Provisioning Users and Groups with Planning Application Roles

Each Oracle Hyperion Planning deployment can support multiple Planning applications. You must provision Planning users separately to each application.

Functional Administrator and Planning Provisioning Managers can provision Planning application users using the Oracle Hyperion Shared Services Console.

To provision users or groups with Planning application roles:

1. Access Shared Services Console as a Functional Administrator or as a Provisioning Manager role of the Planning application that you want to provision. See: Launching Shared Services Console
2. Provision users and groups to Planning application:
   1. Find a user or group to provision.

      See Searching for Users, Groups, Roles, and Delegated Lists.

   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, Planning) that contains your Planning application.
   5. Expand the node that represents your application.
   6. Select roles and click Add.

      The selected roles are displayed in Selected Roles list. See Planning Roles for a list of Planning application roles and the tasks to which they provide access.

   7. Click Save.
   8. Click OK.
3. Repeat the preceding step for each Planning application that you want to provision.