Permissions and Policies Reports
Permissions and policies reports provide a comprehensive view of permissions and policy types assigned to users and groups across all applications. These reports make it easy to view user access across applications so you can set up access or modify it. From a report, you can inspect the associated applications, dimensions, and data chain objects to view more details or make changes to the permissions and policies.
Note:
Permissions and policies on archived data chain objects are not included in the reports.The following reports are available:
- By User: Displays permissions and policies for a specified user.
- By Group: Displays permissions and policies for a specified user group.
- Policy Listing: Displays a list of all policies across selected data chain objects.
Navigating Permissions and Policies Reports
These icons are used in permissions and policies reports:
-
- Indicates a permission
-
- Indicates a policy
-
- Indicates a user
-
- Indicates a user group
You can search the report results by clicking 
and entering text. The columns of the report are searched for the text that you enter. You can also download the report by clicking 
.
Use the filters to customize a report to display specific permission and policy information.
Click Refresh
to rerun the report after you change a filter, and click Reset All
Filters icon 
to reset the filters on any report to the default settings.
By User
To create a report by user, make selections from these filters:
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Data Chain - Select All or make selections from: application, dimension, node type, and hierarchy set.
-
User - Select All, Current User, or a specific user. The default setting is Current User when the report is first opened.
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Policy/Permission - Select All, Approver, Committer, Data Manager, Metadata Manager, Notified, Owner, Participant(Read), or Participant(Write).
For example, in this report, Anita has Data Manager permission to three applications, Metadata Manager permission to Corporate Planning, Participant(Write) permission to the Financials Cloud application, and she is an Approver for the Corporate Company dimension in the Financials Cloud application.
By Group
To create a report by group, make selections from these filters:
-
Data Chain: Select All or make selections from: application, dimension, node type, and hierarchy set.
-
User Group: Select All or a specific group.
Note:
Groups that do not currently contain any users are indicated by a
icon. Service Administrators can assign users to the groups in Access Control.
See Overview of Access Control in Administering Access Control
for Oracle Enterprise Performance Management Cloud.
-
Policy/Permission: Select All, Approver, Committer, Data Manager, Metadata Manager, Notified, Owner, Participant(Read), or Participant(Write).
For example, in this report, the Analyst user group has Participant(Write) permission to two applications.
To view the users assigned to a group, place your cursor over the row and hover over the information icon.
Policy Listing
To view policies, make selections from these filters:
-
Data Chain: Select All or make selections from Application, Dimension, Hierarchy Set, or Node Type. Use this filter to select the level at which the policies are defined.
- Policy Type: Select Approval, Commit, or Notify.
- Level: Select All,
Application, Dimension,
Hierarchy Set, or Node Type. Use this
filter to select the data chain object that the policy is on.
For example, select the Corporate Planning application in the Data Chain filter and Hierarchy Set in the Level filter to view all of the policies on all of the hierarchy sets in the Corporate Planning application.
- Method: Select All, , Parallel, Serial, Ownership, or Management Hierarchy.
- Policy Group: Select All or a specific user or group.
- Enabled: Select All, True, or False.
For more information about permissions and policies see: