Controlling Access to Saved Customization Options in Dashboards

Overview of Saved Customizations in Dashboards

Saved customizations allow users to save and view dashboard pages in their current state with their most frequently used or favorite choices for items such as filters, prompts, column sorts, drills in analyses, and section expansion and collapse.

By saving customizations, users need not make these choices manually each time that they access the dashboard page.

Users and groups with the appropriate permissions and dashboard access rights can perform the following activities:

Save various combinations of choices as saved customizations, for their personal use or use by others.
Specify a saved customization as the default customization for a dashboard page, for their personal use or use by others.
Switch between their saved customizations.

You can restrict this behavior in the following ways:

Users can view only the saved customizations that are assigned to them.
Users can save customizations for personal use only.
Users can save customizations for personal use and for use by others.

Administering Saved Customizations

This topic describes the privileges and permissions that are required to administer saved customizations.

In Oracle BI Presentation Services Administration, the following privileges in the Dashboards area, along with permission settings for key dashboard elements, control whether users or groups can save or assign customizations:

Save Customizations
Assign Default Customizations

You can set either privilege, one privilege, or both privileges for a user or group, depending on the level of access desired. For example, a user who has neither privilege can view only the saved customization that's assigned as his or her default customization.

Permissions are required so users can administer Oracle BI Presentation Catalog on shared and personal saved customizations.

Permission and Privilege Settings for Creating Saved Customizations

The topic describes user roles and specific permission settings that you can grant to users for creating saved customizations.

User Role Permission and Privilege Settings

User Role	Permission and Privilege Settings
Power users such as IT users perform the following tasks: Create and edit underlying dashboards. Save dashboard view preferences as customizations. Assign customizations to other users as default customizations.	In the Shared section of the catalog, requires Full Control permission to the following folders: `dashboard_name` `_selection` `_defaults` You don't need to assign additional privileges.
Technical users such as managers perform the following tasks: Save customizations as customizations for personal use. Save customizations for use by others. Users can't create or edit underlying dashboards, or assign view customizations to others as default customizations.	In the Shared section of the catalog, requires `View` permission to the following folders: `dashboard_name` In the Shared section of the catalog, requires `Modify` permission to the following folders: `_selections` `_defaults` You don't need to assign additional privileges.
Everyday users that save customizations for personal use only.	In Oracle BI Presentation Services Administration, requires the following privilege to be set: Save Customizations In the dashboard page, requires that the following option is set: Allow Saving Personal Customizations In the catalog, you don't need to assign additional privileges.
Casual users who must view only their assigned default customization.	In the Shared section of the catalog, the user needs `View` permission to the following folders: `dashboard_name` `_selections` `_defaults` In the catalog, you don't need to assign additional privileges.

Power users such as IT users perform the following tasks:

Create and edit underlying dashboards.
Save dashboard view preferences as customizations.
Assign customizations to other users as default customizations.

In the Shared section of the catalog, requires Full Control permission to the following folders:

dashboard_name
_selection
_defaults

You don't need to assign additional privileges.

Technical users such as managers perform the following tasks:

Save customizations as customizations for personal use.
Save customizations for use by others.

Users can't create or edit underlying dashboards, or assign view customizations to others as default customizations.

In the Shared section of the catalog, requires View permission to the following folders:

dashboard_name

In the Shared section of the catalog, requires Modify permission to the following folders:

_selections
_defaults

You don't need to assign additional privileges.

Everyday users that save customizations for personal use only.

In Oracle BI Presentation Services Administration, requires the following privilege to be set:

Save Customizations

In the dashboard page, requires that the following option is set:

Allow Saving Personal Customizations

In the catalog, you don't need to assign additional privileges.

Casual users who must view only their assigned default customization.

In the Shared section of the catalog, the user needs View permission to the following folders:

dashboard_name
_selections
_defaults

In the catalog, you don't need to assign additional privileges.

Example Usage Scenario for Saved Customization Administration

Depending on the privileges set and the permissions granted, you can achieve various combinations of user and group rights for creating, assigning, and using saved customizations.

For example, suppose a group of power users can't change dashboards in a production environment, but they're allowed to create saved customizations and assign them to other users as default customizations. The following permission settings for the group are required:

Open access to the dashboard, using the Catalog page.
Modify access to the _selections and _defaults subfolders within the dashboard folder in the Oracle BI Presentation Catalog, which you assign using the Dashboard Properties dialog in the Dashboard Builder. After selecting a page in the list in the dialog, click Specify Who Can Save Shared Customizations and Specify Who Can Assign Default Customizations.