Spend Role Codes

The following lists contain the available permissions and roles for Expense, Request, Invoice, and Reporting. The roles are separated into tables based on the tabs/products in User Permissions.

NOTE: The following spend roles map to entitlements, which cannot be modified through the Spend role extension individually, but only entitlement.

Role Code Entitlements
EXP_USER Expense
REQ_USER Request
INV_PMT_USER Invoice

Column Description

Role Code Role Full Name Description Group-Aware Product Area
The role code value that can be used for provisioning with the Spend Role Extension. The full name of the role. The usage of the role. When assigning this role, users may supply one or more groups. If no group is supplied, then the role is defaulted to the global group. Shared with two or more SAP Concur products.

Expense Product Roles

Role Code Role Full Name Description Group-Aware Product Area
SHD_APP_CENTER_ADMIN App Center Listing Administrator The user assigned this role can submit App Center listings. This role is only assigned to certain App Center partners. N Y
EXP_ATTENDEE_ADMIN Attendee Administrator The user assigned this role can view, modify, and activate or inactivate any attendee record in the system.
NOTE: A user cannot be assigned the EXP_ATTENDEE_ADMIN and the EXP_ATTENDEE_ADMIN_RO.
Y Y
EXP_ATTENDEE_ADMIN_RO Attendee Administrator (Read only) The user assigned this role is considered a read-only auditor. The user can access and view but not modify and activate or inactivate an attendee record in the system.
NOTE: A user cannot be assigned the EXP_ATTENDEE_ADMIN_RO and the EXP_ATTENDEE_ADMIN.
Y Y
SHD_AUTHORIZED_APPROVER Authorized Approver This is special approver role. The user assigned this role can approve, with a specified limit, specific expense reports. N N
N/A Account Code Administrator NOTE: This field is not supported. N N
SHD_BILLING_ATTRIBUTES_USER Billing Attributes User The user assigned this role can manage billing related settings for the entity. N Y
SHD_BUDGET_ADMIN Budget Administrator For Budget Insight (Legacy): The user assigned this role can set budget amounts and assign budget approvers.
For Budget: The user assigned this role can configure the Fiscal Calendar, Budget Categories, Budget Tracking Fields, Budget Items, and Budget Settings.
The Budget Administrator can see the budget amounts as configured in the Budget Items, but not the budget actuals as is shown in the dashboards. Budget Administrators have access to all budget items within an entity.
N Y
SHD_BUDGET_APPROVER Budget Approver/Manager For Budget Insight (Legacy): The user assigned this role can review and approve expense reports using real-time budget figures.
For Budget: The user assigned this role can approve invoices, purchase requests, and expense reports and can view budgets in the budget dashboards.
The Budget Approver does not have access to the budget configuration information.
N Y
SHD_BUDGET_OWNER Budget Owner The user assigned this role owns the budget and can view budgets in the dashboards. The Budget Owner does not have access to the budget configuration information. N Y
SHD_BUDGET_VIEWER Budget Viewer The user assigned this role views budgets in the dashboards. There can be one or several budget viewers. The Budget Viewer does not have access to the budget configuration information. N Y
EXP_PCARD_ADMIN Card Program Administrator The user assigned this role manages the company’s purchase card program and statement periods. Y N
EXP_PROCESSOR_CR Central Reconciliation Processor The user assigned this role processes (matches) invoice transactions associated with requests generated within the Request product. Y N
TRAVEL_USER Cliqbook User The user assigned this role can integrate with Cliqbook service. N N
EXP_CONFIG_ADMIN_CLIENT Client Expense Administrator This custom role is not available to all clients; availability is based on the client configuration. This field combines permissions from the Expense Configuration Administrator role and the Shared Configuration Administrator. The user assigned this role can access these options (some may allow add/edit; some may be view-only): Accounting administration, audit rules, car configuration, email reminders, exceptions, expense types, locations, policies, travel allowance, workflows. Y N
