Tax Reporting

The following table lists and describes Tax Reporting application roles and maps them with predefined roles.

Note:

Roles within the application that lack mapping to predefined roles require individual assignments to users or groups. Without such assignments, users are unable to engage in activities related to their application roles. For instance, the Ad Hoc - Read Only User role, which is not associated with any predefined role in the subsequent table, needs to be explicitly granted to a user to activate its features. This functionality is not automatically included in any predefined role.

Table 2-9 Tax Reporting Application Roles

Application Role	Description	Included in this Predefined Role
Access Control - Manage	Performs all activities using Access Control including managing groups, assigning application roles to groups or users, and generating and viewing available reports.	Service Administrator
Access Control - View	Using Access Control, views user security reports such as Role Assignment Report, User Login Report, and User Group Report. However, they cannot assign application roles, manage groups, or perform any other update operation in Access Control.	Service Administrator
Ad Hoc - Create	Creates, views, modifies, and saves ad hoc grids.	Power User
Ad Hoc - Read Only User	Performs all ad hoc functions, but cannot write back into ad hoc grids or load data using Data Management.	See Footnote
Ad Hoc - User	Views and modifies ad-hoc grids and performs ad hoc operations. Ad Hoc Users cannot save ad-hoc grids.	User
Announcements - Manage	Manages announcements that are displayed to users on the Welcome Panel. These may indicate upcoming events, such as system maintenance or the running of jobs.	Power User
Application - Mass Allocate	Runs mass allocation rules within form grids.	Service Administrator
Approvals - Administer	Resolves approval issues by manually taking ownership of the process. Comprises the Approvals Ownership Assigner, Approvals Process Designer, and Approvals Supervisor roles. Typically, this role is assigned to business users in charge of a region who need to control the approvals process for the region but do not require the Service Administrator role. They can perform these tasks: Control the approvals process Perform actions on Planning units to which they have write access Assign owners and reviewers for the organization under their charge Change the secondary dimension or update validation rules	Service Administrator
Approvals - Assign Ownerships	Performs the following tasks for any member of the planning unit hierarchy to which the user has write access: Assign owners Assign reviewers Specify users to be notified	Power User
Approvals - Design Process	Includes Approvals Ownership Assigner role. Additionally, performs the following tasks for any member of the planning unit hierarchy to which they have write access: Change secondary dimensions and members of entities to which the user has write access Change the scenario and version assignment for a planning unit hierarchy Edit data validation rules of data forms to which the user has access	See Footnote
Approvals - Supervise	Performs the following tasks for any member of the planning unit hierarchy to which the user has write access even if the user does not own the planning unit. This user cannot change data in planning units that the user does not own. Stop and start a planning unit Take any action on a planning unit	Power User
Audit - Manage	Can view and delete the audit records.	Service Administrator
Audit - View	Can view audit records.	See Footnote
Dashboards - Manage	Constructs and manages custom dashboards. Users with this role can: Configure Compliance Add, Edit, Duplicate and Delete Import and Export	Service Administrator
Data Integration - Administrator	Performs all functional activities in Data Integration. Users with this role can create, perform, and run: Integrations between source and target systems Pipeline activities Extraction and transformation of data and metadata from on-premises sources using the EPM Integration Agent	Service Administrator
Data Integration - Create	Uses Data Integration to create mappings to integrate data between source and target systems. Users can define data rules with various run time options.	Power User
Data Integration - Drill Through	Drills through to the source system of the data.	Power User User
Data Integration - Run	Users with this role use Data Integration to run an integration between the source and target. If this is the only role assigned to the user, and if they are not a Power User or Service Administrator, they can also view the integration details, but are not able to make any changes.	Power User
Documents - Manage	Constructs and manages documents. Users with this role can: Add, edit, duplicate and delete documents based on the permissions set on the documents Import and export documents	Service Administrator
Jobs - Manage	Can view and delete job status records for any user.	Service Administrator
Jobs - View	Can view job status records for all users in the environment, but can only delete their own job status records.	See Footnote
Reports - Manage	Constructs and manages reporting artifacts (reports, snapshots, books and bursting definitions). Users with this role can: Add, edit, duplicate and delete reporting artifacts based on permissions set Import and export reporting artifacts	Service Administrator
Task List - Manage Access	Assigns tasks to other users.	Power User
Task Manager - Approver	Eligible to be an approver on tasks from Task Manager	Power User Service Administrator User
Task Manager - Artifacts - Manage	Manages all Task Manager artifacts such as alerts, currencies, and organization	Service Administrator
Task Manager - Assignee	Eligible to be an assignee on tasks from Task Manager	Power User Service Administrator User
Task Manager - Audit - View	Views the audit history information	Service Administrator
Task Manager - Custom Reports - Manage	Designs the custom reports	Service Administrator
Task Manager - Operational Dashboards - Manage	Configures the dashboard	Service Administrator
Task Manager - Public Filters and Views - Manage	Publishes filters and views to make them accessible to all	Power User Service Administrator
Task Manager - System Services and Settings - Manage	Defines the system services and system settings for an application	Service Administrator
Task Manager - Tasks - Manage	Designs and manages the tasks, templates, and schedules	Power User Service Administrator
Task Manager - Users and Teams - Manage	Manages Users and Teams	Power User Service Administrator
Footnote: This role is not mapped to any predefined role and requires assignment to users or groups to activate it