How To:  Grant Authority for OBI Financial Reporting Based on Organization, Project and/or Award, or Principal Owner

Step 1 – Log in to Authority Manager

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

Step 2 – Find the Person to Be Granted Authority

1. Enter a SUNet ID or a name
2. Click Search button
3. Click the employee's name from the search results; refine the search as needed to find the correct person

Step 3 – Assign a Business Function

1. Click the Financial Reporting business function under Enterprise Reporting

Step 4 – Assign a Privilege

1. Click the privilege with the capabilities you want to assign. To grant authority for OBI Financial Reporting based on Organization, Principal Owner, Award or Project, assign one of the privileges included in the table below:

   Privilege	Capability
   Report Viewer	View static or interactive reports delivered via OBI report catalogs and dashboards Perform analysis through interactive reports using drill-down and drill-across functionality
   Intermediate Ad Hoc User	Create analyses for yourself (non-publishers) Share analyses with other ad hoc users Share analyses with information views (non ad hoc users) via export to Excel, PDF, or PPT

   Note:  Advanced Ad Hoc User privilege is currently reserved for the central OBI Financial Reporting team.

Step 5 – Assign Organizational Scope

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

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

Step 6 – Set Limits for the Privilege

1. Select limits for PTA or Principle Owner scope
   
   

   Options include:	Next Step
   Selecting All projects and awards for an organization	Proceed to Step 6b
   Selecting Specific projects for an organization Note – If you selected organizational scope at the school / business unit level in Step 5 (e.g., Law School), this option is not available.	Specify projects and tasks before proceeding to Step 6b
   Selecting Specific awards for an organization Note – If you selected organizational scope at the school / business unit level in Step 5 (e.g., Law School), this option is not available.	Specify awards before proceeding to Step 6b
   Selecting A specific principal owner Note – The grantee will be able to see all accounts owned by the principal owner regardless of the organization scope specified in Step 5.	Select a principal owner before proceeding to Step 6b

2. Select one or more data access limits
   
   

   Data Access	Description
   Salary Data Note – Timecard Data and Basic Data limits are inherited.	Earnings information ($$) Vacation liability ($$)
   Timecard Data Note – Basic Data limits are inherited.	Hours paid and worked Timecard approval
   Basic Data	Labor schedules Leave accrual and balance Expense Requests and SU Credit Card transaction detail and amount Employee details PTA details Approval workflow information

   Note:  If you need to give somebody a grantable privilege, please make sure you choose each data access individually. Since grantable privilege is NOT inherited; for example, an user with grantable privilege of Salary data will ONLY be able to grant others with Salary data. S/he will NOT be able to grant someone with, for example, Basic or Timecard data privilege. Therefore, a grantor will only be able to grant others the data access which they have been granted with grantable privilege.

3. Select one or more subject area limits:
   • Payroll and Labor Management (PLM)
   • Payments and Expenditures

Step 7 – Set Conditions for the Authority Assignment

1. Check to see if the person receiving the privilege needs to complete required prerequisites available in STARS:
   • FIN-0340: Introduction to OBI Financial Reporting
   • FIN-0350: Creating Financial Analyses Using OBI (for Intermediate Ad Hoc Users only)
   • FIN-PROG-0010: Financial Confidentiality Agreement

   Reporting authority for OBI will be enabled after all prerequisites have been recorded as complete in STARS.

2. Enter an Expiration date if appropriate
   
   
   Note:  By default, Privilege expires on day of termination.
   
   
3. Select whether the person cannot or CAN or can ONLY grant the privilege to others
4. Click Finish
5. Click links to grant additional privileges

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6. Click Close