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Procedure documentationCreating and Managing Templates Locate this document in the navigation structure

 

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 predefining 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 thereafter you can use this template to create requests for new finance members. The application uses the information in the template and automatically inserts the information in the request.

Prerequisites

You have created End User Personalization IDs (EUP ID) in the Customizing activity Maintain End User Personalization under   Governance, Risk, and Compliance   Access Control   User Provisioning  .

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. For more information, see the Customizing activity Maintain End User Personalization, under   Governance, Risk, and Compliance   Access Control   User Provisioning  .

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

  5. Choose Save.