New Privileges

This table lists the new privileges for the Financials offering.

Granted Role Privilege Description

Access Succession Planning Dashboard by Manager

Access Team Succession Planning Dashboard

Allows users to access the Team Succession Planning Dashboard

Cash Application Assistant

Access Cash Application Context and Insights

Allows users to access contextual information and insights related to cash application, including matching suggestions, invoice details, and application status.

Cash Position Inquiry Assistant

Access Cash Position Context and Insights

Allows users to access and analyze cash position context and insights.

Cash Receipt Generation Assistant

Access Receipts Context and Insights

Allows users to access contextual information and insights related to receipt processing errors.

Intake Request Management as Requester

Cancel Intake Request

Allows a procurement agent to cancel an intake request.

Intake Request Management as Requester

Change Intake Request

Allows a user to change a submitted intake request.

Intake Request Management as Requester

Create Intake Request

Allows a requester to create and submit intake requests.

Intake Request Management as Requester

Search Intake Requests as Requester

Allows a requester to search for intake requests.

Intake Request Management as Requester

View Intake Request

Allows a user to review an intake request.

Intake Request Review Management

Manage Intake Request Reviews

Allow the user to manage intake request reviews (intake request review assigned journeys).

Intake Request Review Task Management By Worker

Manage Intake Request Review Tasks By Worker

Allow the user to access intake request review tasks (intake request review assigned journey tasks).

Joint Venture Accountant

View Carried Interest Payout Balances

Allows users to view carried interest payout balances.

Joint Venture Transaction Inquiry

View Carried Interest Payout Balances

Allows users to view carried interest payout balances.

Receivables Inquiry Assistant

Access Billing Inquiry Context and Insights

Allows users to access contextual information and insights related to transactions inquiry.

Supplier Profile Management

View Supplier Attribute Validation Response from External Provider

Allows users to view the validation response on supplier attributes from an external service provider, including validation status, messages, and related response details.

Supplier Registration Management

View Supplier Attribute Validation Response from External Provider

Allows users to view the validation response on supplier attributes from an external service provider, including validation status, messages, and related response details.

View Item Redwood

View Subscription Coverage Templates

Allows users to retrieve subscription coverage templates for association purposes