DEFINE ROLES#
Roles are identities created and assigned to a user profile to allow employees to access the system in different capacities, such as employees, managers or system administrators.
The Define Roles (IMRO) form is used to view system supplied roles as well as create and update customer defined roles.
You need to establish the roles that will be used to identify what users who are attached to the role will have access to. You can assign a user to more than one role. The only time that the Default toggle needs to be turned on and the password filled in is if the role will need to have access to utilities external to the application (e.g. SQL).
All roles should have a role type, and you shouldn't try to do anything outside of that type with that role.
Every user requires a business role to make use of the application. It is suggested that you create a base business role that can be assigned to all of your users and then extra roles can be added to meet your additional needs for the application.
There are several types of roles that will be used and each has a separate purpose and use in the application:
Business Role#
A business role must be defined. This role is required and typically will set the web menu that the user will have access to when they log into the application.We have specific roles for business levels that used for setting the menus and controlling access underneath that business function.
Clerks who are also the HR Clerk and PR clerk can be set to have the two different independent roles which the clerks can switch between via the menu. The security access beneath that is set to point to those business roles so they're only invoked when that role is in focus.
Execution Role#
Roles with Execution type are the only ones with execution rights. The Execution Role type is set up in order to give the user access to various functions within the application.Database Security Role#
Basically, there are two database roles that are supplied:- P2K_USER
- everyone has this
- P2K_DBA
- for only those who have database administrator capability
Object Security Role#
The Object Security role defines for the specific users what fields they can see on a function, further defining the function. For example if there is no need to have a field displayed on a screen that field can be removed using Object Security.This will be explained further during the discussion of Field Security (IMFOS).
SS Role #
This role is obsolete.The definition data for the Define Roles screen is stored in the P2K_AM_ROLES, P2K_AM_PREFERENCE_VALUES,P2K_AM_USER_ROLES,P2K_AM_EXECUTION_RIGHTS, and P2K_AM_SECURITY_VALUES tables.
- Role Name
- This field holds the actual name of the role.
- Role Type
- This field allows you to classify the role into a specific category.
- Description
- This field provides a short description of the role.
- Password
- This is the password the system will use to access external applications, such as, SQL*Plus or Discoverer. Although this is an optional field, it is required if this role has been marked as a Default Role.
This password has nothing to do with the Personal Identification Number (PIN) that employees will use to access the application.
- Changed On
- This field will display the date the password was last changed.
- Changed By
- If the password has been changed, this field will indicate the user who last changed it.
- Default Role
- If you select Yes in this field, the current role will become your default role. Default roles are used in programs OUTSIDE of the Wiki world, for example, Oracle, Discoverer and SQLPlus.
- This means that if a user who has this as a default role, logs into other programs, they will be given access to information according to the rights and responsibilities of this role.
- Most roles used in the application should not be setup as default roles, however, the 'P2K' user must have all roles assigned to it as default roles.
Preferences tab#
Preferences for roles depend on the type of role. Most are set only for a business roles, not database roles, etc. For example on the Employee role, www_employee, you can set the preferences for the web splash, change the color for the web theme, or allow query.- Preference
- If the role has any preferences associated with it, you may define those preferences in this field. A list of preferences is maintained in the pop-up menu for you to select from at this time, however, there are only a few that are applicable to the roles in Self Service.
- Priority
- This field allows you to define the order in which the preferences will appear. Although at this time none of the preferences you might select would occur at the same time, preferences developed later may need a sequential order.
- Value
- The details of the preference are specified in this field. For example:
| Preference | Value |
|---|---|
| OPEN IN SAFE MODE | YES |
| WEB MENU | ESS MAIN |
Users tab#
You may assign this role to specific users through the Users tab. This tab also provides the name and other information on the person.The default tab only really needs to be set for the database assigned roles.
- Seq
- If the user profile has been assigned more than one role, this field identifies the order in which the roles will be presented when the user logs in.
- User
- This field is used to identify the users to whom the current role is assigned.
- Default Role
- If this toggle is checked, the role will be the default role for the user.
- Person Code
- This field identifies the user by their person code within the system.
- Last Name
- This field identifies the user by their surname.
Execution Rights tab#
This tab is used only for the execution rights role. For Execution Rights roles, the Execution Rights tab defines the functions that this role will be able to access and whether they will be able to Create, Retrieve, Update or Delete within that function.- Function
- This field displays the function the role has execution rights to.
- Description
- This field displays a description of the function the execution right is for.
- Create/Retrieve/Update/Delete Allowed
- These toggles identify the exact execution rights the role has to the function.
Data Security tab#
Data Security refers to the information within the field and is set up on the (IMSV) screen to say what data someone can or cannot see.
For example if only US lexicon values should be displayed for the Ethnic field on (IEPI) we can use Data Security to secure off this information so it's not visible to the user.
- Security Right
- This field will store the security right code associated to the role.
- Rule
- The security rule which is to apply to the role is defined here, for example, 'Restricted To'.
- Look Up Value
- The LOV value that the role is secured to/from (depending on the rule chosen) will display here.
- Stored Value
- The stored value of the LOV value that the role is is secured to/from (depending on the rule chosen) will default in here.
