Entity and User Onboard

• The super admin will onboard the holding company along with a corporate controller admin user.

• The corporate controller admin is responsible to add users to different groups.

• The different groups are as follows:

  • Corporate Controller

  • Corporate Controller Team

  • Corporate Controller Admin

  • Finance Controller

  • Entity Team

• Once the holding company is onboarded by the super admin, the tool will create groups for the holding company as holding company_corporate controller, holding company_corporate controller team and holding company_corporate controller admin.

• The corporate controller admin will then add users to the corporate controller and corporate controller team group.

• Also, the corporate controller will also be able to add users to corporate controller admin group.

• The members of the corporate controller or the corporate controller team will then onboard the child entities of the group (subsidiary and associate entities).

• Once the child entities are onboarded, the tool will create groups for each subsidiary entity as entityname_finance controller and entityname_entityteam.

• The corporate controller admin will be able to onboard users to the subsidiary entity's finance controller group and entity team group.

• The tool will not create groups for associate entities and hence, associates will not have users.

• A user can only be in one group.

  • For ex: If a user is already mapped to finance controller group, the same user cannot be mapped to entity team or corporate controller or corporate controller admin or corporate controller team.

• A user can have data access to more than one entity.

• During the user onboarding, the user can be given data access to other entities.

• The user can add, edit or delete the data for the entity he has access to.

  • For ex: If a user has access to Entity A, Entity B and Entity C, then the user can add, edit or delete data to/from A, B and C entities.

• The users can be added or deleted from/to any group at any point in time.

• However, a group should have a minimum of 1 person.

  • That is, if a finance controller group has 2 members, only 1 user from the group can be deleted. Both the members cannot be deleted as there should be a minimum of 1 person for each group

• A user can also be moved from one group to another.