An organization needs to control who can do what on which functions under what conditions. In a nutshell a user is someone who performs certain set of functions on the basis of particular roles assigned to it; these roles come with a set of privileges to that particular Job Role.

In Oracle Fusion R12, new roles and seeded roles can be either assigned to a new user or pre existing users.

Before moving on to the steps to create a new role/duplicate role, let us understand the different types of roles in fusion financials:

1. Duty Roles (Application Roles): Duty Roles refer to individual tasks which will be performed by users, for example Invoice creation, Journal creation. Duty roles can be customized from use to user.

2. Job Roles: Job Roles is nothing but a collection of Duty Roles. A particular Job Role will have multiple Duty Roles under it. For example, General Accounting Manager will have Invoice creation and Journal Creation as its duty roles.

3. Abstract Roles: Certain roles have to be performed by multiple users (irrespective of their Job Roles) whose functions are generic in nature, for example access to pay slip details, order requisitions, for example Employee.

4. Data Roles: This role defines access to the data under a specific duty role. It defines which user can do what on which set of data? The possible actions are read, update, delete, and manage.

5. Privileges: This refers to when access to certain job roles is defined as entitlement.
   
   The first step to assigning roles is:

1. Click on the navigation bar on the top left of the screen and click on the security console. (Note: Access to the security console is available only if the Job role of IT security manager is assigned to the particular user)

2. Now, you can create a new role or create a copy of a seeded role. For most SME’s the standard seeded roles are sufficient as there isn’t much scope to customize the Job Roles.

3. In the search bar search for a particular Job role. Select the Job role in the dropdown starting with ORA. Create a copy of the Job Role and you can delete/add Duty roles to the same.
   (Note: Five roles have to be assigned Application implementation manager, Application implementation consultant, application implementation administrator, Employee, IT security manger)

Assigning Roles to existing user and creating new users.

There are two types of users: Implementation Users, Employee (End User A/c)

To create implementation users:

1. Click on add user account and enter the following details.

2. After saving the new user assign roles to the new user or pre existing user.

(Note: We cannot create two users with the same user name, even if the user name is deleted. Have to contact oracle to re enable the deleted user names.)

Add comment