Assign Security Profiles to Roles

In this example, you learn how to assign security profiles to roles during implementation. You perform this task to enable basic data access for the predefined Employee, Contingent Worker, and Financial Application Administrator roles.

Search for the Employee Abstract Role

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: Assign Security Profiles to Role

3. On the Manage Data Roles and Security Profiles page, enter Employee in the Role field. Click Search.

4. In the Search Results section, select the predefined Employee role and click Edit.

Assign Security Profiles to the Employee Abstract Role

1. On the Edit Data Role: Role Details page, click Next.

2. On the Edit Data Role: Security Criteria page, select the security profiles shown in the following table.

   Field	Value
   Organization Security Profile	View All Organizations
   Position Security Profile	View All Positions
   Country Security Profile	View All Countries
   LDG Security Profile	View All Legislative Data Groups
   Person Security Profile (Person section)	View Own Record
   Person Security Profile (Public Person section)	View All People
   Document Type Security Profile	View All Document Types

3. Click Review.

4. On the Edit Data Role: Review page, click Submit.

5. On the Manage Data Roles and Security Profiles page, search again for the predefined Employee role.

6. In the Search Results region, confirm that the Assigned icon appears in the Security Profiles column for the Employee role.

   The Assigned icon, a check mark, confirms that security profiles are assigned to the role.

   Repeat the steps in the Search for the Employee Abstract Role and Assign Security Profiles to the Employee Abstract Role sections for the predefined Contingent Worker role.

Search for the Financial Application Administrator Role

1. On the Manage Data Roles and Security Profiles page, enter Financial Application Administrator in the Role field. Click Search.

2. In the Search Results section, select the predefined Financial Application Administrator role and click Edit.

Assign Security Profiles to the Financial Application Administrator Role

1. On the Edit Data Role: Role Details page, click Next.

2. On the Edit Data Role: Security Criteria page, select the security profiles shown in the following table.

   Field	Value
   Organization Security Profile	View All Organizations
   Person Security Profile (Person section)	View All People
   Person Security Profile (Public Person section)	View All People
   Transaction	Create New

3. Enter the name of your new transaction security profile, for example, View All Financials Transactions.

4. Click Next until you reach the Transaction Security Profile page.

5. Click Add.

6. Select FIN as the family.

7. Click Review.

8. On the Edit Data Role: Review page, click Submit.

9. On the Manage Data Roles and Security Profiles page, search again for the predefined Financial Application Administrator role.

10. In the search results, confirm that the Assigned icon appears in the Security Profiles column for the Financial Application Administrator role.

    The Assigned icon confirms that security profiles are assigned to the role.