Administrators have unrestricted access to all features. Multiple administrators are allowed, and each has write access to all objects, including those created by other administrators. Administrators set up user access to tasks by assigning users to tasks with task roles of Owner, Assignee, Approver, or Viewer.
Owners are assigned to every task and must be a Close User, Close Power User, or Close Administrator. The task owner automatically has WRITE access to the task when it is applied to a schedule. For pending tasks, they can edit any of the task properties, for example, add or remove instructions or questions, or add or remove approvers. They cannot modify properties for open tasks. The owner ensures that the task is completed, although they may not be performing actions on the actual task. Owners receive notifications when the task status changes, and can intervene in the task workflow at any time. They can reassign the assignee or approvers. They can also act as the assignee, approve the task for an approver, or force the task to close.
Assignees are users responsible for working on the task. They have READ access to all of the task information. They can add comments, answer questions, submit tasks for approval, create alerts, or reassign the task to other users. They also have READ access to some information about the predecessor tasks, for example, owners, assignees, status, name, and description. You can give assignee access only to individuals, not groups. There is only one assignee for each task. Assignees are optional. If no assignee is assigned, responsibility for the task is assigned to the task owner.
Approvers ensure that the task was done correctly by the assignee and sign off on it. Each task may be assigned up to 10 levels of approval. Approvers can only be assigned to individuals, not groups. Approvers have READ access to all of the task information. They can add comments, approve or reject tasks, create alerts, or reassign approval to other users. They also have READ access to some information about the predecessor tasks, for example, owners, assignees, status, name, and description.
Viewers may be Close Users, Close Power Users, or Close Administrators. Multiple users may be assigned to a task as viewers. Viewers receive READ access to all the task information, and for parent tasks, to the task information for their children. You can assign the viewer role to groups. Viewers cannot perform any task actions and are not part of the task workflow.
Task Assignees and Approvers act as viewers in Task Details. They can view their own tasks in an open schedule.
Access rights apply to Financial Close Management objects such as templates, schedules, tasks, and alerts, and are inherited from the parent object. For details on access rights, see the Managing Templates, Schedules, Tasks, and Alerts chapters.
Examples:
If a user has WRITE access to a schedule, that user also has Modify access to every task in the schedule.
If a user has READ access to a template, the user also has Read access to every task of that template.
The types of activity rights a user has for an object establish the access rights to that object.
Viewer - has only READ access to the object.
Assignee - has WRITE access to a subset of the object attributes and READ access to the rest.
Approver - has WRITE access to the Status (Approve/Reject) attribute of the object (for example, an Alert), and READ access for the rest. For example, an approver can add comments and create alerts.
Owner - has full WRITE access to the object.