Managing Custom Job Roles for Fusion Marketing

A correlation exists between privileges, duties, and job roles within Oracle Fusion Applications.

Using Oracle Fusion Marketing as the context:

Privileges	Provide access to various work areas, such as the segment designer, analytic workbooks and subject areas, marketing dashboards, and so on. Privileges aren't directly assigned to users. Users get privileges as part of roles.
Duty Roles	Represent a logical collection of functional privileges that grant access to tasks that someone performs as part of their job. Duty roles aren't assigned directly to users.
Job Roles	Assigned directly to users, job roles can inherit duty roles and the privileges assigned directly to the job roles. Job roles can also be auto-provisioned through HCM when a user is hired into a particular role.

The Manage Job Roles task provides the ability to view the structure of existing job roles and add more job roles as needed. You can't change the predefined roles, but you can make copies of them, edit, and assign the new ones to users.

For more information about managing roles, see the Role Provisioning, Role Assignments, and Role Configuration topics of the Securing Applications guide, available here: Securing Applications guide.

For information about role types, see Role Types topic of the Securing Applications guide.

Follow these steps to perform the Manage Job Roles task:

Sign in to your Oracle Applications Cloud environment as an implementation user.
Select Navigator > My Enterprise > Setup and Maintenance.
Ensure that Marketing is selected in the Setup field in the header.
Select Users and Security in the Functional Areas section. If you don't see this task, select All Tasks.
Select Manage Job Roles. The Roles tab of the Security Console opens within a new browser window.
If required, select Create Role.
In the Role Name field, create a display name for the role (for example, Campaign Administrator).
In the Role Code field, create an internal name for the role. Don't use 'ORA_' as the beginning of a role code, as this prefix is reserved for roles predefined by Oracle.
In the Role Category field, select a tag that identifies a purpose the role serves in common with other roles.
Typically, a tag specifies a role type and an application to which the role applies, such as Marketing –Job Role. If you select a duty-role category, you can't assign the role you're creating directly to users. To assign it, you'd need to include it within the hierarchy of a job or abstract role, then assign that role to users. Further, you can't change the role category for existing roles.
Select Next.
Select Add Function Security Policy to add individual privileges or select a job or duty role from which to include their privileges.
- In the Search field, select the value Privileges or role types in any combination and enter at least three characters. The search returns values including items of the type you selected, whose names contain the characters you entered.
- Select a privilege or role. If you select a privilege, select Add Privilege to Role.
Select Next to navigate through the Create Role: Data Security Policies, Create Role: Role Hierarchy, Create Role: Users and Summary pages as they aren't necessary for this example.
The Securing Applications guide covers the details of these screens if you're interested in learning more about them.
Select Save and Close to return to the Functional Areas task list.
The new job role is created and it becomes available as an option within the Associated Job Role field on the Configuration > User Types page in the Oracle Fusion Marketing application when creating a new user type.

What to do next: The job roles created appear as options within the Associated Job Role field on the Add or Edit User Type pages in the Oracle Fusion Marketing User Interface.

It's important that you create any additional job roles in Fusion Applications and user types in Oracle Fusion Marketing that you intend to use and associate them as necessary before creating any users that you intend to assign to those job roles.

For information about creating roles from scratch, see Create Job Role and Abstract Role from Scratch topic of the Securing Applications guide.