User management is a critical aspect of many software systems, ensuring that individuals have the right level of access and privileges. In the following steps, we’ll walk you through the process of managing and exporting user data access. This is essential for maintaining security and access control within your application. Whether you’re authorizing data access or reviewing exported data, this guide will help you navigate the necessary steps.
User Management:
• Navigate to the “Tools” section by selecting “Navigator,” then choosing “Tools.” Next, click on “Download Desktop Integration Installer” [1].
Please note: Access to the “Download Desktop Integration Installer” requires an employee role assigned to a user.
- Navigate to the “Setup and Maintenance” section under “Others” in the Navigator [1].
• In the top-right corner, click on “Task” and then select “Search” [2].
• In the search bar, type “Manage Data Access for Users” [3].
• Click on the link titled “Manage Data Access for Users” [4].
• Choose the option “Users with Data Access” [1].
• Enter the username in the search box [2].
• Click “Search” to view the existing access sets [3].
• Select “Authorize Additional Data Access”. Download the Excel file to upload the Data Access Set [4].
• Open Excel and confirm the connection to the Oracle Application by clicking “Yes” [1].
• Type the username and password. Select “Sign in” [2].
• Excel will open with default details [3].
• Enter all the required information [1].
• Select “Upload” [2] from the top menu below “Authorize Data Access for Users” [3].
• Review the status of the uploaded data in the Status Viewer [4].
• Review the changes in the Application [1].
Exporting Data Access for Users:
• Click on the profile icon, then select “Setup and Maintenance.”
• Choose the “Financials” option.
• In the search task bar, look for “Manage Data Access for Users.”
• Click “Export All Data Access”
• Choose “Export All Data Access.”
• A notification will appear on the home page, indicating that the exported data is available for review in a file.
• Open the file and view the exported data.
Effective user management is pivotal in maintaining data security and accessibility within an application. By following these steps, you can efficiently manage and export user data access, streamlining the process of granting permissions and reviewing access rights. This ensures that your system remains secure and well-organized, meeting the needs of both administrators and users.
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