STATEMENT_APPROVER Company Bill Statement Approver The user assigned this role approves statement reports. This user must also be assigned the Expense Approver role. N N
STATEMENT_PROCESSOR Company Bill Statement Processor The user assigned this role views and updates statement reports in Expense Processor. This user must also be assigned the Expense Processor role. Y N
STATEMENT_PROCESSOR_AUDITOR Company Bill Statement Processor (Audit) The user assigned this role views statement reports in Expense Processor in read-only format. This user must also be assigned the Expense Processor (Audit) role. N -
STATEMENT_PROCESSOR_ADMIN Company Bill Statement Processor Manager The user assigned this role views, updates, and deletes statement reports in Expense Processor. This user must also be assigned the Expense Processor Manager role. Y N
STATEMENT_USER Company Bill Statement User The user assigned this role reviews and submits the purchasing card transactions in the statement reports. This user must also be assigned the Expense User role. N N
SHD_COMPANY_INFO_ADMIN Company Info Administrator The user assigned this role can update the Company Info section of the home page. N Y
N/A Concur Mobile User NOTE: This field is not supported. N N/A
SHD_COST_OBJECT_APPROVER Cost Object Approver This is special approver role, which is not assigned the same way as other roles. N N
SHD_DATA_RETENTION_ADMIN Data Retention Administrator The user assigned this role views and configures the data retention policy for the company and can hold and purge individual users. N Y
N/A Digital Compliance Administrator NOTE: This field is not supported. N N
SHD_EMPLOYEE_ADMIN Employee Administrator The user assigned this role can add and manage employees, including assigning roles, delegates, and preferences. The user can only assign the basic user roles (Expense User, Travel User), using the check boxes on the User Details page. They may also view and optionally edit and register cars on behalf of a user.
NOTE: A user cannot be assigned the SHD_EMPLOYEE_ADMIN along with the SHD_EMPLOYEE_ADMIN_RO and SHD_PASSWORD_ADMIN.
Y Y
SHD_EMPLOYEE_ADMIN_RO Employee Administrator (Read Only) The user assigned this role is considered a read-only auditor. The user can view but not add or edit employee records.
NOTE: A user cannot be assigned the SHD_EMPLOYEE_ADMIN_RO along with the SHD_EMPLOYEE_ADMIN and SHD_PASSWORD_ADMIN.
N Y
N/A Employee Maintenance NOTE: This field is not supported. Y Y
EXP_APPROVER Expense Approver The user assigned this role can approve expense reports within an assigned group. N N
EXP_CASHADVANCE_ADMIN Expense Cash Advance Administrator The user assigned this role can view, issue, and manage cash advance requests. Y N
EXP_CARD_ADMIN Expense Company Card Administrator The user assigned this role can assign and unassign company cards, and map expense types to merchant category codes. Y N
EXP_CONFIG_ADMIN Expense Configuration Administrator This role is intended to be assigned to and used by SAP Concur internal staff only, with few exceptions. The user assigned this role can fully manage (add, edit, delete) Expense group configurations, Policies, Expense-based forms and fields, validations, and vendor lists, Expense report and authorized approver workflows, Audit rules, Expense types and expense categories, Payment types, Account codes, Exceptions, Car configuration and reimbursement, Receipt handling, including payment hold, scan configurations, receipt limits, and receipt imaging, Email reminders, Reimbursement currencies, Offline settings, Configuration change log (view only), Taxability and Deductibility Calculation Service.
NOTE: A user cannot be assigned the EXP_CONFIG_ADMIN and the EXP_CONFIG_ADMIN_RO.
Y N
EXP_CONFIG_ADMIN_RO Expense Configuration Administrator (Restricted) The user assigned this role can fully manage (add, edit, delete) vendor list items, authorized approvers, audit rules, account codes, exceptions, personal and company car rates, receipt handling including receipt limits, payment hold, and scan configurations, email reminders, configuration change log (view only), taxability and deductibility calculation service.
