Implementing Cloud Financials: From Empty Pod to Go-Live · Module 2 · Security and User Provisioning
The role types
Lesson 14 of 153 · 1 min
The main finance job roles and what each is for: General Accountant, Accounting Manager, Payables Specialist and Manager, Receivables Specialist and Manager, Cash Manager, Asset Accountant, Tax Manager, Financial Analyst. The implementation consultant role is enormous. It is appropriate for setup and never appropriate for a production business user. Saying that twice is deliberate. Then the abstract roles everyone needs, and what breaks without them: expense entry, approvals routing, the worklist. A user with a perfect job role and no abstract role is one of the commonest tickets in the first week. Copy versus use as delivered is a genuine trade-off rather than a rule. Delivered roles change between releases; copies do not inherit those changes and have to be maintained by you. Copy only when you must, document every copy, and put role review in the upgrade checklist. The lesson closes on where country-specific and localisation access lives, which…
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Cloud Financials: From Empty Pod to Go-Live, with a certificate on completion and a fourteen-day refund window.