Steps to Create Custom Roles and Responsibility in Oracle EBS R12

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 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.

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