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What are the different business roles in the GMS?

POSTED BY Yasmina Nousseir | 29 Jul 2022 |

Business roles exist in the GMS to differentiate access and rights within one user group. There are several business roles on the GMS: 

Business roles related to HFU users: 

• The Fund Manager business role: only granted to Fund Managers. It allows Fund Managers to perform different actions which regular HFU staff do not have the right to do, more specifically, fully access the Case Management Module and the following rights on the Project Timelines: adding, editing, and deleting waivers, marking/unmarking the OM Compliant checkbox, authorizing the Timelines. 

• The HFU Program Officer business role (also available to CBPF Finance user role): granted to HFU officers who work on Timelines’ validation on behalf of the Fund Manager. Users linked to this business role can, in the Timelines’ tab of projects, edit a waiver; mark/unmark the OM Compliant checkbox of report/monitoring instances and authorize/un-authorize the Timelines. 

• The Compliance HFU team business role: granted to HFU officers who have been assigned the task to follow up and work on fraud / case management. The fraud related email notification alerts will be sent only to HFU users linked with this business role. This business role is assigned upon request from the Fund Manager and approval from the Oversight and Compliance Unit. 

• The HFU GMS Admin business role: granted to HFU officers who have been assigned the task to fill in the relevant information in the COVID app. 

• The HFU Due Diligence business role (also available to CBPF Finance and OCU user roles): only users linked to this business role can access the Due Diligence module on GMS. 

To CBPF Finance user role:

• The HFU Program Officer business role: granted to CPBF Finance officers who work on Timelines’ validation. Users linked to this business role can, in the Timelines’ tab of projects, edit a waiver; mark/unmark the OM Compliant checkbox of report/monitoring instances and authorize/un-authorize the Timelines. 

• The HFU Risk Management Group business role (also available to HFU and OCU user roles): only users linked to this business role can access the Due Diligence module.

To Cluster Leads and Support Officers user role:

• The restricted Cluster Lead business role:granted to Cluster Coordinators, this business role restricts the search of projects in the GMS to those linked to the cluster which is associated to the Cluster Coordinator user. If a user is linked with this business role, the user will not be allowed to search/access projects from other clusters. 

To Oversight and Compliance user role:

• The Compliance CASE manager business role: granted to OCU officers who have been assigned the task to manage fraud / case and are listed as Case Manager in the Partner Portal. This business role grants the access and rights of a Case Manager to the user, i.e., access to the assurance measures and case management modules in both the GMS and the Partner Portal. 

• The HFU Risk Management group (also available to CBPF Finance and HFU user roles): only users linked to this business role can access the Due Diligence module.