View Reporting Roles and Permissions

Viewing reporting roles and permissions can help you to understand how Oracle Transactional Business Intelligence security works.

This topic explains how to view:

• The reporting roles that a job role inherits

• The permissions for sample Oracle Transactional Business Intelligence reports in the Business Intelligence Catalog

View Inherited Reporting Roles on the Security Console

Sign in with the IT Security Manager job role or privileges and follow these steps:

1. On the Security Console, search for and select a job role. For example, search for and select the Human Resource Analyst job role.

   Depending on the enterprise setting, either a graphical or a tabular representation of the role appears. Switch to the tabular view if it doesn't appear by default.

2. Human Resource Analyst inherits many Transaction Analysis duty roles, such as Documents of Record Transaction Analysis and Absence Management Transaction Analysis. These roles (without the word Duty in their names) are HCM roles. Their role codes start with the characters ORA_. Find these roles in the table.

3. Notice also the many Transaction Analysis Duty roles (with the word Duty in their names) that appear here. For example, Human Resource Analyst inherits the Documents of Record Transaction Analysis Duty and Absence Management Transaction Analysis Duty roles. These roles are OBI roles. Their role codes start with the characters FBI_. Find these roles in the table.

4. Notice that the Absence Management Transaction Analysis Duty role inherits BI Consumer Role. Most of the OBI duty roles inherit BI Consumer Role.

5. The Human Resource Analyst role inherits BI Author Role directly. Find BI Author Role. Notice that BI Author Role also inherits BI Consumer Role.

Tip: You can export the role hierarchy to a spreadsheet for offline review.

View Permissions in the Business Intelligence Catalog

To view these permissions, you must have a role that inherits BI Administrator Role. None of the predefined HCM job roles inherit BI Administrator Role.

1. Open the Reports and Analytics work area.

2. In the Contents pane, click the Browse Catalog icon. The Business Intelligence Catalog page opens.

3. In the Folders pane, expand Shared Folders.

   Expand the Human Capital Management folder and then the Payroll folder.

4. Click the Transactional Analysis Samples folder.

   A list of reports appears on the BI Catalog page.

5. Under Costing Reports, click More > Permissions.

   The Permissions dialog box opens. Scroll if necessary to see the complete list of permissions, which includes the role BI Administrator Role.

6. Click the Oracle Applications tab to return to the home page.