AR User Roles Follow

ATLAS Financials Accounts Receivable User Roles

All roles do not need to be filled.  Your post might only need to fill the Primary Roles to be successful!

PRIMARY ROLES

Mission Administrator - Complete administrative rights over all settings within the Accounts Receivable module.  Responsibilities include managing User Roles, Positions, Sections, viewing/creating Recipients, submitting mass updates, managing BOC Types, managing Agencies, managing all email configurations for all posts, managing drafts, open, and closed bills, managing pending fiscal data, initiating a voided bill, and amending bills.  Video here.
**Mission Admin have ALL ROLES.  This user(s) does not need to be assigned to other roles.

AR Tech - Ability to handle fiscal strips, set fiscal strips to BOCs, send manual notifications, initiate write-offs of BOCs, send packages to CGFS, void BOCs, and edit specific fields such as dispute dates, descriptions, and outcomes, payroll collection dates, and outcomes after the BOC process has started.
**Ability to configure Positions, Sections, Agencies, viewing/creating Recipients, BOC Types, Exchange Rates, Fiscal Strip Patterns, and Fiscal Strip Favorites.  Video here.
**Unable to configure User Roles or email configurations.  (Email configurations include configuring email templates, payment instructions, and components of the official BOC such as the header and footer.)

BOC Initiator - Ability to initiate a new Bill of Collection and submit BOCs to the Accounts Receivable Technician only for those BOC Types for which they have been granted permissions. Note: Only Administrators can grant or revoke access to BOC Types for a BOC Initiator.

Collection Clerk - Think of this as your Cashier.  Ability to send additional notifications, manage exchange rates, collect payments, attach OF-158 forms, and close fully paid bills. Video here.

FMO - Has all the permissions of an AR Technician, plus write-off authority for vendor BOCs.  Ability to review and forward employee BOCs to the Write-Off Authority.  This role is notified about disputes and payroll collections.

Write-Off Authority - Ability to view, approve, or reject any pending Write-Off requests requiring your approval.  This role is typically delegated to an Ambassador, DCM, or Management Officer.

SECONDARY (OPTIONAL) ROLES

Accounts Receivable (AR) Admin - Full administration rights over the Bills of Collection (BOC) in the Receivables module. Ability to edit your own Bills of Collection, which is a unique ability of this role.
**NOTE:  This is the ONLY role with the ability to delete one’s own BOCs.  We recommend only assigning this role to a user if absolutely necessary.

AR Configurator - Limited configuration permissions only.  Cannot manage Users or Post Email Configurations.

AR Read-Only - View only role.  Ability to view the details of a BOC without the ability to make any modifications.  

HR/Payroll Office - Ability to view the Outstanding Employees BOC  page, which shows a summation of the total amount due for Employee recipients.  This role is useful for PCS checkouts.  Video here.

Local Permission Manager - Authority to add Users and grant User permissions within all modules.

Local Permission Viewer - Ability to view User permissions across all modules exclusively for audit purposes.

Section Head - Access to a dashboard displaying a list of recipients and amounts within the sections you are assigned to.

Watchlist Manager - Ability to add users to the watchlist of a particular BOC.

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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