NOTE: A user cannot be assigned the EXP_CONFIG_ADMIN_RO and the EXP_CONFIG_ADMIN.
Y N
EXP_PROCESSOR Expense Processor The user assigned this role can view and update expense reports within Expense Processor.
The Access for Processor field limits the reports the processor can view to all reports excluding returned reports, all reports including returned reports, or only reports pending processor step and beyond.
NOTE: The user should only be assigned one of the Expense Processor roles. If the user is assigned multiple Expense Processor roles, the role with the greatest level of access will be applied. The levels of access, from highest to lowest, are: Expense Processor Manager (1), Expense Processor (2). Expense Processor (Audit) role can’t be assigned along with any other Expense processor roles.
Y N
EXP_PROCESSOR_AUDIT Expense Processor (Audit) The user assigned this role can view expense reports within Expense Processor.
NOTE: A user cannot be assigned the Expense Processor (Audit) role and any other Expense processor roles.
Y N
EXP_PROCESSOR_ADMIN Expense Processor Manager The user assigned this role can view, update, and delete expense reports within Expense Processor. The Access for Processor field limits the reports the processor can view all reports excluding returned reports, all reports including returned reports, or only reports pending processor step and beyond.
NOTE: The user should only be assigned one of the Expense Processor roles. If the user is assigned multiple Expense Processor roles, the role with the greatest level of access will be applied. The levels of access, from highest to lowest, are: Expense Processor Manager (1), Expense Processor (2). Expense Processor (Audit) role can’t be assigned along with any other Expense processor roles.
Y N
EXP_PROXY_USER Expense Proxy Logon The user assigned this role can log on to Expense and act as a proxy user for other employees within an assigned group. Y N
EXP_RECEIPT_PROCESSOR Expense Receipt Processor The user assigned this role can update the receipt status for an expense report. N N
N/A Expense Type Administrator NOTE: This field is not supported. N N
EXP_USER Expense User The user assigned this role can create and submit expense reports and cash advances if those features are used by the user’s company. N N
EXP_EMPLOYEE_ADMIN Employee Admin Permission on Expense Hierarchy Can grant Expense Hierarchy Nodes permission to users in the Employee Admin.
NOTE: Each user assigned Employee admin must also be assigned permissions for reporting (BI), expense, and payment (Invoice). These additional permissions govern the roles the employee administrator can assign for the employees in his or her assigned groups.
Y N
EXP_FIND_ATTENDEES_USER Employee (while finding attendees) Role code to determine the field access while searching attendees. N N
EXP_EXTRACT_ADMIN Extract Administrator Special role assigned by the SAP Concur Implementation department to clients who are transitioning from the Standard Edition to the Professional Edition. This role provides access to the File Export Configuration tool. N N
N/A Expense Processor(Concur Audit) NOTE: This field is not supported. N N
EXP_FB_TAX_ADMIN Fringe Benefits Tax Administrator Along with the Tax Administration role, the user assigned this role can manage fringe-benefit tax. N N
SHD_IMPORT_EXTRACT_ADMIN_RO Import/Extract Monitor (formerly Integration Administrator - Restricted) A user assigned this role can view details of import, extract, archive, and reporting consolidation jobs, job schedule, system logs. Depending on configuration, this user may also be able to upload import files, and download extract files.
NOTE: A user cannot be assigned the SHD_IMPORT_EXTRACT_ADMIN_RO and the SHD_IMPORT_EXTRACT_ADMIN(Intended to be assigned to and used by SAP Concur Internal staff only).
N Y
SHD_PASSWORD_ADMIN Password Manager The user assigned this role can update passwords for Expense users.
User will have read only access to the following fields on the User Details page in User Administration: Title, First Name, Middle Name, Nickname, Last Name, Suffix, and Email.
Preventing Access: A module property is available to restrict this role from changing password. Please contact your SAP Concur contact to have the Password Access Restriction feature activated.
