System Roles

Following are the delivered roles used across the system. Permissions and responsibilities can be moved from role to role and new roles can be created.

Role Name (Role Number)	Description
Account Supervisor (9)	This role derives its members from the Account Supervisor field on the Account. Account Supervisors receive workflow action requests for Account, Asset and Asset Retirement Global documents.
Accounting Reviewer (28)	An optional role that allows users to receive workflow action requests for documents of a specified type that contain accounts belonging to a specified chart and organization (including the organization hierarchy) and within a certain dollar amount or involving a specified override code.
Accounts Payable Manager (29)	Users with manager-level access to Accounts Payable documents. This includes the ability to hold or cancel (or remove those states) from Payment Request and Credit Memo documents.
Accounts Receivable Lockbox Manager (30)	Central Accounts Receivable staff that receive workflow action requests for Cash Control and Lockbox documents. They can also use the Electronic Fund Transfer screen and claim those funds using a Cash Control document.
Accounts Receivable Manager (31)	Users that manage the KFS-AR module. This role has no inherent permissions or responsibilities.
Active Employee & Financial System User (93)	A role that uses the Employee Status (A,L or P) along with the presence of the KFS-SYS User role to determine that a given Principal represents an employee with KFS access. These users are allowed to be fiscal Officers on Accounts.
Active Faculty or Staff (32)	A role that uses the Affiliation Type and Employee Status on a Principal record to determine if a user is an active faculty or staff employee. These users can initiate some KFS-PURAP documents and inquire into certain KFS screens.
Active Professional Employee (33)	A role that uses the Employee Status (A,L or P) and Employee Type (P) to determine that a given Principal represents a professional staff employee. These users are allowed to be Account Supervisors or Account Managers on Accounts.
Active Professional Employee & Financial System User (94)	A role that uses the Employee Status (A,L or P) and Employee Type (P), along with the presence of the KFS-SYS User role to determine that a given Principal represents a professional staff employee with KFS access. These users are allowed to be fiscal Officers on Accounts.
Asset Manager (34)	Central Capital Assets staff capable of taking restricted actions on Assets, including retiring or transferring non-moveable assets.
Asset Processor (35)	Central Capital Assets staff capable of applying asset payments, using the Asset Processing screens and adding negative payments. This role contains permissions to modify restricted asset fields and to override the defined capitalization threshold.
Award Project Director (72)	This role is derived from the accounts appearing on an Effort Certification document. KFS finds the most recent award associated with each account and routes Effort Certifications to the Project Directors associated with the account.
Batch Job Modifier (82)	This role is derived from users with the Modify Batch Job permission. They are able to use the Schedule lookup.
Budget Reviewer (79)	Central administration users charged with reviewing Purchase Orders that exceed an account's sufficient funds balance.
Chart Manager (37)	Defines users responsible for managing the chart data for a given Chart of Accounts code. Refer to the Chart article for more information.
Contracts & Grants Manager (38)	Central contract and grant staff that have special permissions related to Effort Certification. They can override the edit that prevents transferring salary for an open effort reporting period and receive workflow action requests for Effort Certification Recreates.
Contracts & Grants Processor (39)	Central contract and grant staff that receive workflow action requests for transactions involving grant accounts. They can view Research Risk information on Proposal documents, establish cost share sub-accounts and modify the object codes on Salary Expense Transfer documents.
Contracts & Grants Project Director (40)	This role defines the list of users that may be selected as Project Directors on the Proposal and Award documents.
Disbursement Method Reviewer (70)	Users who receive workflow action requests for Disbursement Vouchers and Payment Requests with specified payment methods and can edit the accounting lines and Wire Transfer and Foreign Draft tabs.
Document Editor (66)	This role derives its members from users with the Edit Document permission for a given document type.
Document Initiator (95)	This role derives its members from users with the Initiate Document permission for a given document type.
Document Opener (83)	This role derives its members from users with the Open Document permission for a given document type.
