FOURA™ Reference Documentation
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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.
See Also