Oracle® Fusion Applications Sales Security Reference Manual


11g Release 1 (11.1.2)

Part Number E23070-02



Title and Copyright Information


Oracle Fusion Applications Sales Security Reference Manual


11g Release 1 (11.1.2)

Part Number E23070-02


Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


Authors: Mahesh Sabapathy, Nigel Smith


Oracle and Java are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.


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Contents


Preface

Introduction

Abstract Role: Anonymous User

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Channel Account Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Channel Partner Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Channel Partner Portal Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Channel Sales Director

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Channel Sales Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Abstract Role: Contingent Worker

Duties

Role Hierarchy and required role membership

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Customer Relationship Management Application Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Abstract Role: Employee

Duties

Role Hierarchy and required role membership

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Abstract Role: Line Manager

Duties

Role Hierarchy and required role membership

Privileges

Data Security Policies

Abstract Role: Resource

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Sales Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Sales Analyst

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Sales Catalog Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Sales Lead Qualifier

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Sales Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Sales Representative

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Job Role: Sales VP

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

GRC Entitlements

GRC Entitlement Incompatibilities

Data Role Templates



Preface

This Preface introduces the guides, online help, and other information sources available to help you more effectively use Oracle Fusion Applications.


Oracle Fusion Applications Help

You can access Oracle Fusion Applications Help for the current page, section, activity, or task by clicking the help icon.


With a local installation of help, you can add custom help files to replace or supplement the provided content. Help content patches are regularly made available to ensure you have access to the latest information. Patching does not affect your custom content.


Oracle Fusion Applications Guides

Oracle Fusion Applications guides are a structured collection of the help topics, examples, and FAQs from the help system packaged for easy download and offline reference, and sequenced to facilitate learning. You can access the guides from the Guides menu in the global area at the top of Oracle Fusion Applications Help pages.


The Guides menu also provides access to the business process models on which Oracle Fusion Applications is based.

Guides are designed for specific audiences:

To supplement these guides, which cover specific business processes and offerings, the following guides address common areas:


Guide

Intended Audience

Purpose

Common User Guide

All users

Explains tasks performed by most users.

Common Implementation Guide

Implementors

Explains tasks within the Define Common Applications Configuration task list, which is included in all offerings.

Information Technology Management, Implement Applications Guide

Implementors

Explains how to use Oracle Fusion Functional Setup Manager to plan, manage, and track your implementation projects, migrate setup data, and validate implementations.

Technical Guides

System administrators, application developers, and technical members of implementation teams

Explain how to install, patch, administer, and customize Oracle Fusion Applications.


Other Information Sources


My Oracle Support

Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/support/contact.html or visit http://www.oracle.com/accessibility/support.html if you are hearing impaired.

Use the My Oracle Support Knowledge Browser to find documents for a product area. You can search for release-specific information, such as patches, alerts, white papers, and troubleshooting tips. Other services include health checks, guided lifecycle advice, and direct contact with industry experts through the My Oracle Support Community.


Oracle Enterprise Repository for Oracle Fusion Applications

Oracle Enterprise Repository for Oracle Fusion Applications provides visibility into service-oriented architecture assets to help you manage the lifecycle of your software from planning through implementation, testing, production, and changes. In Oracle Fusion Applications, you can use the Oracle Enterprise Repository for:


The Oracle Fusion Applications information is provided as a solution pack that you can upload to your own deployment of Oracle Enterprise Repository for Oracle Fusion Applications. You can document and govern integration interface assets provided by Oracle with other assets in your environment in a common repository.


Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/us/corporate/accessibility/index.html.


Comments and Suggestions

Your comments are important to us. We encourage you to send us feedback about Oracle Fusion Applications Help and guides. Please send your suggestions to oracle_fusion_applications_help_ww@oracle.com. You can use the Send Feedback to Oracle link in the footer of Oracle Fusion Applications Help.


Introduction

Security Reference Manuals describe the Oracle Fusion Applications security reference implementation. This manual includes descriptions of all the predefined data that is included in the security reference implementation for an offering. The reference implementation can be customized to fit divergent enterprise requirements.


Security Reference Implementation

The Oracle Fusion Applications security approach supports a reference implementation that addresses common business security needs and consists of roles, policies, and templates for generating data roles.


Oracle Fusion Applications Security Reference Manuals present the following information about the predefined security reference implementation.


For information about the common roles required to setup and administer an offering, see the Oracle Fusion Applications Common Security Reference Manual.


For an overview and detailed information about the Oracle Fusion Applications security approach, including an explanation of role types, enforcement, and how to implement and administer security for your deployment, see the Oracle Fusion Applications Security Guide.


How to Use this Security Reference Manual

Enterprises address needs specific to their organization by changing or extending the role definitions, role hierarchies, and data security and segregation of duties policies of the reference implementation.


For each job or abstract role, review the duties, role hierarchy, and policies that it carries so you understand which users should be provisioned with the role, or which adjustments your enterprise requires before the role can be provisioned. 


Note:

All information presented in this manual can be accessed in the various user interface pages of Oracle Fusion Applications provided for security setup, implementation customizations, and administration. The advantage of reviewing the security reference implementation as it is presented in this manual is that you can more easily compare and plan your customizations.


Review which duty roles a job role inherits. Before making changes, consider the segregation of duties policies defined for the role. Violations may be introduced by or may dictate a change in included duties.


Tip:

From the entitlement of a role as expressed by privileges, you can deduce the function security enforced by a role. If your enterprise needs certain functions removed from access by certain roles, change the data security policies or duties carried by the role.


Review the data security policies conferred on job roles by their inherited duty roles.  Review data role templates to determine what data roles are generated when you setup the dimensions of your enterprise such as business units or inventory organization.


Review the privacy in effect for a job or abstract role based on its data security policies. Privacy is additionally protected by security components, as described in the Oracle Fusion Applications Security Guide.


Important:

As you make changes to the security reference implementation for an Oracle Fusion Applications deployment, the predefined implementation as delivered remains available. Upgrade and maintenance patches to the security reference implementation preserve your changes to the implementation.




Offering: Sales

Configure everything you need to manage sales planning and forecasting, pursue and track opportunities, align territories and distribute sales quota.


This manual describes the security reference implementation for the Sales offering.


There is a set of common roles that are required to set up and administer an offering. For information about these common roles, see the Oracle Fusion Applications Common Security Reference Manual.


Abstract Role: Anonymous User

Maps to OPSS system Anonymous Role


Duties

Duties assigned directly and indirectly to the abstract role Anonymous User


Duty Role

Description

All Partner Inquiry Duty (FSCM)

Grants privileges to view all trading community partner data

Anonymous Supplier User Duty

Creates supplier registration for self service.

CRM Anonymous User Duty (FSCM)

Provides data access to CRM anonymous users.

Supplier Registration Attachment Management as Anonymous User Duty

Manage supplier registration attachments for the category: from supplier as an anonymous user.


Role Hierarchy

Roles inherited directly and indirectly by the abstract role Anonymous User


Inherited Roles

Anonymous User

          Anonymous Supplier User Duty

                    Attachments User

                    Supplier Registration Attachment Management as Anonymous User Duty

          CRM Anonymous User Duty

                    All Partner Inquiry Duty


Privileges

Privileges granted to duties of the abstract role Anonymous User


Duty Role

Duty Role Description

Privilege

Anonymous Supplier User Duty

Creates supplier registration for self service.

Register Supplier

CRM Anonymous User Duty (FSCM)

Provides data access to CRM anonymous users.

Create Self Service Partner Registration


Data Security Policies

Data security policies and their enforcement across analytics application for the abstract role Anonymous User


Business Object

Policy Description

Policy Store Implementation

Analytics Implementation

Trading Community Organization

An Anonymous User can view partner for all organizations in the enterprise with usage partner

Role: All Partner Inquiry Duty

Privilege: View Partner (Data)

Resource: Trading Community Organization


Job Role: Channel Account Manager

Sets the objectives and goals for partners. Works with a partner organization to identify what programs best fit the partner organization and the training that the partner should take to increase skillsets or qualify for programs.


Duties

Duties assigned directly and indirectly to the job role Channel Account Manager


Duty Role

Description

Administration Link View Duty (CRM)

Provides access to the Administration Link on the UI Shell.

Application All Profile Value Administration Duty (CRM)

Manages all application profile values.

Application Attachment Administration Duty (CRM)

Manages attachment categories and entities.

Application Data Security Administration Duty (CRM)

Manages data security policies and database resources.

Application Descriptive Flexfield Administration Duty (CRM)

Manages descriptive and extensible flexfields.

Application Lookup Administration Duty (CRM)

Manages application common lookups, set-enabled lookups, and standard lookups.

Application Message Administration Duty (CRM)

Manages application messages.

Application Profile Option Registration Duty (CRM)

Manages application profile categories and profile options.

Application Reference Data Sharing Administration Duty (CRM)

Manage application reference data set and assignments.

Application Taxonomy Administration Duty (CRM)

Manages application taxonomy.

Application Tree Administration Duty (CRM)

Manages application trees and tree labels.

Application Tree Structure Registration Duty (CRM)

Manages application tree structure.

Application User Profile Value Administration Duty (CRM)

Manages my application user profile values.

Application World Reference Administration Duty (CRM)

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Applications Common Application Impersonator Role (CRM)

Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege.

Applications Common Reference Data Review Duty (CRM)

Reviews Oracle Middleware Extensions for Fusion Applications application reference data.

Appointment Note Management Duty

Manages creating and maintaining appointment notes.

Appointment View Duty

Manages viewing of appointment data.

Asset and Recommendation View Duty

Views assets and recommendations in Customer Center.

Audit Trail Report Viewing Duty

Duty role to allow view of the audit history detail report

Business Intelligence Applications Analysis Duty (CRM)

Business Intelligence Applications Analysis Generic Duty

Business Intelligence Authoring Duty (CRM)

An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.

Business Unit Selection Duty (CRM)

Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile.

Channel Account Manager Duty

Enterprise Duty role that inherits all duties performed by Channel Account Manager

Channel Manager Dashboard Duty

Provides channel roles a dashboard to manage their daily transactions.

Contract Terms and Conditions View Access Duty (CRM)

Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word.

Contract View Access Across All Business Units Duty (CRM)

Views contracts across all business units regardless of business unit assignment.

Customer Account Addresses Inquiry Duty

Views customer account address information.

Customer Account Contacts Inquiry Duty

Views customer account contact information.

Customer Account Information Inquiry Duty

Views customer account basic information.

Customer Account Relationships Inquiry Duty

Views customer account relationship information.

Customer Data Management Foundation Custom Objects Management Duty

Manages custom objects in Customer Data Management Foundation.

Department Selection Duty (CRM)

Filters the department list of values based on the user's organization security profile.

File Import Scheduling Duty

Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles.

Foundation User and Roles Management Duty (CRM)

Creates and updates users and assigns roles to users.

Incentive Compensation Goal Management Duty (CRM)

Maintain incentive compensation to quota management worklist notification via quota management integration

Interaction Management Duty

Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications.

Internal Contact Relationship Information Inquiry Duty

Views trading community contact relationship data not created by partners.

Item Inquiry Duty (CRM)

Queries and views items in the enterprise.

Job Selection Duty (CRM)

Filters the job list of values based on the user's job security profile.

Lead Registration Approval Duty

Approves sales lead registrations submitted by external partners.

Lead Registration Management Duty

Manages and analyzes sales lead registrations. Includes the ability to create sales lead registrations, edit both internal and partner lead attributes as needed, and view lead age and status.

Legal Employer Selection Duty (CRM)

Grants access to a data security privilege  Choose Legal Employer Duty  that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile.

Locations Inquiry Duty

Calls location web service.

Locations Management Duty

Calls location web service.

Marketing Approval Duty

Reviews and approves secured marketing campaigns by viewing detailed campaign, list, segment, and treatment information from the campaign, audience, and treatment work areas.

Marketing Budget Attachment Management Duty

Manages secured file attachments of specific categories associated to marketing budgets.

Marketing Budget Maintenance Duty

Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities.

Marketing Budget Utilization Duty

Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities.

Marketing Claim Attachment Management Duty

Manages secured file attachments of specific categories associated to marketing claims.

Marketing Fund Request Attachment Management Duty

Manages secured file attachments of specific categories associated to marketing fund requests.

Marketing Fund Request and Claim Processing Duty

Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information.

Marketing Response Data Review Duty

Views responses to marketing campaigns.

Negotiation Viewing Duty (CRM)

View the negotiation summary and details pages.

Opportunity Channel Account Manager Duty

Views all aspects of the application. This role is for channel account managers.

Opportunity Revenue View Duty

Views revenue information. This role is for read-only access to revenue information.

Opportunity Sales Account Territory Resource Duty

Views all aspects of the application. This role is for members of the sales account territory team.

