Understanding groups and group types

The table lists the groups and group types delivered with the Infor SAT application:

Role Description Group type
All Users Group for all users. User
AU Admin Administration group for the Australian users. Admin
AU User Group for the Australian users. User
CAN Admin Administration group for the Canadian users. Admin
CAN User Group for the Canadian users. User
Compliance Report Users Users with access to the compliance reports. User
Compliance: Report Template Data Group Users with access to the compliance report templates. Data
Corp: Accountants Users assigned to this role can perform accounting reviews. Role
Corp: Australia Office Users in this group are Australian users with access to data specific to the Australia office. Data
Corp: Canada Office Users in this group are Canadian users with access to data specific to the Canada office. Data
Corp: Default Users in this group are new users. Data
Corp: Finland Office Users in this group are Finish users with access to data specific to the Finland office. Data
Corp: French Office Users in this group are French users with access to data specific to the France office. Data
Corp: German Office Users in this group are German users with access to data specific to the Germany office. Data
Corp: Norway Office Users in this group are Norwegian users with access to data specific to the Norway office. Data
Corp: Sweden Office Users in this group are Swedish users with access to data specific to the Sweden office. Data
Corp: UK Office Users in this group are United Kingdom users with access to data specific to UK office. Data
Corp: US Govt Users in this group are United States government users with access to data specific to the United States government. Data
Corp: US Office Users in this group are United States users with access to data specific to the United States. Data
DE Admin Administration group for the German users. Admin
DE User User group for the German users. User
ER: Auditors Users in this group have access to the expense reports auditor functionality. User
ER: Data Group Users of this data group can view the Infor Expense Report data. Data
ER Done Administrator Role Users in this group have access to the Expense Reports with the activity status set to done. User
ER: Exception Handling Administrators Users in this group manage the Expense Reports exception activities. User
ER: Group Reviewers Users in this group can review documents in the Group Review activity. User
ER: Group Review Users Users' documents are reviewed by Group Reviewers in this group. User
ER: Post-Pay Auditors Users in this group can review documents in the Post-Pay Audit activity. User
ER: Pre-Pay Auditors Users in this group can review documents in the Pre-Pay Audit activity User
ER: Receipt Verifiers Users in this group manage the Expense Reports Receipt Verify activity. User
ER: Report Template Data Group Users in this group can access the ER Report Template data. Data
ER: Report Template User Group Users in this group can run the Infor ER report templates. User
ER: Role Users assigned to this role can create or submit documents in the Infor Expense Report. Role
ER: Set of Books Users assigned to this role can submit expense reports to reclaim VAT amounts. Allows Set of Books administrators to resubmit expense reports which fail to display on lookup. Role
ER: Trash Administrators Users in this group manage the Expense Reports Trash Activity. User
ER: VAT Administrators

Allows VAT administrators to resubmit the expense reports which fail to display on lookup.

Users assigned to this role can submit the expense reports to reclaim VAT amounts. Allows VAT administrators to resubmit expense reports which fail to display on lookup.

