Assigning Security Roles

Access to Financial Close Management modules is dependent on user security roles and the privileges given to the role. These security roles are available for Financial Close Management:

Security Role	Description
Close User	Schedule Viewer Task Owner Access to Dashboard, limited by access level Modify status, create and modify alerts, comments, and questions, limited by access level Create and manage filters
Close Power User	All Close User privileges Create and import tasks Create and manage templates and schedules Create task types and view tasks types created by others
Close Administrator	All Power User privileges Full access to all tasks, templates and schedules Define years and periods Create and manage Task Types, Integration Types, Custom Attributes, and Alert Types

You assign security roles in Oracle's Hyperion® Shared Services Console, which displays a list of users and groups from your external authentication provider. You can assign security roles to groups or individuals.

To assign security roles:

From EPM Workspace, select Navigate, then Administer, and then Shared Services Console to access Shared Services.
Expand the User Directories folder, and then expand the directory where the users reside.
Perform one of these actions:
- To assign security roles to a user, select Users.
- To assign security roles to a group, select Group.
Search for and select a user or group.
Provision the user using one of these methods:
- Right-click and select Provision.
- From the menu, select Administration, then Provision.
- Click the Provision button.
From Available Roles, expand Financial Close Management.
Select the Financial Close Management application.
Select a Financial Close Management role, click the arrow button to add the role to the user, and then click Save.
Review the summary report and click OK.