1. Securing Sales and Fusion Service
  2. View Reporting Roles

View Reporting Roles

Viewing reporting roles can help you to understand Oracle Transactional Business Intelligence security. This topic explains how to view the following:

  • The reporting roles that a job role inherits

  • The reporting roles you are assigned

View the Reporting Roles Assigned to a Job Role

To view the OTBI reporting roles that a job role inherits, perform the following steps:

  1. Sign in to the application with the IT Security Manager job role.

  2. Select Navigator > Tools > Security Console.

  3. On the Security Console, search for and select a job role. For example, search for the Sales Manager 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.

  4. Notice that the Sales Manager job role inherits the BI Author Role directly. The Sales Manager job role also inherits a number of Transaction Analysis Duty roles, such as the Sales Managerial Transaction Analysis Duty role and the Marketing Lead Transaction Analysis Duty role.

  5. Click the Show Graph icon to switch to a graphical view of the Sales Manager job role.

  6. Locate and expand one of the OTBI roles, for example, expand the Sales Managerial Transaction Analysis Duty role.

    Notice that the role inherits the BI Consumer Role. It also inherits the Transactional Analysis Duty role which is required to run queries and reports.

View the Reporting Roles You Are Assigned

To view all of the duty roles that you are assigned, including Business Intelligence roles and Transaction Analysis Duty roles, perform the following steps:

  1. Select Navigator > Tools > Reports and Analytics to open the Reports and Analytics work area.

  2. Click the Browse Catalog button.

    The Catalog page opens.

  3. Click your user name in the global header, then select My Account.

  4. Click the Application Roles tab.

    All the duty roles you are assigned are listed, including Transaction Analysis Duty roles and Business Intelligence roles.

  5. Click OK to return to the Catalog page.

  6. Click Sign Out to return to the Oracle Applications Cloud window.