Role
ER: VAT Email Notification Group Users in this group receive email notification whenever a work item is in the VAT Exceptions Activity. User
ER Done Administrator Role Users in this group have access to the Expense Reports with the activity status set to done. Admin
ER Trash Administrator Role Users with an administrator role have access to the Expense Reports Trash activity. Role
Export: Design User assigned to this role can design or run the export profiles. Role
Export: Run User assigned to this role can run the export profiles. Role
HTML Audit Users User in this group have access to the HTML Audit application for manager review or charge code review. User
Offline Users Users assigned to this role have the capability to run in Offline mode from the Expense Management application. Role
Portal: Administrators Users assigned to this role have access to Portal Administration menu items such as Reset Password and Infor SAT access in the Expense Management application. Role
Portal: Auditor Role Users assigned to this role have access to Portal Administration menu items in the Expense Management application. The user can perform search by the tracking number for any user in the document search option. Role
Portal: Default Portal Group Users assigned to this role are part of the default group that has access to the Expense Management application. Role
Portal: HTML Auditor Role Users assigned to this role can review documents using the HTML Audit option. Role
Portal: Plan A Trip CAN Users assigned to this role have access to the Portal Plan in the Trip menu item. Role
Portal: Plan A Trip DE Users assigned to this role have access to the Portal Plan in the Trip menu item. Role
Portal: Plan A Trip UK Users assigned to this role have access to the Portal Plan in the Trip menu item. Role
PR: Auditors Users assigned to this role manages the Payment Request Audit Activity. User
PR: Data Group Users of this data group can view the Payment Requests data. Data
PR: Done Administrators Users with an administrator role in this group manage the Payment Request Done activity. User
PR: Exception Handling Administrators Users with an administrator role in this group manage the Payment Request Exception activities. User
PR: Report Template Data Group Users of this data group can view the PR Report Template data. Data
PR: Report Template User Group Users in this group can run the PR report templates. User
PR: Role Users assigned to this role can use data related to a payment request document. Role
PR: Trash Administrators Users with an administrator role in this group manage the Payment Requests Trash activity. User
PR Done Administrator Role Users with an administrator role have access to the Payment Request done activity. Role
PR Trash Administrator Role Users with an administrator role have access to the Payment Requests trash activity. Role
Receipt Clerk Administrator group for Receipt Clerk. Admin
Receipts Role User assigned to this role have access to the Receipts functionality. Role
Receipts: User Group Users group for the Receipts functionality. User
Report: Role Users assigned to this role have access to the report module. Role
Report Designer Group User in this group have access to the Report Designer. User
Report Template Designer Data Group Users in this group have access to the Report Template Designer data. Data
SAT Access User assigned to this role have access to the Expense Management SAT application. Role
SAT: Appl Param Defaults Users assigned to this role have read/write access to the system-wide application parameters. Role
SAT: Appl Param Overrides Users assigned to this role have read/write access to the system-wide application parameter overrides. Role
SAT: Auto Refresh Users in this group can view and use the Refresh option on the Administration screen, in the Expense Management SAT application. Data
SAT: Business Rules Users assigned to this role have read/write access to the business rules, read only access to the Groups screen, and read/write access to the Business Rules tab on the Groups screen. Role
SAT: Corp Data Users assigned to this role have access to the Corporate Data screen and read/write access to all common corporate data types. Role
SAT: Default Admin Group Users in this group have general read/write access to the Expense Management SAT application. Admin
SAT: Default Admin Group 2 Users of this second group have general read/write access to theExpense Management SAT. Admin
SAT: ER/TP Data Types Users assigned to this role have read/write access to the expense reports, travel plans, and suite corporate data. Role
SAT: Groups Users assigned to this role have read/write access to the Groups screen, read only access to the User tab on the Groups screen, and read only access to the Business Rules tab on the Groups screen. Role
SAT: PR Data Types Users assigned to this role have read/write access to the payment requests and suite corporate data. Role
SAT: Read Only Users assigned to this role have read only access to all the areas of the Expense Management SAT application. Role
SAT: Server Business Rules Users in this group have read/write access to all the server-side business rules in the Expense Management SAT application. Data
SAT: Servers Manager Users assigned to this role have read/write access to these Servers: Admin Log, Background Processes, and Servers. Role
SAT: Servers Monitor Users assigned to this role have read only access to these Servers: Admin Log, Background Processes, and Servers. Role
SAT: Super Admin Users Users in this group can perform all the actions available in the Expense Management SAT application without restriction. User
SAT: TS Data Types Users assigned to this role have read/write access to the timesheets and suite corporate data. Role
SAT: User Bulk Edit Users assigned to this role have read/write access to the User Bulk Edit screen. Role
SAT: User Info Users assigned to this role have read/write access to the User Info screen, read only access to Groups screen, and read/write access to the User tab on the Groups screen. Role
SAT: Work Items Users assigned to this role have read/write access to these Work Items: Docs and Offline Users. Role
SAT: Work Items Expense Receipt Packets Users assigned to this role have read/write access to the Receipts Received screen. Role
SAT: Work Items Invoice Receipt Packets Users assigned to this role have read/write access to the Invoices Received screen. Role
TP: Data Group Users in this group can view the Infor Timesheet data. Data
TP: Done Administrators Users in this group have access to the Travel Plan with the activity status set to done. User
TP: Exception Handling Administrators Users with an administrator role manages the travel plan exceptions. User
TP: Role Users assigned to this role can use data related to a travel plan document. Role
TP: Trash Administrators Users with an administrator role manages the Travel Plan trash activity. User
TP/ER: Reviewers Users assigned to this group are reviewers for manual routing in the expense reports or travel plans. User
TS Done Administrator Role Users assigned to this role have access to the Timesheet with the activity status set to done. Role
TP: Trash Administrator Role Users assigned to this role have access to the Travel Plans Trash activity. Role
TS: Auditors Users in this group manage the Timesheet Audit activity. User
TS: Data Group Users assigned to this group can review the Infor Timesheet data. Data
TS: Done Administrators Users in this group manage the Timesheet Done activity. User
TS: Exception Handling Administrators Users in this group manage the Timesheet Exception activities. User
TS: Full-Time Workers Users in this group are full-time employees. Data
TS: Part-Time Workers Users in this group are part-time employees. Data
TS: Reviewers Users in this group are reviewers for manual routing in the Infor Timesheet. Data
TS: Role Users assigned to this role can use the data related to a Timesheet document. Role
TS: Trash Administrators Users in this group manage the Timesheet Trash activity. User
TS Done Administrator Role Users with an administrator role have access to the Timesheet Done activity. Role
TS Trash Administrator Role Users with an administrator role have access to the Timesheet Trash activity. Role
UK Admin The Admin group for the United Kingdom users. Admin
UK User User group for the United Kingdom users. User
US Admin The Admin group for the US Admin Group. Admin
US User User group for the United States users. User
US Govt Admin The Admin group for the United States government users. Admin
US Govt User User group for the United States government users. User
US User User group for the United States users. User
XMDBTool: Access Users assigned to this role have access to the XMDBTool. Role