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    Alvin Law
    Creating a Custom Role to provide accesses to all Business...
    Topic posted March 4, 2016 by Alvin LawBlue Ribbon: 750+ Points, last edited August 4, 2017, tagged Financials, Security 
    229 Views, 2 Comments
    Creating a Custom Role to provide accesses to all Business Units
    This article provides a step-by-step guide on how to create a custom role to allow accesses to all business units


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

    Original Post

    To assign data from a business unit for a job function, such as Accounts Payable Manager, to a user, you assign the corresponding data role to the user. These data roles are created automatically, one for each business unit.

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

    If you have such requirements, you should consider creating a custom role that grants access to all business units 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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