Assign the CBS requester role manually

Create a role rule to control which employees receive the CBS requester role, so access is granted based on conditions defined by an administrator.

Before you begin

Role required: admin

Navigate to Admin > Admin Home > Core Business Suite.
On the Product Hub page, select Configure to open the Configuration Console page.
In the Configuration Summary section, navigate to Employee Experience > Requester role.
Select the link Assign manually via 'CBS Client Role Rule' to manually assign the CBS requester role.
On the CBS Client Role Rule form, fill in the fields and select Submit.

For a description of the field values, see CBS Client Role Rule form.

A role rule is created to determine how the CBS requester role gets assigned to your employees.