North Carolina Financial System (NCFS) Security Roles - Release 3

The Office of the State Controller takes security very seriously. We see each person who receives a security role as a "Guardian of North Carolina's Data." 

To receive an NCFS security role, please complete the following in order: 

1. Submit a Security Request via the Agency Security Administrator to create/change roles assigned to an employee's position. 

2. Complete the required training classes. Class registration priority is given to those with outstanding security role requests. If the requested role is inquiry only, then class completion is not required but highly recommended.

Agency Security Administrator Changes/Updates: If you are an agency security administrator and need to add or remove an agency security administrator, submit an email to NCFS@osc.nc.gov for assistance. 

Agency Security Administrators can request a Security Change by accessing the Security Portal in NCFS.

Security roles define:

  • What activities users can perform in the NCFS System.
  • The data users have authority to create and view based on your organization, agency, and level.
  • Required training to obtain the role.

NCFS Security Administrators

NCFS Course Listing

NC Financial System Security Role Required Prerequisites Required Training Recommended Training
NC ACFR Reports ALL None None
NCFS AP Agency Payment Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP100
NCFS AP Agency Payment Printer GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 | AP100 AP105
NCFS AP Centralized Payment Management-OSC GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP106
NCFS AP Create Accounting (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP103
NCFS AP Inquiry None None GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | AP001
NCFS AP Invoice Force Approval GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP102
NCFS AP Invoice Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 | PO002 AP101
NCFS AP Invoice Release Hold GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP108
NCFS AP Period Management (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP104
NCFS AP Setup (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 None
NCFS AP Void Payment GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP107
NCFS AR Collections Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 AR101
NCFS AR Customer Maintenance GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 AR100
NCFS AR Customer Maintenance PII GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 AR100
NCFS AR Inquiry None None GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001
NCFS AR Invoice Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 AR103 - DPI Only | AR104
NCFS AR Period Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 AR105
NCFS AR Receipt Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 AR102
NCFS AR Setup (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 None
NCFS AR Supervisor GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 AR103 - DPI Only | AR104
NCFS Budget Inquiry (Analyst) None None GEN101 | GEN103 |GEN102c | GEN104 | GEN105 | BU001
NCFS Budget Manager (Projects and Grants) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100b | GL100c | IC100a | IC100b OR IC100c GM100
NCFS Budget Period Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | BU001 BU102
NCFS Budget Setup (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 None
NCFS Cash Management Setup (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 None
NCFS CM Bank Reconciliation GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 CM100
NCFS CM External Transactions GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 CM100
NCFS CST Cost Accountant GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV102
NCFS CST Period Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV108
NCFS Employee Expense Data Manager GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | EX100 EX103
NCFS Expense Audit Manager GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | EX100 | EX101 EX102
NCFS Expense Auditor GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | EX100 EX101
NCFS Expense Preparer GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 EX100
NCFS Expense Setup (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 None
NCFS FA Asset Accountant GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | FA001 FA100
NCFS FA Asset Additions GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | FA001 FA102
NCFS FA Centralized Asset Manager GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | FA001 FA101
NCFS FA Inquiry None None GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | FA001
NCFS FA Setup (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 None
NCFS GL Intercompany Approval GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 IC100b or IC100c
NCFS GL Intercompany Approval (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | IC100b | IC100c IC101
NCFS GL Intercompany Entry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 IC100b or IC100c
NCFS GL Journal Approval Agency Identifier GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Approval (DST employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Approval (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Approval (OSC management only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Approval (Agency) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Approval (SADFR employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Entry GL001 | GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 GL100b or GL100c
NCFS GL Journal (FBDI only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 GL103
NCFS GL Journal Inquiry None None GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GL001
NCFS GL Journal Post (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL102
NCFS GL Period Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 GL105
NCFS GL Setup (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 None
NCFS Intercompany (IC) Approval GEN101 | GEN103 | GEN102c | GEN104 | NAV100 | GL100 | IC100 IC101
NCFS INV Agency Manager GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV101
NCFS INV Inquiry (DAC employees only) None None GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | INV001
NCFS INV Inquiry (DHHS employees only) None None GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | INV001
NCFS INV Inquiry (DPI employees only) None None GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | INV001
NCFS INV Item Maintenance (DAC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV109
NCFS INV Item Maintenance (DHHS employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV109
NCFS INV Item Maintenance (DPI employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV109
NCFS INV Requestor GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV100
NCFS INV Requisition Approval GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 | INV100 INV107
NCFS INV Setup (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 None
NCFS INV Warehouse Approver GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV110
NCFS INV Warehouse Manager (DAC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV105
NCFS INV Warehouse Manager (DHHS employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV105
NCFS INV Warehouse Manager (DPI employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV105
NCFS INV Warehouse Receiver GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV104
NCFS INV Warehouse Staff GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV103
NCFS INV Warehouse Transaction Support GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV106
NCFS Journal Approver (OSC and DST employees only) GEN101 | GEN103 | GEN102c | GEN104 | NAV100 | GL100 GL101
NCFS Journal Entry (NCFS Releae 1) GEN101 | GEN103 | GEN102c | GEN104 | NAV100 GL100a
NCFS Journal Inquiry (NCFS Release 1) GEN101 | GEN103 | GEN102c | GEN104 NAV100
NCFS PO Advanced Procurement Requestor GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 | PO102 PO107
NCFS PO Buyer GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 PO102
NCFS PO Buyer Close GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 PO108
NCFS PO Inquiry None None GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | PO001
NCFS PO Procurement Requester GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 PO101
NCFS PO Receiver GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 PO103
NCFS PO Setup (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 None
NCFS Supplier Inquiry None None GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO002
NCFS Supplier Management (OSC employees only) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO002 | PO104 PO105
NCFS Supplier Registration Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO002 PO104