User Roles in the CFO Solution Platform

Each solution has its own user roles, which define which tasks a user can perform within that solution.

Administrator: The Administrator role is designed for users responsible for setting up and managing the Data Collection environment. Administrators configure all elements required before data collection can begin, including form templates, validation rules, and reporting packages.

Data Collector: The Data Collector role is designed for users who participate in the data collection process. Data Collectors do not have access to the Administration section (form templates, validation rules, reporting entities, and reporting packages). Depending on their reporting entity-level assignment, Data Collectors can enter data, submit forms for approval, or review and approve submitted data.

For more information on user roles in the Data Collection solution, see User Roles in Data Collection.

• Data collector: The Data collector role is designed for users responsible for gathering and entering lease contract information into the system.
• Executive reviewer: The Executive reviewer role is intended for users who oversee lease accounting processes, approve critical operations, and perform final steps including posting.
• Lease operations administrator: The Lease operations administrator role is designed for users who manage day-to-day lease accounting operations with extensive functional access, comprising the permissions of both Data collector and Executive reviewer roles.
• Auditor: The Auditor role provides comprehensive read access across the system for audit and compliance purposes.
• Settings administrator: The Settings administrator role is specialized for users responsible for system configuration and maintenance.
• Full access administrator: The Full access administrator role provides the highest level of system access for comprehensive administration. Full access administrators can create, assign, update, and manage users for the Lease Accounting solution from the Administration workspace in the platform.

Administrator: Users with the ESG Administrator user role can perform the following tasks:

• Accessing the ESG reports overview and the state of data collection
• Creating new ESG reports 
• Administrating master data
• Configuring the ESRS questionnaire 
• Checking, approving and rejecting submitted ESG reports
• Starting data aggregation

Data collector: Users with the ESG Data collector user role can perform the following tasks:

• Entering data in the ESG report to which the Data Collector has been assigned
• Submitting data for checking
• Viewing the state of data collection for the ESG report to which the Data Collector has been assigned

For more information on user roles in the ESG Reporting solution, see User Roles and User Interface in ESG Reporting.

• Administrator: Automatically receives the role of Global Administrator within the Disclosure Management solution, along with all solution-wide and cross-document administrative permissions.
  
  This means he can, for example, display, edit, and delete all documents, edit the global settings, and assign user roles to himself and all other users within Disclosure Management.
  
  At least one user with the Administrator role must be created for Disclosure Management.
• Editor: Automatically receives the role of Global Editor within the Disclosure Management solution.
• Reviewer: Automatically receives the role of Global Reviewer within the Disclosure Management solution.
• Reader: Automatically receives the role of Global Reader within the Disclosure Management solution.
• No specific role: These users initially receive no specific role within the Disclosure Management solution. Only when a user role is assigned by a Global Administrator can different permissions be assigned.

For more information on the specific permissions of each role, see Creating and Editing User Roles for Disclosure Management.

Administrator: Users with the Administrator role have full access to all documents in the XBRL Tagger. They can view and perform all actions on all documents in the company, and assign roles and documents to other users.

Editor: The Editor is the standard user role. Users with this role can perform all available actions within the documents they have created or to which they have been invited.

• Administrator: Users with the Administrator role are granted comprehensive access to Banking & Cash Management. Administrators can view all data, including financial figures and identities, and access all configuration settings—such as users, channels, bank profiles, and accounts. This is the most powerful role in the solution and becomes fully operational after completing the initial user creation process.
• No specific role: Users assigned with No specific role receive the Essential role within the Banking & Cash Management solution and have only the most basic permissions. This allows access to the user interface and their own profile, without permission to view data or use any functions.
  For a user with No specific role to be able to access data or perform any actions in the solution, the Administrator must grant the necessary permissions. Depending on requirements, the Administrator can enable access to selected identities, functionalities (such as processing payments or reviewing account statements), or authorization processes.