NOTE: The users with Expense and either Travel or Invoice have one password for all applications. When any of the Password Manager roles changes a password, it changes for all. A user cannot be assigned the SHD_PASSWORD_ADMIN along with the SHD_EMPLOYEE_ADMIN and SHD_EMPLOYEE_ADMIN_RO.
Y Y
SHD_PAYROLL_ADMIN Payroll Administrator A user assigned this role can administer Payroll Integration including payroll settings, wage types and reprocessing of failed payroll transfers. N Y
EXP_REIMBURSEMENT_AUDITOR Reimbursement Auditor A user assigned this role can view Expense Pay functionality: Funding Accounts, Batch Configurations, Card Programs, Expense Pay Settings, Current and Historical Batch List, Daily Funding and Returned Amounts, Payment Demand List, Report Payees List, and Employee Banking Status N Y
EXP_REIMBURSEMENT_APPROVER Reimbursement Manager A user assigned this role can fully manage (add, edit, delete) Expense Pay functionality: Funding Accounts, Batch Configurations, Card Programs, and Expense Pay Settings.
In addition, a user assigned this role can view the following Expense Pay details: Current and Historical Batch List, Daily Funding and Returned Amounts, Payment Demand List, and Report Payees List.
Only global Reimbursement Managers can create and view payment demands: Employee Banking Status
Y Y
SHD_ROLE_ADMIN Role Administrator A user assigned this role is granted access to the Expense, Invoice, and Request tabs through User Permissions. Y Y
N/A Role Builder This role is intended to be assigned to and used by SAP Concur internal staff only. N Y
SHD_CONFIG_ADMIN Shared Configuration Administrator This role is intended to be assigned to and used by SAP Concur internal staff only, with few exceptions. The user assigned this role can fully manage (add, edit, delete) Feature hierarchies for Expense Reports and Vendor Invoices, Employee group configurations, including assignment of the employee form, Employee forms and fields, validations, and custom and connected lists, Expense and payment delegate configurations, Reimbursement currencies, Imaging settings, Accounting structure (ledgers), Localization tasks, Configuration change log (view only). Hierarchy segment values are used to identify the hierarchy node for which this employee has approval rights. If blank, resolves to the global group.
NOTE: A user cannot be assigned the SHD_CONFIG_ADMIN and the SHD_CONFIG_ADMIN_RO.
Y Y
SHD_CONFIG_ADMIN_RO Shared Configuration Administrator (Restricted) The user assigned this role can access locations (add or edit), view, add, edit, and delete custom list items, and view the configuration change log.
NOTE: A user cannot be assigned the SHD_CONFIG_ADMIN_RO and the SHD_CONFIG_ADMIN.
Y Y
SHD_TAX_ADMIN Tax Administrator The user assigned this role can fully manage (add, edit, delete) value added tax (VAT) tax configurations, and rates.
NOTE: A user cannot be assigned the SHD_TAX_ADMIN and the SHD_TAX_ADMIN_RO.
N N
SHD_TAX_ADMIN_RO Tax Administrator (Restricted) The user assigned this role can view tax configurations.
NOTE: A user cannot be assigned the SHD_TAX_ADMIN_RO and the SHD_TAX_ADMIN.
N N
SHD_TRAINING_ADMIN Training Administrator The user assigned this role can access the Training Administration tool to configure client-preferred Training landing page and the contents and contact information that displays. N Y
N/A Travel and Expense Pilot User Do not use: this role is retired. N/A N/A
EXP_TRAVEL_AND_EXPENSE_USER Travel and Expense User NOTE: This field is not supported. N Y
N/A UI Preview NOTE: This field is not supported. N Y
SHD_WEB_SERVICES_ADMIN Web Services Administrator The user assigned this role can access the Partner Application Administration page to register or enable partner applications to access the company’s data using SAP Concur web services. The partner applications are required for some integrations, and do not appear in the SAP Concur App Center. They may also access the Manage User Apps page to restrict the User applications in the SAP Concur App Center for their company’s users, as well as Enable Enterprise partner applications within the SAP Concur App Center. N SAP Concur Connect

