Adding Access to Task Lists

To assign access to task lists:

1. Open the Manage Task Lists page.

   See Managing Task Lists.

2. Select the task list to modify.
3. In the Task List area, select Actions, and then select Assign Access.
4. Optional: To migrate a user or group's changed identity or their position in the user directory from Oracle Hyperion Shared Services Console to Oracle Hyperion Planning, click Migrate Identities.
5. Optional: To remove deprovisioned or deleted users or groups from the Planning database to conserve space, click Remove Nonprovisioned Users/Groups.
6. Click Add Access.
7. Select the users or groups to access the task list.

   • Click Users to display all user names; click Groups to display all groups.

   • If there are multiple pages of users and groups, type the page number to go to in Page, and click Go.

   • Click Start or End to navigate to the first or last page.

   • Click Prev or Next to move to the previous or next page.

8. For Type of Access, select how users or groups can use the task list:

   • Assigned: View and use

   • Manage: Modify

   • Manage and Assign: View, use, and modify

   • None: No access

9. Click Add.
10. Click Close.