Opportunity View Duty

Views opportunity data. This role is for viewing opportunities from the customer center.

Participant Appointment View Duty

manages the view access for the participant owner's appointment data.

Participant Interaction Management Duty

Manages creating and reviewing the interaction data by a participant.

Partner Account Maintenance Duty

Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain.

Partner Account Review Duty

Views a partner account, including viewing a partner's members, profile, and account team.

Partner Channel Analysis Duty (CRM)

BI Duty role to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to. Maps to all key non-admin internal enterprise roles in PRM

Partner Content Management Duty

Secures who can create partner collateral

Partner Customer Contact Inquiry Duty

Accesses partner customer contact information.

Partner Import Maintenance Duty

Partner Maintenance Duty role. This duty will allow for maintenance of Partner Import data.

Partner Information Inquiry Duty

Accesses partner company and partner member information.

Partner Program Enrollment Supervision Duty

Reviews and updates the enrollment details of the program to which a partner enrolls. This role is for a channel sales director.

Partner Program Enrollment View Duty

Views the enrollment details of the program to which a partner enrolls.

Partner Program Inquiry Duty

Reviews a partner program.

Partner Program Questionnaire Response Duty (CRM)

Manages the capture of responses to the partner program enrollment questionnaire.

Partner Program Questionnaire Search and View Access Duty (CRM)

Searches and views questions and their associations to partner programs.

Partner Sales Party Management Duty

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.  This role has limited access to customers and contacts.

Party Contract View Access Duty (CRM)

Views contracts for a party for the assigned business units.

Party Information Inquiry Duty

Views trading community parties.

Person Self Information Inquiry Duty

Views their own information.

Personal Contact Information Inquiry Duty

Views personal contact information such as home phone, home address, and personal e-mail.

Personal Identifier Inquiry Duty

Views social security number, tax registration identification numbers, and other personal identifiers.

Purchase Agreement Viewing Duty (CRM)

Search for and review purchase agreements.

Purchase Document Attachment Inquiry Duty (CRM)

Review purchase order, purchase agreement, and referenced document attachments.

Purchase Order Viewing Duty (CRM)

Search for and review purchase orders as a procurement agent.

Quota Management Duty

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry.

Relationship Information Inquiry Duty

Grants privileges to view trading communityrelationships data.

Resource Administration Duty

Administers resource information.

Resource Information Management Duty

Manages resource information.

Resource Organization Administration Duty

Administers resource organizations.

Resource Organization Management Duty

Manages resource organizations.

Resource Team Management Duty

Manages resource teams.

Sales Competitor Sales Representative Duty

Views secure customer competitor purchase data. This role is for salespersons.

Sales Extension Management Duty

Views secure customer competitor purchase data. This role is for members of the sales account team.

Sales Lead Data Access Duty

Views sales leads.

Sales Lead Follow Up Duty

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Sales Party Management Duty

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Sales Party Partner Territory Management Duty

Manages sales account partner territory associations.

Sales Party Review Duty

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Sales Reference Customer Sales Representative Duty

Views reference customer note data. This role is for salespersons.

Social Connection Partner Duty (CRM)

Performs all Oracle Fusion Social Connection partner duties.

Social Group Participation Core Duty (CRM)

Groups participation tasks available in Oracle Fusion Global Human Resources

Social Network Core Duty (CRM)

Performs social network tasks in Oracle Fusion Global Human Resources

Social Network Duty (CRM)

Participates in social networks.

Talent Notifications Duty (CRM)

Sets up and manages talent management notifications.

Task Note Management Duty

Manages creating and reviewing of task notes data. Task notes record additional information about the specific task.

Territory Management Duty

Manages sales territories, territory proposals, and quotas.

Trading Community Confidential Personally Identifiable Information Inquiry Duty

Views personally identifiable information.

Trading Community Import Batch Management Duty

Manages trading community data import batches.

Trading Community Merge Request Management Duty

Grants privileges for end user to create merge requests

Transactional Analysis Duty (CRM)

This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users

User Role Management Duty (CRM)

Manages user roles.

View Person Details Duty (CRM)

Creates or updates users during person synchronizations.

View Portrait Duty (CRM)

Grants access to the worker and nonworker portrait pages.

Workforce Profile Resource Administration Duty (CRM)

Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model.

Workforce Profile Resource Manager Duty (CRM)

Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model.


Role Hierarchy

Roles inherited directly and indirectly by the job role Channel Account Manager


Inherited Roles

Channel Account Manager

          Business Intelligence Applications Worker

                    Business Intelligence Applications Analysis Duty

          Channel Account Manager Duty

                    Applications Common Application Impersonator Role

                    Applications Common Reference Data Review Duty

                    Appointment Note Management Duty

                    Audit Trail Report Viewing Duty

                    Channel Manager Dashboard Duty

                    Contract Terms and Conditions View Access Duty

                    File Import Scheduling Duty

                              Applications Common Reference Data Review Duty

                    Interaction Management Duty

                    Internal Contact Relationship Information Inquiry Duty

                    Lead Registration Management Duty

                    Marketing Approval Duty

                    Marketing Budget Attachment Management Duty

                    Marketing Budget Maintenance Duty

                              Marketing Budget Utilization Duty

                    Marketing Claim Attachment Management Duty

                    Marketing Fund Request Attachment Management Duty

                    Marketing Fund Request and Claim Processing Duty

                    Opportunity Channel Account Manager Duty

                    Opportunity Sales Account Territory Resource Duty

                    Partner Account Maintenance Duty

                    Partner Account Review Duty

                    Partner Channel Analysis Duty

                              Business Intelligence Authoring Duty

                    Partner Content Management Duty

                    Partner Import Maintenance Duty

                    Partner Program Enrollment Supervision Duty

                              Partner Program Questionnaire Response Duty

                    Partner Program Enrollment View Duty

                              Partner Program Questionnaire Response Duty

                    Partner Program Inquiry Duty

                              Partner Program Questionnaire Search and View Access Duty

                    Partner Sales Party Management Duty

                              Locations Management Duty

                                        Locations Inquiry Duty

                              Opportunity Revenue View Duty

                              Opportunity View Duty

                              Participant Appointment View Duty

                              Participant Interaction Management Duty

                              Partner Customer Contact Inquiry Duty

                              Partner Information Inquiry Duty

                                        Person Self Information Inquiry Duty

                              Sales Lead Data Access Duty

                    Party Contract View Access Duty

                    Party Information Inquiry Duty

                    Relationship Information Inquiry Duty

                    Resource Administration Duty

                              Administration Link View Duty

                              Application All Profile Value Administration Duty

                              Application Attachment Administration Duty

                              Application Data Security Administration Duty

                              Application Descriptive Flexfield Administration Duty

                              Application Lookup Administration Duty

                              Application Message Administration Duty

                              Application Profile Option Registration Duty

                              Application Reference Data Sharing Administration Duty

                              Application Taxonomy Administration Duty

                              Application User Profile Value Administration Duty

                              Application World Reference Administration Duty

                              Customer Data Management Foundation Custom Objects Management Duty

                              Foundation User and Roles Management Duty

                                        Business Unit Selection Duty

                                        Legal Employer Selection Duty

                                        User Role Management Duty

                                        View Person Details Duty

                              Job Selection Duty

                              Party Information Inquiry Duty

                              Relationship Information Inquiry Duty

                              Resource Information Management Duty

                                        View Person Details Duty

                                        Workforce Profile Resource Manager Duty

                              View Person Details Duty

                              Workforce Profile Resource Administration Duty

                                        Talent Notifications Duty

                              Workforce Profile Resource Manager Duty

                    Resource Organization Administration Duty

                              Application Tree Administration Duty

                              Application Tree Structure Registration Duty

                              Department Selection Duty

                              Resource Organization Management Duty

                                        Application Tree Administration Duty

                    Sales Competitor Sales Representative Duty

                    Sales Extension Management Duty

                    Sales Lead Follow Up Duty

                    Sales Party Management Duty

                              Locations Management Duty

                                        Locations Inquiry Duty

                              Resource Information Management Duty

                                        View Person Details Duty

                                        Workforce Profile Resource Manager Duty

                              Sales Party Review Duty

                                        Appointment View Duty

                                        Asset and Recommendation View Duty

                                        Contract View Access Across All Business Units Duty

                                                  Customer Account Addresses Inquiry Duty

                                                  Customer Account Contacts Inquiry Duty

                                                  Customer Account Information Inquiry Duty

                                                  Customer Account Relationships Inquiry Duty

                                                  Interaction Management Duty

                                                  Internal Contact Relationship Information Inquiry Duty

                                                  Item Inquiry Duty

                                                  Negotiation Viewing Duty

                                                            Internal Contact Relationship Information Inquiry Duty

                                                            Party Information Inquiry Duty

                                                  Party Information Inquiry Duty

                                                  Purchase Agreement Viewing Duty

                                                            Internal Contact Relationship Information Inquiry Duty

                                                            Party Information Inquiry Duty

                                                  Purchase Document Attachment Inquiry Duty

                                                  Purchase Order Viewing Duty

                                                            Internal Contact Relationship Information Inquiry Duty

                                                            Party Information Inquiry Duty

                                                  Trading Community Confidential Personally Identifiable Information Inquiry Duty

                                                            Personal Contact Information Inquiry Duty

                                                            Personal Identifier Inquiry Duty

                                        Customer Account Addresses Inquiry Duty

                                        Customer Account Contacts Inquiry Duty

                                        Customer Account Information Inquiry Duty

                                        Interaction Management Duty

                                        Internal Contact Relationship Information Inquiry Duty

                                        Marketing Response Data Review Duty

                                        Opportunity Revenue View Duty

                                        Opportunity View Duty

                                        Party Information Inquiry Duty

                                        Sales Extension Management Duty

                                        Sales Lead Data Access Duty

                              Trading Community Import Batch Management Duty

                              Trading Community Merge Request Management Duty

                    Sales Party Partner Territory Management Duty

                    Sales Reference Customer Sales Representative Duty

                    Task Note Management Duty

                    Territory Management Duty

                              Internal Contact Relationship Information Inquiry Duty

                              Party Information Inquiry Duty

                              Quota Management Duty

                                        Foundation User and Roles Management Duty

                                                  Business Unit Selection Duty

                                                  Legal Employer Selection Duty

                                                  User Role Management Duty

                                                  View Person Details Duty

                                        Incentive Compensation Goal Management Duty

                                        Party Information Inquiry Duty

                    View Portrait Duty

                              Social Connection Partner Duty

                                        Social Group Participation Core Duty

                                        Social Network Duty

                                                  Social Network Core Duty

          Marketing Approver

                    Lead Registration Approval Duty

          Resource

                    Party Information Inquiry Duty

                    Resource Information Management Duty

                              View Person Details Duty

                              Workforce Profile Resource Manager Duty

                    Resource Organization Management Duty

                              Application Tree Administration Duty

                    Resource Team Management Duty

          Transactional Business Intelligence Worker

                    Transactional Analysis Duty


Privileges

Privileges granted to duties of the job role Channel Account Manager


Duty Role

Duty Role Description

Privilege

Administration Link View Duty (CRM)

Provides access to the Administration Link on the UI Shell.

View Administration Link

Applications Common Application Impersonator Role (CRM)

Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege.

Impersonate User

Application All Profile Value Administration Duty (CRM)

Manages all application profile values.

Manage All Application Profile Values

Application Attachment Administration Duty (CRM)

Manages attachment categories and entities.

Manage Application Attachment Category

Manage Application Attachment Entity

Application Data Security Administration Duty (CRM)

Manages data security policies and database resources.

Manage Application Data Security Policy

Manage Application Database Resource

Application Descriptive Flexfield Administration Duty (CRM)

Manages descriptive and extensible flexfields.

Manage Application Descriptive Flexfield

Manage Application Extensible Flexfield

Manage Application Flexfield Value Set

Application Lookup Administration Duty (CRM)

Manages application common lookups, set-enabled lookups, and standard lookups.

Manage Application Common Lookup

Manage Application Set-Enabled Lookup

Manage Application Standard Lookup

Application Message Administration Duty (CRM)

Manages application messages.

Manage Application Message

Application Profile Option Registration Duty (CRM)

Manages application profile categories and profile options.

Manage Application Profile Category

Manage Application Profile Option

Application Reference Data Sharing Administration Duty (CRM)

Manage application reference data set and assignments.

Manage Application Reference Data Set

Manage Application Reference Data Set Assignment

Application Taxonomy Administration Duty (CRM)

Manages application taxonomy.

Manage Application Taxonomy

Application Tree Administration Duty (CRM)

Manages application trees and tree labels.

Manage Application Tree

Manage Application Tree Label

Application Tree Structure Registration Duty (CRM)

Manages application tree structure.

Manage Application Tree Structure

Application User Profile Value Administration Duty (CRM)

Manages my application user profile values.

