Adding, Changing, and Removing Permissions to Artifacts and Folders

The permissions assigned to artifacts (forms, dashboards, infolets, and reports, books, and bursting definitions) and folders refer to the ability to modify the artifact and folder definitions and not the underlying data.

To assign permissions to artifacts and folders:

  1. Navigate to the artifact (Data, Dashboards, Infolets, Reports, or Documents) page.
  2. Click the Actions icon next to the artifact or folder and click Assign Permission, or use the checkboxes to select one or more artifacts or folders, click the global Actions menu, and then click Assign Permission to assign permissions to the selected artifacts or folders.

    Note:

    • Multi-select only works if you're viewing one of the standardized artifact pages (Dashboards, Infolets, Data, Rules, or Documents). All other artifact pages use the legacy interface, and for legacy artifact pages, you can assign permissions to only one artifact or folder at a time. See About the Standardized Cloud EPM Platform Artifact Pages.

    • To assign permissions to the Library folder on an artifact page, click the global Actions button without selecting an artifact in the list region, and then select Assign Permission.

  3. Perform a task:

    • To add permissions for a user or group, click Add User/Group, select from the list of available users and groups, and then use the arrows to move your selections to the Assigned Permissions pane.

    • To edit the type of permissions for a user or group, select an option:

      • Click Read to allow the selected users and groups to view the artirfact or folder in the listing, but not allow them to create, edit, or delete the artifact or folder information.

      • Click Write to allow the selected users and groups to view the artifact or folder in the listing, and to create, edit, or delete the artifact or folder information.

      • Click None if you don't want the selected users or groups to view the artifact or folder in the listing.

    • To remove permissions for a user or group, click Remove icon (Remove) next to the user or group.

  4. Click Save.