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    Rajib Rath
    Q: How to enable a user to have just reporting access to...
    Topic posted January 11, 2018 by Rajib RathGreen Ribbon: 100+ Points, tagged BI Publisher Reports, Business Intelligence, How-To 
    78 Views, 1 Comment
    Title:
    Q: How to enable a user to have just reporting access to Sourcing, SQM and Procurement Contracts?
    Summary:
    Enable a user have just reporting access to Sourcing, SQM and Procurement Contracts (OTBI and BI Publisher) but not create/manage negotiations, initiatives or contracts
    Content:

    Customer has a number of users that monitor strategic procurement activities within the enterprise. These users require access to all reports and dashboards (OTBI and BI Publisher) for Sourcing, SQM and Procurement Contracts. They also create their own reports and dashboards, if needed. These users typically do not  need the ability to create and manage negotiations, initiatives or contracts. 

    1. What roles (duty roles) should be assigned to these users to provide them the necessary access to just reports and analytics for Sourcing, SQM and Procurement Contracts?
    2. How should these users be setup to ensure that they have the appropriate data security to access the data (related to Sourcing, SQM and Procurement Contracts) for the business units they are responsible for (Procurement Agent setup?)?

    Thanks in advance for your help.

    Regards,

    Rajib 

     

    Comment

     

    • Poornima Bhilegaonkar

      Hi Rajib,

      You can review the security reference manual and come up with a custom role structure proposal to meet these needs. I suggest going through the duty role and privileges for Category Manager, Procurement Contracts Administrator and Supplier Qualification roles.

      The duty and privilege descriptions outline the capability granted with that role.

      https://docs.oracle.com/en/cloud/saas/procurement/r13-update17d/oapcm/index.html 

      Some relevant duty roles inherited by category manager (from this document):

      • Business Intelligence Applications Analysis
      • Category Manager Analysis
      • Sourcing Transaction Analysis  

      For data security the users will have to be setup as Procurement Agents for the BUs with appropriate access to manage the related documents.

      Thanks

      Poornima