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.

  1. Sign in to Oracle Analytics as an administrator.
  2. On the Home page, click Navigator Navigator icon, and then click Console.
  3. In the Console, click Roles and Permissions.
  4. In Roles and Permission page, click Create Application Role.
  5. In Create Application Role, enter SalesVP in Name. Enter Sales VP in Display Name, and then click Create.
  6. Click Create Application Role.
  7. In Create Application Role, enter SalesRep in Application Role Name. Enter Sales Rep in Display Name, and then click Create.
  8. Click Create Application Role.
  9. In Create Application Role, enter SeniorSalesVP in Application Role Name. Enter Senior Sales VP in Display Name, and then click Create.


    The Senior Sales VP needs to see all the sales data.

    Description of app_roles.png follows
    Description of the illustration app_roles.png

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.

  1. In the Application Roles page, click SalesVP. Click Add Users. In Add Users, click the check box next to users for this role and then click Add Selected.


    The image shows sample user names in a demo instance of Oracle Analytics. Your list of users usually contains the first and last name of the user as the display name, and the user's email address as the user name.

    Description of sales_vp_demo_users.png follows
    Description of the illustration sales_vp_demo_users.png
  2. In the Application Roles page, click SalesRep.
  3. Click Add User. In Add Users to Sales Rep, click a user in the list.


    Description of sales_vp_demo_users.png follows
    Description of the illustration sales_rep_demo_users.png
  4. In the Application Roles page, click SeniorSalesVP.
  5. Click Add User and click a user in the list who isn't a member of the Sales Rep or Sales VP application roles.


    Description of sr_sales_vp_user.png follows
    Description of the illustration sr_sales_vp_user.png

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