Contents

Manage Job Roles ................................................................................................................................... 2

Create a New Role............................................................................................................................... 2

Add Function Security Policies ............................................................................................................ 3

Add Data Security Policies .................................................................................................................. 4

How to Configure a Database Resource for a view ........................................................................ 5

How to Configure a Database Resource for a SetID Set ................................................................. 6

How to Configure a Database Resource for a Business Unit .......................................................... 6

Role Hierachy Setup. ........................................................................................................................... 7

Add a User ........................................................................................................................................... 8

Save and Close .................................................................................................................................... 9

Manage Data Access for Users.............................................................................................................. 10

Retrieve LDAP changes ......................................................................................................................... 11

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Manage Job Roles
1. Navigate to Setup and Maintenance
2. Search for and Select the Task – Manage Data Access for Users
3. Grant access to the business units that the user will be working with

Create a New Role

In this instance – PMC Order Management Inquiry Role

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Add Function Security Policies
The following – Function Security Policies must be added:

View Customer Account

View Customer Account Contact
View Customer Account Contact Responsibility
View Customer Account Information
View Customer Account Site
View Customer Account Site Use
View Fulfillment Line Freight Charges and Cost
View Fulfillment Line Shipping and Tracking Details
View Item
View Item Organization Association
View Item Relationship
View Orchestration Infrastructure Messages
View Orchestration Order Fulfillment Line Hold
View Orchestration Order Hold
View Orchestration Order Line Hold
View Orchestration Process Details
View Orchestration Process Hold
View Order Orchestration Request Messages
View Planning Supply Availability
View Supply Orders
Monitor Sales Order
View Orders

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Add Data Security Policies
The following Data Security Policies are to be added:

Order entry specialist can view customer account

Order entry specialist can view customer account relationship
Order entry specialist can view customer account site
Order entry specialist can view customer account site
Order entry specialist can view customer account site use
Order entry specialist can view customer account site use
Order entry specialist can view trading community organization
Order entry specialist can view trading community person
Order entry specialist can view trading community relationship

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How to Configure a Database Resource for a view

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How to Configure a Database Resource for a SetID Set

How to Configure a Database Resource for a Business Unit

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Role Hierachy Setup.
Add the following Roles:

Item Inquiry
Item Inquiry
Item Inquiry
Item Inquiry
Manage Item Catalog
Print Order

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Add a User

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Save and Close

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Manage Data Access for Users
4. Navigate to Setup and Maintenance
5. Search for and Select the Task – Manage Data Access for Users
6. Grant access to the business units that the user will be working with

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Retrieve LDAP changes
Execute the ESS process - Retrieve Latest LDAP

You may also have to:

Execute the ESS process - Import User and Role Application Security Data

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