Home Cloud Cloud Applications Tax Reporting Oracle EPM Tax Reporting Set Up andConfigure Administerand Use Monitor andMaintain Choose a topic, and select a link for step-by-step instructions. The links are arranged with the initial tasks on the left. Choose a Set Up and Configure topic... Activate Subscription and Configure the Environments Configure Security and Access Configure the Business Process Discover Oracle Cloud EPM Tax Reporting Activate Subscription Activating an EPM Cloud Subscription Creating Identity Domain Administrators and Service Administrators Creating an EPM Cloud Instance Configure Environments Overview of Creating a Business Process Configuring Tax Reporting Set up Security Components Configuring Single Sign-On Setting up Secure Access Using Allowlist Managing User Credentials Restricting Access Using Sign-On Policies Customizing the Logout URL Understanding EPM Cloud Security Compliance Features Managing Users and Assigning Roles Troubleshoot Issues Resolving Order Processing Issues Establish EPM CoE Setting up and Using the EPM CoE Overview of Security and Roles in Cloud EPM Understanding Security in Tax Reporting Cloud Create Users Creating Users Creating Many Users at Once Using a Batch File Create Groups for Environment Access Creating Identity Cloud Groups and Assigning Predefined Roles Assign Environment Access Understanding Tax Reporting Predefined Roles Assigning Predefined Roles to Users Create Application Groups to Assign Application Roles Creating Application Groups and Adding Members (Users) Assigning Application Roles to Groups Assign Artifact Access Working with Access Permissions Permission Types Assign Data Security Defining Cell-Level Security Defining Valid Intersections Managing Valid Intersections Security and Access-Related Reports Generating User, Group, and Role Assignment Reports Viewing Access Permission Reports Automate Security Tasks Using REST APIS to Mange Users, Roles, and Groups Creating Users Using EPM Automate Assigning Roles Using EPM Automate Using EPM Automate to Create Access Control Groups Using EPM Automate to Add Users to a Group Using EPM Automate to Add One User to Many Groups Troubleshoot Issues Resolving User, Role, and Group Management Issues Resolving Login Issues Dealing with Down Environments Create an Application Tour of Tax Reporting Cloud Creating the Tax Reporting Application Creating a Tax Reporting Application Getting Started with Tax Reporting Cloud Working with Dimensions Importing Metadata Importing Metadata Importing Metadata Using EPM Automate Exporting Metadata Using a REST API Working With Metadata in Tax Reporting Cloud Create an Application by Migrating a Snapshot What Snapshots Can I Migrate to EPM Cloud? EPM Enterprise and Standard Cloud Migration Paths Available Legacy EPM Cloud Snapshot Migration Paths Create a Sample Application Creating the Sample Application Connect Environments Connecting EPM Cloud Environments Configuring Navigation Flows Configure Maintenance and Content Upgrade Time Setting the Maintenance Start Time from a Screen Setting the Maintenance Start Time using EPM Automate Setting the Maintenance Start Time using a REST API Setting Content Upgrade Start Time from a Screen Install Clients and Utilities Available Clients and Utilities Downloading and Installing Clients (Smart View, EPM Automate, etc.) Installing EPM Automate Setting up Smart View Enable Application Features Enabling Application Features Configuring a Tax Reporting Application Configuring Entities and Jurisdictions in Tax Reporting Cloud Application Models Application Models
Managing Users and Assigning Roles