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Topic

    Mohamed Mahmoud
    Permissions or custom roles to view only OTBI or BIP reports
    Topic posted July 22, 2019 by Mohamed Mahmoud, last edited July 22, 2019, tagged BI Publisher, Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports 
    139 Views, 9 Comments
    Title:
    Permissions or custom roles to view only OTBI or BIP reports
    Summary:
    I need to enable a SCM roles users to just display custom financial reports which created by using BI publisher or OTBI.
    Content:

    I need to enable a SCM roles users to just display custom financial reports which created by using BI publisher or OTBI.

    Comment

     

    • Karthikeyan Sukumar

      Hi

      Yes you can provide the permission by that role for the report which you need to provide access.

      Thanks!

      Karthik

    • Mohamed Mahmoud

      Thanks Karthik,

      But how can I share the Financial reports with SCM users?

    • Sudhakara Rao Kovuru

      Hi Mohamed,

      You can give access any user who has access to respective role. plz find attached screenshot which marked yellow + sign where you can add user role to specific user.

      Thanks,

      -Sudha.

       

       

    • Senthilrajan Vaithianathan

      Hi,

      Depending on the kind of users (i.e) Business Users, Analysts, SCM IT Team etc... you can create a custom Roles or use seeded roles like 'Procurement Manager', 'Order Manager' etc... these roles already have inherited 'BI Consumer' role which has the access for opening these reports. Only thing is you need to make sure you have enabled 'Open' or 'Traverse' access for the BI Consumer role for the custom report.

    • Mohamed Mahmoud

      Dears All,
      Thanks for your great replies but I tried this solutions before, it enables me to access the reports but cant access the data in this reports, Is that is normal ?
      I have the same problem with the reports which created by BIP and OTBI
      Thanks,

      • Karthikeyan Sukumar

        Hi Mohamed- Yes you will have an issue in executing the report mainly for OTBI reports.

        For ex: If user is having GL or AP role then he or she can execute the data in the reports which is tied to that specific subject areas.So you need to create custom GL or AP read-only role and you can assign those to the SCM users.I don't think this will be same issue for BIP reports.

        I need to look over complete architecture of security design then I help you in detail

        Thanks!

        Karthik

      • Senthilrajan Vaithianathan

        This will enable only the object level security. For data level security you may need to add right contexts for the role's with relevant Business Units/Ledgers etc...

    • Tom Strudley
      Hi, For this you'll have to add the relevant data access in setup and maintenance in the application. This works for all data access apart from procurement. Within procurement you have to add procurement agent to the user. You can add read only and select the procurement BU you wish the user to have access to Thanks Tom