Managing Artifact and Data Access

As a Service Administrator, you can configure security on these application elements:

  • Forms

  • Task Lists

  • Financial Reporting reports

  • Dimensions

  • Integrations

    • Oracle Smart View for Office

    • Migration

    • Data Management

    • Oracle Hyperion Financial Close Management

Users assigned a System Administrator or Power User role can access Data Management even if they are not specifically assigned the following permissions:

  • Run Integration
  • Drill Through
  • Create Integrations

Users assigned a Viewer or Planner role can access the Workflow and Setup tabs in Data Management if they are specifically assigned the following permissions:

  • Run Integration
  • Drill Through
  • Create Integrations

The following table shows the functionality for each role.

Table 3-1 Functionality by Role

Functionality Viewer User Power User Service Administrator
View data through Forms Yes Yes Yes Yes
View Data through Data Analysis tools (FR, Forms, Smart View, Ad hoc Grids) Yes Yes Yes Yes
Enter data through Forms   Yes Yes Yes
Load data through FDMEE     Yes Yes
Submit data for approval   Yes Yes Yes
Drill through to source system Yes Yes Yes Yes
Consolidate data   Yes Yes Yes
Create and maintain forms     Yes Yes
Create Smart View Worksheets   Yes Yes Yes
Create and start the approval process for Process Control units   Yes Yes Yes
Perform actions on Process Control Approval units   Yes Yes Yes
Perform all functional activities for the application (except create and assign user roles)       Yes
Dimension Management       Yes
Member Formula Management       Yes