Security Roles

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Security roles are used to grant permissions to individual users of FOURA to perform specific functions. When a security role is assigned to your login then the associated forms will light-up on the Main Menu. Roles are also used in Document Type Setup to manage attachment permissions and in Schedule Event Types to determine which events you can see in the Scheduler. You can be assigned to multiple roles, each of which will add to your overall rights within FOURA.

Tip: You can view which roles you are a member of by right-clicking on your name in the status bar of the FOURA Navigator and selecting Security Roles from the context menu. Administrators can also run the Security Role Membership report from Report Manager to view a complete list of all roles and members.

Your local FOURA administrator is responsible for assigning and managing roles for each user. Please contact this person to request additional rights. Roles are initially assigned when a new user is added. Existing role memberships can be changed by administrators from the Logins form.

Caution: Certain combinations of roles might increase the risk of internal fraud within an organization. For example, no single user should be able to create a supplier, create an invoice for that supplier and process a payment to that supplier all on their own! If your company is large enough for specific individuals to have specific responsibilities then you should make sure that each individual only has the rights necessary to perform their job functions.

The following standard security roles are included with FOURA:

Role	Name	Description
rl_Accounting	Accounting	Manage Addresses, Address Contacts, Run AR Aging, Posting Assistant, Create PO Accruals, Run Depreciation, Create general journals
rl_ACH	ACH Transfer	Process ACH voucher payments
rl_APEntry	AP Clerk	Enter AP Invoices, Manage suppliers, remittance addresses, and payment terms
rl_APManager	AP Manager	Approve invoices, Print checks, Pay ACH/Wire transfers
rl_AREntry	AR Clerk	Manage Customers, Payment Terms, Units of Measure, Tax Codes, Addresses, Address Contacts, Customer Ship Tags, Currencies, and Customer Contacts; Allocate Cash, Enter collection notes, Enter sales invoices, Auto-generate invoices from Shipments
rl_ARManager	AR Manager	Approve sales invoices, Print invoices, Report AR Aging
rl_AuditViewer	Audit Viewer	Allows viewing of audit, transaction, event and versioning tables
rl_BomEntry	Bill of Materials Entry	Create and edit bill of materials
rl_Buyer	Buyer	Create purchase orders; Manage Suppliers; Edit Addresses, Address Contracts, Incoterms, Locations, Ship Vias; View Sales Orders
rl_Cash	Cash Receipts	Enter cash receipts, reconcile cash, run cash reports
rl_CustomerEntry	Customer Editor	Edit Customers, Customer Contacts, Customer Addresses, Customer Holds, Addresses and Tax Codes
rl_DocManager	Document Manager	Manage attached documents, delete attached documents, define content types, setup document source security roles
rl_Employee	Employee Editor	Edit Employee list
rl_ExportManager	Export Manager	Manage export licenses and export control tables, approve export shipments (Not currently implemented)
rl_FinRead	Finance Read	View AP Invoices, Sales Invoices, Customers, Suppliers, Projects, Contacts, Cash Receipts, AR Allocations, AP Payments, Journals, Ledgers, Scheduled Billings/Revenues, Collection Notes, and Labor
rl_Help	Help Editor	Edit column chooser usage notes
rl_ItemEntry	Item Editor	Edit Part Numbers, Manufacturers and Product Families
rl_OrderEntry	Sales Order Entry	Sales Quote/Order entry, Scheduled Billing/Revenue entry, Add/Edit sales invoice collection notes
rl_Pricing	Pricing Manager	Edit Price books, tiers and volume discounts
rl_PurchManager	Purchasing Manager	Manage Buyers; Define Payment Terms; Change PO Buyer
rl_Receiver	Receiving	Enter receipts
rl_Sales	Sales	Manage quotes, run sales reports, be assigned to lead
rl_SalesManager	Sales Manager	Manage sales staff, quotes, discounts, pricing and promotions; assign sales leads
rl_Security	Security Admin	Manage users, roles and permissions
rl_Setup	Setup	Setup Companies, Ledgers and other control tables
rl_StockControl	Materials Manager	Manage Warehouses and Locations; Run inventory transactions
rl_SupplierEntry	Supplier Editor	Edit Suppliers
rl_User	User	Allows login, grants read-only access to non-restricted data Note: All logins are automatically members of this role. You can assign rights to this role to grant permissions to all users.

Common Features