dspConduct

Configure Roles in a Position

A Security Administrator can include or remove roles to a position. Before performing this task, design the governance elements in dspConduct™ > Design and add a position. Refer to dspConduct™ Design Process Overview and Add a Position for more information.

Roles can have conflicts where the same user is not allowed to finish both roles within a conflicting role pair. A user cannot be included in position(s) with roles that are designed to conflict on the Role (Conflicts) page in dspConduct™ > Design. Refer to Add a Conflict to a Role for more information.

To configure roles in a position in dspConduct™:

  1. Select dspConduct > Security > Positions in the Navigation pane.

  2. Click the Roles icon for a position.

    View the field descriptions for the Position Role page.

  3. Select one or more roles, and then click the Include or Remove icon as needed.

    The Include All Roles option allows the user to include all of the roles in the position without having to scroll through the list and select them all first.

    NOTE: If a role is removed from a position that has role level org unit value assignments, all of the org unit value assignments are removed from the role on the Position Role page. If the role is later included in the position, the org unit value assignments must be recreated.

    NOTE: This option allows a System Administrator to set the Read Only/Editable setting for all of the org unit values for a role.  If a role is set to read only, every org unit value assigned to the role is set to read only. However, this setting can be overwritten at the org unit value level.  If  any one of the org unit values is set to editable on the Position Role Org Unit 1 2 or 3 page, the role is editable. Refer to Configure the Read-Only/Editable setting for Org Unit Value Assignments for Roles for more information.

Next, configure category org unit value assignments for roles at the position level.