Provision Users

Users must have the appropriate roles to access Expenses Agent. Here’s how you can create and provision a custom role:

1. Sign in as the Security Manager.
2. Navigate to Tools > Security Console > Roles.
3. If reusing an existing role, proceed to editing it, otherwise select Create Role.
4. Enter the following details:
   • Role Name: Expenses Agent Role (rename as you prefer)
   • Role Code: EXM_TOUCHLESS_EXPENSES_ROLE (you may rename per your standards)
   • Role Category: Financials – Abstract Roles
5. On the Basic Information page, enable permission groups for the role.
   Note: If you don’t see the Enable Permission Groups option, enable the ORA_ASE_SAS_INTEGRATION_ENABLED profile option in your environment. See Set Profile Option Values.

   Generally impacts permission-group evaluation, but permission groups are enabled per role, so the impact is localized to roles you choose.

6. Add required role memberships (ERP Self Service User abstract role):

   On the Role Hierarchy page, search for ORA_FUN_ERP_SELF_SERVICE_USER_ABSTRACT and add it to the custom role.
   Note: Consider auto-provisioning ERP Self Service role for existing employees and new hires (onboarding), and modify if you need to remove unnecessary duties.

   As an alternative, use the Expenses Self Service Duty role approach if you prefer not to assign the ERP Self Service User role:

   Assign the ORA_DR_EXM_SELF_SERVICE_EXPENSES duty role by adding it to a custom role and ensuring permission groups are enabled for that role.

7. On the Users page, add individuals who should have Expenses Agent enabled.
8. Review the details on the Summary page and save your changes.