Security Design

Setting up users, groups, and access permissions effectively is crucial for ensuring secure access and efficient management.

Understand access permissions, including user and role management, application artifacts that can be assigned permissions, types of access permissions, and managing and reporting on access permissions. See Setting Up Access Permissions and Defining Cell-Level Security in Administering Planning.

Learn about managing users and configuring security settings in Administering Access Control for Cloud EPM:

• Managing Users and Roles
• Configuring Security Settings

Get an understanding of access control, managing role assignments, and generating reports in Administering Access Control for Cloud EPM:

• Overview of Access Control
• Managing Role Assignments at the Application Level
• Generating Reports

Watch the videos on Customer Connect:

• Approval Groups and Phased Approvals
• Cell Level Security for Cloud EPM Applications.

Complete the tutorials:

• Setting Up Security in Planning
• Setting Up Security in Cloud EPM