Share and Access Permissions for a Project

You can set share and access permissions to specify the users who can view, edit, or read a project.

For example, you might provide a colleague with editing privileges for one of your projects.

To share a project with specific users, you must save the project in a folder in the Shared Folders page and change the default permissions. You can't save a project directly in the Shared Folders page; you can save it only in a folder on that page. You can add multiple users and roles to a project. If you don’t change the permissions, then only default users and roles assigned to the project can view, read, or edit the project.

Use the following inspectors to set the permissions:

  • Project inspector - Share and Access tab
  • Folder inspector - Access tab

Set Permissions for a Project

You can use share and access permissions to control view, edit, or read access to projects in the Shared Folders area.

Before you set the permissions for a project, save it in a folder in the Shared Folders page. After you set permissions for a project, a user with read access who opens the project sees all the save options disabled and a message indicating that the project is read-only.
  1. Go to the Catalog page, click Shared Folders, then navigate to the project you'd like to share.
  2. Select the project and click the Actions menu, then click Inspect.
  3. Use the Access tab to specify who can access your project by adding users or roles.

Set Permissions for a Shared Folder

You can use access permissions to control read access to a folder in the Shared Folders page.

If you set access permissions to a folder, those permissions are automatically applied to all the subfolders and projects in the folder.
  1. Go to the Catalog page, click Shared Folders, then navigate to the folder you'd like to share.
  2. Select the folder and click the Actions menu, then click Inspect.
  3. Use the Access tab to specify who can access the folder by adding users or roles.

Access and Share Rules

You can use the access and share rules to set the permissions for each user who can work with projects.

The following list describes the access and share rules:

  • Access (Read-Only and Read-Write) Rules:
    • Permissions are evaluated by looking at any hierarchies configured for roles.
    • Permissions set for roles closest to the top level in the role hierarchy are superseded by permissions set for roles at a lower level in the role hierarchy.
    • If there are multiple rules at the same level, the permission set for the first role in the Oracle BI Presentation Catalog list in Oracle Analytics Cloud - Classic supersedes other roles.
    • User permissions always override role permissions.
  • Share (Edit and View) Rules:
    • If a user is a member of any role with edit permission, that user can edit the project.
    • If a user has edit permission, that user can edit the project.
    • If a user is a member of any role with view permission, that user can view the project.
    • If a user has view permission, that user can view the project.