Adding or Updating Workbook Permissions

You can assign users and roles, access permissions (Read-Write and Read-Only), and share permissions (View and Edit) to a workbook that you create or administer.

The shared folder's permissions default into the workbook's Access and Share tabs. You can set permissions on the workbook to fine-tune the default permissions.

A workbook's default permissions are based on roles. Roles and the permissions you assign in the Access tab determine who can access the workbook and what they can do with it. For example, open, open in a new tab, inspect, favorite, rename, export, move to, duplicate, and delete.

The permissions you assign in the Share tab determines which actions users can perform on the workbook, such as rename, move to, save and save as.

Oracle recommends that you use the CIC Analytics Home Page and not the Classic Home Page to update workbook permissions.

  1. In the Home Page, click Navigator, and then click Catalog.
  2. Click Shared Folders, and then navigate to the workbook.
  3. Hover over the workbook, click Actions menu, and then click Inspect.
  4. Click the Share tab, and select the All tab.
  5. In the Search bar, enter the name of the custom role created for CIC Analytics or enter multiple user names, and then select Edit.

    The permissions that default into this tab are the same permissions that default into the Access tab.

    1. Remove BI Consumer and DV Content Author roles.
    2. Click Save.

    For more details, see How To Secure and Share Data Visualization Projects in Oracle Analytics (Doc ID 2642690.1).

  6. Click the Access tab to add or update users and roles and permissions of a custom role as follows:

    The permissions in this tab default from the access permissions set on the folder.

 

Read-Only

Read-Write

View

Able to see a workbook

Unable to change a workbook

Unable to Save or Save As content

Unable to move content in or out of a workbook

Able to see a workbook

Unable to change a workbook

Unable to Save or Save As content

Unable to move content in or out of a workbook

Edit

Able to see and change content in a workbook

Able to save a workbook with a new name

Unable to save over existing content

Unable to move content into the shared workbook

Able to see and change a workbook

Able to save with a new name

Able to save over existing content

Able to move content into a shared workbook

  1. Click Save.

Related Topics

Assigning Shared Folder and Workbook Permissions

Add or Update Shared Folder Permissions

Grant Permissions to Access Folders for Users with Specific Roles


Last Published Friday, December 8, 2023