Request Product Roles

Role Code Role Full Name Description Group-Aware Product Area
SHD_DATA_RETENTION_ADMIN Data Retention Administrator The user assigned this role views and configures the data retention policy for the company and can hold and purge individual users. N Y
REQ_PROCESSOR_ADMIN Request Administrator This is one of the Request processor roles.
The user assigned this role can view and fully manage virtually all requests.
NOTE: A user cannot be assigned the REQ_PROCESSOR_ADMIN along with the REQ_PROCESSOR_AUDIT, REQ_PROCESSOR and REQ_RISK_ADMIN.
Y N
REQ_APPROVER Request Approver The user assigned this role can approve requests within their assigned group. N N
REQ_PROCESSOR_AUDIT Request Auditor This is one of the Request processor roles.
This is a read-only role. The client can assign this role to TMCs, to its own internal travel agent(s), or to any other user that needs read-only access to requests.
NOTE: A user cannot be assigned the REQ_PROCESSOR_AUDIT along with the REQ_PROCESSOR_ADMIN, REQ_PROCESSOR and REQ_RISK_ADMIN.
Y N
REQ_CONFIG_ADMIN Request Configuration Administrator This role is intended to be assigned to and used by SAP Concur internal staff only, with few exceptions.
The user assigned this role can fully manage (add, edit, delete) all request-related features on the Request Admin menu.
NOTE: A user cannot be assigned the REQ_CONFIG_ADMIN and the REQ_CONFIG_ADMIN_RO.
Y N
REQ_CONFIG_ADMIN_RO Request Configuration Administrator (restricted) The user assigned this role can fully manage (add, edit, delete) list management, locations, segment types, and travel agency offices.
NOTE: A user cannot be assigned the REQ_CONFIG_ADMIN_RO and the REQ_CONFIG_ADMIN.
Y N
REQ_EVENT_ADMIN Request Event Manager The user assigned this role can create a primary event request for multiple event attendees.
This role must be assigned with the Request Proxy Logon role.
N N
REQ_PROXY_USER Request Proxy Logon The user assigned this role can log on to Request and act as a proxy user for other employees within an assigned group. Y N
REQ_USER Request User The user assigned this role can create and submit requests. N N
REQ_RISK_ADMIN Risk Manager This permission appears only if Request is integrated with Concur Risk Management. The user assigned this role can process requests waiting for Risk Manager processing and view submitted requests with risk.
NOTE: A user cannot be assigned the REQ_RISK_ADMIN along with the REQ_PROCESSOR_ADMIN, REQ_PROCESSOR_AUDIT and REQ_PROCESSOR.
Y N
REQ_PROCESSOR TMC Agent This is one of the Request processor roles.
The client assigns this role to one or more agents of its Travel Management Company (TMC) or to the client’s internal travel agent(s). In some regions, it is appropriate for the TMC Agent to access the request after the user submits it but before the approver receives it. This way, the TMC Agent can add/edit the segment amounts – ensuring accuracy for the request approver.
NOTE: A user cannot be assigned the REQ_PROCESSOR along with the REQ_PROCESSOR_ADMIN, REQ_PROCESSOR_AUDIT and REQ_RISK_ADMIN.
Y N

Product Roles Invoice (Payment)

