Provisioning Groups with Financial Management Application Roles

Each Oracle Hyperion Financial Management instance (deployment) can support multiple applications. You must provision Financial Management users separately to each application.

Oracle Hyperion Shared Services Administrators and Financial Management Provisioning Managers can provision Financial Management application users using Oracle Hyperion Shared Services Console.

To provision users or groups with Financial Management application roles:

  1. Access Shared Services Console as a Functional Administrator or as a user provisioned with the Provisioning Manager role for the Financial Management application that you want to provision. See Launching Shared Services Console.
  2. Provision users or groups to the Financial Management application.
    1. Find a user or group to provision.
    2. Right-click the user or group, and then select Provision.
    3. Optional: Select a view.

      Roles can be displayed in a hierarchy (tree) or a list. You must drill down the hierarchy to display available roles. The list view lists available roles but does not show their hierarchy.

    4. In Available Roles, expand the application group (for example, Financial Management) that contains your Financial Management application.
    5. Expand the node that represents your application.
    6. Select the roles that you want to assign to the users or groups, and click Add button.

      See Financial Management Roles for a list of Financial Management roles and the tasks to which they provide access.

    7. Click Save.

      A dialog box indicates successful provisioning.

    8. Click OK.
  3. Repeat step 2 for each Financial Management application that you want to provision.