Each Financial Management instance (deployment) can support multiple applications. You must provision Financial Management users separately to each application.
Shared Services Administrators and Financial Management Provisioning Managers can provision Financial Management application users using Shared Services Console.
To provision users or groups with Financial Management application roles:
Access Shared Services Console as admin or as a user provisioned with the Provisioning Manager role for the Financial Management application that you want to provision. See Accessing Shared Services.
Provision users or groups to the Financial Management application.
Roles can be displayed in a hierarchy (tree) or a list. You must drill down the hierarchy to display available roles. The list view lists available roles but does not show their hierarchy.
In Available Roles, expand the application group (for example, Financial Management) that contains your Financial Management application.
Select the roles that you want to assign to the users or groups, and click Add.
See Table 19 for a list of Financial Management roles and the tasks to which they provide access.
Table 19. Financial Management Roles
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 intercompany tasks. Interactive Roles Rules Administrator Performs any Hyperion Calculation Manager tasks for the specific application Rules Designer Creates new rules objects and modifies or deletes rules objects Approve Journals Approves or rejects journals Create Journals Creates, modifies, deletes, submits, and unsubmits journals Create Unbalanced Journals Creates unbalanced journals Default Opens and closes applications; manages documents and favorites; manages Smart View; and accesses running tasks, data tasks, and load and extract tasks. Cannot extract metadata or rules. Journals Administrator 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 Supervisor Starts process management units and approves and publishes process management data. Can promote or reject process units, depending on process level. 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 on the Web Save System Report On Server Saves system reports on server Load Excel Data Loads data from Smart View Inter-Company Transaction User Creates, edits, deletes, loads, and extracts transactions. Runs matching report by account or ID, runs transaction report, and drills through from modules. Inter-Company Transaction Match Template Manages intercompany matching templates Inter-Company Transaction Auto Match by Account Automatically matches intercompany transactions by account Inter-Company Transaction Auto Match by ID Automatically matches intercompany transactions by ID Inter-Company Transaction Manual Match with Tolerance Manually matches intercompany transactions with tolerance check Inter-Company Transaction Manual Match Manually matches intercompany transactions Inter-Company Transaction Unmatch Unmatches intercompany transactions Inter-Company Transaction Post/Unpost Posts and unposts intercompany transactions Enable write back in Web Grid Enters and saves data directly to a Web grid Database Management Copies and clears data and deletes invalid records Manage Ownership Enters and edits ownership information Task Automation Sets up automated tasks Manage Custom Documents Loads and extracts custom documents to and from the server Extended Analytics Creates and executes extended anlaytics queries Data Form Write Back from Excel Submits data from Smart View while using a Web Data Entry Form View Roles Advanced User Uses the Browser View and can access Running Tasks Rules Viewer Views rules objects Read Journals Reads journals Receive Email Alerts for Process Control Receives e-mails Receive Email Alerts for Intercompany Receives e-mails Reserved Not currently used A dialog box indicates successful provisioning.
Repeat step 2 for each Financial Management application that you want to provision.