Security
Genesis Navigation
To access Genesis Navigation, you must be in the following security groups:
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Access Group on the Dashboard Profile {Genesisinstancename} Navigation. By default, it is set to Everyone.
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Access Group on the Genesis instance Workspace. By default, it is set to Everyone.
The following table includes additional security requirements to perform specific actions in Genesis Navigation.
| Actions | Security Requirements |
|---|---|
| View Application Groups in the drop-down menu |
|
| View a Navigation Group in the navigation bar or a Page in the page bar |
You can configure the display of a Navigation Group in the navigation bar or a Page in the page bar for users without access. When these users select the item, they will see a message indicating they do not have access. To configure this option, follow these instructions in the settings:
|
| View linked content or an injected Content Block on a Page | You must have the security requirements of the content based on standard platform configuration to view the data and objects configured for the Page. For example, to view a Cube View, a user must have access to that Cube View and its cube data. |
Genesis Designer
To access Genesis Designer, you must be in the following security groups:
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Access Group on the Dashboard Profile {Genesisinstancename} Designer. By default, it is set to Everyone.
-
Access Group on the Genesis instance Workspace. By default, it is set to Everyone.
In addition, members of these security groups can also complete the following actions in Genesis Designer.
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On the Navigation page, you can edit Application Group, Navigation Group, and Page settings. You can also delete Navigation Groups, Pages, linked content, or injected Content Blocks.
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On the Colors page, you can view settings and apply, copy, edit, and delete color sets.
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On the Styles page, you can view and save settings.
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You can view the Image Library.
The following sections include additional security requirements to perform more actions in Genesis Designer. See these sections:
Navigation
The following table includes additional security requirements to perform specific actions in Genesis Designer > Designer Home > Navigation.
| Actions | Security Requirements |
|---|---|
|
Application security role ManageApplicationWorkspaces |
|
Configure settings for injected Content Blocks |
Any security requirements listed in the Content Block Guide, which is in the Content Library on the Details page. You can also view the guide in OneStream Solution Exchange. |
|
View content on the Preview tab |
|
| View content on the Content tab |
Security requirements of the content based on standard platform configuration |
Content Management
The following table includes additional security requirements to perform specific actions in Genesis Designer > Designer Home > Content Management.
| Actions | Security Requirements |
|---|---|
|
Inject Content Blocks |
Application security role ManageApplicationWorkspaces |
| Delete Content Blocks | Maintenance group on the Genesis instance Workspace |
Image Library
The following table includes additional security requirements to perform specific actions in Genesis Designer > Image Library.
| Actions | Security Requirements |
|---|---|
|
You must meet one of the following requirements:
|
|
Delete images |
Maintenance Group on the Genesis instance Workspace |
Solution Administration
To install Genesis or import Content Blocks, you must meet one of the following requirements:
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System security group Administrators
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Application security role AdministerApplication and application user interface role ApplicationLoadExtractPage
To view the Settings page and manage the instance and libraries, you must be in the system security group Administrators.