Manage My Application Profile Values

Application World Reference Administration Duty (CRM)

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Manage Application Reference Currency

Manage Application Reference ISO Language

Manage Application Reference Industry

Manage Application Reference Language

Manage Application Reference Natural Language

Manage Application Reference Territory

Manage Application Reference Timezone

Appointment View Duty

Manages viewing of appointment data.

Manage Calendar Preferences

Asset and Recommendation View Duty

Views assets and recommendations in Customer Center.

View Customer Asset

View Product Recommendation

Audit Trail Report Viewing Duty

Duty role to allow view of the audit history detail report

View Audit Trail Report

Channel Manager Dashboard Duty

Provides channel roles a dashboard to manage their daily transactions.

Manage Partner User Profile

View Channel Manager Dashboard

View Channel Manager Dashboard as Administrator

View Customer Analytics

View Partner Content

View Partner Profile

View Partner Program Enrollment

View Partner Programs Summary

View Territories and Forecasts

Contract Terms and Conditions View Access Duty (CRM)

Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word.

Download Contract for External Parties

View Contract Terms

Contract View Access Across All Business Units Duty (CRM)

Views contracts across all business units regardless of business unit assignment.

Enable Buy Intent

Enable Sell Intent

Generate PDF Contract for Text Search

View Contract

View Contract Terms

Customer Account Addresses Inquiry Duty

Views customer account address information.

Search Customer Account Site

View Customer Account Site

View Customer Account Site Use

Customer Account Contacts Inquiry Duty

Views customer account contact information.

Export Customer Account Contact

View Customer Account Contact

View Customer Account Contact Responsibility

Customer Account Information Inquiry Duty

Views customer account basic information.

Export Customer Account

Search Trading Community Organization

View Customer Account

Customer Account Relationships Inquiry Duty

Views customer account relationship information.

Export Customer Account Relationship

Search Customer Account Relationships

View Customer Account Relationship

View Customer Account Relationships

Customer Data Management Foundation Custom Objects Management Duty

Manages custom objects in Customer Data Management Foundation.

Manage Customer Data Management Foundation Custom Objects

File Import Scheduling Duty

Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles.

Run File Import Scheduler

Set Up File Import Activity

Foundation User and Roles Management Duty (CRM)

Creates and updates users and assigns roles to users.

Manage Users

View Person Details

Incentive Compensation Goal Management Duty (CRM)

Maintain incentive compensation to quota management worklist notification via quota management integration

Customize Incentive Compensation Participant Goal

Item Inquiry Duty (CRM)

Queries and views items in the enterprise.

Manage Item Attachment

Manage Item Catalog

Manage Item Global Search

Manage Trading Partner Item Reference

View Item

View Item Organization Association

View Item Relationship

Lead Registration Approval Duty

Approves sales lead registrations submitted by external partners.

Approve Sales Lead

Lead Registration Management Duty

Manages and analyzes sales lead registrations. Includes the ability to create sales lead registrations, edit both internal and partner lead attributes as needed, and view lead age and status.

Create Sales Lead

Delete Sales Lead External Attributes

Delete Sales Lead Internal Attributes

Delete Sales Lead Primary Partner

Manage Lead Qualification Work Area

Select Sales Lead External Attributes

Select Sales Lead Internal Attributes

Select Sales Lead Primary Partner

Update Sales Lead Expiration Date

Update Sales Lead External Attributes

Update Sales Lead Internal Attributes

Update Sales Lead Primary Partner

View Sales Lead Contextual Bin

View Sales Lead Internal Tabs

Locations Inquiry Duty

Calls location web service.

Search Trading Community Location

View Trading Community Location

Locations Management Duty

Calls location web service.

Enter Trading Community Location

Remove Trading Community Location

Update Trading Community Location

Marketing Approval Duty

Reviews and approves secured marketing campaigns by viewing detailed campaign, list, segment, and treatment information from the campaign, audience, and treatment work areas.

Approve Marketing Campaign

Manage Audience Work Area

Manage Campaigns Work Area

Manage Treatments Work Area

Update Marketing Campaign

View Marketing Campaign

Marketing Budget Maintenance Duty

Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities.

Activate Marketing Budget

Create Marketing Budget

Create Marketing Budget Entry

Create Marketing Claim Settlement

Delete Marketing Budget

Delete Marketing Claim Settlement

Export Marketing Budget

Export Marketing Budget Entry

Import Marketing Budget

Import Marketing Budget Entry

Inactivate Marketing Budget

Manage Budgets Work Area

Run Marketing Budget Currency Revaluation Scheduler

Update Marketing Budget

Update Marketing Budget Entry

Update Marketing Claim Settlement

View Marketing Budget

View Marketing Budget Analytics

View Marketing Budget Checkbook

View Marketing Budget Entry

View Marketing Claim

View Marketing Claim Settlement

View Marketing Fund Request

View Marketing Source Code

Marketing Budget Utilization Duty

Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities.

Create Marketing Claim

Create Marketing Fund Request

Delete Marketing Claim

Delete Marketing Fund Request

Manage Budgets Work Area

Submit Marketing Claim

Submit Marketing Fund Request

Update Marketing Claim

Update Marketing Fund Request

View Marketing Budget

View Marketing Claim

View Marketing Claim Settlement

View Marketing Fund Request

View Marketing Source Code

Marketing Fund Request and Claim Processing Duty

Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information.

Approve Marketing Claim

Approve Marketing Fund Request

Export Marketing Budget

Export Marketing Budget Entry

Manage Budgets Work Area

Reject Marketing Claim

Reject Marketing Fund Request

View Marketing Budget

View Marketing Budget Analytics

View Marketing Budget Checkbook

View Marketing Budget Entry

View Marketing Claim

View Marketing Claim Settlement

View Marketing Fund Request

View Marketing Source Code

Marketing Response Data Review Duty

Views responses to marketing campaigns.

View Marketing Response

Negotiation Viewing Duty (CRM)

View the negotiation summary and details pages.

Search Supplier Negotiation

View Supplier Negotiation

Opportunity Channel Account Manager Duty

Views all aspects of the application. This role is for channel account managers.

Manage Opportunity Work Area

View Opportunity

View Opportunity Appointments

View Opportunity Competitors

View Opportunity Contacts

View Opportunity Group Space

View Opportunity Interactions

View Opportunity Leads

View Opportunity Nonrevenue Credits

View Opportunity Notes

View Opportunity Partners

View Opportunity References

View Opportunity Revenue

View Opportunity Revenue Credits

View Opportunity Revenue Recurrences

View Opportunity Sales Coach

View Opportunity Sources

View Opportunity Tasks

View Opportunity Team

Opportunity Revenue View Duty

Views revenue information. This role is for read-only access to revenue information.

View Opportunity Revenue

Opportunity Sales Account Territory Resource Duty

Views all aspects of the application. This role is for members of the sales account territory team.

View Opportunity Appointments

View Opportunity Competitors

View Opportunity Contacts

View Opportunity Group Space

View Opportunity Interactions

View Opportunity Leads

View Opportunity Nonrevenue Credits

View Opportunity Notes

View Opportunity Partners

View Opportunity References

View Opportunity Revenue

View Opportunity Revenue Credits

View Opportunity Revenue Recurrences

View Opportunity Sales Coach

View Opportunity Sources

View Opportunity Tasks

View Opportunity Team

Opportunity View Duty

Views opportunity data. This role is for viewing opportunities from the customer center.

View Opportunity

Partner Account Maintenance Duty

Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain.

Create Partner Member

Create Partner User

Import Partner

Manage Partner Account Team

Manage Partner User Security Role

Remove Partner Member

Update Partner Member

Update Partner Profile

View Partner Contract

Partner Account Review Duty

Views a partner account, including viewing a partner's members, profile, and account team.

Search Partner

View Channel Manager Dashboard

View Partner

View Partner Account Team

View Partner Interaction

View Partner Lead

View Partner Member

View Partner Opportunity

View Partner Profile

View Partner Snapshot

View Partner Task

Partner Content Management Duty

Secures who can create partner collateral

Manage Partner Content

Partner Program Enrollment Supervision Duty

Reviews and updates the enrollment details of the program to which a partner enrolls. This role is for a channel sales director.

Apply Partner Program

Manage Partner Program Enrollment

View Partner Program Enrollment

Partner Program Enrollment View Duty

Views the enrollment details of the program to which a partner enrolls.

View Partner Program Enrollment

Partner Program Inquiry Duty

Reviews a partner program.

View Partner Program

Partner Program Questionnaire Response Duty (CRM)

Manages the capture of responses to the partner program enrollment questionnaire.

Capture Partner Responses to Partner Program Enrollment Questionnaire

Partner Program Questionnaire Search and View Access Duty (CRM)

Searches and views questions and their associations to partner programs.

View Questions associated to Program

Partner Sales Party Management Duty

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.  This role has limited access to customers and contacts.

Create Consumer

Create Sales Organization

Create Sales Party Appointment

Create Sales Party Contact

Create Sales Party Interaction

Create Sales Party Task

Delete Sales Party Appointment

Delete Sales Party Contact

Delete Sales Party Interaction

Delete Sales Party Task

Manage Customers Work Area

Manage Sales Account Team

Update Consumer

Update Sales Organization

Update Sales Party Appointment

Update Sales Party Contact

Update Sales Party Interaction

Update Sales Party Task

View Consumer

View Sales Account Team

View Sales Organization

View Sales Party

View Sales Party Appointment

View Sales Party Contact

View Sales Party Interaction

View Sales Party Task

Party Contract View Access Duty (CRM)

Views contracts for a party for the assigned business units.

View Contracts for Party

Purchase Agreement Viewing Duty (CRM)

Search for and review purchase agreements.

Search Purchase Agreement

View Purchase Agreement

Purchase Order Viewing Duty (CRM)

Search for and review purchase orders as a procurement agent.

View Purchase Order

Quota Management Duty

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry.

Manage Sales Quota Prediction Formula

Manage Sales Territory Quota

Resource Administration Duty

Administers resource information.

Contact Trading Community Resource

Edit Trading Community Resource Profile

Enter Trading Community Resource Information

Identify Trading Community Person as a Trading Community Resource

Manage Trading Community Resource

Manage Trading Community Resource History

Manage Trading Community Resource Lookups

Manage Trading Community Resource Note

Manage Trading Community Resource Note Descriptive Flexfields

Manage Trading Community Resource Note Type

Manage Trading Community Resource Note Type Mapping

Manage Trading Community Resource Organization Memberships

Manage Trading Community Resource Role Assignments

Manage Trading Community Resource Sales Representative Information

Manage Trading Community Resource Skills

Manage Trading Community Resource Team Memberships

Remove Trading Community Resource

Search Trading Community Resource

Upload Trading Community Resource Picture

View Trading Community Resource Administration Detail Information

View Trading Community Resource Collaboration Information

View Trading Community Resource Details

View Trading Community Resource History

View Trading Community Resource Note

View Trading Community Resource Organization Memberships

View Trading Community Resource Profile

View Trading Community Resource Role Assignments

View Trading Community Resource Sales Representative Information

View Trading Community Resource Team Memberships

Resource Information Management Duty

Manages resource information.

Add Trading Community Resource to My Social Network

Contact Trading Community Resource

Edit Trading Community Resource Profile

Manage Trading Community Resource Address

Manage Trading Community Resource Contact Information

Manage Trading Community Resource Note

Manage Trading Community Resource Skills

Manage Trading Community Resource Social Network

Search Trading Community Resource

Upload Trading Community Resource Picture

View Trading Community Resource Address

View Trading Community Resource Collaboration Information

View Trading Community Resource Contact Information

View Trading Community Resource Details

View Trading Community Resource Note

View Trading Community Resource Organization Memberships

View Trading Community Resource Overview Information

View Trading Community Resource Profile

View Trading Community Resource Role Assignments

View Trading Community Resource Sales Representative Information

View Trading Community Resource Skills

View Trading Community Resource Social Network

View Trading Community Resource Team Memberships

Resource Organization Administration Duty

Administers resource organizations.

Manage Trading Community Resource Organization

Manage Trading Community Resource Organization Hierarchy

Manage Trading Community Resource Organization Members

Run Trading Community Resource Reporting Hierarchy Generation

Search Trading Community Resource Organization

Search Trading Community Resource Organization Hierarchies

View Trading Community Organization Resource Members

View Trading Community Resource Organization

View Trading Community Resource Organization Details

View Trading Community Resource Organization Hierarchies

View Trading Community Resource Organization Hierarchy Details

View Trading Community Resource Organization Team Memberships

View Trading Community Resource Organization Usage Information

Resource Organization Management Duty

Manages resource organizations.

Manage Resource Organization Member Descriptive Flexfields

Search Trading Community Resource Organization

Search Trading Community Resource Organization Hierarchies

View Trading Community Organization Resource Members

View Trading Community Resource Organization

View Trading Community Resource Organization Details

View Trading Community Resource Organization Hierarchies

View Trading Community Resource Organization Hierarchy

View Trading Community Resource Organization Hierarchy Details

View Trading Community Resource Organization Team Memberships

View Trading Community Resource Organization Usage Information

View Trading Community Resource Overview Information

Resource Team Management Duty

Manages resource teams.

Search Trading Community Resource Team

View Trading Community Resource Overview Information

View Trading Community Resource Team

View Trading Community Resource Team Details

View Trading Community Resource Team Members

View Trading Community Resource Team Usages

Sales Competitor Sales Representative Duty

Views secure customer competitor purchase data. This role is for salespersons.

Update Customer Competitor Purchase

View Customer Competitor Purchase

View Sales Competitor

View Sales Competitor Opportunities

Sales Extension Management Duty

Views secure customer competitor purchase data. This role is for members of the sales account team.

Update Customer Competitor Purchase

View Customer Competitor Purchase

View Sales Reference Customer

Sales Lead Data Access Duty

Views sales leads.

View Sales Lead

Sales Lead Follow Up Duty

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Convert Sales Lead

Create Sales Lead

Manage Lead Qualification Work Area

Qualify Sales Lead

Update Sales Lead

View Sales Lead

Sales Party Management Duty

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Consumer

Create Sales Organization

Create Sales Party Appointment

Create Sales Party Assessment

Create Sales Party Contact

Create Sales Party Interaction

Create Sales Party Note

Create Sales Party Task

Delete Sales Party Appointment

Delete Sales Party Assessment

Delete Sales Party Contact

Delete Sales Party Interaction

Delete Sales Party Note

Delete Sales Party Task

Manage Reference Customer Profile

Manage Sales Account Team

Manage Sales Party Classifications

Manage Sales Party Contact Hierarchy

Manage Sales Party Forums

Update Consumer

Update Sales Organization

Update Sales Party Appointment

Update Sales Party Assessment

Update Sales Party Contact

Update Sales Party Interaction

Update Sales Party Note

Update Sales Party Task

Sales Party Partner Territory Management Duty

Manages sales account partner territory associations.

Manage Sales Party Partner Territory

Sales Party Review Duty

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Manage Customers Work Area

View Billing Account

View Consumer

View One Source Market Place Information

View Revenue by Organization Hierarchy

View Sales Account Team

View Sales Organization

View Sales Party

View Sales Party Analytics

View Sales Party Appointment

View Sales Party Assessment

View Sales Party Classifications

View Sales Party Contact

View Sales Party Contact Hierarchy

View Sales Party Forums

View Sales Party Hierarchy

View Sales Party Interaction

View Sales Party Note

View Sales Party Snapshot

View Sales Party Subsidiaries

View Sales Party Task

View Siebel Service Requests

Sales Reference Customer Sales Representative Duty

Views reference customer note data. This role is for salespersons.

View Sales Reference Customer

View Sales Reference Customer Opportunities

Social Group Participation Core Duty (CRM)

Groups participation tasks available in Oracle Fusion Global Human Resources

Manage Social Group

Social Network Core Duty (CRM)

Performs social network tasks in Oracle Fusion Global Human Resources

Manage Social Bookmarks

Social Network Duty (CRM)

Participates in social networks.

Invite Social Connection

Manage Kudos

Manage Message Board

Manage Social Connections

Manage Social Self-descriptive Information

View Activity Stream

Talent Notifications Duty (CRM)

Sets up and manages talent management notifications.

Manage Goal Management Notifications

Manage Talent Notifications

Territory Management Duty

Manages sales territories, territory proposals, and quotas.

Manage Sales Territory

Manage Sales Territory Proposal

Manage Territories, Forecasts and Quotas Work Area

Run Territory Proposal Activation Job

Run Territory Restore Job

View Sales Territory

View Sales Territory Proposal

Trading Community Import Batch Management Duty

Manages trading community data import batches.

Enter Trading Community Import Batch Information

Enter Trading Community Import Batch Process Information

Purge Trading Community Import Batch

Run Trading Community Import Batch Error Report

Run Trading Community Import Batch Process

View Trading Community Import Batch Details and Statistics

View Trading Community Import Batch Errors and Details

View Trading Community Import Batch Information

Trading Community Merge Request Management Duty

Grants privileges for end user to create merge requests

Enter Trading Community Merge Request

Submit Trading Community Merge Request

User Role Management Duty (CRM)

Manages user roles.

Assign Roles to User

Copy Personal Data to LDAP

Manage User Account and Roles

View Person Details Duty (CRM)

Creates or updates users during person synchronizations.

View Person Details

View Portrait Duty (CRM)

Grants access to the worker and nonworker portrait pages.

View Nonworker Portrait

View Worker Portrait

Workforce Profile Resource Administration Duty (CRM)

Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model.

Manage Talent Education Establishment

Manage Talent Profile Content Item

Manage Talent Profile Rating Model

Manage Talent Profile Sources

Workforce Profile Resource Manager Duty (CRM)

Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model.

Manage Person Talent Profile


Data Security Policies

Data security policies and their enforcement across analytics application for the job role Channel Account Manager


Business Object

Policy Description

Policy Store Implementation

Analytics Implementation

Activities and Interests

A Channel Account Manager can view activities and interests for themselves

Role: Social Network Core Duty

Privilege: View Activities and Interests (Data)

Resource: Activities and Interests

Activity Stream

A Channel Account Manager can view activity stream for themselves

Role: Social Network Duty

Privilege: View Activity Stream (Data)

Resource: Activity Stream

Application Attachment

A Channel Account Manager can delete application attachment for all application attachments of categories including budget reference, additional planning reference, and miscellaneous

Role: Marketing Budget Attachment Management Duty

Privilege: Delete Application Attachment

Resource: Application Attachment

A Channel Account Manager can delete application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous

Role: Marketing Claim Attachment Management Duty

Privilege: Delete Application Attachment

Resource: Application Attachment

A Channel Account Manager can delete application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous

Role: Marketing Fund Request Attachment Management Duty

Privilege: Delete Application Attachment

Resource: Application Attachment

A Channel Account Manager can read application attachment for all application attachments of categories including budget reference, additional planning reference, and miscellaneous

Role: Marketing Budget Attachment Management Duty

Privilege: Read Application Attachment

Resource: Application Attachment

A Channel Account Manager can read application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous

Role: Marketing Claim Attachment Management Duty

Privilege: Read Application Attachment

Resource: Application Attachment

A Channel Account Manager can read application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous

Role: Marketing Fund Request Attachment Management Duty

Privilege: Read Application Attachment

Resource: Application Attachment

A Channel Account Manager can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing

Role: Purchase Document Attachment Inquiry Duty

Privilege: Read Application Attachment

Resource: Application Attachment

A Channel Account Manager can update application attachment for all application attachments of categories including budget reference, additional planning reference, and miscellaneous

Role: Marketing Budget Attachment Management Duty

Privilege: Update Application Attachment

Resource: Application Attachment

A Channel Account Manager can update application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous

Role: Marketing Claim Attachment Management Duty

Privilege: Update Application Attachment

Resource: Application Attachment

A Channel Account Manager can update application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous

Role: Marketing Fund Request Attachment Management Duty

Privilege: Update Application Attachment

Resource: Application Attachment

Application Attachment Category

A Channel Account Manager can delete application attachment for all miscelleneous category attachments data

Role: Applications Common Reference Data Review Duty

Privilege: Delete Application Attachment

Resource: Application Attachment Category

A Channel Account Manager can read application attachment for all miscelleneous category attachments data

Role: Applications Common Reference Data Review Duty

Privilege: Read Application Attachment

Resource: Application Attachment Category

A Channel Account Manager can update application attachment for all miscelleneous category attachments data

Role: Applications Common Reference Data Review Duty

Privilege: Update Application Attachment

Resource: Application Attachment Category

Appointment

A Channel Account Manager can participant view appointment where they are owner or participants of the appointment

Role: Participant Appointment View Duty

Privilege: Participant View Appointment (Data)

Resource: Appointment

A Channel Account Manager can view appointment for all appointments in the enterprise

Role: Appointment View Duty

Privilege: View Appointment (Data)

Resource: Appointment

Appointment Note

A Channel Account Manager can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note

Role: Appointment Note Management Duty

Privilege: Delete Appointment Note (Data)

Resource: Appointment Note

A Channel Account Manager can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note

Role: Appointment Note Management Duty

Privilege: Update Appointment Note (Data)

Resource: Appointment Note

A Channel Account Manager can view appointment note for all internal appointment notes in the enterprise

Role: Appointment Note Management Duty

Privilege: View Appointment Note (Data)

Resource: Appointment Note

A Channel Account Manager can view appointment note where they are the author of the private appointment note

Role: Appointment Note Management Duty

Privilege: View Appointment Note (Data)

Resource: Appointment Note

Assignment Grade

A Channel Account Manager can choose assignment grade for grades in their grade security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Assignment Grade (Data)

Resource: Assignment Grade

Bookmark

A Channel Account Manager can view bookmark for themselves

Role: Social Network Core Duty

Privilege: View Bookmark (Data)

Resource: Bookmark

Business Unit

A Channel Account Manager can choose business unit organization for business units in their organization security profile

Role: Business Unit Selection Duty

Privilege: Choose Business Unit Organization (Data)

Resource: Business Unit

Competitor Note

A Channel Account Manager can manage sales competitor note where they are the author of the note

Role: Sales Competitor Sales Representative Duty

Privilege: Manage Sales Competitor Note (Data)

Resource: Competitor Note

A Channel Account Manager can view sales competitor note for all notes that are not private

Role: Sales Competitor Sales Representative Duty

Privilege: View Sales Competitor Note (Data)

Resource: Competitor Note

A Channel Account Manager can view sales competitor note where they are the author of the note

Role: Sales Competitor Sales Representative Duty

Privilege: View Sales Competitor Note (Data)

Resource: Competitor Note

Consumer File Import Activity

A Channel Account Manager can view consumer file import activity object type for all consumer file import activites of object type 'consumer'

Role: Trading Community Import Batch Management Duty

Privilege: View Consumer File Import Activity Object Type (Data)

Resource: Consumer File Import Activity

Consumer File Import Mapping

A Channel Account Manager can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer'

Role: Trading Community Import Batch Management Duty

Privilege: View Consumer File Import Mapping Object Type (Data)

Resource: Consumer File Import Mapping

Consumer File Import Object

A Channel Account Manager can view consumer file import object type for all consumer file import objects of object type 'consumer'

Role: Trading Community Import Batch Management Duty

Privilege: View Consumer File Import Object Type (Data)

Resource: Consumer File Import Object

Contract

A Channel Account Manager can manage contract for all business units

Role: Contract View Access Across All Business Units Duty

Privilege: Manage Contract (Data)

Resource: Contract

Contract Note

A Channel Account Manager can view contract note for notes that are not private or private notes where they are the author.

