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How to setup security on a Custom BIP folder?

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Amit Dey
Amit Dey Rank 1 - Community Starter
edited Jun 9, 2025 11:07PM in Oracle Analytics Publisher

We want to implement security to a custom BIP folder to give restrict access of some users to it. How can we do that?

Is there something we can do in permissions?

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  • Bhaskar Konar
    Bhaskar Konar Rank 8 - Analytics Strategist
    https://community.oracle.com/products/oracleanalytics/discussion/26156/how-to-setup-security-on-a-custom-bip-folder

    Hi @Amit Dey,

    Welcome to the Oracle Analytics Community.

    You can do it in multiple ways:

    • Directly assigning those named user in the folder and take out the other roles (except BI Admin) so that those users & BI Admin will only have access to that folder.
    • You can create a new custom role which will be assigned to those users that needed access to the folder then assign the newly created role to that folder and take out other roles (except BI Admin).

    Please take a look into the following Oracle Note and the video which might be useful for the understanding.

    https://support.oracle.com/knowledge/Oracle%20Cloud/2378182_1.html

    https://www.youtube.com/watch?v=ItYKs95HAOo

    Hope this help.

    Thank you.

  • Riyaz Ali-Oracle
    Riyaz Ali-Oracle Rank 6 - Analytics Lead

    Hi Amit,

    Steps to Restrict Access to a Custom BIP Folder:
    1. Create a Custom Role for Restricted Access

    Navigate to Tools → Security Console in Oracle Fusion.
    Go to Roles and click Create Role.
    Assign the role to specific users who should have access.

    2. Modify Folder Permissions in BI Catalog

    Go to Reports and Analytics → Browse Catalog.
    Locate the Custom Folder under Shared Folders.
    Click Permissions in the Tasks pane.
    Remove access for BI Consumer Role and BI Author Role.
    Add the Custom Role you created and grant appropriate permissions.

    3. Apply Permissions to Subfolders & Items

    Select Apply permissions to sub-folders and Apply permissions to items within folder.
    Click OK to save changes.

    4. Test Access Restrictions

    Log in as a user without the custom role to verify that the folder is not visible.
    Assign the custom role to a user and confirm they can access the folder.

    Check the below for more details:

    Restrict Access to the Custom Folder in Shared Folders

    How To Restrict Access To Custom and Other Folders in Reports and Analytics As All Users Have BI Consumer Role (Doc ID 2764614.1)