Enable User Access

After Payables Agent configuration is complete, provision users with the privileges, roles, permission groups, and Business Unit data access required to perform their assigned responsibilities.

Payables Agent includes user experiences for invoice ingestion setup, stream monitoring, invoice training, source-document review, invoice exception management, and Compliance & Control configuration. Access to these capabilities is controlled through privileges, duty roles, permission groups, and Business Unit data security.

Users must have both page or action access and Business Unit data access. Page access alone doesn’t ensure that users can see invoice data.

Create a Custom Job Role with Permission Groups

• When creating a custom job role, select Enable Permission Groups on the first page of role creation to make permission-group configuration available.

• If the Enable Permission Groups button or the Permission Groups option isn't available, set the Enable Security Console External Application Integration profile option (ORA_ASE_SAS_INTEGRATION_ENABLED) to Yes at the site level.

• To grant access to a specific agent, create a custom job role with permission groups enabled. In the Role Hierarchy section, add the corresponding duty roles on both the Roles and Privileges and Roles and Permission Groups tabs. Include only the duties required for the intended agent capabilities.