Creating accounting entity security groups

Accounting entity security groups are associated with an accounting entity group in the finance enterprise group. This accounting entity group defines the accounting entities that are members. Accounting entities that are members of an accounting entity group are the accounting entities to which actors have access when a security group is created and associated to the accounting entity group.

For information about managing accounting entity groups, see the Financials Setup and Administrator Guide.

Use this procedure to create a security group that defines accounting entities to which actors have access. One or more accounting entity groups must already be defined in Global Ledger before you define accounting entity security groups.

  1. Sign in as one of these roles:
    • ApplicationAdministrator_ST
    • FinancialsAdministrator_ST
    • GLController_ST
    • FinancialBusinessAnalyst_ST
    • ProjectManager_ST
  2. Select Global Ledger > Setup > Accounting Entity Group and verify the applicable value in the Groups list. Verify the accounting entities in the Members tab of the applicable accounting entity group.
    Note: Global Ledger company and accounting entity are not the same thing, although they are similar.
  3. Select Global Ledger > Setup > Global Ledger Security Setup > Accounting Entity Security Groups.
  4. Click Create, specify this information:
    Accounting Entity Security Group
    Specify a unique name for the security group.
    Description
    Specify a description for the security group.
    Accounting Entity Group
    Select the accounting entity group to associate to this security group. Actors of this security group can access the information defined by the selected accounting entity group.
  5. Click Save:
  6. Verify the records that are on the Accessible Accounting Entities tab.
    Caution: 
    Users must be added to a security group of this type before the data is secured.

    See Adding users to security and business groups.