NCFS Security Roles

About Security	Quick Links
The Office of the State Controller takes security very seriously. We see each person who receives a security role as a "Guardian of North Carolina's Data." To receive an NCFS security role, please complete the following in order: Submit a Security Request via the Agency Security Administrator to create/change roles assigned to an employee's position. Complete the required training classes. Class registration priority is given to those with outstanding security role requests. If the requested role is inquiry only, then class completion is not required but highly recommended. Security roles define: What activities users may perform in NCFS. The data users have authority to create and view based on your organization, agency and level. Required training to obtain the role. Below are the Security Roles for the North Carolina Financial System (NCFS) .	NCFS Security Administrators NCFS Course Listing

About Security

Quick Links

The Office of the State Controller takes security very seriously. We see each person who receives a security role as a "Guardian of North Carolina's Data." To receive an NCFS security role, please complete the following in order:

Submit a Security Request via the Agency Security Administrator to create/change roles assigned to an employee's position.
Complete the required training classes. Class registration priority is given to those with outstanding security role requests. If the requested role is inquiry only, then class completion is not required but highly recommended.

Security roles define:

What activities users may perform in NCFS.
The data users have authority to create and view based on your organization, agency and level.
Required training to obtain the role.

Below are the Security Roles for the North Carolina Financial System (NCFS) .

