Use > Run > Financial Management > Financial Management roles and permissions

Financial Management roles and permissions

There are specific roles associated with financial management and its components. Service Management uses role-based permissions to enable you to complete a task that is appropriate to your role. The tenant administrator manages and assigns these permissions.

By default, the following role is assigned to Financial Management.

Role Responsibilities
Financial Manager
  • Able to add, edit, or delete budget lines in projects, programs, or portfolios
  • Maintains the budget type list
  • Maintains the financial metadata, including the financial calendar and chart of accounts
  • Maintains the virtual financial organization and objects, including cost centers and cost types, budget centers and budget types

Review the individual permission assignments for each role in Administration > Master Data > People > Roles.

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