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M
MZ7
Newcomer
October 11, 2022

OneStream Administrator Security Role

  • October 11, 2022
  • 7 replies
  • 0 views

Hi All,

I am very new into the OneStream world. Wondering for those OneStream Functional Administrators out there, do you have the “Administrator” role or it is just for the IT team?

I have been a techno and functional guy in the HFM world for many years, so I am not used to lose the admin rights.

Just want to see whether it is a common practice out there that I need to adjust.

Thanks in advance!

* This post has been migrated from Champions

7 replies

N
NicoleBruno
Veteran
October 11, 2022

Hi!
My company splits it by having one IT lead who is responsible for new user set up and security inside of OS and the financial systems team (two people including me) roll up to the Finance side of the company and we’re the OS admins responsible for everything else in the system. Hope that’s helpful!

D
darpan13
Newcomer
October 11, 2022

Hi Nicole,

but that split is outside one stream, inside one stream you both have the same role as Administrator, Am i right ?

Regards

Darpan

N
NicoleBruno
Veteran
October 11, 2022

Hi Darpan - correct, the IT lead and finsys admins all have the “administrator” role inside OS.

D
darpan13
Newcomer
October 11, 2022

Dear Michael,

Here the Administrator has both the functional as well as Technical Roles in One Stream.

As a technical guy you can monitor application analaysis, diagnostic tools , maintaining the security groups and so many many things.

Into the functional role you have to create all the master dimensions setup and transformation rules and so many things.

so happy thing is that your role remains intact here.

Hope this reply makes you comfortable.

Regards

Darpan Bhansali

M
MZ7Author
Newcomer
October 11, 2022

For my case, they specifically took away my “administrator” role. But on the other side, the IT guys do not know too much about One Stream (or HFM in the past). We are now heavily rely on consultants to help with user security and anything require admin rights. I am a bit concerned and frustrated.

T
TerryLedet
Newcomer
October 11, 2022

Michael

This requires some effort; however, security can be developed and implemented in such a manner that you could still manage and update items on the Application tab, etc. but not have Administrator rights. Hope all is well.

Terry

N
NicoleBruno
Veteran
October 11, 2022

Hi all,

Terry’s right - before I was a full time admin/FinSys manager, I had a joint consolidations/finsys role. As a result, we created an “admin light” role that allowed me access to what I needed without interfering with my consolidations role. It was painful and time consuming but possible. Though if you’re role is actually FinSys manager and admin of OS, I’d be questioning why it’s necessary first before presenting that it’s an option 

Good luck!

P
pdoerrbecker
Newcomer
October 11, 2022

We manage security in IT for all systems as that’s part of our SOX controls. We do a quarterly review that the finance team approves on a user-to-role relationship basis but they don’t have access to update at our firm

A
AEdwards
Newcomer
October 11, 2022

Hi Mike,

In our company an administrator reports into Finance organization, so I do have Administrator security role and manage everything in the system. Our IT has no involvement with OneStream.

M
MZ7Author
Newcomer
October 11, 2022

Thanks. I report to Corp Controller as well.

K
Kreasoner
Newcomer
October 11, 2022

I am new to OneStream as well. we just went live January 1st. I just closed our first month in OS. 

 

I am in FP&A and we have the admin rights along with one person in Accounting. We do have an IT Admin, but only to load updates and answer any questions that OS might have behind the scenes.

aricgresko
aricgresko
Veteran
October 11, 2022

I'm the lead admin at my company (we have 2 total admins) and we report to the Finance organization.  We both have full Administrator role access and IT doesn't have any OneStream access.  We manage the system along with consultant support for various project implementations.  There are also SOX controls in place.  This is exactly how it was at my prior employer, too.

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