Creating Aggregated Roles

To facilitate administration and provisioning, Shared Services Administrators can create aggregated roles that associate multiple application-specific roles into a custom Shared Services role. Users with the Shared Services Provisioning Manager role can create aggregated roles for the applications for which they are Provisioning Managers. Shared Services Administrators can create aggregated roles for all EPM System applications.

For information on aggregated roles, see Aggregated Roles.

Note:

You can create roles only after at least one EPM System application is registered with Shared Services.

  To create aggregated roles:

  1. Launch Shared Services Console. See Launching Shared Services Console.

  2. In the View pane, expand Native Directory.

  3. Right-click Roles, and then select New.

  4. For Name, enter a role name (maximum 256 characters).

    Role names should not contain special characters and should not start or end with a \ (backslash). See Using Special Characters for more information.

  5. Optional: For Description, enter a role description.

  6. From Product Name, select the application for which you want to create the role.

  7. Click Next.

  8. On the Role Members tab, find the roles to add.

    • Click Go to retrieve all roles from the selected application.

    • Enter the role name in Search for Roles, and then click Go to search for a specific role. Use * (asterisk) as the wildcard in pattern searches.

  9. From Available Roles, select the application roles to assign.

  10. Click Add.

    The selected roles are listed in Assigned Roles.

    From Assigned Roles, select the role and click Remove to remove a selected role. Click Reset to undo all of your actions on this tab.

  11. Click Save.

  12. Click OK to return the Browse tab or Create Another to create another custom role.