Provide Users Permissions to View All Scheduled Processes

Your application setup requires you to run numerous scheduled processes and ensure they complete successfully.

By default, users can only see the scheduled processes they themselves submit. By creating a custom role in the Security Console and assigning all of the setup users to it, you ensure that everyone can see what processes are running and their status, no matter who submitted them.

  1. Open the Security Console from under Tools. Alternatively, you can access it from Setup and Maintenance work area using the following:

    • Offering: Customer Data Management

    • Functional Area: Initial Users

    • Task: Create Implementation Users

  2. Click the Roles tab.

  3. On the Roles tab, click Create Role.

    The Create Role page displays a series of steps you can click directly or reach using the Next button.

    Crete Role page with a series of steps.
  4. In the Create Role: Basic Information step, make the following entries:

    Field

    Suggested Entry

    Role Name

    Monitor ESS Processes

    Role Code

    MonitorESSProcesses

    Role Category

    Common -Abstract Roles

  5. Click the Role Hierarchy step (callout 1 in the following image).

    Follow the Role Hierarchy steps to add a role.
  6. Click Add Role (callout 2).

  7. In the Add Role Membership window, search for ESS Monitor Role and click Add Role Membership.

  8. Click Cancel when you're done.

  9. Click the Users step.

  10. Click Add User and add all of the setup users by searching for each by name and clicking Add User to Role.

  11. Click Cancel when you're done.

    The Users step should list all of the users you added.

  12. Click Next to get to the Summary and Impact Report step.

  13. Click Save and Close.

    The users you added to the role can now monitor all of the scheduled processes in the Schedule Processes work area.