User roles
Uptempo Financial Management has five user roles with varying levels of permissions. You can hold multiple roles at different levels of the hierarchy, and your role at each level determines what you can do there.
Role types
Owner: The owner has full access to Uptempo Financial Management and is responsible for the entire budget hierarchy and its back-end configuration. Each Uptempo instance has exactly one owner. Typical owner roles include Marketing Operations Manager and Senior Marketing Manager.
Administrator: Administrators handle back-end configuration and can do almost everything an owner can, except manage the budget hierarchy itself. Keep the number of administrators per team to one or two to make access control easier to manage. Typical administrator roles include Marketing Business Owner, Team Lead, and VP or Director of a region.
Editor: Editors enter plans, update forecasts, and map POs and actuals. Most marketing team members have this role. Typical editor roles include Marketing Budget Owner, Marketing Manager, and Marketing Coordinator.
Editor (Data Entry Only): This role is for team members who update data in the investment grid but don't need to create or remove items from the investment plan.
Viewer: Viewers have read-only access to investments and reports. This role suits executives and managers who need visibility but don't edit data. Editors can also be given Viewer access to other investment plans.
Roles for Finance team members
Uptempo Financial Management users are typically part of the Marketing team, but it's also common for members of the Finance team to work in Uptempo.
Finance team members typically hold the Editor or Viewer role. Common exceptions are:
Owner: A financial analyst responsible for implementing Uptempo Financial Management.
Administrator: A finance team member who imports actuals into Uptempo Financial Management.
Viewer: A finance stakeholder who needs visibility into investments and reports but shouldn't edit data.
Permissions by role
Permissions only apply to the part of the hierarchy a user has been invited to.
- Table legend
✓ indicates a default permission
(✓) indicates a permission that requires contacting your Customer Success Manager to enable
✓* indicates a default permission that a user with access to Organization Settings can revoke
(✓*) indicates a permission that a user with access to Organization Settings can grant
Settings permissions
Permission | Owner | Administrator (root folder) | Administrator (sub-folder) | Administrator (investment plan) |
|---|---|---|---|---|
Access to Organization Settings | (✓) | (✓) | ||
Access to Master Settings | ✓ | ✓ | ||
Access to Custom Settings | ✓ | ✓ | ✓ | (✓) |
- Table legend
✓ indicates a default permission
(✓) indicates a permission that requires contacting your Customer Success Manager to enable
Settings include access to the following features:
Organization Settings:
Custom Branding
Security
Single Sign-On
User Management
Role Management
Master Settings:
Template Setup: Columns, Column Groups, Dependencies, Views, Categories, Currency
Strategic Planning: Tags & Scenarios, Strategic Targets, Impact Modeler
Workflow: Workflow Form, Budget Transfers, Approval & Requests
Cloud Exchange: Connectors, Actions
Configuration: Preferences
Custom Settings:
Template Setup: Columns, Dependencies, Views, Categories
Cloud Exchange: Actions
Budgets tab permissions
Permission | Owner | Administrator | Editor | Editor (Data Entry Only) | Viewer |
|---|---|---|---|---|---|
View Hierarchy | ✓ | ✓ | ✓ | ✓ | ✓ |
Build Hierarchy | ✓ | ||||
Manage User Invites | ✓ | ✓* | (✓*) | (✓*) | |
Import Activity Plans | ✓ | ✓ | ✓ | ||
Import POs & Actuals | ✓ | ✓* | (✓*) | (✓*) | |
Map POs & Actuals | ✓ | ✓* | ✓* | (✓*) | |
Manage Scheduled Imports | ✓ | ✓ | |||
Manage Fund Requests | ✓ | ✓ | ✓ |
- Table legend
✓ indicates a default permission
✓* indicates a default permission that a user with access to Organization Settings can revoke
(✓*) indicates a permission that a user with access to Organization Settings can grant
Investments tab permissions
Permission | Owner | Administrator | Editor | Editor (Data Entry Only) | Viewer |
|---|---|---|---|---|---|
View Investments | ✓ | ✓ | ✓ | ✓ | ✓ |
Build Investment Structure | ✓ | ✓* | ✓* | (✓*) | |
Enter and edit data in the investment grid and details panel | ✓ | ✓* | ✓* | ✓* | |
Submit budget reallocation and change requests | ✓ | ✓ | ✓ | ||
Manually add and edit POs and actuals | ✓ | ✓* | ✓* | (✓*) | |
View and use outbound actions | ✓ | ✓ | ✓ | ✓ |
- Table legend
✓ indicates a default permission
✓* indicates a default permission that a user with access to Organization Settings can revoke
(✓*) indicates a permission that a user with access to Organization Settings can grant
Strategy tab permissions
The Strategy tab is an optional feature. To enable view or edit access for your users, contact your Customer Success Manager.
Insights permissions
Permission | Owner (root folder) | Owner (sub-folder / activity plan) | Administrator (root folder) | Administrator (sub-folder / activity plan) | Editor | Editor (Data Entry Only) | Viewer |
|---|---|---|---|---|---|---|---|
View Insights | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Build investment structure | ✓ | ✓ | ✓ | ✓ | ✓ | ||
Enter and edit data in the Investments grid and details panel | (✓) | (✓) | (✓) | (✓) |
- Table legend
✓ indicates a default permission
(✓) indicates a permission that requires contacting your Customer Success Manager to enable