How To: Grant Authority for Oracle Financials Reporting Using ReportMart3
Who does this? Authorized 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:
- As a prerequisite to other reporting privileges, provide access to basic information open to all employees (i.e., purchasing, payables, PCards, etc.):
- To provide additional access to confidential financial information:
Based on With Privilege
(Salary and Non-Salary)Follow Quick Steps Organization Reporting Salary View or Reporting Non-Salary View Grant Reporting Authority for All PTAs in an Organization Principal Owner Reporting Salary View, Reporting Non-Salary View, Reporting Salary Award, or Reporting Non-Salary Award Grant Reporting Authority for PTAs Owned by a Principal Owner Project or Project-Task Reporting Salary View or Reporting Non-Salary View Grant Reporting Authority for Specific Projects or Tasks in an Organization Award Reporting Salary View or Reporting Non-Salary View Grant Reporting Authority for Specific Awards in an Organization Award Type Reporting Salary View or Reporting Non-Salary View Grant Reporting Authority for Specific Award Types in an Organization - Click https://authority.stanford.edu/.
- Enter your SUNet ID and password as prompted.
- Click GRANT authority link in the Grant Authority section of the Home page.
- Enter the SUNet ID or the Name of the person in the Search field.
- Click Search button.
- Click the employee's name from the search results; refine the search as needed to find the correct person.
- Click Oracle Financials link under Enterprise Reporting.
- Enter an Org Name or 4-character Org Code in the Search field.
- Click Search button.
- Scroll down and click the Org Name from the list displayed.
- Click Report User link under Oracle Financials privileges.
- Click NEXT button.
- Enter the Expiration date if appropriate.
- Select whether the person cannot or CAN or can ONLY grant the privilege to others.
- Click Finish button.
- As needed click links to grant additional privileges, or click Close button.
- Click https://authority.stanford.edu/.
- Enter your SUNet ID and password as prompted.
- Click GRANT authority link in the Grant Authority section of the Home page.
- Enter the SUNet ID or the Name of the person in the Search field.
- Click Search button.
- Click the employee's name from the search results; refine the search as needed to find the correct person.
- Click Reporting link under Financial system GL.
- Enter an Org Name or 4-character Org Code in the Search field.
- Click Search button.
- Scroll down and click the Org Name from the list displayed.
- Click Reporting Salary View or Reporting Non-Salary View link.
- Click All projects link.
- Check to see if the person receiving the privilege has signed a Confidentiality Agreement.
- Enter the Expiration date if appropriate.
- Select whether the person cannot or CAN or can ONLY grant the privilege to others.
- Click Finish button.
- As needed click links to grant additional privileges, or click Close button.
- Click https://authority.stanford.edu/.
- Enter your SUNet ID and password as prompted.
- Click GRANT authority link in the Grant Authority section of the Home page.
- Enter the SUNet ID or the Name of the person in the Search field.
- Click Search button.
- Click the employee's name from the search results. Repeat the search to find the correct person.
- Click Reporting link under Financial system GL.
- Enter an Org Name or 4-character Org Code in the Search field.
- Click Search button.
- Scroll down and click the Org Name from the list displayed.
- Click Reporting Salary View or Reporting Non-Salary View link.
- Click Specific projects link.
- Enter the Project(s) or Project-Task combination(s).
- Click Next button.
- Click View a list link to display all of the projects in the organization.
- Click Next button.
- Check to see if the person receiving the privilege has signed a Confidentiality Agreement.
- Enter Expiration date if appropriate.
- Select whether the person cannot or CAN or can ONLY grant the privilege to others.
- Click Finish button.
- As needed click links to grant additional privileges, or click Close button.
- Click https://authority.stanford.edu/.
- Enter your SUNet ID and password as prompted.
- Click GRANT authority link in the Grant Authority section of the Home page.
- Enter the SUNet ID or the Name of the person in the Search field.
- Click Search button.
- Click the employee's name from the search results. Repeat the search to find the correct person.
- Click Reporting link under Financial system GL.
- Enter an Org Name or 4-character Org Code in the Search field.
- Click Search button.
- Scroll down and click the Org Name from the list displayed.
- Click Reporting Salary Award or Reporting Non-Salary Award link.
- Click Specific awards link.
- Enter the Award(s).
- Click Next button.
- Click View a list link to display all of the awards in the organization.
- Click Next button.
- Check to see if the person receiving the privilege has signed a Confidentiality Agreement.
- Enter Expiration date if appropriate.