Role: Contract View Access Across All Business Units Duty

Privilege: View Contract Note (Data)

Resource: Contract Note

Customer Account

A Channel Account Manager can view customer account for all customer accounts in the enterprise

Role: Customer Account Information Inquiry Duty

Privilege: View Customer Account (Data)

Resource: Customer Account

Customer Competitor Purchase

A Channel Account Manager can update customer competitor purchase where the customer party is a legal entity or sales prospect

Role: Sales Competitor Sales Representative Duty

Privilege: Update Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

Role: Sales Extension Management Duty

Privilege: Update Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

A Channel Account Manager can update customer competitor purchase where the customer party is a sales account and they are a sales account team member with edit or full access

Role: Sales Competitor Sales Representative Duty

Privilege: Update Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

A Channel Account Manager can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access

Role: Sales Extension Management Duty

Privilege: Update Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

A Channel Account Manager can view customer competitor purchase where the customer party is a legal entity or sales prospect

Role: Sales Competitor Sales Representative Duty

Privilege: View Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

Role: Sales Extension Management Duty

Privilege: View Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

A Channel Account Manager can view customer competitor purchase where the customer party is a sales account and they are a sales account team member

Role: Sales Competitor Sales Representative Duty

Privilege: View Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

A Channel Account Manager can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member

Role: Sales Extension Management Duty

Privilege: View Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

Customer File Import Activity

A Channel Account Manager can view customer file import activity object type for all customer file import activities of object type 'customer'

Role: Trading Community Import Batch Management Duty

Privilege: View Customer File Import Activity Object Type (Data)

Resource: Customer File Import Activity

Customer File Import Mapping

A Channel Account Manager can view customer file import mapping object type for all customer file import mappings of object type 'customer'

Role: Trading Community Import Batch Management Duty

Privilege: View Customer File Import Mapping Object Type (Data)

Resource: Customer File Import Mapping

Customer File Import Object

A Channel Account Manager can view customer file import object type for all customer file import objects of object type 'customer'

Role: Trading Community Import Batch Management Duty

Privilege: View Customer File Import Object Type (Data)

Resource: Customer File Import Object

Department

A Channel Account Manager can choose department for departments in their organization security profile

Role: Department Selection Duty

Privilege: Choose Department (Data)

Resource: Department

Role: Foundation User and Roles Management Duty

Privilege: Choose Department (Data)

Resource: Department

Employee Resource File Import Activity

A Channel Account Manager can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource'

Role: Resource Administration Duty

Privilege: View Employee Resource File Import Activity Object Type (Data)

Resource: Employee Resource File Import Activity

Employee Resource File Import Mapping

A Channel Account Manager can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource'

Role: Resource Administration Duty

Privilege: View Employee Resource File Import Mapping Object Type (Data)

Resource: Employee Resource File Import Mapping

Employee Resource File Import Object

A Channel Account Manager can view employee resource file import object type for all employee resource file import objects of object type 'employee resource'

Role: Resource Administration Duty

Privilege: View Employee Resource File Import Object Type (Data)

Resource: Employee Resource File Import Object

HR Job

A Channel Account Manager can choose hr job for jobs in their job security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose HR Job (Data)

Resource: HR Job

Role: Job Selection Duty

Privilege: Choose HR Job (Data)

Resource: HR Job

Incentive Compensation Goal

A Channel Account Manager can manage incentive compensation goal for the business units for which they are authorized

Role: Incentive Compensation Goal Management Duty

Privilege: Manage Incentive Compensation Goal (Data)

Resource: Business Unit

Interaction

A Channel Account Manager can delete interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: Delete Interaction (Data)

Resource: Interaction

A Channel Account Manager can participant delete interaction where they are participants of the interaction

Role: Participant Interaction Management Duty

Privilege: Participant Delete Interaction (Data)

Resource: Interaction

A Channel Account Manager can participant update interaction where they are participants of the interaction

Role: Participant Interaction Management Duty

Privilege: Participant Update Interaction (Data)

Resource: Interaction

A Channel Account Manager can participant view interaction where they are participants of the interaction

Role: Participant Interaction Management Duty

Privilege: Participant View Interaction (Data)

Resource: Interaction

A Channel Account Manager can update interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: Update Interaction (Data)

Resource: Interaction

A Channel Account Manager can view interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: View Interaction (Data)

Resource: Interaction

Kudos

A Channel Account Manager can view kudos for themselves

Role: Social Network Duty

Privilege: View Kudos (Data)

Resource: Kudos

Legal Employer

A Channel Account Manager can choose legal employer for legal employers in their organization security profile

Role: Legal Employer Selection Duty

Privilege: Choose Legal Employer (Data)

Resource: Legal Employer

Legal Entity File Import Activity

A Channel Account Manager can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity'

Role: Trading Community Import Batch Management Duty

Privilege: View Legal Entity File Import Activity Object Type (Data)

Resource: Legal Entity File Import Activity

Legal Entity File Import Mapping

A Channel Account Manager can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity'

Role: Trading Community Import Batch Management Duty

Privilege: View Legal Entity File Import Mapping Object Type (Data)

Resource: Legal Entity File Import Mapping

Legal Entity File Import Object

A Channel Account Manager can view legal entity file import object type for all legal entity file import objects of object type 'legal entity'

Role: Trading Community Import Batch Management Duty

Privilege: View Legal Entity File Import Object Type (Data)

Resource: Legal Entity File Import Object

Location

A Channel Account Manager can choose location for locations in their location security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Location (Data)

Resource: Location

Marketing Budget

A Channel Account Manager can delete marketing budget for all resource organizations and child resource organizations for which they are authorized

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can delete marketing budget where they are a manager in the management hierarchy of the budget owner

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can delete marketing budget where they are a resource in the marketing budget team

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can delete marketing budget where they are the owner of the marketing budget

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can update marketing budget for all resource organizations and child resource organizations for which they are authorized

Role: Marketing Budget Maintenance Duty

Privilege: Update Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can update marketing budget where they are a manager in the management hierarchy of the budget owner

Role: Marketing Budget Maintenance Duty

Privilege: Update Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can update marketing budget where they are a resource in the marketing budget team

Role: Marketing Budget Maintenance Duty

Privilege: Update Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can update marketing budget where they are the owner of the marketing budget

Role: Marketing Budget Maintenance Duty

Privilege: Update Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can view marketing budget for all resource organizations and child resource organizations for which they are authorized

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can view marketing budget where they are a manager in the management hierarchy of the budget owner

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can view marketing budget where they are a resource in the marketing budget team

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget (Data)

Resource: Marketing Budget

A Channel Account Manager can view marketing budget where they are the owner of the marketing budget

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget (Data)

Resource: Marketing Budget

Marketing Budget Note

A Channel Account Manager can delete marketing budget note where they have delete access to the marketing budget

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Budget Note (Data)

Resource: Marketing Budget Note

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Budget Note (Data)

Resource: Marketing Budget Note

A Channel Account Manager can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Budget Note (Data)

Resource: Marketing Budget Note

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Budget Note (Data)

Resource: Marketing Budget Note

A Channel Account Manager can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note

Role: Marketing Budget Maintenance Duty

Privilege: Update Marketing Budget Note (Data)

Resource: Marketing Budget Note

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Budget Note (Data)

Resource: Marketing Budget Note

A Channel Account Manager can view marketing budget note for all internal or external marketing budget notes in the enterprise

Role: Marketing Budget Maintenance Duty

Privilege: View Marketing Budget Note (Data)

Resource: Marketing Budget Note

A Channel Account Manager can view marketing budget note where they are the author of the private marketing budget note

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget Note (Data)

Resource: Marketing Budget Note

Marketing Budget Team

A Channel Account Manager can update marketing budget team for all external and internal marketing budget team members

Role: Marketing Fund Request and Claim Processing Duty

Privilege: Update Marketing Budget Team (Data)

Resource: Marketing Budget Team

A Channel Account Manager can update marketing budget team for all external and internal marketing budget team members where they are the budget owner

Role: Marketing Budget Maintenance Duty

Privilege: Update Marketing Budget Team (Data)

Resource: Marketing Budget Team

A Channel Account Manager can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Budget Team (Data)

Resource: Marketing Budget Team

Marketing Campaign

A Channel Account Manager can update marketing campaign where they are a manager in the management hierarchy of a resource in the marketing campaign team with full access

Role: Marketing Approval Duty

Privilege: Update Marketing Campaign (Data)

Resource: Marketing Campaign

A Channel Account Manager can view marketing campaign for all resource organizations and child resource organizations for which they are authorized

Role: Marketing Approval Duty

Privilege: View Marketing Campaign (Data)

Resource: Marketing Campaign

Marketing Claim

A Channel Account Manager can delete marketing claim where they have view access to the marketing budget

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Claim (Data)

Resource: Marketing Claim

A Channel Account Manager can update marketing claim where they have view access to the marketing budget

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Claim (Data)

Resource: Marketing Claim

A Channel Account Manager can view marketing claim where they have view access to the marketing budget

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Claim (Data)

Resource: Marketing Claim

Marketing Claim Note

A Channel Account Manager can delete marketing claim note where they have delete access to the marketing claim

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Claim Note (Data)

Resource: Marketing Claim Note

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Claim Note (Data)

Resource: Marketing Claim Note

A Channel Account Manager can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Claim Note (Data)

Resource: Marketing Claim Note

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Claim Note (Data)

Resource: Marketing Claim Note

A Channel Account Manager can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note

Role: Marketing Budget Maintenance Duty

Privilege: Update Marketing Claim Note (Data)

Resource: Marketing Claim Note

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Claim Note (Data)

Resource: Marketing Claim Note

A Channel Account Manager can view marketing claim note for all internal or external marketing claim notes in the enterprise

Role: Marketing Budget Maintenance Duty

Privilege: View Marketing Claim Note (Data)

Resource: Marketing Claim Note

A Channel Account Manager can view marketing claim note where they are the author of the private marketing claim note

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Claim Note (Data)

Resource: Marketing Claim Note

Marketing Fund Request Note

A Channel Account Manager can delete marketing fund request note where they have delete access to the marketing fund request

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

A Channel Account Manager can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note

Role: Marketing Budget Maintenance Duty

Privilege: Delete Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

A Channel Account Manager can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note

Role: Marketing Budget Maintenance Duty

Privilege: Update Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

A Channel Account Manager can view marketing fund request note for all internal or external marketing fund request notes in the enterprise

Role: Marketing Budget Maintenance Duty

Privilege: View Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

A Channel Account Manager can view marketing fund request note where they are the author of the private marketing fund request note

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

Message Board

A Channel Account Manager can view message board for themselves

Role: Social Network Duty

Privilege: View Message Board (Data)

Resource: Message Board

Network Activities

A Channel Account Manager can view network activities for themselves

Role: Social Network Duty

Privilege: View Network Activities (Data)

Resource: Network Activities

Opportunity

A Channel Account Manager can view opportunity where they are a member of the account team of a partner organization on the opportunity

Role: Opportunity Channel Account Manager Duty

Privilege: View Opportunity (Data)

Resource: Opportunity

Fact: CRM - Revenue

Dimension(s): Opportunity

A Channel Account Manager can view opportunity where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team

Role: Opportunity Sales Account Territory Resource Duty

Privilege: View Opportunity (Data)

Resource: Opportunity

Fact: CRM - Revenue

Dimension(s): Opportunity

Opportunity Note

A Channel Account Manager can view opportunity note where they are a member of the account team of a partner organization on the opportunity and the note is not private

Role: Opportunity Channel Account Manager Duty

Privilege: View Opportunity Note (Data)

Resource: Opportunity Note

A Channel Account Manager can view opportunity note where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team and the note is not private

Role: Opportunity Sales Account Territory Resource Duty

Privilege: View Opportunity Note (Data)

Resource: Opportunity Note

A Channel Account Manager can view opportunity note where they are the author of the note

Role: Opportunity Channel Account Manager Duty

Privilege: View Opportunity Note (Data)

Resource: Opportunity Note

Role: Opportunity Sales Account Territory Resource Duty

Privilege: View Opportunity Note (Data)

Resource: Opportunity Note

Partner File Import Activity

A Channel Account Manager can view partner file import activity object type for all partner file import activities of object type 'partner company'

Role: Partner Import Maintenance Duty

Privilege: View Partner File Import Activity Object Type (Data)

Resource: Partner File Import Activity

Role: Resource Administration Duty

Privilege: View Partner File Import Activity Object Type (Data)

Resource: Partner File Import Activity

Partner File Import Mapping

A Channel Account Manager can view partner file import mapping object type for all partner file import mappings of object type 'partner company'

Role: Resource Administration Duty

Privilege: View Partner File Import Mapping Object Type (Data)

Resource: Partner File Import Mapping

Partner File Import Object

A Channel Account Manager can view partner file import object type for all partner file import objects of object type 'partner company'

Role: Resource Administration Duty

Privilege: View Partner File Import Object Type (Data)

Resource: Partner File Import Object

Partner Member File Import Activity

A Channel Account Manager can view partner member file import activity object type for all partner member file import activites of object type 'partner member'

Role: Partner Import Maintenance Duty

Privilege: View Partner Member File Import Activity Object Type (Data)

Resource: Partner Member File Import Activity

Role: Resource Administration Duty

Privilege: View Partner Member File Import Activity Object Type (Data)

Resource: Partner Member File Import Activity

Partner Member File Import Mapping

A Channel Account Manager can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member'

Role: Resource Administration Duty

Privilege: View Partner Member File Import Mapping Object Type (Data)

Resource: Partner Member File Import Mapping

Partner Member File Import Object

A Channel Account Manager can view partner member file import object type for all partner member file import objects of object type 'partner member'

Role: Resource Administration Duty

Privilege: View Partner Member File Import Object Type (Data)

Resource: Partner Member File Import Object

Partner Profile

A Channel Account Manager can manage partner account where they are in the management chain of a resource who is on the partner account team with full access

Role: Partner Account Maintenance Duty

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can manage partner account where they are in the partner account team with full access

Role: Partner Account Maintenance Duty

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can update partner account where they are in the management chain of a resource who is on the partner account team with edit access

Role: Partner Account Maintenance Duty

Privilege: Update Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can update partner account where they are in the partner account team with edit access

Role: Partner Account Maintenance Duty

Privilege: Update Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can view partner account where they are in the management chain of a resource who is on the partner account team

Role: Partner Account Maintenance Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

Fact: PRM - Partner Presence

Dimension(s):

Role: Partner Account Review Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

Fact: PRM - Partner Presence

Dimension(s):

A Channel Account Manager can view partner account where they are in the partner account team

