Setting access permissions to Planning application elements prevents unauthorized users from viewing or changing data. You can set access permissions at these levels:
Authentication of provisioned users and groups by an external user directory. See the Oracle Enterprise Performance Management System User and Role Security Guide and its information on Planning.
Oracle Hyperion Shared Services roles that set access permissions for managing application groups, applications, dimensions, users, and groups. For example, users must have these Shared Services roles to perform the specified tasks:
Project Manager: Creates and manages application groups in Shared Services.
Provisioning Manager: Provisions users and groups to applications.
Dimension Editor: Required for Performance Management Architect and Planning application administration. For Performance Management Architect, allows access to application administration options for Planning. For Planning application administration, allows access to the Planning application administration options for Planning (in combination with the Planning Application Creator role).
Planning Application Creator: Required for Performance Management Architect and Planning application administration. For Performance Management Architect, allows users to create Planning applications and Performance Management Architect Generic applications. For Planning application administration, allows access to the Planning Application Administration options for Planning (in combination with the Dimension Editor role). For detailed information on these roles, see the Oracle Enterprise Performance Management System User and Role Security Guide.
Dimensions, including user-defined dimensions. Assign access permissions to members by selecting the dimension property Apply Security. If you omit or clear the Apply Security setting, all users can access the dimension's members. By default, the Account, Entity, Scenario, Version, Year, Period, and Currency dimensions are enabled for access permissions.
Users and groups, which can vary among applications. Assign access to Planning application elements by using Assign Access.
After updating access permissions, refresh the application to update Essbase security filters.