Levels of Access Permissions

Setting access permissions to Oracle Hyperion Planning application elements prevents unauthorized users from viewing or changing data. You can set access permissions at these levels:

• Authentication of provisioned users and groups by an external user directory. See the Oracle Enterprise Performance Management System User Security Administration Guide and its information on Planning.

• Oracle Hyperion Shared Services roles that set access permissions for managing application groups, applications, dimensions, users, and groups. For example, users must have these Shared Services roles to perform the specified tasks:

  • Project Manager: Creates and manages application groups in Shared Services.

  • Provisioning Manager: Provisions users and groups to applications.

• Dimensions, including user-defined dimensions. Assign access permissions to members by selecting the dimension property Apply Security. If you omit or clear the Apply Security setting, all users can access the dimension's members.

  By default, the Account, Entity, Scenario, Version, Year, Period, and Currency dimensions are enabled for access permissions.

• Users and groups, which can vary among applications. Assign access to Planning application artifacts by using Assign Access.

After updating access permissions, refresh the application to update Oracle Essbase security filters.