Role: Partner Account Maintenance Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

Fact: PRM - Partner Presence

Dimension(s):

Role: Partner Account Review Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

Fact: PRM - Partner Presence

Dimension(s):

Partner Program

A Channel Account Manager can view partner program for all partner programs in the enterprise

Role: Partner Program Inquiry Duty

Privilege: View Partner Program (Data)

Resource: Partner Program

Partner Program Enrollment

A Channel Account Manager can manage partner program enrollment where they are in the management chain of a resource who is on the partner account team with edit or full access

Role: Partner Program Enrollment Supervision Duty

Privilege: Manage Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

A Channel Account Manager can view partner program enrollment for all partner program enrollments in the enterprise

Role: Partner Program Enrollment View Duty

Privilege: View Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Person Assignment

A Channel Account Manager can search worker for persons and assignments in their person and assignment security profile

Role: Foundation User and Roles Management Duty

Privilege: Search Worker (Data)

Resource: Person Assignment

A Channel Account Manager can view person assignment for persons and assignments in their person and assignment security profile

Role: Foundation User and Roles Management Duty

Privilege: View Person Assignment (Data)

Resource: Person Assignment

Person Email

A Channel Account Manager can manage person email for people and assignments in their person and assignment security profile

Role: User Role Management Duty

Privilege: Manage Person Email (Data)

Resource: Person Email

Person Type

A Channel Account Manager can choose person type for person types in their person type security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Person Type (Data)

Resource: Person Type

Position

A Channel Account Manager can choose position for positions in their position security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Position (Data)

Resource: Position

Public Person

A Channel Account Manager can view person deferred for persons and assignments in their person and assignment security profile

Role: View Person Details Duty

Privilege: View Person Deferred (Data)

Resource: Public Person

Reference Customer Note

A Channel Account Manager can manage sales reference customer note where they are the author of the note

Role: Sales Reference Customer Sales Representative Duty

Privilege: Manage Sales Reference Customer Note (Data)

Resource: Reference Customer Note

A Channel Account Manager can view sales reference customer note for all notes that are not private

Role: Sales Reference Customer Sales Representative Duty

Privilege: View Sales Reference Customer Note (Data)

Resource: Reference Customer Note

A Channel Account Manager can view sales reference customer note where they are the author of the note

Role: Sales Reference Customer Sales Representative Duty

Privilege: View Sales Reference Customer Note (Data)

Resource: Reference Customer Note

Sales Competitor

A Channel Account Manager can view sales competitor for all sales competitors in the enterprise

Role: Sales Competitor Sales Representative Duty

Privilege: View Sales Competitor (Data)

Resource: Sales Competitor

Sales Lead

A Channel Account Manager can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Account Manager can convert sales lead where they are a resource in the lead sales team

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Account Manager can convert sales lead where they are a resource in the territory assigned to the sales lead

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Account Manager can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Account Manager can convert sales lead where they are the owner of the sales lead

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Account Manager can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner

Role: Lead Registration Management Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

A Channel Account Manager can update sales lead others where they are a resource in the lead sales team with full access

Role: Lead Registration Management Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

A Channel Account Manager can update sales lead others where they are a resource in the territory assigned to the sales lead

Role: Lead Registration Management Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

A Channel Account Manager can update sales lead others where they are the owner of the sales lead

Role: Lead Registration Management Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

A Channel Account Manager can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner

Role: Lead Registration Management Duty

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

A Channel Account Manager can update sales lead owner where they are the owner of the sales lead

Role: Lead Registration Management Duty

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

A Channel Account Manager can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Lead Registration Management Duty

Privilege: Update Sales Lead (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead (Data)

Resource: Sales Lead

A Channel Account Manager can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner

Role: Lead Registration Management Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

A Channel Account Manager can view sales lead where they are a resource in the lead sales team

Role: Lead Registration Management Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

A Channel Account Manager can view sales lead where they are a resource in the territory assigned to the sales lead

Role: Lead Registration Management Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

A Channel Account Manager can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Lead Registration Management Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

A Channel Account Manager can view sales lead where they are the owner of the sales lead

Role: Lead Registration Management Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Fact: Marketing Lead

Dimension(s):

Fact: PRM - Registered Lead

Dimension(s): PRM - Registered Lead Detail

Sales Lead Note

A Channel Account Manager can delete sales lead note where they have delete access to the sales lead

Role: Lead Registration Management Duty

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up Duty

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Account Manager can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note

Role: Lead Registration Management Duty

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up Duty

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Account Manager can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note

Role: Lead Registration Management Duty

Privilege: Update Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Account Manager can view sales lead note for all internal sales lead notes in the enterprise

Role: Lead Registration Management Duty

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Account Manager can view sales lead note where they are the author of the private sales lead note

Role: Lead Registration Management Duty

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

Sales Party

A Channel Account Manager can manage sales party where they are in the management chain of a resource who is on the sales account team with full access

Role: Partner Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can manage sales party where they are in the sales account team with full access

Role: Partner Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can manage sales party where they are the owner of the territory associated with the sales account

Role: Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account

Role: Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can update sales party where they are a member of the territory associated with the sales account

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can update sales party where they are in the management chain of a resource who is on the sales account team with edit access

Role: Partner Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can update sales party where they are in the sales account team with edit access

Role: Partner Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can view sales party where they are a member of the territory associated with the sales account

Role: Partner Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account

Role: Partner Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can view sales party where they are in the management chain of a resource who is on the sales account team

Role: Partner Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can view sales party where they are in the sales account team

Role: Partner Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Sales Party Note

A Channel Account Manager can view sales party note all consumer notes that are not private or private consumer notes where they are the author

Role: Sales Party Management Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Role: Sales Party Review Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

A Channel Account Manager can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author

Role: Sales Party Management Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Role: Sales Party Review Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

A Channel Account Manager can view sales party note all sales organization notes that are not private or private sales organization notes where they are the author

Role: Sales Party Management Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Role: Sales Party Review Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

A Channel Account Manager can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author

Role: Sales Party Management Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Role: Sales Party Review Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Sales Quota Plan

A Channel Account Manager can view sales quota plan for all sales quota plans that are active

Role: Quota Management Duty

Privilege: View Sales Quota Plan (Data)

Resource: Sales Quota Plan

Sales Reference Customer

A Channel Account Manager can view sales reference customer for all sales reference customers in the enterprise

Role: Sales Extension Management Duty

Privilege: View Sales Reference Customer (Data)

Resource: Sales Reference Customer

Role: Sales Reference Customer Sales Representative Duty

Privilege: View Sales Reference Customer (Data)

Resource: Sales Reference Customer

Sales Resource Quota

A Channel Account Manager can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned

Role: Quota Management Duty

Privilege: Manage Sales Resource Quota (Data)

Resource: Sales Resource Quota

A Channel Account Manager can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory

Role: Quota Management Duty

Privilege: Manage Sales Resource Quota (Data)

Resource: Sales Resource Quota

A Channel Account Manager can view sales resource quota where they are assigned the quota

Role: Quota Management Duty

Privilege: View Sales Resource Quota (Data)

Resource: Sales Resource Quota

A Channel Account Manager can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned

Role: Quota Management Duty

Privilege: View Sales Resource Quota (Data)

Resource: Sales Resource Quota

A Channel Account Manager can view sales resource quota where they are the owner of the territory to which the quota is assigned

Role: Quota Management Duty

Privilege: View Sales Resource Quota (Data)

Resource: Sales Resource Quota

Sales Territory

A Channel Account Manager can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted

Role: Territory Management Duty

Privilege: Manage Sales Territory (Data)

Resource: Sales Territory

A Channel Account Manager can view sales territory where they are a member of the territory team

Role: Territory Management Duty

Privilege: View Sales Territory (Data)

Resource: Sales Territory

A Channel Account Manager can view sales territory where they are the owner of a parent territory in the territory hierarchy

Role: Territory Management Duty

Privilege: View Sales Territory (Data)

Resource: Sales Territory

A Channel Account Manager can view sales territory where they are the territory owner

Role: Territory Management Duty

Privilege: View Sales Territory (Data)

Resource: Sales Territory

Sales Territory Partition

A Channel Account Manager can view sales territory partition for all partitions in the enterprise

Role: Territory Management Duty

Privilege: View Sales Territory Partition (Data)

Resource: Sales Territory Partition

Sales Territory Proposal

A Channel Account Manager can manage sales territory proposal where they are the owner of a territory administered by the proposal owner

Role: Territory Management Duty

Privilege: Manage Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Account Manager can manage sales territory proposal where they are the proposal owner

Role: Territory Management Duty

Privilege: Manage Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Account Manager can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal

Role: Territory Management Duty

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Account Manager can view sales territory proposal where they are the owner of a published or submitted territory in the proposal

Role: Territory Management Duty

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Account Manager can view sales territory proposal where they are the owner of a territory administered by the proposal owner

Role: Territory Management Duty

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Account Manager can view sales territory proposal where they are the proposal owner

Role: Territory Management Duty

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

Social Connection

A Channel Account Manager can view social connection for themselves

Role: Social Network Duty

Privilege: View Social Connection (Data)

Resource: Social Connection

Social Profile

A Channel Account Manager can view social profile for themselves

Role: Social Network Duty

Privilege: View Social Profile (Data)

Resource: Social Profile

Task Note

A Channel Account Manager can delete task note where they have delete access to the task

Role: Task Note Management Duty

Privilege: Delete Task Note (Data)

Resource: Task Note

A Channel Account Manager can delete task note where they have delete access to the task and where they are the author of the private task note

Role: Task Note Management Duty

Privilege: Delete Task Note (Data)

Resource: Task Note

A Channel Account Manager can update task note where they have update access to the task

Role: Task Note Management Duty

Privilege: Update Task Note (Data)

Resource: Task Note

A Channel Account Manager can update task note where they have update access to the task and where they are the author of the private task note

Role: Task Note Management Duty

Privilege: Update Task Note (Data)

Resource: Task Note

A Channel Account Manager can view task note for all internal task notes in the enterprise

Role: Task Note Management Duty

Privilege: View Task Note (Data)

Resource: Task Note

A Channel Account Manager can view task note where they are the author of the private task note

Role: Task Note Management Duty

Privilege: View Task Note (Data)

Resource: Task Note

Trading Community Customer Account Relationship

A Channel Account Manager can view customer account relationship for the reference data sets for which they are authorized

Role: Customer Account Relationships Inquiry Duty

Privilege: View Customer Account Relationship (Data)

Resource: Reference Data Set

Trading Community Customer Account Site

A Channel Account Manager can view customer account site for the reference data sets for which they are authorized

Role: Customer Account Addresses Inquiry Duty

Privilege: View Customer Account Site (Data)

Resource: Reference Data Set

Trading Community Customer Account Site Use

A Channel Account Manager can view customer account site use for the reference data sets for which they are authorized

Role: Customer Account Addresses Inquiry Duty

Privilege: View Customer Account Site Use (Data)

Resource: Reference Data Set

Trading Community Organization

A Channel Account Manager can view trading community organization for all organizations in the enterprise

Role: Party Information Inquiry Duty

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization

A Channel Account Manager can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization

Role: Partner Information Inquiry Duty

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization

Trading Community Person

A Channel Account Manager can view trading community person for all people in the enterprise

Role: Party Information Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

A Channel Account Manager can view trading community person for all persons who are a member of their partner organization

Role: Partner Information Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

A Channel Account Manager can view trading community person for all trading community persons that are contacts and associated with their partner company organization

Role: Partner Customer Contact Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

A Channel Account Manager can view trading community person for their trading community person record

Role: Person Self Information Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

Trading Community Relationship

A Channel Account Manager can view trading community relationship for all trading community relationships in the enterprise

Role: Relationship Information Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

A Channel Account Manager can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners

Role: Internal Contact Relationship Information Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

A Channel Account Manager can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization

Role: Partner Customer Contact Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

A Channel Account Manager can view trading community relationship for trading community partner contact relationships with their company

Role: Partner Information Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Resource

A Channel Account Manager can remove trading community resource for all resources in the enterprise

Role: Resource Administration Duty

Privilege: Remove Trading Community Resource (Data)

Resource: Trading Community Resource

A Channel Account Manager can update trading community resource for all resources in the enterprise

Role: Resource Administration Duty

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource

A Channel Account Manager can update trading community resource for their resource record

Role: Resource Information Management Duty

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource

A Channel Account Manager can view trading community resource for all trading community resources.

