Manage Access to Your Reference Data Set

Reference data sets let you restrict access to your ledgers, ledger sets, and so on. You can limit what users are able to access by assigning each user to specific data sets.

To allow FINUser to manipulate the transactional data in your reference data set, assign these roles:

• Accounts Receivable Manager

• Financial Application Administrator

• Accounts Receivable Specialist

You can assign these roles to other users at a later date so that they, too, can access your reference data set.

To manage access to the reference data set you created:

1. Log in as FINUser.

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

   • Offering: Financials

   • Functional Areas: Users and Security

3. Select Users without Data Access.

4. In Security Context, select Reference data set.

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

   These roles should appear in the search results:

   • Accounts Receivable Manager

   • Financial Application Administrator

   • Accounts Receivable Specialist

   Note that the Security Context Value column is blank. This means these roles assigned to FINUser don't have access to the reference data.

6. Click Add Row.

   The Create Data Access for Users page appears.

7. Enter or select these values for these fields:

   Field	Value
   User Name	FINUser
   Role	Accounts Receivable Manager
   Security Context	Reference data set
   Security Context Value	Select the reference data set you created. You may have to search for this value.

8. Repeat steps 7-8 using these values in the Role field:

   • Financial Application Administrator

   • Accounts Receivable Specialist

9. Click Save and Close.

10. Click Save and Close.