Create a Custom Job Role and Assign Two Data Security Policies

In this topic you create a copy of the Customer Self-Service Proxy User role and assign a user group data security policy to the custom role.

  1. In Fusion Service, click Navigator, expand the Tools section and select Security Console.

  2. Click the Roles tab.

  3. Search for and select the Customer Self-Service Proxy User role. The role code is: ORA_SVC_CUSTOMER_SELF_SERVICE_PROXY_USER_ABSTRACT.

  4. In the Search Result field, click the drop-down list and select Copy Role. A screenshot of the Copy Role UI.

  5. In the Copy Options dialog box, select Copy top role, then click Copy Role.

  6. On the Basic Information page, enter a role name, such as Knowledge User Group Proxy User, a role code (SVC_KNOWLEDGE_USER_GROUP_PROXY_USER), and optionally a description.

    Note: Make a note of the Role Code as you'll need it in last tasks when you create an Identity Cloud Service group.
  7. Click Step 3, Data Security Policies.

    Step 3 in the setup UI.
  8. Create a data security policy by doing the following:

    1. Click + Create Data Security Policy and change the start date to any date earlier than today's date.

    2. Enter your policy name, such as Knowledge User Group Proxy User.

    3. Click the Database Resource search icon and search for Knowledge User groups, select that database resource, and click OK to associate it with the newly created policy.

    4. Click the Data Set drop-down list, and choose Select by key.

    5. Enter the user group reference key you created in the Create a Knowledge User Group task in the Select a primary key value field.

    6. Click the Actions drop-down list, and select Access Content with User Group.

    7. Click OK.

  9. Now, create a data security policy to grant access to the Service Department by doing the following:

    1. Click + Create Data Security Policy and change the start date to any date earlier than today's date.

    2. Enter a policy name, such as Knowledge Service Department Policy.

    3. Search for: Knowledge Departments, select the Database Resource, then click OK. .

    4. Click the Data Set drop-down list, and choose Select by instance set.

    5. Click the Condition Name drop-down list, and select Access to the service department.

    6. Click the Actions drop-down list, and select Access Content with Department.

    7. Click OK.

  10. Click Step 7, Summary and review your work.

    You should see something like the following:
    • Function Security Policies: Added (0), Removed (0)
    • Data Security Policies: Added (2), Removed (0)
    • Role Hierarchy: Added (0), Removed (0)
    • Users: Added (0), Removed (0)
  11. Click Submit and Close.

  12. Back in Security Console, verify the role copy was successful by doing the following:

    1. Click the Administration tab.

    2. Click Role Copy Status and find the Role Code you entered in the previous step.

    3. Verify the status for your process shows Complete.