Role: Partner Information Inquiry Duty

Privilege: View Trading Community Resource (Data)

Resource: Trading Community Resource

Trading Community Resource Note

A Channel Account Manager can manage trading community resource note for all resource notes

Role: Resource Administration Duty

Privilege: Manage Trading Community Resource Note (Data)

Resource: Trading Community Resource Note

A Channel Account Manager can manage trading community resource note for the resource notes for which they are the owner

Role: Resource Information Management Duty

Privilege: Manage Trading Community Resource Note (Data)

Resource: Trading Community Resource Note

A Channel Account Manager can view trading community resource note for all resource notes

Role: Resource Administration Duty

Privilege: View Trading Community Resource Note (Data)

Resource: Trading Community Resource Note

Role: Resource Information Management Duty

Privilege: View Trading Community Resource Note (Data)

Resource: Trading Community Resource Note

Trading Community Resource Sales Representative Setup

A Channel Account Manager can manage trading community salesperson setup for the reference data sets for which they are authorized

Role: Resource Administration Duty

Privilege: Manage Trading Community Salesperson Setup (Data)

Resource: Reference Data Set

A Channel Account Manager can view trading community salesperson setup for the reference data sets for which they are authorized

Role: Resource Administration Duty

Privilege: View Trading Community Salesperson Setup (Data)

Resource: Reference Data Set

Trading Community Resource Skill

A Channel Account Manager can manage trading community resource skill for all resource skills

Role: Resource Administration Duty

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Account Manager can manage trading community resource skill for their resource skills

Role: Resource Information Management Duty

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Account Manager can manage trading community resource skill for the resource skills of persons who they manage

Role: Resource Information Management Duty

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Account Manager can view trading community resource skill for all resource skills

Role: Resource Administration Duty

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Account Manager can view trading community resource skill for their resource skills

Role: Resource Information Management Duty

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Account Manager can view trading community resource skill for the resource skills of persons who they manage

Role: Resource Information Management Duty

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill


Segregation of Duties Policies Respected

Segregation of duties policies respected during the development of duties for the job  role.

GRC Entitlements

GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Account Manager


GRC Entitlement Type

GRC Entitlement

Duty Role

Privilege

Duty

Pick Release Goods

Pick Waves Management Duty

Manage Item Attachment

Manage Item Catalog

Manage Item Global Search

Manage Trading Partner Item Reference

Ship Confirm Goods

Shipment Processing Duty

Manage Item Attachment

Manage Item Catalog

Manage Item Global Search

Manage Trading Partner Item Reference


GRC Entitlement Incompatibilities

Segregation of duties policy is a toxic combination of GRC entitlements.


Segregation of duties policies respected during the development of duties for the job role Channel Account Manager


GRC Entitlement

Conflicting GRC Entitlement

Item Costing

Pick Release Goods

Ship Confirm Goods


Job Role: Channel Partner Manager

Defines new channel partner programs.


Duties

Duties assigned directly and indirectly to the job role Channel Partner Manager


Duty Role

Description

Audit Trail Report Viewing Duty

Duty role to allow view of the audit history detail report

Business Intelligence Applications Analysis Duty (CRM)

Business Intelligence Applications Analysis Generic Duty

Business Intelligence Authoring Duty (CRM)

An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.

Business Unit Selection Duty (CRM)

Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile.

Channel Manager Dashboard Duty

Provides channel roles a dashboard to manage their daily transactions.

Channel Partner Manager Duty

Enterprise Duty role that inherits all duties performed by Channel Partner Manager

Contract Terms and Conditions View Access Duty (CRM)

Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word.

Foundation User and Roles Management Duty (CRM)

Creates and updates users and assigns roles to users.

Incentive Compensation Goal Management Duty (CRM)

Maintain incentive compensation to quota management worklist notification via quota management integration

Interaction Management Duty

Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications.

Internal Contact Relationship Information Inquiry Duty

Views trading community contact relationship data not created by partners.

Item Management Duty (CRM)

Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments.

Legal Employer Selection Duty (CRM)

Grants access to a data security privilege  Choose Legal Employer Duty  that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile.

Partner Channel Analysis Duty (CRM)

BI Duty role to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to. Maps to all key non-admin internal enterprise roles in PRM

Partner Program Contract Association Duty (CRM)

Manages association of contract types and contract terms templates to partner programs.

Partner Program Enrollment View Duty

Views the enrollment details of the program to which a partner enrolls.

Partner Program Maintain Duty

Manages, publishes, terminates, and submits partner programs.

Partner Program Questionnaire Management Duty (CRM)

Creates questions and manages the association of questions to partner programs.

Partner Program Questionnaire Response Duty (CRM)

Manages the capture of responses to the partner program enrollment questionnaire.

Partner Program Review Duty

Reviews the program details in the program catalog.

Party Information Inquiry Duty

Views trading community parties.

Quota Management Duty

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry.

Relationship Information Inquiry Duty

Grants privileges to view trading communityrelationships data.

Sales Party Partner Territory Management Duty

Manages sales account partner territory associations.

Social Connection Partner Duty (CRM)

Performs all Oracle Fusion Social Connection partner duties.

Social Group Participation Core Duty (CRM)

Groups participation tasks available in Oracle Fusion Global Human Resources

Social Network Core Duty (CRM)

Performs social network tasks in Oracle Fusion Global Human Resources

Social Network Duty (CRM)

Participates in social networks.

Territory Management Duty

Manages sales territories, territory proposals, and quotas.

Trading Partner Item Inquiry Duty (CRM)

Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers.

Transactional Analysis Duty (CRM)

This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users

User Role Management Duty (CRM)

Manages user roles.

View Person Details Duty (CRM)

Creates or updates users during person synchronizations.

View Portrait Duty (CRM)

Grants access to the worker and nonworker portrait pages.


Role Hierarchy

Roles inherited directly and indirectly by the job role Channel Partner Manager


Inherited Roles

Channel Partner Manager

          Business Intelligence Applications Worker

                    Business Intelligence Applications Analysis Duty

          Channel Partner Manager Duty

                    Audit Trail Report Viewing Duty

                    Channel Manager Dashboard Duty

                    Contract Terms and Conditions View Access Duty

                    Interaction Management Duty

                    Item Management Duty

                              Party Information Inquiry Duty

                              Trading Partner Item Inquiry Duty

                                        Party Information Inquiry Duty

                    Partner Channel Analysis Duty

                              Business Intelligence Authoring Duty

                    Partner Program Enrollment View Duty

                              Partner Program Questionnaire Response Duty

                    Partner Program Maintain Duty

                              Partner Program Contract Association Duty

                              Partner Program Questionnaire Management Duty

                              Partner Program Questionnaire Response Duty

                    Partner Program Review Duty

                    Party Information Inquiry Duty

                    Relationship Information Inquiry Duty

                    Sales Party Partner Territory Management Duty

                    Territory Management Duty

                              Internal Contact Relationship Information Inquiry Duty

                              Party Information Inquiry Duty

                              Quota Management Duty

                                        Foundation User and Roles Management Duty

                                                  Business Unit Selection Duty

                                                  Legal Employer Selection Duty

                                                  User Role Management Duty

                                                  View Person Details Duty

                                        Incentive Compensation Goal Management Duty

                                        Party Information Inquiry Duty

                    View Portrait Duty

                              Social Connection Partner Duty

                                        Social Group Participation Core Duty

                                        Social Network Duty

                                                  Social Network Core Duty

          Transactional Business Intelligence Worker

                    Transactional Analysis Duty


Privileges

Privileges granted to duties of the job role Channel Partner Manager


Duty Role

Duty Role Description

Privilege

Audit Trail Report Viewing Duty

Duty role to allow view of the audit history detail report

View Audit Trail Report

Channel Manager Dashboard Duty

Provides channel roles a dashboard to manage their daily transactions.

Manage Partner User Profile

View Channel Manager Dashboard

View Channel Manager Dashboard as Administrator

View Customer Analytics

View Partner Content

View Partner Profile

View Partner Program Enrollment

View Partner Programs Summary

View Territories and Forecasts

Contract Terms and Conditions View Access Duty (CRM)

Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word.

Download Contract for External Parties

View Contract Terms

Foundation User and Roles Management Duty (CRM)

Creates and updates users and assigns roles to users.

Manage Users

View Person Details

Incentive Compensation Goal Management Duty (CRM)

Maintain incentive compensation to quota management worklist notification via quota management integration

Customize Incentive Compensation Participant Goal

Item Management Duty (CRM)

Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments.

Create Item Structure

Manage Item

Manage Item Attachment

Manage Item Catalog

Manage Item Lifecycle Phase Change

Manage Item Organization Association

Manage Item Relationship

Manage Item Status Change

Manage Trading Partner Item Reference

Monitor Item Summary

Monitor Item Work Area

View Item

View Item Organization Association

View Item Relationship

Partner Program Contract Association Duty (CRM)

Manages association of contract types and contract terms templates to partner programs.

Associate Question to Partner Program

View Contract Terms Template by Web Service

View Contract Type by Web Service

Partner Program Enrollment View Duty

Views the enrollment details of the program to which a partner enrolls.

View Partner Program Enrollment

Partner Program Maintain Duty

Manages, publishes, terminates, and submits partner programs.

Maintain Partner Program

View Partner Program

Partner Program Questionnaire Management Duty (CRM)

Creates questions and manages the association of questions to partner programs.

Define Contract Expert Question for Programs

Search Contract Expert Question for Programs

Partner Program Questionnaire Response Duty (CRM)

Manages the capture of responses to the partner program enrollment questionnaire.

Capture Partner Responses to Partner Program Enrollment Questionnaire

Partner Program Review Duty

Reviews the program details in the program catalog.

Review Partner Program

Quota Management Duty

Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry.

Manage Sales Quota Prediction Formula

Manage Sales Territory Quota

Sales Party Partner Territory Management Duty

Manages sales account partner territory associations.

Manage Sales Party Partner Territory

Social Group Participation Core Duty (CRM)

Groups participation tasks available in Oracle Fusion Global Human Resources

Manage Social Group

Social Network Core Duty (CRM)

Performs social network tasks in Oracle Fusion Global Human Resources

Manage Social Bookmarks

Social Network Duty (CRM)

Participates in social networks.

Invite Social Connection

Manage Kudos

Manage Message Board

Manage Social Connections

Manage Social Self-descriptive Information

View Activity Stream

Territory Management Duty

Manages sales territories, territory proposals, and quotas.

Manage Sales Territory

Manage Sales Territory Proposal

Manage Territories, Forecasts and Quotas Work Area

Run Territory Proposal Activation Job

Run Territory Restore Job

View Sales Territory

View Sales Territory Proposal

Trading Partner Item Inquiry Duty (CRM)

Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers.

Monitor Item Work Area

View Trading Partner Item

User Role Management Duty (CRM)

Manages user roles.

Assign Roles to User

Copy Personal Data to LDAP

Manage User Account and Roles

View Person Details Duty (CRM)

Creates or updates users during person synchronizations.

View Person Details

View Portrait Duty (CRM)

Grants access to the worker and nonworker portrait pages.

View Nonworker Portrait

View Worker Portrait


Data Security Policies

Data security policies and their enforcement across analytics application for the job role Channel Partner Manager


Business Object

Policy Description

Policy Store Implementation

Analytics Implementation

Activities and Interests

A Channel Partner Manager can view activities and interests for themselves

Role: Social Network Core Duty

Privilege: View Activities and Interests (Data)

Resource: Activities and Interests

Activity Stream

A Channel Partner Manager can view activity stream for themselves

Role: Social Network Duty

Privilege: View Activity Stream (Data)

Resource: Activity Stream

Assignment Grade

A Channel Partner Manager can choose assignment grade for grades in their grade security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Assignment Grade (Data)

Resource: Assignment Grade

Bookmark

A Channel Partner Manager can view bookmark for themselves

Role: Social Network Core Duty

Privilege: View Bookmark (Data)

Resource: Bookmark

Business Unit

A Channel Partner Manager can choose business unit organization for business units in their organization security profile

Role: Business Unit Selection Duty

Privilege: Choose Business Unit Organization (Data)

Resource: Business Unit

Department

A Channel Partner Manager can choose department for departments in their organization security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Department (Data)

Resource: Department

HR Job

A Channel Partner Manager can choose hr job for jobs in their job security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose HR Job (Data)

Resource: HR Job

Incentive Compensation Goal

A Channel Partner Manager can manage incentive compensation goal for the business units for which they are authorized

Role: Incentive Compensation Goal Management Duty

Privilege: Manage Incentive Compensation Goal (Data)

Resource: Business Unit

Interaction

A Channel Partner Manager can delete interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: Delete Interaction (Data)

Resource: Interaction

A Channel Partner Manager can update interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: Update Interaction (Data)

Resource: Interaction

A Channel Partner Manager can view interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: View Interaction (Data)

Resource: Interaction

Item

A Channel Partner Manager can create item class item for the item classes they have access to

Role: Item Management Duty

Privilege: Create Item Class Item (Data)

Resource: Item

Kudos

A Channel Partner Manager can view kudos for themselves

Role: Social Network Duty

Privilege: View Kudos (Data)

Resource: Kudos

Legal Employer

A Channel Partner Manager can choose legal employer for legal employers in their organization security profile