NCFS Security Administrators
NCFS Course Listing

Title	Description
NC ACFR Reports ALL	Provides access to execute the ACFR reports in the GL Reports directory.
NCFS AP Agency Payment Manager	Provides access to create check and electronic payments, manage and submit payment process requests, and view suppliers.
NCFS AP Agency Payment Printer	Provides access to print checks and view payments.
NCFS AP Centralized Payment Management - OSC Only	Provides access to manage and communicate electronic files to the bank, manage payment process request templates, and approve payment process requests for checks.
NCFS AP Create Accounting - OSC Only	Provides access to create accounting (ad hoc), create adjusting entries, and view invoices.
NCFS AP Inquiry	Provides access to view invoices, payments, and suppliers.
NCFS AP Invoice Force Approval	Provides access to force approve invoices.
NCFS AP Invoice Management	Provides access to create and manage invoices, initiate approvals, and view suppliers.
NCFS AP Invoice Release Hold	Provides access to release holds for invoices.
NCFS AP Period Management - OSC Only	Provides access to open and close Payables periods, and run period management reports.
NCFS AP Setup - OSC Only	This role provides system setup and maintenance access for the Accounts Payable process area.
NCFS AP Tax Reports	Provides access to reports under Payables Tax Reports custom folder.
NCFS AP Void Payment	Provides access to void, initiate stop, and reissue payments.
NCFS AR Collections Management - DHHS & DPI Only	Provides access to create dunning letters, manage communications with customers, manage write-offs, and classify uncollected accounts.
NCFS AR Customer Maintenance - DHHS & DPI Only	Provides access to create and manage customers.
NCFS AR Customer Maintenance PII - DHHS & DPI Only	Provides access to create and manage customers, including the ability to view customer TIN for customers who are individuals.
NCFS AR Inquiry	Provides access to view invoices and receipts.
NCFS AR Invoice Management - DHHS & DPI Only	Provides access to create and manage invoices, adjust invoices, review and correct imports for errors, and create credit memos.
NCFS AR Period Management - OSC Only	Provides access to open and close Receivables periods.
NCFS AR Receipt Management - DHHS & DPI Only	Provides access to create and manage receipts, review and validate receipt batches, and reverse or un-apply receipts.
NCFS AR Setup - OSC Only	This role provides system setup and maintenance access for the Accounts Receivable process area.
NCFS AR Supervisor - DHHS & DPI Only	Provides access to create invoice adjustments and write-offs.
NCFS Budget Inquiry (Analyst)	Provides access to view budgets and run budget reports.
NCFS Budget Manager (Projects and Grants)	Provides access to enter budgets, view budget periods, and generate budget reports.
NCFS Budget Period Management - OSC Only	Provides access to open and close budget periods.
NCFS Budget Setup - OSC Only	This role provides system setup and maintenance access for the Budget process area.
NCFS CM Bank Reconciliation	Provides access to reconcile bank statements manually and automatically.
NCFS CM External Transactions	Provides access to view bank statements and create and manage external transactions.
NCFS CM Setup - OSC Only	This role provides system setup and maintenance access for the Cash Management process area.
NCFS CST Cost Accountant	Provides access to manage item costs and create cost adjustments.
NCFS CST Period Management - OSC Only	Provides access to manage cost management period open and close, performs cost management accounting functions.
NCFS Employee Expense Data Manager	Provides limited access to manage employee data required for NCFS transactions, including the ability to add/update employee bank account or change employee manager assignment for the purposes of NCFS approvals.
NCFS Expense Audit Manager	Provides access to assign expense reports to auditors, audit expense reports, process expense reimbursements and cash advances and cash advance classifications.
NCFS Expense Auditor	Provides access to self-assign expense reports, audit expense reports, process expense reimbursements and cash advances and cash advance classifications and approve cash advances.
NCFS Expense Preparer	Provides access to create expense reports for themselves or on behalf of others, including override expense allocation and project team member, as well as request cash advances.
NCFS Expense Setup - OSC Only	This role provides system setup and maintenance access for the Expense process area.
NCFS FA Asset Accountant	Provides access to create and manage asset transactions, including adds, transfer, adjustments, and retirements; as well as post assets and create asset transactions by spreadsheet.
NCFS FA Asset Additions	Provides access to create and manage assets from source lines from the mass addition interface (prepare mass additions), and to post assets.
NCFS FA Centralized Asset Manager - OSC Only	Provides access to inquire on assets, run depreciation, create accounting, and open and close Fixed Assets periods.
NCFS FA Inquiry	Provides access to view assets and asset transactions.
NCFS FA Setup - OSC Only	This role provides system setup and maintenance access for the Assets process area.
NCFS GL Intercompany Approval	Allows users to make decisions on Intercompany (IC) transactions for transfers.
NCFS GL Intercompany Approval - OSC Only	Allows users to make decisions on Intercompany (IC) transactions for transfers.
NCFS GL Intercompany Entry	Provides access to create and manage intercompany transactions.
NCFS GL Journal - FBDI Only	Provides access to FBDI journal uploads.
NCFS GL Journal Approval - Agency	Allows users to log into the NCFS system to review and make decisions on disbursement and deposit journal entries.
NCFS GL Journal Approval - DST Only	Allows users to log into the NCFS system to review and make decisions on disbursement and deposit journal entries.
NCFS GL Journal Approval - OSC Employees Only	Allows users to log into the NCFS system to review and make decisions on disbursement and deposit journal entries.
NCFS GL Journal Approval - OSC Management Only	Allows users to log into the NCFS system to review and make decisions on disbursement and deposit journal entries.
