Quick Steps: Grant Authority for Oracle Financials Reporting

Who does this?  Administrative Staff

When?  Employees need access to basic Oracle Financials reports (no financial or labor) information. Or when employees are required to view confidential (financial and labor) information in ReportMart3.

How?  Using the Authority Manager web application

On this page:

• Grant Authority for Basic Enterprise Reporting (need to add to Quick Steps)
• Grant Reporting Authority for all PTAs in an Organization
• Grant Reporting Authority for Specific Projects in an Organization
• Grant Reporting Authority for Specific Awards in an Organization
• Grant Reporting Authority for PTAs Owned by a Principal Owner

Grant Reporting Authority for all PTAs in an Organization (7 steps)

Launch Stanford's Authority Manager web application:

Note:  You must have the specific authority you are granting AND it must be checked Grantable.

1. Click https://authority.stanford.edu/.
2. Enter your SUNet ID and password as prompted.
3. Click GRANT authority link in the Grant authority section of the Home page.

Find the person to be granted authority (Step 1 in the Grant Authority popup window):

1. Enter the SUNet ID or the Name of the person in the Search field.



Note:  Using the SUNet ID is an easier, more reliable search.


2. Click Search button.
3. Click the employee's name from the search results. Refine the search as needed to find the correct person.

Select a business function (Step 2 in the Grant authority popup window):

1. Click Reporting link under Financial system GL.

Select the organization scope (Step 3 in the Grant Authority popup window):

1. Enter an Org Name or 4-character Org Code in the Search field.
2. Click Search button.

~ OR ~

3. Scroll down and click the Org Name from the list displayed.

Select the privilege you want to assign (Step 4 in the Grant Authority popup window):

1. Click Reporting Salary View or Reporting Non-Salary View link.

Set limits for the Report User privilege (Step 5 in the Grant Authority popup window):

1. Click All projects link.

Set conditions for this assignment (Step 6 in the Grant Authority popup window):

1. Check to see if the person receiving the privilege has signed a Confidentiality Agreement.



Note: Employee will receive access to ReportMart3 only after submitting a signed Confidentiality Agreement to the Controller's Office contact listed on the form.


2. Enter the Expiration date if appropriate.



Note: Privilege expires on day of termination by default.


3. Select whether the person cannot or CAN or can ONLY grant the privilege to others.
4. Click Finish button.
5. Click Close button.

What happens next?

Grant Reporting Authority for Specific Projects in an Organization (8 steps)

Launch Stanford's Authority Manager web application:

Note:  You must have the specific authority you are granting AND it must be checked Grantable.

1. Click https://authority.stanford.edu/.
2. Enter your SUNet ID and password as prompted.
3. Click GRANT authority link in the Grant authority section of the Home page.

Find the person to be granted authority (Step 1 in the Grant Authority popup window):

1. Enter the SUNet ID or the Name of the person in the Search field.



Note:  Using the SUNet ID is an easier, more reliable search.


2. Click Search button.
3. Click the employee's name from the search results. Repeat the search to find the orrect person.

Select a business function (Step 2 in the Grant authority popup window):

1. Click Reporting link under Financial system GL.

Select the organization scope (Step 3 in the Grant Authority popup window):

1. Enter an Org Name or 4-character Org Code in the Search field.
2. Click Search button.

~ OR ~

3. Scroll down and click the Org Name from the list displayed.

Select the privilege you want to assign (Step 4 in the Grant Authority popup window):

1. Click Reporting Salary View or Reporting Non-Salary View link.

Set limits for the Report User privilege (Step 5 in the Grant Authority popup window):

1. Click Specific projects link.

Select Specific project(s) (Step 5, page 2 in the Grant Authority popup window):

1. Enter the Project(s) or Project-Task combination(s).
2. Click Next button.

~ OR ~

3. Click View a list link to display all of the projects in the organization.
4. Click Next button.

Set conditions for this assignment (Step 6 in the Grant Authority popup window):

1. Check to see if the person receiving the privilege has signed a Confidentiality Agreement.



Note:  Employee will receive access to ReportMart3 only after submitting a signed Confidentiality Agreement to the Controller's Office contact listed on the form.


2. Enter Expiration date if appropriate.



Note:  Privilege expires on day of termination by default.


3. Select whether the person cannot or CAN or can ONLY grant the privilege to others.
4. Click Finish button.
5. Click Close button.

What happens next?

