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

Adding clients

Assigning a client to a group

Copy the assignments from a client.

Changing a client password

Setting the homepage for a client

Client Activity

Inactivate or activate a client.

Delete an inactive client.

Adding a group

Delete an inactive group

Delete an inactive group

Static Subset Popup

Dynamic Subset Popup