Use a Custom Expenses Agent Role

Use this approach if you want to provide access to Expenses Agent through a dedicated custom role:

1. Navigate to the Security Console.
   1. Sign in as the Security Manager.
   2. Go to Tools > Security Console > Roles.
2. Create or edit your custom role.
   • If you're creating a new custom role:
     1. Select Create Role.
     2. On the Basic Information page, enter the following details (rename as preferred):

        Field	Value
        Role Name	Expenses Agent Role
        Role Code	EXM_TOUCHLESS_EXPENSES_ROLE
        Role Category	Financials – Abstract Roles

   • If you're using an existing custom role:
     1. Search for your existing custom role.
     2. Select Edit.
3. Enable permission groups.

   1. On the Basic Information page, select Enable Permission Groups.

   2. If this option is unavailable, complete the prerequisite listed as Important in Provision Users, then return here.

4. Add the Expenses Self Service duty role.
   1. Go to the Role Hierarchy page.
   2. Select the Roles and Permission Groups tab.
   3. Select Add Role.
   4. Search for and add ORA_DR_EXM_SELF_SERVICE_EXPENSES (Expenses Self Service Duty).
5. Assign users and save.
   1. On the Users page, assign the custom role to the users who need access to Expenses Agent.
   2. Review the Summary page and save your changes.