Assign BI Administrator Role to User

Before a user can create and edit the CTA Payables Reclassifications report, you must create a custom role that includes the BI Administrator role and then assign the role to the user.

The BI administrator role has permissions to create and edit OTBI reports and dashboards.

1. Open the Security Console, select the Roles tab, and click Create Role.
2. On Basic Information, complete the following fields:
   • Role Name
   • Role Code
   • Role Category: Select Financials – Job Roles.
3. Click Next until you reach the Role Hierarchy page.
4. Click Add Role and then search for BI Administrator Role.
5. Select the role and click Add Role Membership.
6. Click Next until you can save and close the page.
7. Click the Users tab and search for the user that you want to assign the role to.
8. Click the user link to access the user details.
9. Click Edit and then click Add Role.
10. Search for the role you added and click Add Membership, Done.