you can:
  • Run metadata rules or data rules

  • View process details

Note:

You cannot view, create, edit, or delete source system registrations, target system registrations or source accounting entities.

ERP Integrator users who need to extract data from Oracle or PeopleSoft Enterprise Financial Management must be granted this role to enable them to run data rules.

When you login with the Run Integration role, these links are visible in the Tasks pane: Data Load Workbench, Data Load, Member Mapping, HR Data Load, Metadata, and Process Detail.

GL Write BackEnables data write-back to the ERP source system.

When you login with the GL Write Back role, only the Write-Back Workbench, Write-Back Rule and Write-Back Mapping links are visible in the Tasks pane.

Note:

ERP Integrator users are allowed to define mappings for only target applications in which they have access.

Note:

ERP Integrator roles provisioning only applies to Classic Financial Management and Classic Planning applications and not Performance Management Architect applications, since Performance Management Architect is an administration-only product.