Assign Shared Catalog Folder and Workbook Permissions
You can view, modify, and add access permissions for catalog folders and workbooks. Permissions determine the actions a user can perform when working with shared folders and workbooks.
Add or Update a Shared Workbook's Permissions
You can assign users and roles, access permissions (Read-Write and Read-Only), and share permissions (View and Edit) to a workbook that you create or administer.
- In the Home Page, click Navigator, and then click Catalog.
- Click Shared Folders, and then navigate to the workbook.
- Hover over the workbook, click Actions, and then click Inspect.
- Click the Access tab to add or update users and roles and permissions. The permissions in this tab default from the access permissions set on the shared catalog folder.
- Click the Share tab to add or update users and roles and permissions. The permissions that default into this tab are the same permissions that default into the Access tab.
- Click Save.
- If the Shared Related Artifact dialog is displayed, then specify if you want to share the artifacts included in the workbook (for example, the workbook's datasets) and click Apply.
Add or Update Shared Catalog Folder Permissions
You can assign users and roles and access permissions (Read-Write or Read-Only) to the shared catalog folders you create or administer.
- In the Home Page, click Navigator, and then click Catalog.
- Click Shared Folders, and then navigate to the shared catalog folder that you want to update permissions for.
- Hover over the shared catalog folder, click Actions, and then click Inspect.
- Click the Access tab to add users and roles and permissions, or update permissions for the existing users and roles.
- Click Save.
- If the Shared Related Artifacts dialog is displayed, then specify if you want to share the artifacts included in the shared catalog folder (for example, datasets) and click Apply.
Workbook Permissions Rules
Use these rules to help you set a workbook's permissions.
Access (Read-Only and Read-Write) Rules:
- Permissions are evaluated by hierarchies configured for roles.
- Permissions set for roles closest to the top level in the role hierarchy are superseded by permissions set for roles at a lower level in the role hierarchy.
- If there are multiple rules at the same level, the permission set for the first role in the Oracle BI Presentation Catalog list supersedes other roles.
- User permissions always override role permissions.
Share (Edit and View) Rules:
- If a user is a member of any role with edit permission, that user can edit the workbook.
- If a user has edit permission, that user can edit the workbook.
- If a user is a member of any role with view permission, that user can view the workbook.
- If a user has view permission, that user can view the workbook.
How Share and Access Permissions Affect Saving a Workbook Opened by a DVConsumer User
Share | Access: Read-Only | Access: Read-Write |
---|---|---|
View | Save and Save As aren't enabled. | Save and Save As aren't enabled. |
Edit | Save and Save As aren't enabled. | Save and Save As aren't enabled. |
How Share and Access Permissions Affect Saving a Workbook Opened by a DVContentAuthor User
Share | Access: Read-Only | Access: Read-Write |
---|---|---|
View | Save and Save As aren't enabled. | Save and Save As aren't enabled. |
Edit | Save isn't enabled, but Save As is enabled. | Save and Save As are both enabled. |