- Select whether the person cannot or CAN or can ONLY grant the privilege to others.
- Click Finish button.
- As needed click links to grant additional privileges, or click Close button.
- Click https://authority.stanford.edu/.
- Enter your SUNet ID and password as prompted.
- Click GRANT authority link in the Grant Authority section of the Home page.
- Enter the SUNet ID or the Name of the person in the Search field.
- Click Search button.
- Click the employee's name from the search results. Repeat the search to find the correct person.
- Click Reporting link under Financial system GL.
- Enter an Org Name or 4-character Org Code in the Search field.
- Click Search button.
- Scroll down and click the Org Name from the list displayed.
- Click Reporting Salary View, Reporting Non-Salary View, Reporting Salary Award, or Reporting Non-Salary Award link.
- Click the A specific principal owner link.
- Click the principal owner name.
- Check to see if the person receiving the privilege has signed a Confidentiality Agreement.
- Enter Expiration date if appropriate.
- Select whether the person cannot or CAN or can ONLY grant the privilege to others.
- Click Finish button.
- As needed click links to grant additional privileges, or click Close button.
- Click https://authority.stanford.edu/.
- Enter your SUNet ID and password as prompted.
- Click GRANT authority link in the Grant Authority section of the Home page.
- Enter the SUNet ID or the Name of the person in the Search field.
- Click Search button.
- Click the employee's name from the search results. Repeat the search to find the correct person.
- Click Reporting link under Financial system GL.
- Enter an Org Name or 4-character Org Code in the Search field.
- Click Search button.
- Scroll down and click the Org Name from the list displayed.
- Click Reporting Salary Award or Reporting Non-Salary Award link.
- Click Award Types link.
- Select Award type(s).
- Click Next button.
- Check to see if the person receiving the privilege has signed a Confidentiality Agreement.
- Enter Expiration date if appropriate.
- Select whether the person cannot or CAN or can ONLY grant the privilege to others.
- Click Finish button.
- As needed click links to grant additional privileges, or click Close button.
- Every night new authority assignments and changes to existing assignments are sent to ReportMart3.
- Reporting authority for ReportMart3 will be enabled after the grantee has signed the online Financial Confidentiality Agreement in STARS.
- Reminder emails will be sent to the employee until the Confidentiality Agreement pre-requisite has been met.
- For help using Authority Manager, reference Tutorial for Authority Manager.
- For additional questions, please submit a HelpSU ticket. Select Request Category Administrative Applications and Request Type Authority Manager.
Note: Reporting Authority can be updated in the same manner as financial authority. See How To: Grant, Change, Revoke or Restore Financial Authority to Others.
Grant Authority for Basic Enterprise Reporting (7 steps)
![step 1](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-1.gif)
Launch Stanford's Authority Manager web application:
Note: You must have the specific authority you are granting AND it must be checked Grantable.
![step 2](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-2.gif)
Find the person to be granted authority (Step 1 in the Grant Authority pop-up window):
![step 3](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-3.gif)
Select a business function (Step 2 in the Grant Authority pop-up window):
![step 4](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-4.gif)
Select the organization scope (Step 3 in the Grant Authority pop-up window):
~ OR ~
![step 5](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-5.gif)
Select the privilege you want to assign (Step 4 in the Grant Authority pop-up window):
![step 6](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-6.gif)
Set limits for the Report User privilege (Step 5 in the Grant Authority pop-up window):
![step 7](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-7.gif)
Set conditions for this assignment (Step 6 in the Grant Authority pop-up window):
See What Happens Next?
Grant Reporting Authority for All PTAs in an Organization (7 steps)
![step 1](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-1.gif)
Launch Stanford's Authority Manager web application:
Note: You must have the specific authority you are granting AND it must be checked Grantable.
![step 2](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-2.gif)
Find the person to be granted authority (Step 1 in the Grant Authority popup window):
![step 3](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-3.gif)
Select a business function (Step 2 in the Grant Authority popup window):
![step 4](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-4.gif)
Select the organization scope (Step 3 in the Grant Authority popup window):
~ OR ~
![step 5](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-5.gif)
Select the privilege you want to assign (Step 4 in the Grant Authority popup window):
![step 6](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-6.gif)
Set limits for the Report User privilege (Step 5 in the Grant Authority popup window):
![step 7](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-7.gif)
Set conditions for this assignment (Step 6 in the Grant Authority popup window):
See What Happens Next?
Grant Reporting Authority for Specific Projects of Tasks in an Organization (8 steps)
![step 1](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-1.gif)
Launch Stanford's Authority Manager web application:
Note: You must have the specific authority you are granting AND it must be checked Grantable.
