Steps to Create Custom Roles and Responsibility in Oracle EBS R12

 Note: Creating custom roles and responsibilities typically requires administrative privileges or access to Oracle EBS system administration.

Creating Custom Roles:

1. Access Responsibility Definitions:

   • Log in to Oracle EBS with a user account that has system administration privileges.
   • Navigate to the "Responsibility" screen. The exact navigation path may vary depending on the EBS version and specific responsibilities assigned to your user.

2. Create a New Role:

   • In the Responsibility screen, locate the option to create a new role or responsibility.
   • Choose to create a new role.

3. Define Role Details:

   • Provide a unique name and description for the custom role.
   • Optionally, assign a parent role if you want to inherit some permissions from an existing role.
   • Specify the data group and application for which this role will be created.

4. Assign Responsibilities:

   • Assign specific responsibilities to the custom role. Responsibilities define what users can access and do within Oracle EBS.
   • Define which forms, functions, and menus should be accessible to users with this role.

5. Save and Compile:

   • Save the custom role definition.
   • Compile the role definition to make it effective.

Creating Custom Responsibilities:

1. Access Responsibility Definitions:

   • Log in to Oracle EBS with a user account that has system administration privileges.
   • Navigate to the "Responsibility" screen.

2. Create a New Responsibility:

   • In the Responsibility screen, locate the option to create a new responsibility.
   • Choose to create a new responsibility.

3. Define Responsibility Details:

   • Provide a unique name and description for the custom responsibility.
   • Specify the application, menu, and function for which this responsibility will be created.
   • Define the data group associated with the responsibility.

4. Assign Roles:

   • Assign one or more custom roles to the responsibility. Users with these roles will inherit the permissions defined in the responsibility.

5. Set Data Security Rules (Optional):

   • If necessary, define data security rules to restrict access to specific data or records based on user attributes (e.g., organization, location).

6. Save and Compile:

   • Save the custom responsibility definition.
   • Compile the responsibility definition to make it effective.

Assigning Custom Roles and Responsibilities to Users:

After creating custom roles and responsibilities, you'll need to assign them to specific users. Here's how:

1. Access User Management:

   • Navigate to the "User Management" or "User Administration" section in Oracle EBS, depending on the EBS version.

2. Find or Create User Accounts:

   • Locate the user accounts to which you want to assign custom roles and responsibilities.
   • If necessary, create new user accounts.

3. Assign Roles and Responsibilities:

   • Edit the user account and assign the custom roles and responsibilities to the user.

4. Save Changes:

   • Save the changes to the user account.

5. Test and Validate:

   • Perform testing to ensure that users with custom roles and responsibilities have the expected access and permissions.