Defining a role
A role is used to provide controlled access to users, pages, workflow, data sources, java snippets, HTML requests and/or HTML templates.
Roles can only be created and managed by the administrator.
To create a role,
Under the Administration role, click Manage Roles. The Manage Roles page is displayed.
3. In the upper right corner, click Add Role.
The role-details page is displayed.
4. Enter the following details:
User Detail | Description |
Role Name | The name of the role |
Role Code | A unique code for the role that can be accessed from functions like hasRole() |
Responsibility Id | The responsibility ID obtained from Oracle Apps Note: This field is applicable only for Oracle EBS customers that is when the platform is configured using Oracle EBS. |
Application Id | The application ID obtained from Oracle Apps Note: This field is applicable only for Oracle EBS customers that is when the platform is configured using Oracle EBS. |
Start Date | The start date for the role to be active |
End Date | The end date for the role to be active |
Auto Assign | Indicates that the role is to be automatically assigned to a newly created user |
Is AD Group | Indicates that the Authentication Provider is of the type Active Directory |
Is BI Enabled | Gives permissions to the role for using CloudIO dataSense 3.0 for creating and viewing reports |
5. If required, assign one or more of the following components to the role through the respective tabs:
Datasources
Java Snippets
HTML Requests
HTML Templates
Workflow Nodes
Workflow Definitions
6. Click Save. The role is created.
The role is assigned to the selected users and/or pages accordingly.
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