Grant Reporting Authority for Specific Awards in an Organization (8 steps)

Launch Stanford's Authority Manager web application:

Note:  You must have the specific authority you are granting AND it must be checked Grantable.

1. Click https://authority.stanford.edu/.
2. Enter your SUNet ID and password as prompted.
3. Click GRANT authority link in the Grant authority section of the Home page.

Find the person to be granted authority (Step 1 in the Grant Authority popup window):

1. Enter the SUNet ID or the Name of the person in the Search field.



Note:  Using the SUNet ID is an easier, more reliable search.


2. Click Search button.
3. Click the employee's name from the search results. Repeat the search to find the orrect person.

Select a business function (Step 2 in the Grant authority popup window):

1. Click Reporting link under Financial system GL.

Select the organization scope (Step 3 in the Grant Authority popup window):

1. Enter an Org Name or 4-character Org Code in the Search field.
2. Click Search button.

~ OR ~

3. Scroll down and click the Org Name from the list displayed.

Select the privilege you want to assign (Step 4 in the Grant Authority popup window):

1. Click Reporting Salary View or Reporting Non-Salary View link.

Set limits for the Report User privilege (Step 5 in the Grant Authority popup window):

1. Click Specific awards link.

Select Specific award(s) (Step 5, page 2 in the Grant Authority popup window):

1. Enter the Award(s).
2. Click Next button.

~ OR ~

3. Click View a list link to display all of the projects in the organization.
4. Click Next button.

Set conditions for this assignment (Step 6 in the Grant Authority popup window):

1. Check to see if the person receiving the privilege has signed a Confidentiality Agreement.



Note:  Employee will receive access to ReportMart3 only after submitting a signed Confidentiality Agreement to the Controller's Office contact listed on the form.


2. Enter Expiration date if appropriate.



Note:  Privilege expires on day of termination by default.


3. Select whether the person cannot or CAN or can ONLY grant the privilege to others.
4. Click Finish button.
5. Click Close button.

What happens next?

Grant Reporting Authority for PTAs Owned by a Principal Owner (9 steps)

Launch Stanford's Authority Manager web application:

Note:  You must have the specific authority you are granting AND it must be checked Grantable.

1. Click https://authority.stanford.edu/.
2. Enter your SUNet ID and password as prompted.
3. Click GRANT authority link in the Grant authority section of the Home page.

Find the person to be granted authority (Step 1 in the Grant Authority popup window):

1. Enter the SUNet ID or the Name of the person in the Search field.



Note:  Using the SUNet ID is an easier, more reliable search.


2. Click Search button.
3. Click the employee's name from the search results. Repeat the search to find the orrect person.

Select a business function (Step 2 in the Grant authority popup window):

1. Click Reporting link under Financial system GL.

Select the organization scope (Step 3 in the Grant Authority popup window):

1. Enter an Org Name or 4-character Org Code in the Search field.
2. Click Search button.

~ OR ~

3. Scroll down and click the Org Name from the list displayed.

Select the privilege you want to assign (Step 4 in the Grant Authority popup window):

1. Click Reporting Salary View or Reporting Non-Salary View link.

Set limits for the Report User privilege (Step 5 in the Grant Authority popup window):

1. Click the A specific principal owner link.

Select the principal owner (Step 5, page 2 in the Grant Authority popup window):

1. Click the principal owner name.
2. Click Next button.

Set conditions for this assignment (Step 6 in the Grant Authority popup window):

1. Check to see if the person receiving the privilege has signed a Confidentiality Agreement.



Note: Employee will receive access to ReportMart3 only after submitting a signed Confidentiality Agreement to the Controller's Office contact listed on the form.


2. Enter Expiration date if appropriate.



Note: Privilege expires on day of termination by default.


3. Select whether the person cannot or CAN or can ONLY grant the privilege to others.
4. Click Finish button.
5. Click Close button.

Repeat Steps 1 – 8 as needed to assign reporting authority for other awards (PTAs) owned by the Principal Owner.

What happens next?

What happens next?

• Every night new authority assignments and changes to existing assignments are sent to ReportMart3.
• Access to ReportMart3 will be enabled only after the grantee has signed a Confidentiality Agreement [link] and returned it to the Controller’s Office address specified on the form.
• Reminder emails will be sent to the employee until the Confidentiality Agreement pre-requisite has been met.

Questions?

• For help using Authority Manager, take the Authority Manager Online Tutorial. [link to course overview]
• For additional questions, please submit a HelpSU ticket. Select Request Category Administrative Applications and Request Type Authority Manager.