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Rights Management
List of Rights
The following rights (also called “Access Control Objects”) are currently available. This list is subject to change.
Area
Name
Module
Description
Bankaccounts
(requires Treasury Module)
Edit
Treasury
Users can add/edit Bank Accounts
ModifySignatoryRules
Treasury
Add/Edit Bank Account Signatory Rules in the Options area - Option Group “Signatory Rule Set”.
ReportingEdit
Treasury
Outdated - will be removed. Please ignore.
View
Treasury
View Bank Accounts
Cash Book
(requires Treasury Module)
Booking
Treasury
Users with this Right are allowed to tick the “booked” checkbox in the Cashbook. (If this feature is activated.)
Delete
Treasury
Allows deleting of cash book records.
Edit
Treasury
Allows editing of cash book records.
Modify
Treasury
Allows editing of cash book records and adding manual records.
Overview
Treasury
Users can see bank account balances.
Upload
Treasury
Users can upload and import MT940 or CAMT.053 files.
UploadCatFiles
Treasury
Users can upload files for mass-categorizations of cash book records.
View
Treasury
Users can view the cash book.
Export/EmployingEntities
Treasury
Outdated - will be removed. Please ignore.
Changes
View
Grants access to the audit trail on the “Changes” tab of each data point.
Compliances
Edit
Edit compliance trackers of all sub-types of compliances for Entities, and Projects.
View
View compliance tasks for Entities and Projects
Contacts
View Director Nationality
This information cannot be seen without this right.
Basic/Edit
Edit information on the Basics Tab of Contacts (Organizations or Individuals)
Basic/View
View information on the Basics Tab of Contacts (Organizations or Individuals)
Business/Edit
Edit Business Address
Business/View
View Business Address
Engagements/View
View all data objects where this contact is assigned, e.g. as a director, a shareholder, or any other function.
Private/Edit
Edit Private Address
Private/View
View Private Address
Customfielddefs
Edit
Outdated - will be removed. Please ignore.
View
Outdated - will be removed. Please ignore.
Documents
Export PDFs
Outdated - will be removed. Please ignore.
Corporate/Delete
Outdated - will be removed. Please ignore.
Corporate/Edit
Outdated - will be removed. Please ignore.
Corporate/Flip
Outdated - will be removed. Please ignore.
Corporate/Upload
Outdated - will be removed. Please ignore.
Corporate/View
Outdated - will be removed. Please ignore.
Taxation/Delete
Outdated - will be removed. Please ignore.
Taxation/Edit
Outdated - will be removed. Please ignore.
Taxation/Flip
Outdated - will be removed. Please ignore.
Taxation/Upload
Outdated - will be removed. Please ignore.
Taxation/View
Outdated - will be removed. Please ignore.
DocumentTemplates
Add
Allows to upload new document template files (Word).
Delete
Delete templates
Edit
Modify (or replace) templates
View
View templates
Entities
General//Edit
Allows editing of Entities
General//View
Allows Viewing of Entities
VAT/Edit
Right to edit VAT data, needs General/Edit right
VAT/Report
Outdated - will be removed. Please ignore.
Funds
Edit
Allows editing of Fund information
View
View Fund information
Intercompany Transfers
Create
Treasury
Outdated - will be removed. Please ignore.
Invoices
Approve
AP Approval
Access to the Invoice Approval workflow
Edit
AP Approval
Edit invoices
Reports
AP Approval
View AP-related reports
Upload
AP Approval
Upload new invoices using the Upload Tool
View
AP Approval
View invoices (e.g. on the Entity’s “Payables” tab)
KYC
Edit
Edit KYC Compliance tasks
View
View KYC Compliance tasks
Main
Metrics
Access to the metrics on the dashboard page. Some may require additional rights or modules.
Options
Edit
Edit and delete Options
View
View Options
Units/View
Access to the Functional Units (Options); without general view rights, it only allows this Option Group.
Projects
Basic/Edit
Edit Projects (some tabs may require additional rights)
Basic/View
View Projects (some tabs may require additional rights)
Investment/*
Module not available for SaaS. Please ignore.
Queries
General
Controls access to the Reports/General Reports
Smart Import Tool
Account Balances
Treasury
Import Account Balances
Assets
Import Assets
Bank Accounts
Treasury
Import Bank Accounts
Cashbooks
Treasury
Import Cashbooks
Contacts
Import Contacts
Entities
Import Entities
Land Register Information
Import Land Register Information of Assets
Users
Invite
Right to invite new users and assign them to a user group
View
View users
Basic/Edit
Edit users
Rights/Edit
Edit user rights
Rights/View
View user rights
Vendors
View
AP Approval
Access to Vendors
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