Creating Users and Assigning Roles – Oracle Fusion

Overview of Oracle Fusion Functional Setup Manager
  • All functional & configuration tasks are set up or performed in Functional Setup Manager which are just like set up pages or form in Oracle application.
  • Setup and maintenance is the area through which we can navigate to FSM in Fusion.

Functional Setup Manager Activities

Before you start with creating implementation projects, using offerings which comprises the functional tasks, the following are prerequisite activities, need to be completed,  for Oracle Fusion Functional Setup Manager:

  • How to Create the First Implementation User
  • Create an Employee
  • How to Assign Roles in OIM (Oracle Identity Manager)

Create the First Implementation User

The very first user you need to create before you can create an Implementation Project is an Implementation User, such as an Application Implementation Consultant. This user must be a superuser.

  1. Login with your fusion login User id and password.
  2. Select Navigator> Setup and Maintenance
  3. In the Search box, enter Create Implementation Users.1 
  4. Press Enter or Click on Magnifying glass.2
  5. Click the Task name, system opens Oracle Identity Manager.3
  6. Click on Administration on the top-right corner of Welcome page4
  7. Click Create User and enter the following:
  • First Name
  • Last Name
  • Email
  • User Login
  • Password
  • Confirm Password
  • Organization- Xellerate Users.
  • User Type: Employee

Click the Save button.

5

Assign Roles

  1. Click the Roles tab.
  2. In the Roles tab, the ALL USERS role will already be assigned by default.
  3. Click Assign icon to bring up the window to search for additional roles to add to the user.
  4. In the Display Name field, search on Application Implementation Consultant. Select it and choose the Add button on the bottom right. Click Assign to bring up the window to search for additional roles to add to the user.
  5. Add the following Roles:
  • Administrators
  • Application Administrator
  • Application Developer
  • Application Diagnostics Advanced User
  • Application Implementation Consultant
  • Application Implementation Administrator
  • IT Security Manager
  • Financial Integration Specialist
  • SYSTEM ADMINISTRATORS
  • SYSTEM CONFIGURATION ADMINISTRATORS
  • Human Resource Specialist
  • Line Manager
  • Employee6Close the OIM window and search for Define Synchronization of Users and Roles task.7Click on the task, and run the process called Run Users and Roles Synchronization Process. This is a task in Functional Setup Manager.8Once, the process is succeeded, you must completely log out and log back in with user id created, to see the new roles you can access. You could also run the process from ESS: Retrieve Latest LDAP Changes.

You will now have access to the Manage Users page (Navigator > My Team > Manage Users.) and will also create user directly from here.

You will also get the access to the New Person page (Navigator > My Team > New Person.), and able to add or hire an employee for an organization.

Create an Employee

If you need to perform buyer functions, like, creating supplier, requisitions, purchase order, etc., you need to have a valid employee.

Prerequisite to create an Employee

To create an Employee, you need organization/company for which you hire new employee. Hence, before creating an employee, first you have to create the complete GL structure which comprises:

  • chart of accounts,
  • ledgers,
  • legal entity, and
  • business unit.

Let’s assume that in this case, the organization structure is already in place and start creating or hiring an employee.

How to Create Employee

  1. Login as your user, Select Navigator > My Team > New Person9
  2. Go to Task panel, click on the Hire an Employee link
  3. Select the Legal employer and fill in mandatory fields required.10
  4. Click Next and enter the Personal details11
  5. Click Next
  6. Enter Employee Information – Assign Business Unit12
  7. Click Next
  8. Assign Roles – No need to assign roles at this stage. Use OIM to assign roles.
  9. Click Next
  10. Review the Employee Details entered
  11. Click Submit. Employee created successfully.

How to Assign Roles to Users in OIM (Oracle Identity Manager)

  1.  Login with your fusion login User id and password.
  2. Select Navigator> Setup and Maintenance
  3. In the Search box, enter Create Implementation Users.
  4. Press Enter or Click on Magnifying glass.2
  5. Click the Task name, system opens Oracle Identity Manager.
  6. Click on the Administration link on the top right hand corner of the main page. 4
  7. Enter the keywords in the Search box and press enter or click on arrow, to find an employee or user.
    13
  8. Click on Employee name, you want to assign roles
  9. Click on Roles tab to assign roles
  10. Click on Assign icon to add roles to the user. 14
  11. In the Display Name field, search for the roles. Select it and click on the Add button on the bottom right, to add selected roles to the user.
  12. Click Assign icon again and add as many Roles as you wish.
  13. Click Reset Password icon on the top left. Enter and confirm your password.
  14. Close the window to close Identity Manager. Close all Browser windows. Launch Fusion Applications again and log in as your new user. You will need to enter a new password, which can be the same.

Note: Whenever you add new roles to your user, then you must run the process called Run Users and Roles Synchronization Process. This is a task in Functional Setup Manager. Then you must completely log out and log back in to see the new roles you can access. You could also run the following process from ESS: Retrieve Latest LDAP Changes. This process is what’s run behind the scenes when you submit the task.

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