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." 

In order to receive a security role, a Security Request must be submitted by the Agency Security Administrator to create/change roles assigned to an employee's position.  The required training classes must be completed before the position gains security access to the requested role.

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
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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP106
NCFS AP Create Accounting GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP103
NCFS AP Inquiry 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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 AP104
NCFS AP Setup OSC GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106
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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 AR001
NCFS AR Invoice Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 AR103
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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106
NCFS AR Supervisor GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 AR103 | AR104
NCFS Budget Inquiry GEN101 | GEN103 |GEN102c | GEN104 | GEN105 BU001
NCFS Budget Manager (PNG) GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100b | GL100c | IC100a | IC100b OR IC100c GM100
NCFS Budget Manager - NCFS Release 1 GEN101 | GEN103 | GEN102c | GEN104 | NAV100 BU100
NCFS Budget Period Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | BU001 BU102
NCFS Budget Setup OSC GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106
NCFS Cash Management Setup OSC GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106
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 Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106
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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 FA001
NCFS FA Setup OSC Functional Support GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106
NCFS GL Intercompany Approval GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 IC100b or IC100c
NCFS GL Intercompany Approval OSC 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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Approval OSC GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Approval OSC Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Approval Other GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 | GL100a | GL100b OR GL100c GL101b or GL101c
NCFS GL Journal Approval SADFR 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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 GL103
NCFS GL Journal Inquiry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 GL001
NCFS GL Journal Post 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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106
NCFS Intercompany (IC) Approval (Role for OSC and DST only) GEN101 | GEN103 | GEN102c | GEN104 | NAV100 | GL100 | IC100 IC101
NCFS INV Agency Manager GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV101
NCFS INV Inquiry DAC GEN101 | GEN103 | GEN102c | GEN104 | GEN105 INV001
NCFS INV Inquiry DHHS GEN101 | GEN103 | GEN102c | GEN104 | GEN105 INV001
NCFS INV Inquiry DPI GEN101 | GEN103 | GEN102c | GEN104 | GEN105 INV001
NCFS INV Item Maintenance DAC GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV109
NCFS INV Item Maintenance DHHS GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV109
NCFS INV Item Maintenance DPI 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 Functional Support GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106
NCFS INV Warehouse Approver GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV110
NCFS INV Warehouse Manager DAC GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV105
NCFS INV Warehouse Manager DHHS GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 INV105
NCFS INV Warehouse Manager DPI 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 (Role for OSC and DST 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 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 GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106
NCFS Supplier Inquiry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 PO002
NCFS Supplier Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO002 | PO104 PO105
NCFS Supplier Registration Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO002 PO104