Journal Security

Journal security is a component of task security that uses model member access rights to enforce your journal creation and posting policy.

Features

Journal security involves defining users that can administer (AdminJournal), create (CreateJournal), post (PostJournal), or unpost (UnpostJournal) journal entries. With AdminJournal rights, a user can create templates as well as clear journal tables by deleting all journal entries.

You set up journal security in Planning and Consolidation Administration.

Activities

Set up journal task security by performing the following steps:

Create journal task profile:
1. Go to Administration and under the Security section, choose Task Profiles. To create a new task profile, choose New in the toolbar.
2. In the Assign Tasks step expand the Journals folder in the Available Tasks list, then select one or more journal tasks.
3. Once you have reviewed the task profile, click Finish to create it.
Assign journal task profile to a user:
1. Go to Administration and under the Security section, choose Users. Select a user and choose Edit in the toolbar.
2. In the Task Profiles tab, click Add/Remove in the Assigned to User list.
3. In the dialog box, choose the required journal task profiles from the Available Profiles list and add them to the Selected Profiles list.
4. Click OK.

Note

If users have create access, but not write access to a data region, they cannot create journal entries for that data region.

To assign one or more journal task profiles to multiple users, create a team and add the required users by selecting Start of the navigation path Security Next navigation step Team End of the navigation path in Planning and Consolidation Administration. Once created, open the team for editing and in the Task Profiles tab, add the required journal task profile(s) to the team.