Creating EPM Groups

Service Administrators or users with Access Control - Manage application role can create EPM groups. Oracle Enterprise Performance Management Cloud users and other groups can be members of a group. You cannot create an IDCS or PREDEFINED group using this option.

Note:

You may also use Migration or the createGroups EPM Automate command to import group information from a file to create groups.

To create groups:

1. Open Access Control. See Opening Access Control.
2. In Manage Groups, click Create.
3. In Create Group, complete these steps:
   1. In Name, enter a unique group name (maximum 256 characters). Group names are not case-sensitive.
      EPM Cloud does not allow you to create groups with names identical to an IDCS or a PREDEFINED group.
   2. Optional: Enter a group description.
4. Optional: Add groups to create a nested group.
   1. In Available Groups, search for groups. See Using Search for instructions on using the Search feature.
      Groups of all types that match the search criterion are listed. By default, this list is sorted by Group Name values.
   2. From Available Groups, select the member groups for the new group.
   3. Click Move.
      The selected groups are listed under Assigned Groups. To remove assigned groups, from Assigned Groups, select the group to remove, and then click Remove.
5. Optional: Add EPM Cloud users as members of the group.
   Only users who are assigned to a predefined role can be added as group members.
   1. Click Users.
   2. In Available Users, search for users. See Using Search for instructions.
      Users that match the search criterion are listed. By default, this list is sorted by User Login values.
   3. From Available Users, select the users to add to the group.
   4. Click Move.
6. Click Save.
7. Click OK.