- Added to various workflows and application components as needed for viewing.
Viewers (guests) can access certain parts of the application for a temporary time. Viewers typically have very limited permissions and can only perform basic actions, such as viewing some non-confidential content or submitting inquiries. An example of this type of user would be an auditor, external guest, investigator, etc
- Create, edit, cancel, and view own requests
- Manage notifications
- Requests require Manager/Delegate approval
Contributors are the most common type of users who have access to the standard features and functionalities required to perform their tasks or interact with the system.
- Create, edit, cancel, and view own requests
- Requests created by this role are auto approved
- Manage notifications
- Edit, view, and cancel all Org requests
- Approve Org requests
- Manage system template emails for their Org (does not apply to Orgs that do not process their own requests)
- Manage Org users and access levels
- Manage Org workflow module participation
- View Org level data (such as list of current employees, accounts, etc)
Managers/Delegates have elevated permissions compared to contributor-level users. They have access to certain administrative features and can perform actions that viewers or contributors cannot. These may include tasks such as approving, disapproving, editing, requesting revisions, and adding specific modules or functionalities.
- Includes all Manager/Delegate permissions
- Includes all Processor permissions
Manager Plus combines the tasks of the manager and processor roles into a single, unique role. Please read both descriptions to understand the role.
- Create, edit, cancel, and view own requests
- Manage notifications
- Edit, cancel, and view all items in their assigned Org(s)
- Edit system template emails
The processor is a member of the Shared Services Team and is composed of skilled and trained professionals knowledgeable of IU financial systems. The processor interacts with contributors' requests enabling prompt and secure handling of each request coming into the system which allows for conducting immediate transactions. Once they receive a request, the team initiates an electronic document (eDoc) to process requests based on the information provided by the contributor.
While this role may seem like a Manager/Delegate, it expands beyond a single Org. This role takes into consideration the IU Org Hierarchy. An administrator would be assigned to an Org and have permission to engage like a manager for all Org equal to and lower in the Org hierarchy.
- Create, edit, cancel, and view own requests
- Manage notifications
- Edit, view, and cancel all Org requests
- Approve Org requests
- Manage system template emails for their Org (does not apply to Orgs that do not process their own requests)
- Manage Org users and access levels
- Manage Org workflow module participation
- View Org level data (such as a list of current employees, accounts, etc)
The administrator has a high level of access and control over the application. They can perform actions and operations within the system, including managing Orgs and accessing sensitive data. Administrators usually can modify permissions and grant or revoke access to some users.
While the
IT administrator has access to engage in the system, it is mainly there to provide technical assistance when asked.
- Create, edit, cancel, and view own requests
- Manage notifications
- Edit, view, and cancel all Org requests
- Approve Org requests
- Edit system template emails for their Org (does not apply to Orgs that do not process their own requests)
- Edit Org users and access levels
- Edit Org workflow module participation
- View Org level data (such as a list of current employees, accounts, etc)
- Enforce privacy/security, access, and policy compliance
- Access, manage, and develop front and backend system of IU Share
The IT administrator has the highest level of access and control over the application. They can perform all actions and operations within the system, including managing user accounts, configuring settings, and accessing sensitive data. IT Administrators can modify permissions and grant or revoke access to other users.
