Approvals Roles

Approvals Administrator—Approvals Administrators are typically business users in charge of a region in an organization and need to control the approvals process for their region, but do not need to be granted the Planning Administrator role. The Approvals Administrator role comprises the Approvals Ownership Assigner, Approvals Process Designer, and Approvals Supervisor roles of Planning.

Approvals Ownership Assigner—Performs the tasks that a Planner role can perform plus, for any member of the planning unit hierarchy to which they have write access, they can assign owners, assign reviewers, and specify the users to be notified.

Approvals Process Designer—Performs the tasks that can be performed with the Planner role and Approvals Ownership Assigner role, plus, for any member of the planning unit hierarchy to which they have write access, they can change the secondary dimensions and members for the Entities to which they have write access, change the scenario and version assignment for a planning unit hierarchy, and edit data validation rules for data forms to which they have access.

Approvals Supervisor—For any member of the planning unit hierarchy to which they have write access they can, stop and start a planning unit and take any action on a planning unit. Approvals Supervisors can perform the preceding actions even if they do not own the planning unit. However, they cannot change any data in a planning unit unless they own it.