Fiscal Officer (41)	This role derives its members from the Fiscal Officer field on the Account. Fiscal Officers receive workflow action requests for most transactional documents and have edit permissions that allow them to change accounting lines involving their accounts.
Fiscal Officer Primary Delegate (42)	This role derives its members from the Primary delegates defined in the Account Delegate table in KFS.
Fiscal Officer Secondary Delegate (43)	This role derives its members from the Secondary delegates defined in the Account Delegate table in KFS.
KIM User (1)	This role derives its members from the KIM Principal table and allows users to log in to Kuali Financials.
Manager (44)	This role represents a collection of all the KFS module manager roles and has permission to initiate simple maintenance documents and restricted documents such as the JV and LLJV. These users also have the ability to blanket approve most document types and assign roles and permissions for all KFS namespaces.
Object Code Reviewer (FINP-7957-ROLE1)	An optional role that allows users to receive workflow action requests for documents of a specified type that include a specified Chart and Document Type and either Object Code, Level, Sub Type or Consolidation.
Operations (45)	This role represents a very select central processing function allowed to run KFS batch jobs, initiate GLCP and LLCP documents and upload Enterprise Feed and Procurement Card files.
Organization Reviewer (7)	An optional role that allows users to receive workflow action requests for documents of a specified type that include a specified chart and organization (including the organization hierarchy). Assignees in this role are usually populated using the Organization Review document.
Plant Fund Accountant (46)	This role manages the plant fund functions associated with KFS-CAM and has special permissions related to assets in support of these functions. It can also edit the Organization and Campus Plant Chart and Account fields on the Organization document.
Purchasing Manager (47)	Users that manage the KFS-PURAP module. This role can take the resend action on Purchase Order documents.
Regional Budget Manager (65)	An optional role created to receive action requests for Budget Adjustment documents at the Organization route Node. Intended to receive only requests associated with regional campus charts and organizations.
Sub-Fund Reviewer (48)	Users who receive workflow action requests for documents that include accounts belonging to particular sub-funds groups.
System User (62)	This role represents the KFS System User, that is the user ID the system uses when it takes programmed actions (such as auto-initiating or approving documents such as the PCDO and PO).
Tax Identification Number User (49)	Users with a need to view unmasked Tax ID numbers. They can also modify the tax number associated with AR customer records and PURAP vendor records.
Tax Manager (50)	Represents a central tax area that receives workflow action requests for DVs, Payment Requests, and POs involving payments to non-resident aliens or employees. They can also edit the Tax tabs on the DV and Payment Request documents.
Technical Administrator (51)	A technical administrator that is specific to the KFS system. This role has no inherent permissions or responsibilities.
Travel Manager (15)	Users who receive workflow action requests for Disbursement Vouchers for travel payment reasons and can edit the accounting line and Non-Employee Travel Expense or Pre-Paid Travel Expenses tabs.
Treasury Manager (16)	Users who can use the Electronic Fund Transfer screen and use DI or YEDI documents to claim those funds.
University Administration Budget Manager (36)	An optional role created to receive action requests for Budget Adjustment documents at the Organization Route Node. Intended to receive requests for the top level chart and organization (thus receiving all Budget Adjustment documents).
University Chart Manager (53)	The University Chart Manger role derives its members from role 37 and documents listed in the Chart article will route to the users assigned to the top level chart.
User (54)	The basic role that grants users access to KFS. It gives users the ability to initiate most documents and use inquiries and search screens. Users are qualified by namespace, chart and organization. If these fields are not defined the chart and organization are inherited from the Department ID on the users' Person record.
Workflow Administrator (55)	Users capable of taking superuser action on KFS documents and blanket approving some document types not available to the KFS-SYS Manager role.
Workstudy Reviewer (KFSCNTRB789-ROLE1)	Receives action requests for Effort Certification documents with workstudy object codes as defined in parameter WORKSTUDY_ROUTE_OBJECT_CODES.