4. Who can do what
Each task is limited by role. The Platform Super Administrator (PSA) can do everything. The role names below are the names shown in DFFMS.
| Group | Roles | What they can do |
|---|---|---|
| View | PSA, Client System Administrator (CSA), Programme Administrator (PA), State Coordinator Admin (SCA), Finance Entry Officer (FEO), Finance Approver (FA), Monitoring Analyst (MA), Auditor Compliance, Executive Donor Viewer, Investor Viewer | See the Investment schemes page. Institution Admin (IA) and Support (SUP) cannot see the page. |
| Admin | CSA, PA | Open or close a scheme ("Manage"). Approve or decline redemptions. Escalate by hand. |
| Registrar | CSA, PA, SCA | Register and verify cooperatives. Register and verify members. |
| Valuation | CSA, PA, FEO | Record a NAV. Declare a dividend. |
| Checker | FA | Approve or reject a NAV and a dividend. Approve money in Transactions. |
| Portfolio | CSA, PA, MA | Appraise and update portfolio investments. |
| Finance maker | CSA, PA, FEO (and PSA), with MFA | Record contributions, dividend payouts and redemption payouts. |
| Withholding tax | PSA only | Change the withholding tax rates and basis. |
Data scope. You only see what your scope allows:
- Schemes are filtered by your programme scope.
- Cooperatives, members and the portfolio are filtered by your state scope.
Separation of duties. The person who records something cannot approve it. This applies to cooperatives, members, NAVs, dividends, portfolio investments and payouts. The PSA is exempt from the second-person rule for cooperatives and members, but should still use it where the system allows.