Creating and Managing Templates

Prerequisites

You have created End User Personalization IDs (EUP ID) in the Customizing activity Maintain End User Personalization under Start of the navigation pathGovernance, Risk, and Compliance Next navigation step Access Control Next navigation step User ProvisioningEnd of the navigation path.

Context

You can use the Access Request Template screen to create, update, or delete templates. Templates allow you to facilitate the creation of access requests by defining details that you consistently use in access requests. For example, you know that members of the finance team always require access to the finance system and always require the Finance_User role. You can create a template with these details and you can use this template to create requests for new finance members. The application automatically inserts the information from the template into the new request.

Procedure

  1. On the Access Management work center, under the Access Request Administration menu group, choose Template Management.

    The Access Request Template screen appears.

  2. Choose Create.
  3. In the Template Details tab page, enter information in the required fields.

    The EUP ID defines the fields and default values on the Access Request screen.

  4. On the Access Details tab page, enter details for user, access, and so on, as needed.
  5. Choose Save.