Before you Begin
This tutorial shows you how to create user-defined application roles and assign users to the user-defined application roles.
Background
A predefined application role comprises a set of permissions that determine what users can see and do after signing in to Oracle Analytics. You can also create user-defined application roles to use along with the default application roles.
Your user-defined application roles don't have any members or privileges. As an administrator, you assign application roles to users. You can select from the pre-defined application roles from which the user-defined application role inherits permissions, select users with the required permissions, or use a combination of both options.
In this tutorial, you create three user-defined application roles that you can use in the Create Role-Based Filters to Limit Data tutorial.
What Do You Need?
- Access to Oracle Analytics with administrative privileges
Create Application Roles
In this section you create three application roles.
- Sign in to Oracle Analytics as an administrator.
- On the Home page, click Navigator , and then click Console.
- In the Console, click Users and Roles.
- In Users and Roles, click Application Roles. In the Application Roles page, click Create Application Role.
- In Create Application Role, enter
SalesVP
in Application Role Name. EnterSales VP
in Display Name, and then click Create. - In the Application Roles page, click Create Application Role.
- In Create Application Role, enter
SalesRep
in Application Role Name. EnterSales Rep
in Display Name, and then click Create. - In the Application Roles page, click Create Application Role.
- In Create Application Role, enter
SeniorSalesVP
in Application Role Name. EnterSenior Sales VP
in Display Name, and then click Create.The Senior Sales VP needs to see all the sales data.
Assign Users to the Application Roles
In this section, you add users to the Sales VP, Sales Rep, and Senior Sales VP application roles. In this tutorial, the selected users get permissions from the predefined DV Author User application role which enables their ability to create workbooks. The Senior Sales VP can see the data for all Sales Reps. While the Sales Reps can only see their sales data. The Sales VPs can only see the sales data of the Sales Reps assigned to them.
The users selected in this section are test users for demonstration only. You need to select users or application roles from your environment that have the appropriate permissions.
- In the Application Roles page, click SalesVP. Under Direct Members, click Users.
- Click Add User. In Add Users to Sales VP, click a user in the list and then click Add.
The image shows sample user names in a demo instance of Oracle Analytics. Your list of users are usually the first and last name of the user as the display name, and the user's email address as the user name.
- In the Application Roles page, click SalesRep.
- Under Direct Members, click Users.
- Click Add User. In Add Users to Sales Rep, click a user in the list and then click Add.
- In the Application Roles page, click SeniorSalesVP.
- Under Direct Members, click Users.
- Click Add User. In Add Users to Sales Rep, click a user in the list who isn't a member of the Sales Rep or Sales VP application roles, and then click Add.
Learn More
Create User-Defined Application Roles and Assign Users in Oracle Analytics
F74013-02
May 2023
Copyright © 2023, Oracle and/or its affiliates.
Learn how to create user-defined application roles and assign users to the roles in Oracle Analytics.
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