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Administrator Guide
Last Updated: 2023-06-23
Example: Create Custodian Role to Manage Central Travel Cards

Example: Create Custodian Role to Manage Central Travel Cards

This example illustrates how to create the custodian role that manages central travel card transactions.
Your company requires credit card administrator, Katty Holmes, to manage central travel card transactions for different organizations within your company.
  1. Access the
    Maintain Assignable Roles
     task.
  2. Add a row and enter these values:
    Option Description
    Role Name
    Custodian
    Enabled For
    • Company
    • Company Hierarchy
    Is Leader / Is Supporting
    Is Supporting
  3. Click
    OK
    .
  4. From the related actions menu of the
    Custodian
     role, select
    Assignable Role
    Edit Assignment Permissions
    .
  5. In the
    Administered by Security Groups
     prompt, select
    Security Admin
    .
  6. Click
    OK
    , then
    Done
    .
  7. From the related actions menu of your company
    500.1 Global Modern Services, Inc. (USA)
    , select
    Roles
    Assign Roles
    .
  8. Select the current date as the
    Effective Date
    .
  9. Click
    OK
    .
  10. Add a row and enter these values:
    Option Description
    Role
    Custodian
    Assigned To
    P-05681 Credit Card Administrator - Katty Holmes
  11. Click
    OK
    , then
    Done
    .
  12. Access the
    Create Security Group
     task.
  13. Enter these values:
    Option Description
    Type of Tenanted Security Group
    Role-Based Security Group (Constrained)
    Name
    Custodian Security Group
  14. Click
    OK
    .
  15. As you complete the task, select these values:
    Option Description
    Assignable Role
    Custodian
    Access Rights to Organizations
    Applies To Current Organization And All Subordinates
    Access Rights to Multiple Job Workers
    Role has access to the positions they support.
  16. Click
    OK
    , then
    Done
    .
  17. Access the
    Domain Security Policies for Functional Area
     report.
  18. Select the
    Expenses
     functional area.
  19. Click
    OK
    .
  20. Select the
    Organization: Manage Central Travel Card Transactions
     domain.
  21. Click
    Edit Permissions
    .
  22. In the
    Reports/Task Permissions
     section, add a row.
  23. Enter
    Custodian Security Group
     as the
    Security Group
    .
  24. Select these check boxes:
    • View
    • Modify
  25. Click
    OK
    , then
    Done
    .
  26. Access the
    Activate Pending Security Policy Changes
     task.
  27. Enter
    Activating Custodian Security Group domain permissions.
     as the comment.
  28. Click
    OK
    .
  29. Select the
    Confirm
     check box.
  30. Click
    OK
    .
As the Custodian, Katty can now access the
Assign Central Travel Card Transactions
 task and manage central travel card transactions for her company.