Account Fund Manager Admin

Assigned to Ann Crowley and Susan Bristol.

  • (deprecated) Orders: View order lines
  • (deprecated) Orders: View orders
  • All budget-expense-class perms
  • Call number browse: View permissions
  • Finance: Create allocations
  • Finance: Create transfers
  • Finance: Execute fiscal year rollover
  • Finance: Export finance records
  • Finance: Manually release encumbrance
  • Finance: View fiscal year
  • Finance: View fund and budget
  • Finance: View group
  • Finance: View ledger
  • Finance: View, edit fiscal year
  • Finance: View, edit fund and budget
  • Finance: View, edit group
  • Finance: View, edit ledger
  • 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 fiscal year
  • Finance: View, edit, delete fund and budget
  • Finance: View, edit, delete group
  • Finance: View, edit, delete ledger
  • HIDDEN - All orders-storage pieces perms
  • Inventory: View instances, holdings, and items
  • Invoice: Approve invoices
  • Invoice: Can view, edit and create new Invoices and Invoice lines
  • Invoice: Download batch file from invoice record
  • Invoice: Pay invoices
  • Orders: Update encumbrances
  • Organizations: View, edit, create
  • Settings (Data import): Can view only
  • Settings (Finance): View, edit, create, delete
  • Settings (Invoices): Can view and edit settings
  • Subject browse: View permissions

Account Fund Manager

Same as Admin but without Settings permissions.  

  • (deprecated) Orders: View order lines
  • (deprecated) Orders: View orders
  • Call number browse: View permissions
  • Finance: Create allocations
  • Finance: Create transfers
  • Finance: Execute fiscal year rollover
  • Finance: Manually release encumbrance
  • 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
  • HIDDEN - All orders-storage pieces perms
  • Inventory: View instances, holdings, and items
  • Invoice: Approve invoices
  • Invoice: Can view, edit and create new Invoices and Invoice lines
  • Invoice: Download batch file from invoice record
  • Invoice: Pay invoices
  • Orders: Update encumbrances
  • Organizations: View, edit, create
  • Settings (Data import): Can view only
  • Subject browse: View permissions
  • No labels