While the Finance Analyst (FA) works mainly in the Revenue area, access to other areas may be needed. You will see that the security role of the Finance Analyst is numbered according to the solution you have access to.
Finance Analyst 07
This role gives Read (Only) access to the Delivery and Revenue areas except where specific work is done. In the Delivery area, you can edit Activities and Customer Accounts and Contacts. In the Revenue area, you can edit Activities, Services invoices (Time Entry and Milestone Invoicing), Customers (Accounts and Contacts), and Invoices (Invoices).
In the Configure area, you can view most items related to Delivery but you can edit the items in the Revenue section (Tax Groups, Tax Code Details and Payment Terms).
Finance Analyst 08
This role gives the FA Read (Only) access to the Outbound, Sales and Revenue areas except where specific work is done. You can edit Customer Accounts and Contacts in all areas. You can edit Activities in both Sales and Revenue. And in Revenue, you can edit Orders under Subscriptions and Invoices under Invoices.
In Configure, you can view items under Sales and Sales Accelerator, Email Templates and Organization. You can edit the Revenue items including Tax Groups, Tax Code Details and Payment Terms.
Finance Analyst 10
This role gives the FA access to Read (Only) for Marketing area. Here you can edit Accounts and Contacts.
Finance Analyst 12
This role gives the FA access to Read (Only) Help Desk area. Here you can edit Accounts and Contacts.
Feature Availability Matrix
In the following table, you will see a matrix of all the functions for each FA Security role.
Legend: E = Edit, R = Read Only
| Area | Menu Section | Functions | Specifics | FA 07 | FA 08 | FA 10 | FA 12 |
| Marketing | |||||||
| My Work | |||||||
| Marketing Dashboards | R | ||||||
| Marketing Performance | R | ||||||
| Inbound Triage | R | ||||||
| Activities | R | ||||||
| Marketing Activity | R | ||||||
| Campaigns | R | ||||||
| Campaign Reponses | R | ||||||
| Events | R | ||||||
| Posted Forms | R | ||||||
| Emails | R | ||||||
| Audiences | R | ||||||
| Accounts | E | ||||||
| Contacts | E | ||||||
| Outbound | |||||||
| My Work | |||||||
| My Daily Look | |||||||
| My Daily Look (Default) | R | ||||||
| My Sequence Activity | R | ||||||
| Sales Activity Trends | R | ||||||
| Sales Opportunities | R | ||||||
| Activities | |||||||
| Sales Acceleration | |||||||
| Sales Acceleration Activities | R | ||||||
| Sequences | R | ||||||
| Sequence Instances | R | ||||||
| Templates | R | ||||||
| Customers | |||||||
| Accounts | E | ||||||
| Contacts | E | ||||||
| Sales | |||||||
| My Work | |||||||
| My Daily Look | R | ||||||
| My Sequence Activity | R | ||||||
| Sales Activity Trends (Default) | R | ||||||
| Sales Opportunities | R | ||||||
| Activities | E | ||||||
| Sales | |||||||
| Opportunities | R | ||||||
| Competitors | R | ||||||
| Customers | |||||||
| Accounts | E | ||||||
| Contacts | E | ||||||
| Delivery | |||||||
| My Work | |||||||
| My Work | R | ||||||
| Project Oversight | R | ||||||
| Project Delivery | R | ||||||
| Project Variance by Classification | R | ||||||
| Activities | E | ||||||
| Project | |||||||
| Projects | R | ||||||
| Issue Log | R | ||||||
| Time Entry Approval | R | ||||||
| Time Sheets | R | ||||||
| Resource Management | |||||||
| Resources | R | ||||||
| Utilization Report | R | ||||||
| Customers | |||||||
| Accounts | E | ||||||
| Contacts | E | ||||||
| Revenue | |||||||
| My Work | |||||||
| My Daily Look | R | ||||||
| Project Delivery | R | R | |||||
| Project Variance by Classification | R | R | |||||
| Activities | E | E | |||||
| Services Invoices | |||||||
| Time Entry Invoicing | E | ||||||
| Milestone Invoicing | E | ||||||
| Subscriptions | |||||||
| Opportunities | E | ||||||
| Orders | E | ||||||
| Customers | |||||||
| Accounts | E | E | |||||
| Contacts | E | E | |||||
| Invoices | |||||||
| Invoices | E | E | |||||
| Revenue | |||||||
| Revenue | R | ||||||
| Help Desk | |||||||
| My Work | |||||||
| Dashboards | R | ||||||
| Tier 1 Dashboard | R | ||||||
| TBD | R | ||||||
| Activities | R | ||||||
| Support | |||||||
| Cases | R | ||||||
| Knowledge Articles | R | ||||||
| Customers | |||||||
| Accounts | E | ||||||
| Contacts | E | ||||||
| Configure | |||||||
| TekStack Admin | |||||||
| TekStack Configurations | R | R | |||||
| Data Grid Button Configurations | R | R | |||||
| Domain Black List | R | R | |||||
| Sales | |||||||
| Products | R | ||||||
| Units | R | ||||||
| Price Lists | R | ||||||
| Product Classifications | R | ||||||
| Product Families | R | ||||||
| Decision Factors | R | ||||||
| Connection Roles | R | ||||||
| Industries | R | ||||||
| Disqualify Reasons | R | ||||||
| Nurture Reasons | R | ||||||
| Account Relationships | R | ||||||
| Sales Accelerator | |||||||
| Sales Accelerator User | R | ||||||
| Configurable Values | R | ||||||
| Sales Accelerator Configurations | R | ||||||
| Sequences | R | ||||||
| Stages | R | ||||||
| Events | R | ||||||
| Templates | |||||||
| Projects | R | ||||||
| Project Tasks | R | ||||||
| User Stories | R | ||||||
| Actions | R | ||||||
| Project Setup | |||||||
| Costs | R | ||||||
| Price Lists | R | ||||||
| Project Classification | R | ||||||
| Project Task Classification | R | ||||||
| User Story Classification | R | ||||||
| Roles | R | ||||||
| Units | R | ||||||
| Revenue | |||||||
| Tax Groups | E | E | |||||
| Tax Code Details | E | E | |||||
| Payment Terms | E | E | |||||
| Organization | |||||||
| Business Units | R | R | |||||
| Industries | R | R | |||||
| Teams | R | R | |||||
| Users | R | R | |||||
| State/Province | R | R | |||||
| Country | R | R | |||||
| Email Templates | |||||||
| Email Templates | E | E |