Creating a Custom Role to provide accesses to all Business Units

Summary

This article provides a step-by-step guide on how to create a custom role to allow accesses to all business units

Content

Update

Updated instructions for Release 12 are now available in this post.

Original Post

To assign data from a business unit for a job function, such as Accounts Payable Manager, to a user, you assign the corresponding data role to the user. These data roles are created automatically, one for each business unit.

Sometimes, a user may need access to data from all business units. While such accesses can be granted by assigning all the corresponding data roles for the job function, this process may not be efficient for a large number of business units. In addition, if you create a new business unit after the initial implementation, the corresponding data role for the new business unit will need to be manually assigned.