How You Assign Access to a Spreadsheet Template

When you create a spreadsheet template it isn't available immediately for use. This topic explains how to associate which roles can use the template and the data set access that each role has.

Assigning Role Access

You can assign job roles to a template using the Spreadsheet Templates task:

• Navigate to the Role Access tab of the spreadsheet template designer.
• Click Add.
• Search and select the job role that needs access to the template.
• Use the following checkboxes to configure the data set access for the role.
  • Create : Create data sets for data entry within the spreadsheet.
  • Save: Save data set data to the stage tables.
  • Upload: Initiate the upload of data sets into the application tables.
  • Roll Back : Initiate the roll back of data sets. This checkbox is available only if the roll back is supported by the object.
  • View All: View all data sets and their content, including the ones created by other users.
• Repeat for any other roles that require access to the template.
• For the spreadsheet to be available to users with the assigned roles, you must set the template's Status as Active on the Define tab.

Note: When you create a spreadsheet template, the Template Security section on the Define tab indicates whether roles can be assigned to the template or not. You can only assign roles to templates for business objects that don't make use of data security or where data security is implemented for spreadsheet data loading.

Enabling Audit of Role Configuration

You can enable audit of Spreadsheet Template Roles under HCM Spreadsheet Data Loader using Manage Audit Policies and review changes using the existing Audit Reports task found in the Tools area.

If you'd like to import and activate spreadsheet templates from the HCM Resource Center on Cloud Customer Connect, please see this tutorial: Import and Activate Spreadsheet Templates from the HCM Resource Center on Cloud Customer Connect,