Provision Self Service Roles to Users Automatically

Provisioning the Enterprise Resource Planning Self Service User role automatically to users is efficient, as most users have this role. It also ensures that users have basic access to functions and data when they first sign in.

Provision the Self-Service Role Automatically to Employees

Follow these steps:

  1. Sign in as the TechAdmin user or another user with the IT Security Manager job role or privileges.

  2. In the Setup and Maintenance work area, go to the following for your offering:

    • Functional Area: Users and Security

    • Task: Manage Role Provisioning Rules

  3. In the Search Results section of the Manage Role Mappings page, click the Create icon. The Create Role Mapping page opens.

  4. In the Mapping Name field, enter Employee.

  5. Complete the fields in the Conditions section of the Create Role Mapping page as shown in the following table.

    Field

    Value

    System Person Type

    Employee

    HR Assignment Status

    Active

  6. In the Associated Roles section of the Create Role Mapping page, add a row.

  7. In the Role Name field of the Associated Roles section, click Search.

  8. In the Search and Select dialog box, enter Enterprise Resource Planning Self Service User in the Role Name field and click Search.

  9. Select Enterprise Resource Planning Self Service User in the search results and click OK.

  10. If Autoprovision isn't selected automatically, then select it. Ensure that the Requestable and Self-Requestable options aren't selected.

  11. Click Save and Close.

    If you're currently using a modified version of the predefined Employee role, you can continue to do so by entering the name of your modified role instead of the predefined Enterprise Resource Planning Self Service User role in the Role Name field.