Are you concerned about the security of your ERP environment? Do terms like segregation of duties matrix, least privilege access, or RBAC sound familiar—yet you’re unsure how to apply them effectively? You’re not alone! Managing roles, permissions, and ensuring proper checks and balances can become a headache for any public-sector organization using an ERP system.

The Internal Audit Team at the City of College Station has helped pave the way for you to have the templates needed to replicate their Knighton Award Winning Audit Report.

“Role and permissions auditing is a major gap in the field and a blind spot for auditors. The methods I've used for over 20 years are no longer sufficient. The internal audit function as a whole must adopt a new approach. This is a challenge that, to my knowledge, no city has fully mastered without dedicating significant resources.”- Ty Elliott, Chief Auditor of College Station.

In this blog post, you’ll learn why it’s critical to audit roles and permissions in the ERP, and why you should care about internal fraud, external cyber threats, and unnecessary user access. To dive deeper, we’re offering a comprehensive guide that walks you through a proven, 10-step approach for safeguarding your ERP system. Simply enter your email address below to download the full PDF!

What Is This Guide & Why Should You Care?

This guide is your go-to resource for understanding best practices around segregation of duties, access control, and user management for ERP systems. Tips like:

• Prevent internal fraud and data mishandling.
• Maintain compliance by reducing segregation of duties (SoD) violations.
• Improve efficiency by eliminating unnecessary or outdated user roles.
• Decrease risk in Users who have a ERP login.

Download the detailed guide with real-world examples and step-by-step instructions to optimize your access controls within the ERP environment.

Sneak Peek: Some of the 10 Findings for your Audit:

Below are a few highlights from the 10-step process your guide will explore in depth. These steps will help you systematically tackle issues like duplicate roles, SoD conflicts, and high-risk permissions.

1. Turn Active Roles with Zero Users to Inactive

If a role isn’t serving anyone, it’s likely adding confusion and increasing the risk of accidental misuse. Deactivate or archive these unnecessary roles to reduce clutter.

2. Remove Excess Users from the “Super User” Role

The default “Super User” role often grants overly broad access. Learn how to audit and restrict this role so only those who truly need administrative privileges retain it.

3. Correct Internal SoD Conflicts

Separation of Duties is crucial. For instance, a Role that allows both creation and approval of transactions poses a fraud risk. Our guide provides examples on how to fix these conflicts, sometimes using a segregation of duties control matrix.

4. Fix the Top Users with the Most SoD Conflicts

Even if your roles are perfectly designed, some users may have multiple roles that together create SoD violations. We’ll show you how to identify and resolve this in your ERP environment.

Why You Need This Guide if you Use Tyler Technology's Enterprise ERP

It’s not just about segregation of duties examples—this is about protecting your organization from fraud, audit failures, cyber threats, and inefficiency. This guide will give you:

1. A comprehensive checklist of auditing your Roles & Permissions.
2. Real-life case studies of how other internal auditors have completed audits timely.
3. Implementation tips for creating a streamlined user experience while still maintaining security.
4. Ongoing monitoring strategies for management to keep your roles and permissions up to date.

Ready to Safeguard Your ERP?

Enter your email below to get immediate access to our in-depth, 10-step guide. You’ll receive actionable tips on preventing permission creep, reducing SoD conflicts, and optimizing your segregation of duties control matrix. Don’t miss this opportunity to strengthen your organization’s financial and operational integrity.

Looking for more help?
Contact us to learn how we can help you analyze roles, implement an effective segregation of duties matrix, and maintain continuous monitoring in ERP. Secure your environment for the long haul!

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