Granting Access to Data Forms

Planners can view or enter data only into data forms to which they have access (and can work only with members to which they have access). Administrators and interactive users have write access to all data forms for design modifications.

Only planners and interactive users can be granted access to data forms.

To grant access to data forms:

  1. Open a Oracle Hyperion Planning application. See Accessing Planning Applications.
  2. Select Administration, then Manage, and then Forms and Ad Hoc Grids.
  3. Select the folder that contains the form to which access is to be granted.
  4. In Forms and Ad Hoc Grid Management, select a form.
  5. Click Assign Access button
  6. In Assign Access window, click Add Access button.
  7. Select the users or groups that are to be granted access to the form.

    Note:

    Only the users and groups provisioned to the current application, but not assigned access to the form, are listed on the Add Access window.

  8. Select the type of access (Read, Write, or None) to grant.
  9. Click Add. Consult online help for assistance.
  10. In the Add Access window, select Close.
  11. In the Assign Access window, select Close.