FBO

2021 Jan 7 meeting with Ann Crowley - Ann thought the following would be appropriate for all the FBO staff in her suite.  I created a set called Account Fund Manager (with ab18 appended for now).

• Finance: all permissions for View and Edit ledgers, funds, budgets and fiscal years
• Finance: Create allocations
• Finance: Create transfers
• Finance: View groups, ledgers, funds, budgets and fiscal years
• Finance: View, edit, create fiscal year
• Finance: View, edit, create fund and budget
• Finance: View, edit, create group
• Finance: View, edit, create ledger
• Finance: View, edit, delete fund and budget
• Inventory: View instances, holdings, and items
• Invoice: all permissions for Create, View, Edit and Delete invoice
• Invoice: Approve invoice
• Invoice: Download batch file from invoice record
• Invoice: Pay invoice
• Orders: View order lines
• Orders: View orders
• Organizations: View, edit, create
• UI: invoice module is enabled

Ann has since requested that we change the permissions for Invoice: "we need to be able to create, view and edit – but not delete".  In Honeysuckle that level of permission does not exist.  Ann will follow up with Dennis Bridges.

Some notes I took while meeting with Ann:

• FBO doesn't create POs; but they need to be able to search and view agreements and orders
• we'll want to create a View/View set of permissions for FBO students