Provisioning Users and Groups withDocument Repository Roles

Document Repository roles allow users to access the Oracle Hyperion Financial Reporting Web Studio and Oracle Hyperion Financial Reporting. The data that users can view and analyze using Financial Reporting Web Studio and reports is controlled by the roles that they have in the data source. Users can view Oracle Hyperion Financial Management application data in Financial Reporting if they have a Financial Management application role that allows them to view data.

To provision users or groups with Document Repository roles:

  1. Access Oracle Hyperion Shared Services Console as Security Administrator. See Accessing Shared Services.
  2. Provision users or groups.
    1. Find users or groups to provision.
    2. Right-click the user or group, and 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 theDocument Repository application group.
    5. Select the roles that you want to assign to the users or groups, and click Add.

      See Financial Reporting (Document Repository) Roles for information on the roles that you can assign to users and groups.

    6. Click Save.
    7. Click OK.