Creating project security groups

Use this procedure to create a security group that defines projects to which actors have access:

  1. Sign in using one of these roles:
    • ApplicationAdministrator_ST
    • FinancialsAdministrator_ST
    • GLController_ST
    • FinancialBusinessAnalyst_ST
    • ProjectManager_ST
  2. Select Global Ledger > Setup > Global Ledger Security Setup > Project Security Groups.
  3. Click Create, specify this information, and then click Save:
    Project Security Group
    Specify a unique name for the security group.
    Description
    Specify a description for the security group.
  4. Define one or more members for the security group. Members of a project security group are projects to which actors of the security group have access.
    1. On the Project Security Group page, on the Members tab, click Create.
    2. Specify this information, then click Save:
      Structure
      Select a structure that includes the project you want to add as a member.
      Project
      Select a project to add as a member. Actors of this security group have access to this project.
    Note: You can copy all members from one security group to another of the same type.

    See Copying security group members.

  5. Verify the records on the Accessible Dimensions 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.