User Guide

Role Description
Administrator Performs all application tasks except those reserved for the application owner and Mass Allocate role.
Creates and manages applications, manages access permissions, initiates the budget process,
designates the e-mail server for notifications.
Application Owner Reassigns application ownership.
Mass Allocate Accesses the Mass Allocate feature to spread data multi-dimensionally down a hierarchy, even to cells
not visible in the data form and to which the user does not have access. Any user type can be assigned
this role, but it should be assigned sparingly.
Analytic Services Write Access For planners and interactive users: Grants users the same access permissions they have in Planning to
Planning data in Essbase. Enables users having write access, to change Planning data directly in Essbase
using another product such as Financial Reporting or a third-party tool.
Interactive Roles
Interactive User
Creates and maintains data forms, Smart View worksheets, business rules, task lists, Financial Reporting
reports, and Oracle's Hyperion® Application Link adapter processes and flow diagrams. Manages the
budget process. Can perform all Planner tasks. Interactive users are typically department heads and
business unit managers.
Planner Roles
Planner
Enters and submits plans for approval, runs business rules and Oracle's Hyperion® Application Link flow
diagrams. Uses reports that others have created, views and uses task lists, enables e-mail notification
for themselves, creates data using Smart View.
View Roles
View User
Views and analyzes data through Planning data forms and any data access tools for which they are
licensed (for example, Financial Reporting, Web Analysis, Smart View). Typical View users are executives
who want to see business plans during and at the end of the budget process.
To learn which roles do not apply and should not be assigned to Planning users who access
Financial Reporting or Web Analysis, see “Reporting and Analysis Roles” on page 137.
Business Rules Roles
Role Description
Power Roles
Administrator
Creates, launches, edits, validates, and manages business rules, sequences, macros, variables, and projects. Assigns
access permissions to business rules, sequences, macros, variables, and projects.
Interactive Roles
Interactive User
Creates business rules, sequences, macros, variables, and projects. Assigns access permissions to business rules,
sequences, macros, variables, and projects.
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Hyperion Product Roles