![step 2](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-2.gif)
Find the person to be granted authority (Step 1 in the Grant Authority popup window):
![step 3](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-3.gif)
Select a business function (Step 2 in the Grant Authority popup window):
![step 4](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-4.gif)
Select the organization scope (Step 3 in the Grant Authority popup window):
~ OR ~
![step 5](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-5.gif)
Select the privilege you want to assign (Step 4 in the Grant Authority popup window):
![step 6](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-6.gif)
Set limits for the Report User privilege (Step 5 in the Grant Authority popup window):
![step 7](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-7.gif)
Select Specific project(s) (Step 5, page 2 in the Grant Authority popup window):
~ OR ~
![step 8](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-8.gif)
Set conditions for this assignment (Step 6 in the Grant Authority popup window):
See What Happens Next?
Grant Reporting Authority for Specific Awards in an Organization (8 steps)
![step 1](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-1.gif)
Launch Stanford's Authority Manager web application:
Note: You must have the specific authority you are granting AND it must be checked Grantable.
![step 2](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-2.gif)
Find the person to be granted authority (Step 1 in the Grant Authority popup window):
![step 3](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-3.gif)
Select a business function (Step 2 in the Grant Authority popup window):
![step 4](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-4.gif)
Select the organization scope (Step 3 in the Grant Authority popup window):
~ OR ~
![step 5](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-5.gif)
Select the privilege you want to assign (Step 4 in the Grant Authority popup window):
![step 6](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-6.gif)
Set limits for the Report User privilege (Step 5 in the Grant Authority popup window):
![step 7](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-7.gif)
Select Specific award(s) (Step 5, page 2 in the Grant Authority popup window):
~ OR ~
![step 8](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-8.gif)
Set conditions for this assignment (Step 6 in the Grant Authority popup window):
See What Happens Next?
Grant Reporting Authority for PTAs Owned by a Principal Owner (9 steps)
Note: When a Principal Owner has PTAs in multiple organizations, you must assign reporting authority separately for each organization.
![step 1](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-1.gif)
Launch Stanford's Authority Manager web application:
Note: You must have the specific authority you are granting AND it must be checked Grantable.
![step 2](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-2.gif)
Find the person to be granted authority (Step 1 in the Grant Authority popup window):
![step 3](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-3.gif)
Select a business function (Step 2 in the Grant Authority popup window):
![step 4](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-4.gif)
Select the organization scope (Step 3 in the Grant Authority popup window):
~ OR ~
![step 5](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-5.gif)
Select the privilege you want to assign (Step 4 in the Grant Authority popup window):
Note 2: Reporting View (Salary or Non-Salary) gives reporting authority over Projects or Tasks owned by the Owner whereas Award authority (Salary or Non-Salary) gives the authority for the Awards he/she owns. When a new PT or A is established for the owner, the reporting authority is automatically updated.
![step 6](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-6.gif)
Set limits for the Report User privilege (Step 5 in the Grant Authority popup window):
![step 7](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-7.gif)
Select the principal owner (Step 5, page 2 in the Grant Authority popup window):
![step 8](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-8.gif)
Set conditions for this assignment (Step 6 in the Grant Authority popup window):
![step 9](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-9.gif)
Repeat Steps 1 – 8 as needed to assign reporting authority for other awards (PTAs) owned by the Principal Owner.
See What Happens Next?
Grant Reporting Authority for Specific Award Types in an Organization (8 steps)
![step 1](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-1.gif)
Launch Stanford's Authority Manager web application:
Note: You must have the specific authority you are granting AND it must be checked Grantable.
![step 2](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-2.gif)
Find the person to be granted authority (Step 1 in the Grant Authority popup window):
![step 3](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-3.gif)
Select a business function (Step 2 in the Grant Authority popup window):
![step 4](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-4.gif)
Select the organization scope (Step 3 in the Grant Authority popup window):
~ OR ~
![step 5](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-5.gif)
Select the privilege you want to assign (Step 4 in the Grant Authority popup window):
![step 6](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-6.gif)
Set limits for the Report User privilege (Step 5 in the Grant Authority popup window):
![step 7](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-7.gif)
Select Award type(s) (Step 5, page 2 in the Grant Authority popup window):
![step 8](/was/20150619185847im_/http://web.stanford.edu/group/fms/fingate/img/step-8.gif)
Set conditions for this assignment (Step 6 in the Grant Authority popup window):