Reconciliation Management user roles
This table shows a high level overview of the tasks that can be performed by each role:
| User role | Tasks |
|---|---|
| Reconciliation Administrator | General setup tasks and maintaining reconciliation data. Create reconciliation accounts and account groups. See Financials Setup and Administration Guide for administrator tasks. |
| Reconciliation Manager | Monitors and schedules the reconciliation. |
| Reconciler | Performs the reconciliation processes. |
| Reconciliation Auditor | Reviews reconciliation details that are accessible by an external
auditor. Note: Do not assign this role to an
internal user because some functionality may be
restricted.
|
All tasks in this user guide are performed by the Reconciliation Manager or the Reconciler unless otherwise noted.