Elements created once for the whole solution

Below you'll find the elements that need to be created once in the initial application onboarding.

Resource folders

Resource folders are created once based on the desired levels of approval, for example:

• Manager and owner approval
• No approval

To create a new Resource folder:

1. Go to Setup > Master data > Resources > Resource folders.
2. Click New.
3. Create the following Resource folders:

• One folder per approval level, for example, Manager and Resource owner approval:

  

• One folder per approval level, for example:

  • No approval
  • Manager approval
  • Manager and Resource owner approval
  
  

Resource types

Resource types are created once for use for application accounts and roles.

To create a new Resource type:

1. Go to Setup > Master data > Resources > Resource types.

2. Click New.

3. Create the following Resource types:

   • Application role (available in product; only necessary if you don't want to use the standard application role resource type)
   
   
   
   note

   In most cases, you only need to create one Resource type. Reasons to create multiple types include Post-validity, Attributes (for example, for data separation), Exclusively managed resources.

   • Application account
   
   
   

   In most cases, you only need to create one account type for all application accounts.

4. Set Prevent self-service to Yes.

   

Naming convention

See Naming convention for details.