Designer Role

The Designer Role is created as part of the Prospero installation and has the following permissions by default:

Setup Roles Permissions

•      Maintain Report – This permission allows the creation, modification, and deletion of Report Definitions. You must have the “Maintain Report” or “Run Report” permissions to use the Catalog View  functionality for Report Definitions otherwise this feature will not be enabled. If only the “Run Report” permission is granted, reports will be read-only.

•      Maintain Building Blocks – This permission allows the creation, modification and deletion of Column and Line Definitions. You must have the “Maintain Building Blocks” permission to use the Catalog View  functionality for Column and Line Definitions otherwise this feature will not be enabled.

•      Maintain Trees – This permission allows the creation, modification, and deletion of Tree Definitions.

•      Maintain Input Definitions – This permission allows the creation, modification, and deletion of budgeting Input Definitions. This option will only be valid when budgeting and reporting or budgeting only are licensed in Prospero.

Note: The Maintain Input Definitions permission applies only when Prospero budgeting is licensed. For more information refer to the section on Prospero Licensing

Report Use Roles Permissions

•      Run Reports – This permission allows the execution of any report a user has defined or to which they have been granted rights to via the Visibility option.

•      Drill down to transaction details – This permission allows drill-down to view the underlying transactional detail on any report.

•      Publish Reports – This permission allows the user to publish reports they have defined or to which they have been granted rights to via the Visibility option. For more information see Creating Published Reports.    

•      View all data – This permission allows access to all data for a segment. Therefore, when the “All” option is selected when running a report, the user will have access to every item in that segment. If a user without this permission attempts to use the “All” option, the report would return the sum of only the items in the segment for which they have access to and/or data.

In addition, when this permission is granted, users will not need to have their specific Assignments granted and the option will not be available on the Security Tools Security context ribbon when the user is selected.

•      View Published Reports – This permission allows the user to run published reports to view them.  If you have the “Publish Reports” permission, you are granted this permission by default.

•      Annotate reports – This permission allows adding, editing, or deleting annotations on published reports.

Input User Roles

•      Input Data – This permission allows the user to input budgeting data using Input definitions and run Input Calc tasks. If you have the “Maintain Input Definitions” permission, you are granted this permission by default. (Note: Where the user has read-only access the Input Calc task will be disabled.) 

•      Input Human Resources Data – This permission allows the user to input budgeting HR data on Input definitions and run HR Calc tasks. If you have the “Maintain Input Definitions” permission, you are granted this permission by default. (Note: Where the user has read-only access or the read-only Human Resources permission defined on the Role, the HR Calc task will be disabled.)

•      Input Capital Data – This permission allows the user to input budgeting capital data on Input definitions. If you have the “Maintain Input Definitions” permission, you are granted this permission by default.

Note: Input User Role permissions apply only when Prospero budgeting is licensed. For more information refer to the section on Prospero Licensing

Import/Export Roles

•      Import Data – This permission allows import of data to the Prospero system. For more information see the section on the Excel Import process.

•      Perform Integration – This permission allows integration functions between the Prospero system and any external GL system. For more information see the Data Integration process.

Permissions granted to the Designer Role can be modified and the Role can be deleted by any Administrator.

The Designer Role requires a Designer User license and any additional permissions available through assignment of that license can be granted to the Role. 

For more information on Prospero licensing, contact MSX Support.