Adding a group
- Adam Davis
Clients are assigned to Groups. Groups perform the roles and responsibilities in Apliqo FPM. The Roles in Apliqo FPM are pre-defined.
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. |
The FPM Module Administrator may need to create additional groups to define responsibilities in Apliqo FPM. Responsibilities are defined along the Company and Business Segments defined in Apliqo FPM. The naming convention used for new groups is [Dimension]:[Element]. For example, to add a new Group for Company 1000, the FPM Module Administrator would create a FIN Company:1000 group.
The FPM Module Administrator can add a new group to Apliqo FPM.
After the group has been created the FPM Administrator can assign clients to the group.
See Element Security for more information about assigning permissions to Groups.