Agresso - Country Office Security Access Packages

T his article has been created to assist submitters of the Agresso Access Request, via Laserfiche Forms, in understanding  the Access Packages that are listed as selection options.

Country Office Finance Director

• AP Approval (AP-APP)
  • The Approval role allows users to add, change or delete vendors, and approve incoming invoices.
• Bank Rec Read Only (BANKREC-RO)
  • In order to separate duties, it is recommended that the person processing bank recs do not have access to GL approval role
  • Read only can view the reconciliation, but cannot create, post or make changes.
• Batch Input Approval (BI-APP)
  • Allows users to upload journal entries using the GL07. It does not grant access to upload budget information. (See Planner section for information on uploading/entering budgets) .
• Agresso Common Read Only (AGCOMM-RO)
  • In general, Finance staff should have Read Only access. This will allow users to view information in the Common folder, but not to make changes.
• FA Approval (FA-APP)
• GL Approval (GL-APP)
  • Approval  -  Allows user to post transactions.
• Planner Read Only (PLANNER-RO) 
  • Users that need access to Budget data can pull budgets from reports that are available with the Reporting Role. Reporting-Finance-CTRY and Reporting-Programs both allow users access to run budget reports.
• Project Master File Read Only (PROJECT-RO) 
  • Read only gives the user the access to see the details of the Project Master File.
• Reporting Finance Country (REP-FIN-CTRY)
  

Country Office Finance Officer and/or Staff

• AP Data Entry (AP-DE)
  • The Data Entry allows users to enter incoming invoices.
• Bank Rec Approval (BANKREC-APP)
  • T he person responsible for the bank reconciliation should be given Bank Rec Approval access; this role allows staff to create and post a bank reconciliation.
  • Bank Rec does not use a Data Entry role. This is because when processing the bank reconciliation, there is not data to enter, but instead users are matching transactions.
• Common Read Only (AGCOM-RO)
  • In general, Finance staff should have Read Only access. This will allow users to view information in the Common folder, but not to make changes.
• FA Data Entry (FA-DE)
  • Fixed Asset Data Entry allows users to enter transactions. This role has access to dispose of assets.
• GL Data Entry (GL-DE) 
  • Data Entry  -  Allows users to enter transactions.
• Planner Read Only (PLANNER-RO) 
  • Users that need access to Budget data can pull budgets from reports that are available with the Reporting Role. Reporting-Finance-CTRY and Reporting-Programs both allow users access to run budget reports.
• Project Master File Read Only (PROJECT-RO)
  • Read only gives the user the access to see the details of the Project Master File.
• Reporting Finance Country (REP-FIN-CTRY)
  

Country Office HR Staff

• Agresso Common Read Only (AGCOM-RO)
  • In general, Finance staff should have Read Only access. This will allow users to view information in the Common folder, but not to make changes.
• HR Timesheet Country Approval (HRTS-CTRYAPP)
  • HR\Timesheet Country Approval - Country Office staff responsible for HR and/or Timesheet Processes should be granted access to this role. This allows users to:
  • Review timesheets and approve after supervisor approval (2 nd  tier of approval for time sheets)
  • Enter personnel data for country office staff.
  • Monitor and redirect workflow of timesheets
  • Assign new substitutes for approval process
  • Access to process a timesheet for another employee
• Reporting HR Country (REP-HR-CTRY) - AA Client as well
  

Country Office Finance/HR Combo (for small offices)

• AP Data Entry (AP-DE)
  • The Data Entry allows users to enter incoming invoices.

• Bank Rec Approval (BANKREC-APP)
  • T he person responsible for the bank reconciliation should be given Bank Rec Approval access; this role allows staff to create and post a bank reconciliation.
  • Bank Rec does not use a Data Entry role. This is because when processing the bank reconciliation, there is not data to enter, but instead users are matching transactions.
• Common Read Only (AGCOM-RO) 
  • In general, Finance staff should have Read Only access. This will allow users to view information in the Common folder, but not to make changes.
• FA Data Entry (FA-DE) 
  • Fixed Asset Data Entry allows users to enter transactions. This role has access to dispose of assets.
• GL Data Entry (GL-DE) 
  • Data Entry  - Allows users to enter transactions.
• Planner Read Only (PLANNER-RO)
  • Users that need access to Budget data can pull budgets from reports that are available with the Reporting Role. Reporting-Finance-CTRY and Reporting-Programs both allow users access to run budget reports.
• Project Master File Read Only (PROJECT-RO)
  • Read only gives the user the access to see the details of the Project Master File.
• Reporting Finance Country (REP-FIN-CTRY)
• HR Timesheet Country Approval (HRTS-CTRYAPP) 
  • HR\Timesheet Country Approval - Country Office staff responsible for HR and/or Timesheet Processes should be granted access to this role. This allows users to:
  • Review timesheets and approve after supervisor approval (2 nd  tier of approval for time sheets)
  • Enter personnel data for country office staff.
  • Monitor and redirect workflow of timesheets
  • Assign new substitutes for approval process
  • Access to process a timesheet for another employee
• Reporting HR Country  (REP-HR-CTRY) - AA Client as well
  

Country Office Program Staff

• Reporting Programs (REP-PRG)
• Project Master File Read Only (PROJECT-RO)
  • Read only gives the user the access to see the details of the Project Master File.

Country Office External Auditors

• Common Read Only (AGCOM-RO)
  • Allows the user to see different menu items in Agresso.
• AP Read Only (AP-RO)
  • Allows the user to see AP Transactions.
• Bank Rec Read Only (BANKREC-RO)
  • Allows the user to see the bank reconciliation.
• FA Read Only (FA-RO)
  • Allows the user to see fixed assets.
• GL Read Only (GL-RO)
  • Allows the user to see general ledger transactions.
• Procurement - Read Only (PROCURE-RO) -  (If CO has launched Procurement)
  • Allows the user to view Procurement.
• Reporting Finance Country (REP-FIN-CTRY)
  • Allows the user to pull reports related to the Country Office financial entries.

Article ID: 359
Created: Fri, Oct 7, 2016
Last Updated: Tue, Mar 29, 2022
Author: KB Admin

Online URL: https://itskb.heifer.org/article.php?id=359