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Administrator Guide
Last Updated: 2023-06-23
Set Up Security for Expense Management

Set Up Security for Expense Management

Set up:
Enable these features: Security:
These domains in the Common Financial Management functional area:
  • Process: Credit Card
  • Worker Data: Credit Card Transactions
These domains in the System functional area:
  • Security Configuration
  • Set Up: System
  • Process: Expense Report - Reporting
    subdomain on the
    Process: Expense Reports
     domain in the Expenses functional area.
  • Expenses Third-Party Configuration
     domain in the Integration functional area.
You can create a user-based security group to make automated expenses functionality available only to specific users and an intersection for the new security group or you can provide access to all users.
  1. Constrain access to
    Expense Management
    .
    1. Access the
      Create Security Group
      task.
      1. From the
        Type of Tenanted Security Group
         prompt, select
        User-Based Security Group
        .
      2. In the
        Name
         field, enter a name for the security group. Example:
        Automated Expenses
        .
      3. Click
        OK
         twice.
      4. From the related actions menu of the new security group, select
        User-Based Security Group Assign Users
        .
      5. From the
        System Users
         prompt, add the employees for whom you want to enable automated expenses.
      6. Click
        OK
         and
        Done
        .
      See: Create User-Based Security Groups.
    2. Access the
      Create Security Group
       task again.
      1. From the
        Type of Tenanted Security Group
         prompt, select
        Intersection Security Group
        .
      2. In the
        Name
         field, enter a title for the intersecting security group. Example:
        Intersection for Automated Expenses
        and
        Employee As Self Security Groups
        .
      3. Click
        OK
        .
      4. From the
        Security Groups to Include
         prompt, select:
        • The new security group that you created. Example:
          Automated Expenses
          .
        • The existing
          Employee As Self
           security group
      5. Click
        OK
         and
        Done
        .
    3. Access the
      Create Security Policy for Domain
       task.
      1. From the
        For Domain
         prompt, select
        Self-Service: Automated Expenses
        .
      2. Select the
        Confirm
         check box.
      3. Click
        OK
        .
      4. In the
        Report/Task Permissions
         grid, remove any pre-populated security groups.
      5. On the
        Security Groups
         column, add the new intersection security group you created. Example: I
        ntersection for Automated Expenses
         and
        Employee As Self Security Groups
        .
      6. Select both the
        View
        and
        Modify
         check boxes.
      7. Click
        OK
         and
        Done
        .
  2. Provide access to
    Expense Management
     to all users.
    1. Access the
      Create Security Policy for Domain
       task.
    2. From the
      For Domain
       prompt, select
      Self-Service: Automated Expenses
      .
    3. Select the Confirm check box. On the Security Groups column, add the
      Employee as Self
       or
      Contingent Worker as Self
       security group.
    4. Select both the
      View
       and
      Modify
       check boxes.
    5. Click
      OK
       and
      Done
      .
  3. Activate Pending Security Policy Changes.