Manage User Roles

When you create a fund approval hierarchy, you can set up user roles that correspond to the available approval levels from 1 to 4. The higher the role level, the more flexibility the user has in approving various levels of edits within Control Center. You do not need to use all the levels in your hierarchy. After you create user roles, you can assign specific user roles to specific Eagle users. 

The default roles that Eagle provides include:

• Annotator (Role 0), This role level, intended for use with dual approval where you require at least two users for final approval, allows Eagle users at this level to add approval notes that Eagle users at one or more higher review levels review for final approval.

• Preparer (Role 1).

• Reviewer (Role 2).

• Accounting Manager (Role 3).

• Unit Manager (Role 4). 

As a general rule, Level 1 users only can approve edits that break a Level 1 tolerance setting. Level 2 can approve a Level 1 or 2 edit break. Level 3” users can approve a Level 1, 2, or 3 edit break. Level 4 users can approve a Level 1, 2, 3, or 4 edit break. 

If you require dual approval, where you require two Eagle users to fully approve and clear a raised edit, the Annotator (Role 0) user role provides initial approval by adding approval notes for subsequent user approval. Because all edits need, at a minimum, a role level of 1 for final approval, this prevents a role level 0 Annotator from fully approving any edits.

View User Roles

You can view the current role names and descriptions used for the fund approval hierarchy. 

To view user roles: 

In Control Center, in the left navigation pane, click Tools > User Roles. 

You see the User Roles workspace. The role levels include 0 to 4. For each role level, you can view the corresponding role name and role description.

Edit User Roles

You can change the default role names and descriptions. 

To edit a user role: 

1. In Control Center, in the left navigation pane, click Tools > User Roles. 
   You see the User Roles workspace. The role levels include 0 to 4. For each role level, you can view the corresponding role name and role description.

2. Click the row for the role level you want to edit, and then click Edit. 
   You see the Edit User Role page.

3. In the Role Name box, you can change the user role's name. 
   You must specify a value.

4. In the Role Description box, you can change the user role's description.
   Otherwise, leave this field blank. 

5. Click Save. 

Assign User Roles to Eagle Center Roles for Users

Eagle users with administrative permissions can use User Administration to associate an Eagle center role with the appropriate Control Center user role for use by Eagle users who use Control Center. Eagle center roles define Eagle Center access and permissions for all users. For general information about creating new Eagle center roles, copying an existing Eagle center role to create a new role, and associating Eagle center roles with individual Eagle users, see User Administration V17.

When you work with Eagle center roles, the Control Center tab includes the Role Settings sub-tab. The User Role section of the Role Settings tab includes a Role Name field, which allows you to specify the role name associated with the fund approval hierarchy role name for the specified Eagle center role. If you create a new Center role based on the CC USER ROLE, the default value for the Role Name field is Preparer(1). If you create a new Center role based on the CC ADMIN ROLE, the default value for the Role Name field is Unit Manager(4).