Changing and Removing Access to Task Lists

To change or remove access to task lists:

  1. Open the Manage Task Lists page.
  2. Select the folder and task list to modify, then click Assign Access.
  3. 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.
  4. Optional: To remove deprovisioned or deleted users or groups from the Planning database to conserve space, click Remove Nonprovisioned Users/Groups.
  5. Perform a task:

    To change access to task lists:

    1. Select users or groups, and click Edit Access.
    2. For Type of Access, select:
      • Assign: View and use

      • Manage: Modify

      • Manage and Assign: View, use, and modify

      • None: No access

    3. Click Set.

    To remove access to task lists:

  6. Click Close.