This tutorial will deal with Oracle Fusion Financials and how it functions. In this tutorial we look at the creation of implementation users in Oracle Fusion.

Creating Implementation Users

Implementation users are the ones who view, access, and manage the implementation projects in the Fusion application. To create implementation users, follow the steps detailed below:

1. Go to the required implementation project by clicking on its name from the Manage Implementation Projects page.

2. Expand the task list and click on the Go To Task icon (circled in the screenshot below) corresponding to the Create Implementation Users task under Define Implementation Users.

3. The Oracle Identity Manager - Self Service window opens up. Click on the Administration link on the top right of the page. Note that in order to access this, the IT Security Manager role has to be assigned to the user.

4. The Oracle Identity Manager - Delegated Administration window will open up. Click on the Create User under the Users section to create a new implementation user.

5. Enter the details of the implementation user: First Name, Last Name, User Type, User Login, Password, etc.

6. Click on the magnifying glass icon next to the Organisation field to search and select the organisation of the user.

7. Use the Search field to search for the name of the organisation. From the search results, select the required organisation’s name and click on the Add button.

8. Once all the required details of the user are entered, click on the Save button on the top right of the area.

Fig. 1 - The ‘Create Implementation Users’ task

Assigning Roles to the User

After creating a user, roles have to be assigned to him/her. To do so, follow the steps detailed below:

1. Once the user has been created, a confirmation message will appear, along with tabs named Attributes, Roles, Resources, Proxies, Direct Reports, and Requests. Click on the Roles tab (circled in the screenshot below).

2. By default, the ALL USERS role will be assigned to the user. Click on the Assign button to assign further role(s) to the user.

3. As of now, the user will only be a consultant. Hence, they cannot access basic tools like Scheduled Processes, Setup and Maintenance, Reports and Analytics, etc. Therefore, the first role to be assigned must be the Employee role.
   
   Search for the Employee role using the search fields and buttons available. From the search results, select the name of the role and click on the Add button.

4. The next roles to be added are Application Implementation Administrator, Application Implementation Consultant, and Application Implementation Manager. Use the Assign button again to search and select the required roles. You can use the “%” symbol as a wildcard while searching.
   
   To select more than one role to be assigned at once, hold the Ctrl key on your keyboard while selecting the roles. Click on the Add button after selecting the roles.

5. Click on the Assign button again and search for “General Accountant%”. You will get a list of roles as results.
   The General Accountant role is simply a job role; this means that the user with this role can only view the ledger pages but not any data.
   In order to enable the user to view the data of the ledger, he/she has to be assigned the appropriate data role corresponding to that ledger. These data roles are created automatically upon creation of the ledgers themselves. Select the required ledger data role and click on the Add button.

6. Once you are done assigning roles to the user, you can go back to the Fusion application.

Fig. 2 - After the successful creation of the user

Fig. 3 - Adding three roles at once

Searching for Users

In order to search for users in the system, follow the steps given below:

1. Go to the Oracle Identity Manager - Delegated Administration window as detailed in the above-mentioned steps.

2. Click on the Advanced Search - Users link under the Users section (circled in the screenshot below).

3. Search for the required user using the fields available: User Login, First Name, Last Name, Email, Organisation, etc. Then click on the Search button.

4. A list of users matching your search fields will be displayed in the search results below the fields. Click on the Display Name of the required user to view their user information.

Fig. 4 - The ‘Advanced Search - Users’ link

(The next tutorial will explain how to configure the enterprise structure of a project.)

Krishnaa Lakshmanan

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