Implementing Cloud Financials: From Empty Pod to Go-Live · Module 2 · Security and User Provisioning
Data access: ledgers, business units, asset books
Lesson 16 of 153 · 14 min
Three kinds of data access, and a finance team needs all three. Data access sets for General Ledger — full ledger, balancing segment value, or management segment value. The lesson creates one of each, assigns them, and demonstrates the difference by signing in rather than by describing it. Balancing-segment-level sets are how you let a regional controller see their own entity and nothing else. Business unit data access for Payables and Receivables — assign a user to specific business units and watch the invoice list change in front of you. Asset book access, which is routinely forgotten until Module 11 fails and nobody connects the two. This is the step most commonly skipped, and every "I cannot see anything" ticket in the first month traces back to it. Grant data access through roles wherever you can rather than per person — the same argument as everywhere else in this module:…
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.
In this module: Module 2 · Security and User Provisioning
- 1The security mental model
- 2Function vs. data security
- 3The role types
- 4Provisioning your first users
- 5Data access: ledgers, business units, asset books
- 6Building a custom role
- 7Segregation of duties
- 8What breaks
- 9Lab: provision a finance team