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Custom Roles

Caroline Buckland Updated by Caroline Buckland

Collaborative Planning Custom Roles

Details of the change

Collaborative Planning (CP)has historically supported custom or soft roles. Administrators create new roles with fine grained permissions and assign one or more roles to CP users to achieve a customised functional security set up.

When CP is integrated with Advanced Single Sign-on, the master copy of role membership is defined in User Manager, by the user groups the user is assigned. When a user logs into CP, their CP roles are synchronised with the assigned user groups.

CP ships with four roles

  • System Administrator
  • Budget Controller
  • Budget Approver
  • Budget Holder

 These roles are read only. In User Manager there are corresponding user groups: Collaborative Planning System Administrator, Collaborative Planning Budget Controller, Collaborative Planning Budget Approver and Collaborative Planning Budget Holder. 

Prior to the July update of Financials there was no way, in Single Sign on context, to add new roles or assign new roles to a CP user. The changes in July release provide six new customisable roles in CP: Custom1, Custom2, etc.

These CP roles are editable by a CP system administrator. Six corresponding user groups are also available in User Manager: Custom Configurable Group 1, Custom Configurable Group 2, etc. these groups can be assigned to users in User Manager.

The next time the relevant CP user logs in and accesses CP, the corresponding CP role(s) will be assigned. Utilising these new groups and roles, CP customers can define a customised functional security setup.

The following screen prints illustrate how to make use of a one of these custom roles.

First, assign the desired custom user groups to a user in User Manager.

Access User Manager from MyWorkplace.

Locate the user and use the Edit action.

Locate the Groups tab.

Locate the custom role and enable. 

Update the user once complete.

Assign the role to the User in CP.

Access CP and Navigate to the Admin Application.

Access the User option. Open the user and select the Role tab.  The new Custom1 group will have been added to the user.

The six new custom roles in CP are editable so can be tailored to contain the desired functional security selections.

To access the new roles and make changes, access the User option followed by Roles.

Right click and select Open.

Make any required changes and then save.

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