Client and Group Administration
Clients can be added to Apliqo FPM by the FPM Module Administrator. A client is a user that logs on to Apliqo FPM. To interact with Apliqo FPM, each client must be a member of one or more security groups. Every client must be a member of the APQ User security group. The FPM Module Administrator assigns the clients to the appropriate security groups according to the client's roles and responsibilities in the organisation.
What a client can see and do in Apliqo FPM is managed by security groups. Each security group has the permissions to the underlying database to perform the role. There are two types of security groups in Apliqo FPM, security groups that define the Role the client is be performed in Apliqo FPM and security groups that define the Responsibility within the Role.
The Roles are predefined in Apliqo FPM. As the FPM Administrator you are a member of the FPM Module Admin role. Attached to the FPM Module Admin role, are the permissions to see pages in the Apliqo FPM website, the ability to read from and write to the cubes and run processes that affect the data and metadata in the database. Each Role has different permissions depending on the role of the group performs in Apliqo FPM.
Role | Description of the Permissions |
APQ User | Everyone must be a member of the APQ User role. This role gives a client the minimum permissions to interact with Apliqo FPM. |
FPM BS CapEx Mgr | Has access to the Apliqo FPM Capital Expenditure Planning module with elevated privileges. |
FPM BS CapEx Planner | Has access to the Apliqo FPM Capital Expenditure Planning module. |
FPM BS Debt Mgr | Has access to the Apliqo FPM Debt Planning module with elevated privileges. |
FPM BS Debt Planner | Has access to the Apliqo FPM Debt Planning module. |
FPM BS Mgr | Has access to the Apliqo FPM Balance Sheet Planning module with elevated privileges. |
FPM BS Planner | Has access to the Apliqo FPM Balance Sheet Planning module. |
FPM Exp Marketing Manager | Has access to the Apliqo FPM Marketing Planning module with elevated privileges. This group may be used in conjunction with FPM Exp Mgr group. |
FPM Exp Marketing Planner | Has access to the Apliqo FPM Marketing Planning module. This group may be used in conjunction with FPM Exp Planning group. |
FPM Exp Mgr | Has access to the Apliqo FPM Expense Planning module with elevated privileges. |
FPM Exp Planner | Has access to the Apliqo FPM Expense Planning module. |
FPM Exp TandE Mgr | Has access to the Apliqo FPM Travel and Entertainment Planning module with elevated privileges. This group may be used in conjunction with FPM Exp Mgr group. |
FPM Exp TandE Planner | Has access to the Apliqo FPM Travel and Entertainment Planning module. This group may be used in conjunction with FPM Exp Planning group. |
FPM Exp Workforce Mgr
| Has access to the Apliqo FPM Workforce Planning module with elevated privileges. This group may be used in conjunction with FPM Exp Mgr group. |
FPM Exp Workforce Planner | Has access to the Apliqo FPM Workforce Planning module. This group may be used in conjunction with FPM Exp Planning group. |
FPM GL Consumer | Has read only access to the reports in Apliqo FPM. |
FPM Module Admin | Is the administrator of Apliqo FPM. |
FPM Rev Mgr | Has access to the Apliqo FPM Revenue Planning module with elevated privileges. |
FPM Rev Planner | Has access to the Apliqo FPM Revenue Planning module. |
Related
https://apliqoux.atlassian.net/wiki/spaces/AFD/pages/2494005446
https://apliqoux.atlassian.net/wiki/spaces/AFD/pages/2501836815
https://apliqoux.atlassian.net/wiki/spaces/AFD/pages/2502885413