How can I assign read-only access permissions to various regions in the Benefits Summary page?

Here’s an overview of how you assign read-only access permissions to various regions in the Benefits Summary page. These steps are for making the Person Additional Info region read-only. You can follow the same approach for the other regions also. You may refer the table named Role Details to find the privileges to be removed and added. While copying the roles, ensure that you use the Copy top role and inherited roles option to copy the entire role hierarchy.

Search for and copy the duty role that you want to make read-only, for example, Benefits Enrollment Maintenance. Modify the duty role. For example, modify the duty role to Benefits Enrollment Maintenance Read-only. Search for and remove the aggregate privilege named Manage Benefits Additional Person Info. Ensure that you remove all the aggregate privileges for the Person Additional Info region. For more information, see Copy and Edit Duty Roles.
Search for and copy the predefined job role that you want to make read only, for example, Benefits Administrator. Modify the job role to something like Benefits Administrator Read-only. Assign the duty role that you modified (Benefits Enrollment Maintenance Read-only) to the custom job role (Benefits Administrator Read-only.) When you assign the modified role, remove the predefined association. In this example, remove Benefits Enrollment Maintenance and add Benefits Enrollment Maintenance Read-only. For more information, see Copy and Edit Duty Roles.
Create a data role that inherits the custom job role (Benefits Administrator Read-only.) For more information, see How do I create a data role?

Link the data role to the users whom read-only access should be granted. For more information, see Assign Abstract and Data Roles to HCMUser.

Role Details

Region	Actions Allowed for Administrator	Duty Role to Update	Manage Role Privilege to be Removed	Manage Role Privilege to be Added	Data Security Profile to be Removed from Role
Person Additional Info	Add Edit End Date Delete	Benefits Enrollment Maintenance	Manage Benefits Additional Person Info (ORA_BEN_MANAGE_ADDITIONAL_PERSON_INFO)	None	Manage Benefit Person Info On Person Detail
Person Beneficiary Organization	Add Edit Delete	Benefits Enrollment Maintenance	Manage Person Beneficiary Organization (ORA_BEN_MANAGE_PER_BNF_ORG)	None	Manage Person Beneficiary Organizations on Person Detail
Person Benefit Balances	Add Edit End Date Delete	Benefits Management Implementer Benefits Election	Use REST Service - Person Benefit Balances (ORA_BEN_REST_SERVICE_ACCESS_PERSON_BENEFTS_BALANCE)	Use REST Service - Person Benefit Balances Read Only ORA_BEN_REST_SERVICE_ACCESS_PERSON_BENEFTS_BALANCE	Manage Person Benefits Balance on Person Detail
Person Benefits Group	Add Edit End Date Delete	Benefits Management Implementer	Use REST Service - Person Benefits Group (ORA_BEN_REST_SERVICE_ACCESS_PERSON_BENEFIT_GROUP)	Use REST Service - Person Benefits Group Read Only ORA_BEN_REST_SERVICE_ACCESS_PERSON_BENEFIT_GROUP	Manage Person Benefits Group on Person Detail
Benefits Court Orders	Add Edit End Date Delete	Benefits Enrollment Maintenance	Manage Benefit Court Orders (ORA_BEN_MANAGE_PER_BENEFIT_COURT_ORDERS)	None	None
Benefits Billing	Add Benefit Coverage Charges Add Payments and Edit Person Bill Info Edit Billed Enrollments	Benefits Enrollment Maintenance	Manage Person Benefits Billing (ORA_BEN_MANAGE_PER_BILLING)	None	None
Benefits Relationship	Add Edit Refresh	Benefits Enrollment Maintenance	Manage Person Benefits Relationship (ORA_BEN_MANAGE_PER_BNFT_RELATION)	None	None
Benefits Summary > Potential	Evaluate Life Events: Backout Reopen Close Enrollment Opportunities Print Report Add Open Enrollment Add Unrestricted Enrollment Purge Voided and Backed Out Events Potential Life Events: Add Potential Determine Winning Evaluate Life Event Edit Potential Self-Reported Life Event	Benefits Enrollment Maintenance	Manage Benefits Person Potential Life Events (ORA_BEN_MANAGE_PERSON_POTENTAIL_LIFE_EVENT)	None	None
Benefits Summary > Enrollments	Pending Actions: Edit Close Past Optional Action items in Bulk Enrollments: Override Enrollment Evaluated Life Event: Enroll Override Eligibility	Benefits Enrollment Maintenance	Manage Benefits Participant Enrollment Result by Administrator (ORA_BEN_MANAGE_ENROLLMENT_RESULT_BY_ADMIN)	None