Assign Data Access to Users

Use the Manage Data Access for Users page to assign data access to users based on their job roles. You can assign data access to only one user at a time.

The following table lists the questions you can consider before assigning data access to users.

Decision to Consider	In This Example
Which user role is being given data access?	Accounts Payable Manager
What is the security context to which access is being given?	Business Unit

Prerequisites

Before you can complete this task, you must:

1. Create users and specify the user attributes such as a user name, assigned business unit, legal employer, department, job, position, grade and location, and so on. To create users, use the Manage Users task in the Functional Setup Manager or the Create User page. If you're implementing Oracle Fusion Cloud HCM, you can also use the Hire an Employee page. You can also use the Security Console to create the implementation users who create the setups, such as legal entities, business units, and so on, that are required to create the users in the Manage Users or Hire an Employee page.

2. Assign users their job roles. You can either use Oracle Fusion Cloud Human Capital Management or the Security Console to assign job roles.

3. Run the Retrieve Latest LDAP Changes process.

Assigning Data Access to Users Using a Spreadsheet

1. Sign in to the Functional Setup Manager as an IT Security Manager or Application Implementation Consultant and navigate to the Setup and Maintenance page.

2. Search for and select the Manage Data Access for Users task. Alternatively, you can perform this task through the product-specific task list.

3. Click Users without Data Access to view users who don't have data access. Alternatively, to assign additional data access to users, use the Users with Data Access option.

4. Select the Security Context, for our example, select Business Unit.

5. Search for users with no data access. For our example, enter Accounts Payable Specialist in the Role field.

   Note: The search fields are related to the user attributes.

6. Click Search. The Search Results region displays users who don't have any data access.

7. Click the Authorize Data Access button to export the search results to a Microsoft Excel spreadsheet. You can provide data access to a group of users through the spreadsheet.

8. Click OK to open the spreadsheet using Microsoft Excel.

9. Select the Security Context from the list for each user.

10. Enter the Security Context Value.

    • To provide additional data access to the user, add a new row and enter the user name, role, security context, and security context value.

    • You can click the View Data Access button to see what other data access the user already has even if this is outside the parameters of the search. This may help to identify users you want to grant access to because of existing access.

11. Click the Upload button on the spreadsheet when you have assigned data access.

12. Select the upload options on the Upload Options window and click OK.

13. Note the status of your upload in the Upload column.

    • If the status of the upload is Successful and there are no validation errors in the log file, you can view the data access assignment to the users using the search criteria on the Manage Data Access for Users page.

    • If the upload status is Failed, check the details in your upload file, correct any errors, and upload the file again.