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    Alvin Law
    Creating a Custom Role to provide accesses to all Asset...
    Topic posted March 4, 2016 by Alvin LawBlue Ribbon: 750+ Points, last edited August 4, 2017, tagged Financials, Security 
    100 Views, 1 Comment
    Title:
    Creating a Custom Role to provide accesses to all Asset Books
    Summary:
    This article provides a step-by-step guide on how to create a custom role to allow accesses to all asset books
    Content:

    Update

    Updated instructions for Release 12 are now available in this post.

    Original Post

    To assign an asset book to a user, you assign the corresponding data role to the user. These data roles are created automatically, one for each asset book.

    Sometimes, a user may need access to data from all asset books. While such accesses can be granted by assigning all the corresponding data roles, this process may not be efficient for a large number of asset books. In addition, if you create a new asset book after the initial implementation, the corresponding data role for the new asset book will need to be manually assigned.

    If you have such requirements, you should consider creating a custom role that grants access to all asset books automatically instead of individually. This type of custom role can be created using the "Copy Role" feature in the Security Console. Security Console is granted to the predefined IT Security Manager role, and can be accessed from the Navigator under Tools.

    Attached is a step-by-step guide on how to create this type of custom role.

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