Manage Access to Your Business Unit

Oracle Fusion applications use business units to secure data. To allow a user to manipulate data within a business unit, you need to assign certain roles. The roles you assign allow a user to perform specific functions within the business unit.

For example, users who hold a Payables role can perform payables invoicing on the business unit's data.

Note: Currently, Student Management supports only one business unit; there's no workaround to support multiple business units. While you can certainly create additional business units, Financials and Student Management must use the same business unit.If your institution has multiple campuses, you can set up multiple legal entities, then link it to your business unit.You can give other users the rights to manipulate data within your business unit at any time.

To manage access to your business unit:

1. Sign in as FINUser.

2. In the Setup and Maintenance work area, go to the Manage Data Access for Users task:

   • Offering: Financials

   • Functional Area: Users and Security

3. Select Users without Data Access.

4. In Security Context, select Business Unit.

5. In User Name, enter FINUser, then click Search.

   In the search results take note of these roles assigned to FINUser. These roles haven't been granted access to your business unit.

   • Financial Application Administrator

   • Accounts Receivable Manager

   • Accounts Receivable Specialist

   • Accounts Payable Manager

   • Accounts Payable Specialist

6. To give FINUser access to the business unit, click Create. The Create Data Access for Users dialog box appears.

7. Fill out these fields:

   Field	Value
   User Name	FINUser
   Role	Financial Application Administrator
   Security Context	Business unit
   Security Context Value	Select your business unit.

8. While you're still on the Create Data Access for Users dialog box, click Add Row, then repeat steps 8 to 9 using these roles in the Role field:

   • Accounts Receivable Manager

   • Accounts Receivable Specialist

   • Accounts Payable Manager

   • Accounts Payable Specialist

9. Click Add Row.

10. Fill out these fields:

    Field	Value
    User Name	FINUser
    Role	General Accounting Manager
    Security Context	Data access set
    Security Context Value	Select the ledger name and legal entity that you used in creating your enterprise structure. This value is a data access set that's a combination of the ledger name and legal entity that was created when you uploaded your enterprise structure. A primary ledger is created for each unique country you enter on the Companies and Legal Entities sheet. A country code is appended to the name that you specify. For example, one legal entity is based in the United States and another in Canada. If you enter the ledger name of Vision City, two primary ledgers are automatically created: Vision City US and Vision City CA.

11. Click Save and Close.

12. Click Done.