Manage Job Roles

Use the Cloud ERP Manage Job Roles task in the Users and Security functional area to create user-defined roles in addition to the predefined roles with the required roles and privileges for assignment to users.

To create user-defined roles, complete these steps:

  1. Log in to Functional Setup Manager (FSM).
  2. In the Setup and Maintenance work area, go to the Manage Job Roles task:
    • Offering: Financials
    • Functional Area: Users and Security
    • Task: Manage Job Roles

      You can also use this navigation: Navigator > My Enterprise > Setup and Maintenance > Tasks panel tab > Search > Manage Job Roles.

  3. On the Roles page, click Create Role.
  4. On the Create Role: Basic Information page, complete the required fields and click Next.
  5. Add function security policies and click Next.
  6. Add data security policies and click Next.
  7. Add the role hierarchy and click Next.
  8. Add users and click Next.
  9. Click Save and Close.
  10. Click OK.

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