Journal Roles

The journal tasks that you can perform depend on the role assigned to you by the administrator. If a journal task is not available to you, it is disabled.

To open a journal, you must have Read access to one or more of the cells referenced in the line items. If you do not have Read access to the cells, journal reports display NOACCESS status for these cells.

To edit a journal, you must have All access to the class for the journal. To post a journal, you must have All access to the classes of every dimension in the detail lines that use classes.

These default roles pertain to journals:

  • Journals Administrator (unrestricted journals access)

  • Manage Templates

  • Create Journals

  • Create Unbalanced Journals

  • Generate Recurring

  • Read Journals

  • Approve Journals

  • Post Journals