Set up application areas

Use the Application Areas page to hide or display specific user interface elements based on the application area to which the elements belong. These settings apply to all users.

To manage application areas for your company

  1. Choose Lightbulb that opens the Tell Me feature., enter application area setup, and then choose the related link.

    The Application Area Setup page opens.

  2. Specify values on the FastTabs as required.

Manage application area access for a security group

Security groups can be set up to allow application areas to be hidden for a specific security group.

The company level setup must be turned on to allow application areas to be used for a particular security group. For example, if Budgeting and Planning is turned off on the company level and turned on for a security group, the application area is not displayed because the company level setting overrides the security group setting.

To manage application area access for a security group

  1. Choose Lightbulb that opens the Tell Me feature., enter security groups, and then choose the related link.

    The Security Groups page opens.

  2. Depending on whether you want to create a security group or configure an existing security group, perform one of the following steps:

    • New security group: To create a security group, on the action bar, choose New, and then on the New Security Group page, perform the following steps:
      1. In Microsoft Entra security group name, specify the name of the Microsoft Entra security group name.
      2. In Code, specify the code that represents the security group.
      3. Choose Create.
    • Existing security group: To configure an existing security group, select a security group from the list.

  3. To perform the security group application area setup, ensure that the limited access security group that you want to update is selected, and then on the action bar, choose Security Group Application Area Setup.

    The Security Group Application Area Setup page opens.

  4. To configure the security group to access specific functionality, turn on the appropriate toggles.

Centrally update security group application areas

On the Security Group Application Areas page, you can update application areas for multiple security groups from a central location.

To centrally update security group application areas

  1. Choose Lightbulb that opens the Tell Me feature., enter security group application areas, and then choose the related link.

    The Security Group Application Areas page opens.

  2. Update the rows as required.

Set up limited access HR requests
Set up limited access for finance and procurement
Set up limited access budgeting and planning

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