This activity is used to define access rights for a position.
Navigate to Position - Access Setup and select the structure ID for which you want to define position based access.
On the Access Definition tab, create a new record. In the Position field, select the position that will receive access rights. In the Accessible Position field, enter the ID of a position that will become accessible by a supervising position. Indicate Yes in Include Access to Position Holder option if you would like to grant access to all employees assigned to the position specified in the Accessible Position field. Indicate Yes in Include Access All To Lower Positions option if you would like to grant access to subordinate positions of the position entered in the Accessible Position field. In the Selection Type field, define if the entire record will grant or remove access. If the include option is selected, access rights selected in all other fields will be granted. If the exclude is selected, all access rights will be excluded. In the Access Role ID field, select the access role. It limits what fields can be viewed or modified by a supervising position. Indicate the Validity Period for the access assignment. Indicate the Generation Order if you wish to change the order in which access is generated. To do so, select a record and then choose Move Up or Move Down options to change the order. This is important only if you have several records defined for a single supervising position. If a supervising position receives access to a subordinate position from several access records, the records overwrite each other. As a result, the subordinate position is accessible only with the access role of the last overlapping record.
On the Access Results tab, inspect the results of the position access configuration done in the Access Definition tab. Every access relation between a supervising position and the accessible position is displayed on the tab. A single record on the Access Definition tab can translate into dozens of records shown here. The tab displays every access relation between a pair of positions, regulated by an access role. You can view relations valid only a certain date by indicating a specific date in the Date valid on option.
In order to perform this activity:
As a result of this activity, position based access will be defined for a position. Every employee assigned a supervising position ID will automatically receive all associated access rights.