Understanding the four different levels of access to funds

Funds as fundamental building blocks

Funds can be thought of as the fundamental building blocks of transactions in Sinai Central Finance and HRTS services. Whether you place a purchase order or change around an employee's hours, you inevitably will impact funding. Making sure that individuals have the correct access to a fund allows for users to complete on-line tasks. Giving users access only to what they need reduces the chance for error.

Having access to a fund is a level of user control in Sinai Central.  There are four different types of user access to a fund and responsibilities that go along with it.

Fund Owner - the ultimate signatory and responsible person for the fund.
Fund Administrator - a responsible user put in place to administer the fund for the user.
View/Order - user is given access to historical data on the fund as well as ALL prior finance transaction activity on the fund.
Order - user is given access to the fund only view and search on their own activity.

Fund Activities and Access Levels

Activity \ Access Level	Fund Owner	Fund Administrator	View/Order	Order
Can expense the account	X	X	X	X
View/Search account activity	X - Finance & HR Transactions	X - Finance & HR Transactions	X - Finance transactions only	only the user's ordering activity, Finance transactions only
Grant User Access	X	X
General Ledger Access	X - Also granted access to General Ledger menu	X
Create Policy	X
Administer Policy	X	X
Review Fund Reports	X	X

So, you do not have access to a fund? Someone needs to grant it to you.  Review the Related Items below.

Going Further

Fund owners and administrators may seem like they have the burden to keep the system moving. But in reality, one of Sinai Central's major features is that it is user configurable at many levels. Funds typically are assigned to Departments by Finance. Once in a department, a department administrator can also grant access to the fund, grant general ledger access and manipulate policies surrounding it. The Finance Department can also do so.