Role Code Role Full Name Description Group-Aware Product Area
SHD_BUDGET_ADMIN Budget Administrator The user assigned this role can configure the Fiscal Calendar, Budget Categories, Budget Tracking Fields, Budget Items, and Budget Settings. The Budget Administrator can see the budget amounts as configured in the Budget Items, but not the budget actuals as is shown in the dashboards. Budget Administrators have access to all budget items within an entity. N Y
SHD_BUDGET_APPROVER Budget Approver/Manager The user assigned this role can approve invoices, purchase requests, and expense reports and can view budgets in the budget dashboards. The Budget Approver does not have access to the budget configuration information. N Y
SHD_BUDGET_OWNER Budget Owner The user assigned this role owns the budget and can view budgets in the dashboards. The Budget Owner does not have access to the budget configuration information. N Y
SHD_BUDGET_VIEWER Budget Viewer The user assigned this role views budgets in the dashboards. There can be one or several budget viewers. The Budget Viewer does not have access to the budget configuration information. N Y
INV_PURCH_RECEIVER Central Receiver The user assigned this role can add, edit, and delete purchase order receipts and receipt images. However, they cannot transmit or process purchase orders or invoices. Y N
INV_IC_VERIFIER Client Managed Capture Verifier The user assigned this role can verify the output of invoices in the client-managed version of Capture Processing. N N
SHD_DATA_RETENTION_ADMIN Data Retention Administrator The user is assigned this role views and configures the data retention policy for the company and can hold and purge individual users. N Y
INV_EMPLOYEE_ADMIN Employee Admin Permission on Invoice Hierarchy The user assigned this role can grant Invoice Hierarchy Nodes permission to users in the Employee Admin.
NOTE: Each user assigned employee admin must also be assigned permissions for reporting (BI), expense, and payment (Invoice). These additional permissions govern the roles the employee administrator can assign for the employees in his or her assigned groups.
Y N
INV_AP_USER Invoice AP User The user assigned this role can create, assign, and reassign invoices. They can also reassign a different policy to an invoice and restore deleted invoices. Y N
INV_APPROVER Invoice Approver The user assigned this role can to approve invoices within an assigned group. N N
INV_CONFIG_ADMIN Invoice(Payment) Configuration Administrator This role is intended to be assigned to and used by SAP Concur internal staff only, with few exceptions.
The user assigned this role can fully manage (add, edit, delete) Invoice group configurations, Policies, Invoice-based forms, fields, and validations, Invoice and authorized approver workflows, Audit rules, Expense types, Account codes and account code hierarchy, Exceptions, Image handling, including scan configurations, invoice imaging, vendor imaging, Email reminders, Company Info, Configuration change log (view only).
NOTE: A user cannot be assigned the INV_CONFIG_ADMIN and the INV_CONFIG_ADMIN_RO.
Y N
INV_CONFIG_ADMIN_RO Invoice (Payment) Configuration Administrator (Restricted) The user assigned this role can fully manage (add, edit, delete) authorized approvers, audit rules, account codes, exceptions, expense types, scan configurations, email reminders, and configuration change log (view only).
NOTE: A user cannot be assigned the INV_CONFIG_ADMIN_RO and the INV_CONFIG_ADMIN.
Y N
N/A Invoice Full User NOTE: This field is not supported. N N
N/A Invoice Pilot User NOTE: This field is not supported. N N
INV_PMT_MANAGER Invoice Payment Manager A user assigned this role can fully manage (add, edit, delete) Invoice Pay functionality. This user can monitor and adjust Invoice Pay batches and invoices scheduled for payment and define the Checking and ACH funding accounts that are used for payment. N N
INV_IMAGE_PROCESSOR Invoice Image Processor The user assigned this role can update the status of receipt and invoice images. N N
INV_PROCESSOR Invoice(Payment) Processor The user assigned this role an view and update invoices within Invoice Processor. They may also assign or reassign invoices, and restore deleted invoices.
NOTE: A user cannot be assigned the INV_PROCESSOR along with the INV_PROCESSOR_MANAGER and INV_PROCESSOR_AUDIT.
Y N
INV_PROCESSOR_AUDIT Invoice(Payment) Processor (Audit) The user assigned this role can view invoices within Invoice Processor.
NOTE: A user cannot be assigned the INV_PROCESSOR_AUDIT along with the INV_PROCESSOR_MANAGER and INV_PROCESSOR.
Y N
INV_PROCESSOR_MANAGER Invoice(Payment) Processor Manager The user assigned this role can view, update, and delete invoices within Invoice Processor.
NOTE: A user cannot be assigned the INV_PROCESSOR_MANAGER along with the INV_PROCESSOR_AUDIT and INV_PROCESSOR.
Y N
INV_PROXY_USER Invoice(Payment) Proxy Logon The user assigned this role can log on to Vendor Invoices and act as a proxy user for other employees within an assigned group. Y N
INV_PURCH_USER Invoice Purchasing User The user assigned this role cannot create and submit invoices but can be granted rights to change form field values to adjust totals, etc. in Invoice Purchase Order.
NOTE: This role is available only to users of Invoice.
N N
INV_RECEIPT_PROCESSOR Invoice(Payment) Receipt Processor The user assigned this role can view and update invoices in Invoice Received status within Invoice Processor. Y N
INV_TAX_ADMIN Invoice Tax Administrator The user assigned this role can configure and activate the Tax Administration tool. N N
INV_PMT_USER Invoice User The user assigned this role can create and submit invoices. N N
INV_VENDOR_ADMIN Invoice Vendor Manager The user assigned this role can work with vendors, including approving new vendors, working with the master list, and mapping vendors. Y N
SHD_PAYROLL_ADMIN Payroll Administrator A user assigned this role can administer Payroll Integration including payroll settings, wage types and reprocessing of failed payroll transfers. N Y
INV_PURCH_ORDER_PROCESSOR Purchase Order Processor The user assigned this role can process purchase orders in the Purchase Request module. Y N
INV_PURCH_ORDER_PROCESSOR_AUDIT Purchase Order Processor (Audit) The user assigned this role can view purchase orders within the purchase order processor and can view receipts within the purchase order processor. receipts. Y N
INV_PURCH_REQ_APPROVER Purchase Request Approver The user assigned this role can approve purchase requests in the Purchase Request module. N N
INV_PURCH_REQ_PROCESSOR Purchase Request Processor The user assigned this role can process purchase requests in the Purchase Request module. Y N
INV_PURCH_REQ_PROCESSOR_AUDIT Purchase Request Processor (Audit) The user assigned this role can view purchase requests within the purchase request processor. Y N
INV_PURCH_REQ_PROXY_USER Purchase Request Proxy Logon The user assigned this role can log on to Purchase Request and act as a proxy user for other employees within an assigned group.
NOTE: This role may proxy for any user assigned the Purchase Request User role.
Y N
INV_PURCH_REQ_USER Purchase Request User The user assigned this role can create purchase requests in the Purchase Request module. N N
INV_RECEIPT_USER Receipt User The user assigned this role can enter, update, and delete receipt data for their own purchase orders. N N

