How to Assign Roles to a User in Oracle Fusion

This guide explains how to assign roles to a user in Oracle Fusion (Oracle Applications Cloud), starting from creating a new user account through to assigning the correct roles, synchronizing changes, and managing Security Console access. You will work primarily in the Security Console and the Setup and Maintenance area to complete these tasks.

Prerequisites

• An Oracle Applications Cloud account with access to the Security Console.
• Administrative privileges to create user accounts and assign roles.
• Knowledge of the roles required for the user's job function (for example, Employee, Application Implementation roles, or IT Security Manager).

1

Sign in to Oracle Applications Cloud

Go to the Oracle Applications Cloud sign-in page and enter your username and password. Click the Sign In button to continue. Make sure you are signing in with an account that has access to the Security Console.

3

Access the Security Console

In the navigation menu, scroll down to the Tools section and click Security Console. This is where you create user accounts and manage role assignments.

5

Choose the Associated Person Type

In the Add User Account form, locate the Associated Person Type dropdown under Associated Person Information. Select None for a non-employee user, or Worker for an employee user. This selection functions similarly to the equivalent option in Oracle E-Business Suite (EBS).

6

Enter the user's basic information

Fill in the mandatory fields for the new user, including User Category (DEFAULT is pre-selected), First Name, Last Name, Email, User Name, Password, and Confirm Password. Make sure the Active checkbox is selected before continuing.

7

Complete the remaining mandatory details

Enter any remaining required fields, such as Last Name, Email, User Name, Password, and Confirm Password. Confirm that the Active checkbox remains selected.

8

Save the new user account

Click Save and Close at the top right of the Add User Account screen to create the account.

11

Open Add Role to start assigning roles

Click Edit at the top right of the User Account Details page. On the Edit User Account screen, click Add Role under the Roles section to begin assigning roles to the user.

12

Assign the Employee role

In the Add Role Membership dialog, type Employee in the search field and review the list of available Employee roles. Select the standard Employee role (for example, Employee ORA_PER_EMPLOYEE_ABSTRACT) and avoid any role labeled "Copy." Click Done to assign the role.

14

Search again if no roles appear

If you search for a role and no results appear, verify the spelling and confirm the role exists in your environment. The search may return "No data to display" if the role is not found or has already been assigned.

16

Search for Application Implementation roles

In the Search field, type Application Implementation. A dropdown list of matching roles appears. Review the list carefully and identify the Administrator, Consultant, and Manager roles, avoiding any entries labeled "Copy."

17

Select the Application Implementation Consultant role

Narrow the search further by typing Application Implementation con to locate the Consultant role in the dropdown list, then select it.

18

Confirm the correct role variant

Several similar entries may appear when searching for a role, including standard versions and variants labeled "Copy" or "GSE." Select only the standard role unless your organization specifically requires a variant, click Add Role Membership, and repeat for any additional roles. Click Done once all required roles are added.

19

Search for additional roles as needed

To add further roles, use the Add Role button again and search for the role by name, such as "Application Implementation Consultant," reviewing the results list before making a selection.

22

Save all role changes

Click Save and Close or Done to finalize the changes. The User Account Details page will display all roles now assigned to the user.

25

Review the user account before synchronizing

Before running synchronization, confirm you are on the Edit User Account screen for the user. Verify the User Category, User Name, Last Name, Email, and that the correct roles (including IT Security Manager) are assigned with the Assignable checkbox selected. Confirm the account is marked Active and not Locked.

28

Open Scheduled Processes

Click Scheduled Processes under the Tools section. The Overview screen lists previously run processes, such as "Import User and Role Application Security Data" and "Retrieve Latest LDAP Changes," along with their Process ID, Status, Scheduled Time, and Submission Time.

29

Schedule a new process

Click Schedule New Process. In the dialog, confirm Job is selected as the Type, then begin typing or searching for the process you want to run. Scroll to the bottom and click Search... to find the specific process.

30

Search for the LDAP synchronization job

In the Search and Select: Name dialog, enter Retrieve% in the Name field and click Search. Review the list of matching jobs and select Retrieve Latest LDAP Changes, which synchronizes users, roles, and related data.

32

Review completed synchronization jobs

Confirm you are on the Overview screen under Scheduled Processes. Verify that both the "Import User and Role Application Security Data" and "Retrieve Latest LDAP Changes" jobs show a Succeeded status, and note the Process IDs, Scheduled Time, and Submission Time for audit purposes.

33

Plan future synchronization schedules

These processes can be run manually or scheduled according to your business requirements. Use Schedule New Process to set up recurring or future jobs as needed for your organization's data and role synchronization policies.

34

Access Setup and Maintenance

Open the user menu at the top right, then click Settings and Actions. Under Administration, locate options such as Edit Pages, Manage Configurations, and Setup and Maintenance. Select Setup and Maintenance to proceed with configuration.

35

Sign in as the relevant user if prompted

If prompted, sign in to Oracle Applications Cloud by entering the user ID and selecting the appropriate credentials, then proceed to log in.

37

Assign Security Console access

While signed in with administrative privileges, open Settings and Actions from the top right and select Setup and Maintenance under Administration. Assign the roles required to provide Security Console access, including roles that enable data entry and configuration of offerings as a Setup Function Manager. Click Save and Close, then Done to finish.

39

Create or modify users and roles as needed

In the Security Console, you can create a new user, assign roles to a user by modifying their profile, or update existing roles and access as required for your implementation project.

What's next

With roles assigned, synchronized, and verified, your user accounts are ready to access the appropriate menus, sub-menus, and functions in Oracle Fusion. Review user access periodically, update roles as organizational needs change, and run LDAP synchronization whenever you modify role assignments to keep user access and security roles up to date.