NCFS GL Journal Approval - OSC\|SADFR Only	Allows users to log into the NCFS system to review and make decisions on disbursement and deposit journal entries.
NCFS GL Journal Approval Agency Identifier	Allows users to log into the NCFS system to review and make decisions on disbursement and deposit journal entries.
NCFS GL Journal Entry	Provides access to create and manage journals, create journals through spreadsheet, reverse journals, delete journals, import Journals, delete journal import data, view to period management dashboard, and run reports.
NCFS GL Journal Inquiry	Provides access to inquire on journals and intercompany transactions, and to generate reports.
NCFS GL Journal Post - OSC Only	Provides access to manually post journals and run Auto Post.
NCFS GL Period Management - OSC Only	Provides access to manage General Ledger and Intercompany period open and close, run close period program, run open period program, close monitor, and view General Ledger dashboards.
NCFS GL Setup - OSC Only	This role provides system setup and maintenance access for the Record to Report process area.
NCFS Intercompany (IC) Approval - OSC & DST Only	The Intercompany (IC) Transfer entry role allows users to make decisions on Intercompany transactions for transfers.
NCFS INV Agency Manager	Provides access to view inventory transactions, create and manage inventory orgs (warehouses), and add locations; also provides access to manage ABC Classes, Assignment Groups, and Classification sets.
NCFS INV Inquiry - DAC Only	Provides access to view inventory transactions and item costs.
NCFS INV Inquiry - DHHS Only	Provides access to view inventory transactions and item costs.
NCFS INV Inquiry - DPI Only	Provides access to view inventory transactions and item costs.
NCFS INV Item Maintenance - DAC Only	Provides access to create and manage items for Agency item classes, associate items to inventory orgs, as well as Item Master, and to review item-related audit reports.
NCFS INV Item Maintenance - DHHS Only	Provides access to create and manage items for Agency item classes, associate items to inventory orgs, as well as Item Master, and to review item-related audit reports.
NCFS INV Item Maintenance - DPI Only	Provides access to create and manage items for Agency item classes, associate items to inventory orgs, as well as Item Master, and to review item-related audit reports.
NCFS INV Requestor	Provides access to create and inquire on orders from inventory, and to create orders on behalf of others (Self-Service Procurement).
NCFS INV Requisition Approval	This role provides the ability to approve, reject, reassign/delegate, or request additional details about inventory requisition orders placed in Self-Service Procurement.
NCFS INV Setup - OSC Only	This role provides system setup and maintenance access for the Inventory process area.
NCFS INV Warehouse Approver	Provides access to adjust item quantities and approve cycle counts.
NCFS INV Warehouse Manager - DAC Only	Provides access to create counts, view count audit results, view item costs, create pick wave, and create and manage Sub-Inventories; should also have access to associate items to warehouse, and to change min-max value (planning).
NCFS INV Warehouse Manager - DHHS Only	Provides access to create counts, view count audit results, view item costs, create pick wave, and create and manage Sub-Inventories; should also have access to associate items to warehouse, and to change min-max value (planning).
NCFS INV Warehouse Manager - DPI Only	Provides access to create counts, view count audit results, view item costs, create pick wave, and create and manage Sub-Inventories; should also have access to associate items to warehouse, and to change min-max value (planning).
NCFS INV Warehouse Receiver	Provides access to receive orders from inventory or procurement suppliers, perform putaway, confirm pick slip, and view inventory transactions and item costs.
NCFS INV Warehouse Staff	Provides access to view inventory transactions, create pick wave, enter cycle count results, and view item costs.
NCFS INV Warehouse Transaction Support	Provides access to create and manage transactions (miscellaneous transactions, transfer Orders, Inter-Organization, Sub-Inventory transfer), issue items, manage pending transactions, view item costs, confirm pick slip, and create and manage movement requests.
NCFS Journal Approver - DST & OSC Only	The Journal Approver security role will allow users to log into the NCFS system to review and make decisions on disbursement and deposit journal entries.
NCFS Journal Entry - NCFS Release 1	The Journal Entry security role will allow users to log into the NCFS system and navigate the journal entry process step by step.
NCFS Journal Inquiry - NCFS Release 1	The Journal Inquiry security role will allow users to log into the NCFS system and navigate with display only permissions.
NCFS PO Advanced Procurement Requestor - AOC & DPI Only	Provides access to create requisitions for self and to reassign requisitions to others.
NCFS PO Buyer - AOC & DPI Only	Provides access to create and manage purchase orders (sourced from Oracle requisitions), and to create and manage blanket purchase agreements.
NCFS PO Buyer Close - Ariba Agencies	Provides access to close purchase orders (sourced from Oracle requisitions).
NCFS PO Inquiry	Provides access to view purchasing transactions including requisition lines, receipts, purchase orders, purchase agreements, and to generate purchasing reports.
NCFS PO Procurement Requester - AOC & DPI Only	Provides access to create requisitions for self.
NCFS PO Receiver - AOC & DPI Only	Provides access to receive goods on behalf of others.
NCFS PO Setup - OSC Only	This role provides system setup and maintenance access for the Procurement process area.
NCFS Supplier Inquiry	Provides access to view suppliers and generate supplier reports.
NCFS Supplier Management - OSC Only	Provides access to create and approve supplier registration, create and manage suppliers and supplier sites, manage and approve supplier profiles, merge suppliers, manage 1099 and withholding tax processes, reassign supplier registration notifications, and view and edit supplier tax ID.
NCFS Supplier Registration Management	Provides access to create supplier registration, view suppliers, view supplier tax ID, and generate supplier reports.