Reporting Product Roles

Role Code Role Full Name Description Group-Aware Product Area
BUDGET_REPORTING_USER Budget Role for Cognos The user assigned this role can access the Budget module in the Analysis/Intelligence data model. Y N
REPORTING_CAS_ANALYST CAS Analyst NOTE: Do not use. This role is retired. Y N
REPORTING_BUSINESS_AUTHOR Cognos Business Author The user assigned this role can use Analysis/Intelligence to view data for reports submitted at all hierarchical levels within their assigned groups (as well as any data not group-related). The user is assigned the Business license type, which restricts the features to which they have access. They may also run existing reports, create new reports or modify existing basic reports using the basic tool, Query Studio.
NOTE: A user cannot be assigned this role and the Cognos Professional Author or Cognos Consumer roles, only one of these three may be assigned.
Y N
REPORTING_CONSUMER Cognos Consumer The user assigned this role can use Analysis/Intelligence to view data for reports submitted at all hierarchical levels within their assigned groups (as well as any data not group-related). The user is assigned the Consumer license type, which further restricts the features to which they have access. They may also run existing reports, with read-only access.
NOTE: A user cannot be assigned this role and the Cognos Professional Author or Cognos Business Author roles, only one of these three may be assigned.
Y N
REPORTING_PRO_AUTHOR Cognos Professional Author The user assigned this role can use Analysis/Intelligence to view data for reports submitted at all hierarchical levels (no group assignment required). The user is assigned the Professional license type, which allows access to all features. They may also run existing reports, create new reports or modify existing basic reports using the basic tool, Query Studio, and create new reports or modify existing basic reports using the advanced tool, Report Studio. They can also schedule automatic report runs. Y N
REPORTING_CONFIG_ADMIN Consolidation Configuration Administrator This role is used by companies using the Reporting Database that wish to consolidate the data from the current version and previous versions.
The user assigned this role can map expense types and custom fields to a single consolidated definition, and adjust other consolidation settings.
NOTE: This role does not include access to Analysis/Intelligence.
N N
REPORTING_HIST_DATA_USER Cognos Hist Data Access Cognos Hist Data Access. N N
REPORTING_DASHBOARD_USER Dashboard User NOTE: Do not use. This role is retired. N N
REPORTING_EMPLOYEE_ADMIN Employee Admin Permission on Reporting Hierarchy The user assigned this role can grant Reporting Hierarchy Nodes permission to users in the Employee Admin.
NOTE: Each user assigned Employee admin must also be assigned permissions for reporting (BI), expense, and payment (Invoice). These additional permissions govern the roles the employee administrator can assign for the employees in his or her assigned groups.
Y N

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