Assigning Security Roles

Access is dependent on user security roles and the privileges given to the role.

Table 3-1 Security Roles

Security Role	Description
Tax Administrator	All Power User privileges Full access to all tasks, templates and schedules Define years and periods Create and manage Task Types, Integration Types, Attributes, and Alert Types
Tax Power User	All Close User privileges Create and import tasks Create and manage templates and schedules Create task types and view tasks types created by others
Tax User	Schedule Viewer Task Owner Access to Dashboard, limited by access level Modify status, create and modify alerts, comments, and questions, limited by access level Create and manage filters
Tax Report Designer	Access to Manage Reports Access to Generate Reports

You assign security roles in Oracle Hyperion Shared Services Console, which displays a list of users, groups, or teams from the external authentication provider. You can assign security roles to groups or individuals.

To assign security roles:

1. From Oracle Hyperion Enterprise Performance Management Workspace, select Navigate, then Administer, and then Shared Services Console to access Oracle Hyperion Shared Services.
2. Expand the User Directories folder, and then expand the directory where the users reside.
3. Perform one of these actions:

   • To assign security roles to a user, select Users.

   • To assign security roles to a group, select Group.

4. Search for and select a user or group.
5. Provision the user using one method:

   • Right-click and select Provision.

   • Select Administration, and then Provision.

   • Click Provision.

6. From Available Roles, expand and select your application.
7. Select a role, click the arrow button to add the role to the user, and then click Save.
8. Review the summary report, and then click OK.