Oracle ERP User Guide: Users, Roles and Data Access in Release 13

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Contents
Create User in Rel-13 ............................................................................................................... 4
Roles Required .............................................................................................................................................. 4
Creating User from Security Console ............................................................................................................ 4
Assigning Roles in Release 13 ................................................................................................. 10
Open Security Console through Navigator .................................................................................................. 10
Open Security Console through Task .......................................................................................................... 10
Search and Find User .................................................................................................................................. 11
Add Roles .................................................................................................................................................... 13
Assigning Data Access in Release 13 ....................................................................................... 17
Open Data Access Authorization Page ........................................................................................................ 17
Adding the Task to your Implementation Project ....................................................................................... 17
View Data Access already Authorized ......................................................................................................... 19
Assigning Data Access to User (E.g. General Ledger) .................................................................................. 19
More free PDFs ............................................................................................................... 23
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Users, Roles
and
Data Access
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Create User in Rel-13

Process of creating user in Rel-13 is partly similar to Rel-11 but some pages have changed.
Please follow these steps.
Roles Required
When you create a Demo User in Fusion, typically the User will need to have following
Roles to be a Super User. If your username does not have these roles, please assign these
roles first
Regular Roles
- Employee
- Employee Help Desk Analyst
- Line Manager
- Integration Specialist
Roles for accessing Implementation Project and Tasks (Functional Setups)

- Application Implementation Consultant
- Application Implementation Manager
- Application Implementation Administrator
- Application Implementation%
- Application Admin%
- Functional Setup User
Roles for performing necessary Human Capital/Resource Functions

- Human Capital%
- Human Resourc%
Role for accessing IT Security (Security Console etc) Functions

- IT Security Manager
Creating User from Security Console
Open Security Console
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From Navigator, Click “Security Console” (Under “Tools” Group)
Add User Account
Navigate to User Accounts TAB (2nd TAB on the Left) and Click “Add User Account”
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Associate with an Employee (Worker)
Select “Associated Person Type” as “Worker”
Click on the Lens Icon against the Worker Name.
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Add Roles
Select an Employee (Worker) and Enter Details e.g. password etc to the right and Click “Add
Role”
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Select a Role and Click “Add Membership Role”. Similarly continue and add all necessary
roles. And Click Done.
Save User Definition
Click “Save and Close”
Verify User
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Search and Find the Created User from User Accounts as above. The created user will be
shown in Search Results. Now you can log in with this user name.
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Assigning Roles in Release 13
Open Security Console through Navigator

Navigate to Security Console through NavigatorSecurity Console as follows
Click on “Security Console” (under Tools group)
Open Security Console through Task

Go to “Manage Job Roles” Task as follows to Open the Security Console
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Click on the “Go to Task” Icon against task “Manage Jon Roles”
Search and Find User

Fine the User to whom you want to Assign the Roles
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Click on the Second Icon (Single User Icon) in the Left Tabs. The “User Accounts” Page will
be displayed to the right.
Enter the User Name as above and Click Lens Icon to search for the User. The User Name
will be listed in the Search Results. Then Click on the User Name in the Search Results.
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The User Account will be displayed with the Roles already assigned in the lower left area.
Click on Edit button.
Add Roles
Click on “Add Role”
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Search the External Roles by typing first few characters as above. Then Select the Role. E.g.
Select “Accounts Payable Manager” as above.
IMPORTANT NOTE: Data Roles and Data Access
You are able to view the Generic Job Role (“Accounts Payable Manager”) as well as Data
Roles above (E.g. “Accounts Payable Manager 03Business Unit”) when you have
UPGRADED from Release 11 to Release 12.
The Data Roles you created when it was Release 11, will continue to show as above.
However, after you upgrade to Release 12,

1. If you create a Business Unit (Or Ledger/Data Access Set etc), then the Data Role for
that Business Unit (Or Ledger/Data Access Set etc) will not be shown above (as the
same will not be generated) – E.g. A Role like “Accounts Payable Manager BU1”
will not be created in Release 12 (Although a role “Accounts Payable Manager”
would exist)
2. Data Access can be granted to users separately through “Manage Data Access for
Users” (Explained in next steps)
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Select the “Accounts Payable Manager” (AP_ACCOUNTS_PAYABLE_MANAGER_JOB)

from the Search Results and Click “Add Role Membership”
See the Role Assignment Confirmation as above. Click OK.
Repeat the same procedure to Assign Role “Accounts Payable Manager” –

ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB as follows
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Select the Role above and Click “Add Role Membership”. The Role Assignment
Confirmation will be displayed again. Then Click “Done”. Then Click “Save and Close” and
“Done”
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Assigning Data Access in Release 13
Open Data Access Authorization Page
Go to Task “Manage Data Access for Users”
Adding the Task to your Implementation Project

If the Task “Manage Data Access for Users” does not exist (i.e. If it is not found in your
Implementation Project), then Add the Task by Clicking “+” in the Icons above the Tasks as
follows
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Click “+” to Add a Task to Implementation Project
Apply &
Done
Search and Select the Task. Scroll Down and Click “Apply”. Then Click “Done”. The Task
will get added to your Implementation Project.
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View Data Access already Authorized

Once you Go to Task “Manage Data Access for Users”, you will see following page
Search a User as above to see the Data Access already granted.
Assigning Data Access to User (E.g. General

Ledger)
Click on “+” to Assign/Authorize Additional Data Access on the “Manage Data Access for
Users” Page
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Search and Select a User Name. Then Select a Job Role (E.g. General Accountant role for GL
application) – “General Accountant” Role is selected above. (The Role Search – For the
Role column above – may not show roles in first go. Then Open the Search Window for
that Column by clicking “Search” in results, and try to make “Advanced” Search by
setting Role “Not equal to” “ABCD”)
One of the Security Context is “Data Access Set” i.e. Data Access to be granted to which
“Data Access Set” (E.g. User can perform GL functions like Entering Journal etc in which
Ledgers)
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Once you have selected the “Security Context”, the “Security Context Value” column will
show values relevant to the “Security Context”
E.g. If Security Context is “Data Access Set”, the “Security Context Value” column will
show list of all Data Access Sets (giving access to respective Ledgers). Select a Data Access
Set for which you want to grant access to the user. E.g. “US Primary Ledger” Data Access
Set.
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Click “Save and Close” to grant access to the security context value (i.e. Data Access Set in
this case)
For General Accountant role – Security Context is “Data Access Set” i.e. Data Access to be
granted to which “Data Access Set”
For Accounts Payable Manager – Security Context is “Business Unit” i.e. Data Access to be
granted to which Business Unit?
For Asset Accountant role – Security Context is “Asset book” i.e. Data Access to be granted
to which Asset book and so on…
Similarly, you can authorize access to Data Access Sets (General Ledger), Asset Books
(Assets) etc.
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Contact: Sales@OracleErpGuide.com | +91 96375 17428

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Create User in Rel-13

Roles for accessing Implementation Project and Tasks (Functional Setups)

Roles for performing necessary Human Capital/Resource Functions

Role for accessing IT Security (Security Console etc) Functions

Creating User from Security Console

Open Security Console

Contact: Sales@OracleErpGuide.com | +91 96375 17428

From Navigator, Click “Security Console” (Under “Tools” Group)

Add User Account

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Associate with an Employee (Worker)

Select “Associated Person Type” as “Worker”

Click on the Lens Icon against the Worker Name.

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Save User Definition

Click “Save and Close”

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Assigning Roles in Release 13

Open Security Console through Navigator

Click on “Security Console” (under Tools group)

Open Security Console through Task

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Search and Find User

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Click on “Add Role”

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IMPORTANT NOTE: Data Roles and Data Access

However, after you upgrade to Release 12,

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Select the “Accounts Payable Manager” (AP_ACCOUNTS_PAYABLE_MANAGER_JOB)

See the Role Assignment Confirmation as above. Click OK.

Repeat the same procedure to Assign Role “Accounts Payable Manager” –

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Assigning Data Access in Release 13

Open Data Access Authorization Page

Go to Task “Manage Data Access for Users”

Adding the Task to your Implementation Project

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Click “+” to Add a Task to Implementation Project

Contact: Sales@OracleErpGuide.com | +91 96375 17428

View Data Access already Authorized

Search a User as above to see the Data Access already granted.

Assigning Data Access to User (E.g. General

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Contact: Sales@OracleErpGuide.com | +91 96375 17428

Contact: Sales@OracleErpGuide.com | +91 96375 17428

More free PDFs

Contact: Sales@OracleErpGuide.com | +91 96375 17428

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