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How do you manage security roles ?

Posted on by 145

Hello,

I have created a new security role for our Global Resource Manager.

However, I am struggling with assigning rights and priviledges to the new role. I need to restrict the GRM access to employee self-service, employee development and learning.

Can anyone help me out please ?

pastedimage1614328438402v1.png

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,268 Most Valuable Professional on at
    RE: How do you manage security roles ?

    Hi Nina,

    If your issue is resolved then can you please mark the answer as Suggested Answer so that It can help others.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How do you manage security roles ?

    Duplicating the Manager / Employee would definitely be the first step as suggested above. 

    have you thought is hiding the extra fields, publishing the view and then restricting any personalizations by users on the ESS (all handled through System Admin --> Personalization)

    other wise data mining with best guesses and tedious testing would be your best bet to restrict the access via security and roles. You could right click on the buttons you don't want, find their menu item name and then find what privileges they relate to. I would be very diligent on doing this and have a lot of coffee. 

  • Nina2021 Profile Picture
    Nina2021 145 on at
    RE: How do you manage security roles ?

    Thanks everyone for your answers ! It was a great help !

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,902 Super User 2024 Season 2 on at
    RE: How do you manage security roles ?

    Hi Nina,

    You can use the Security diagnostics for task recordings functionality to find out which duties and privileges should be added to your roles. You can then first record all menu items this role needs to have access to. Then you can check which duties and/or privileges you want to add to your GRM role.

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,268 Most Valuable Professional on at
    RE: How do you manage security roles ?

    Hi Nina,

    You can do via duplicating the Manager role what Konica suggest.

    Check below link for creating roles and assign security.

    powerobjects.com/.../

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How do you manage security roles ?

    Hello Nina,

    In my opinion, the better approach would be to create a duplicate copy of a standard Manager role, give it a new name and then start deleting the duties and privileges that aren't required for this role. Its way easier than creating a new from scratch and then adding references to it.

    pastedimage1614331342792v1.png

    Hope it helps! All the best

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