Role: Legal Employer Selection Duty

Privilege: Choose Legal Employer (Data)

Resource: Legal Employer

Location

A Channel Partner Manager can choose location for locations in their location security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Location (Data)

Resource: Location

Message Board

A Channel Partner Manager can view message board for themselves

Role: Social Network Duty

Privilege: View Message Board (Data)

Resource: Message Board

Network Activities

A Channel Partner Manager can view network activities for themselves

Role: Social Network Duty

Privilege: View Network Activities (Data)

Resource: Network Activities

Partner Program

A Channel Partner Manager can maintain partner program for all partner programs in the enterprise

Role: Partner Program Maintain Duty

Privilege: Maintain Partner Program (Data)

Resource: Partner Program

Partner Program Enrollment

A Channel Partner Manager can view partner program enrollment for all partner program enrollments in the enterprise

Role: Partner Program Enrollment View Duty

Privilege: View Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Person Assignment

A Channel Partner Manager can search worker for persons and assignments in their person and assignment security profile

Role: Foundation User and Roles Management Duty

Privilege: Search Worker (Data)

Resource: Person Assignment

A Channel Partner Manager can view person assignment for persons and assignments in their person and assignment security profile

Role: Foundation User and Roles Management Duty

Privilege: View Person Assignment (Data)

Resource: Person Assignment

Person Email

A Channel Partner Manager can manage person email for people and assignments in their person and assignment security profile

Role: User Role Management Duty

Privilege: Manage Person Email (Data)

Resource: Person Email

Person Type

A Channel Partner Manager can choose person type for person types in their person type security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Person Type (Data)

Resource: Person Type

Position

A Channel Partner Manager can choose position for positions in their position security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Position (Data)

Resource: Position

Public Person

A Channel Partner Manager can view person deferred for persons and assignments in their person and assignment security profile

Role: View Person Details Duty

Privilege: View Person Deferred (Data)

Resource: Public Person

Sales Quota Plan

A Channel Partner Manager can view sales quota plan for all sales quota plans that are active

Role: Quota Management Duty

Privilege: View Sales Quota Plan (Data)

Resource: Sales Quota Plan

Sales Resource Quota

A Channel Partner Manager can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned

Role: Quota Management Duty

Privilege: Manage Sales Resource Quota (Data)

Resource: Sales Resource Quota

A Channel Partner Manager can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory

Role: Quota Management Duty

Privilege: Manage Sales Resource Quota (Data)

Resource: Sales Resource Quota

A Channel Partner Manager can view sales resource quota where they are assigned the quota

Role: Quota Management Duty

Privilege: View Sales Resource Quota (Data)

Resource: Sales Resource Quota

A Channel Partner Manager can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned

Role: Quota Management Duty

Privilege: View Sales Resource Quota (Data)

Resource: Sales Resource Quota

A Channel Partner Manager can view sales resource quota where they are the owner of the territory to which the quota is assigned

Role: Quota Management Duty

Privilege: View Sales Resource Quota (Data)

Resource: Sales Resource Quota

Sales Territory

A Channel Partner Manager can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted

Role: Territory Management Duty

Privilege: Manage Sales Territory (Data)

Resource: Sales Territory

A Channel Partner Manager can view sales territory where they are a member of the territory team

Role: Territory Management Duty

Privilege: View Sales Territory (Data)

Resource: Sales Territory

A Channel Partner Manager can view sales territory where they are the owner of a parent territory in the territory hierarchy

Role: Territory Management Duty

Privilege: View Sales Territory (Data)

Resource: Sales Territory

A Channel Partner Manager can view sales territory where they are the territory owner

Role: Territory Management Duty

Privilege: View Sales Territory (Data)

Resource: Sales Territory

Sales Territory Partition

A Channel Partner Manager can view sales territory partition for all partitions in the enterprise

Role: Territory Management Duty

Privilege: View Sales Territory Partition (Data)

Resource: Sales Territory Partition

Sales Territory Proposal

A Channel Partner Manager can manage sales territory proposal where they are the owner of a territory administered by the proposal owner

Role: Territory Management Duty

Privilege: Manage Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Partner Manager can manage sales territory proposal where they are the proposal owner

Role: Territory Management Duty

Privilege: Manage Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Partner Manager can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal

Role: Territory Management Duty

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Partner Manager can view sales territory proposal where they are the owner of a published or submitted territory in the proposal

Role: Territory Management Duty

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Partner Manager can view sales territory proposal where they are the owner of a territory administered by the proposal owner

Role: Territory Management Duty

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

A Channel Partner Manager can view sales territory proposal where they are the proposal owner

Role: Territory Management Duty

Privilege: View Sales Territory Proposal (Data)

Resource: Sales Territory Proposal

Social Connection

A Channel Partner Manager can view social connection for themselves

Role: Social Network Duty

Privilege: View Social Connection (Data)

Resource: Social Connection

Social Profile

A Channel Partner Manager can view social profile for themselves

Role: Social Network Duty

Privilege: View Social Profile (Data)

Resource: Social Profile

Trading Community Organization

A Channel Partner Manager can view trading community organization for all organizations in the enterprise

Role: Party Information Inquiry Duty

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization

Trading Community Person

A Channel Partner Manager can view trading community person for all people in the enterprise

Role: Party Information Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

Trading Community Relationship

A Channel Partner Manager can view trading community relationship for all trading community relationships in the enterprise

Role: Relationship Information Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

A Channel Partner Manager can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners

Role: Internal Contact Relationship Information Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship


Segregation of Duties Policies Respected

Segregation of duties policies respected during the development of duties for the job  role.

GRC Entitlements

GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Partner Manager


GRC Entitlement Type

GRC Entitlement

Duty Role

Privilege

Duty

Pick Release Goods

Pick Waves Management Duty

Manage Item Attachment

Manage Item Catalog

Manage Trading Partner Item Reference

Ship Confirm Goods

Shipment Processing Duty

Manage Item Attachment

Manage Item Catalog

Manage Trading Partner Item Reference

Privilege

Create Items

Manage Item


GRC Entitlement Incompatibilities

Segregation of duties policy is a toxic combination of GRC entitlements.


Segregation of duties policies respected during the development of duties for the job role Channel Partner Manager


GRC Entitlement

Conflicting GRC Entitlement

Create Items

Cycle Counting

Inventory Transactions

Item Costing

Create Items

Pick Release Goods

Ship Confirm Goods


Job Role: Channel Partner Portal Administrator

Maintains customization of all PRM portal pages, external, internal, and anonymous pages.


Duties

Duties assigned directly and indirectly to the job role Channel Partner Portal Administrator


Duty Role

Description

Administration Link View Duty (CRM)

Provides access to the Administration Link on the UI Shell.

Application All Profile Value Administration Duty (CRM)

Manages all application profile values.

Application Attachment Administration Duty (CRM)

Manages attachment categories and entities.

Application Data Security Administration Duty (CRM)

Manages data security policies and database resources.

Application Descriptive Flexfield Administration Duty (CRM)

Manages descriptive and extensible flexfields.

Application Document Sequence Administration Duty (CRM)

Manages document sequences and document sequence categories.

Application Lookup Administration Duty (CRM)

Manages application common lookups, set-enabled lookups, and standard lookups.

Application Message Administration Duty (CRM)

Manages application messages.

Application Profile Option Registration Duty (CRM)

Manages application profile categories and profile options.

Application Reference Data Sharing Administration Duty (CRM)

Manage application reference data set and assignments.

Application Taxonomy Administration Duty (CRM)

Manages application taxonomy.

Application Tree Administration Duty (CRM)

Manages application trees and tree labels.

Application Tree Structure Registration Duty (CRM)

Manages application tree structure.

Application User Profile Value Administration Duty (CRM)

Manages my application user profile values.

Application World Reference Administration Duty (CRM)

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Applications Common Application Document Sequence Category Administration Duty (CRM)

Manages Oracle Middleware Extensions for Fusion Applications application document sequence categories.

Applications Common Application Flexfield Value Set Administration Duty (CRM)

Manages Oracle Middleware Extensions for Fusion Applications application flexfields value sets.

Applications Common Application Profile Value Administration Duty (CRM)

Manages Oracle Middleware Extensions for Fusion Applications application profile option values.

Applications Common Reference Data Review Duty (CRM)

Reviews Oracle Middleware Extensions for Fusion Applications application reference data.

Appointment Note Management Duty

Manages creating and maintaining appointment notes.

Appointment View Duty

Manages viewing of appointment data.

Asset and Recommendation View Duty

Views assets and recommendations in Customer Center.

Audit Trail Management Duty

Duty role to allow the administrator to configure and view the audit history.

Audit Trail Report Viewing Duty

Duty role to allow view of the audit history detail report

Business Intelligence Applications Analysis Duty (CRM)

Business Intelligence Applications Analysis Generic Duty

Business Intelligence Authoring Duty (CRM)

An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.

Business Unit Selection Duty (CRM)

Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile.

CRM Administrative Analysis Duty (CRM)

BI duty role to administer analysis in all key areas in CRM, including but not limited to Revenue,Quota, Forecasting,Territory, Marketing Programs, Leads, Responses and TCA. Maps to CRM Application Administrator role

CRM Export Management Duty

Duty role to allow administrators to register CRM objects and schedule export process

Channel Administrator Duty

Enterprise Duty role that inherits all duties performed by Channel Administrator

Channel Manager Dashboard Duty

Provides channel roles a dashboard to manage their daily transactions.

Channel Partner Portal Administrator Duty

Enterprise duty role to maintain customization of all PRM portal pages, external, internal, and anonymous pages.

Contract Setup Duty (CRM)

Contract Setup

Contract Terms Library Administration Duty (CRM)

Manages the Contract Terms Library, including defining and maintaining terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes.

Contract Terms and Conditions View Access Duty (CRM)

Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word.

Contract UI Customization Duty (CRM)

Allows customization of Contracts pages

Contract View Access Across All Business Units Duty (CRM)

Views contracts across all business units regardless of business unit assignment.

Customer Account Addresses Inquiry Duty

Views customer account address information.

Customer Account Contacts Inquiry Duty

Views customer account contact information.

Customer Account Information Inquiry Duty

Views customer account basic information.

Customer Account Relationships Inquiry Duty

Views customer account relationship information.

Customer Contract Setup Duty (CRM)

In addition to the setup activities allowed by the Contract Setup Duty, this duty performs setup activities that are specific to customer contracts, such as managing customer contract management business function settings and billing accounts.

Customer Contract Terms Library Administration Duty (CRM)

Manages sell intent Contract Terms Library objects.

Customer Data Management Foundation Custom Objects Management Duty

Manages custom objects in Customer Data Management Foundation.

Department Selection Duty (CRM)

Filters the department list of values based on the user's organization security profile.

File Import Management Duty

Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles.

File Import Scheduling Duty

Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles.

Foundation User and Roles Management Duty (CRM)

Creates and updates users and assigns roles to users.

Functional Setups Duty (CRM)

Uses the functional user overview, and assigned tasks, and task lists.

Import Trading Community Person and Organization Duty

Imports people and organizations.

Interaction Management Duty

Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications.

Internal Contact Relationship Information Inquiry Duty

Views trading community contact relationship data not created by partners.

Item Inquiry Duty (CRM)

Queries and views items in the enterprise.

Item Management Duty (CRM)

Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments.

Job Selection Duty (CRM)

Filters the job list of values based on the user's job security profile.

Lead Registration Submission Duty

Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations.

Legal Employer Selection Duty (CRM)

Grants access to a data security privilege  Choose Legal Employer Duty  that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile.

Locations Inquiry Duty

Calls location web service.

Locations Management Duty

Calls location web service.

Marketing Budget Utilization Duty

Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities.

Marketing Response Data Review Duty

Views responses to marketing campaigns.

Negotiation Viewing Duty (CRM)

View the negotiation summary and details pages.

Opportunity Channel Administration Duty

Administers all aspects of the application, including some setup. This role is for channel administrators.

Opportunity Partner Administration Duty

Administers all aspects of the application, including some setup. This role is for partner administrators.

Opportunity Revenue View Duty

Views revenue information. This role is for read-only access to revenue information.

Opportunity View Duty

Views opportunity data. This role is for viewing opportunities from the customer center.

Participant Appointment View Duty

manages the view access for the participant owner's appointment data.

Participant Interaction Management Duty

Manages creating and reviewing the interaction data by a participant.

Partner Account Review Duty

Views a partner account, including viewing a partner's members, profile, and account team.

Partner Administrator Dashboard Duty

Executes transactional items within the partner dashboard when belongs to an approved partner organization. This role is for an administrator.

Partner Administrator Duty

Enterprise Duty role that inherits all duties performed by Partner Administrator

Partner Administrator Limited Dashboard Duty

Views limited information based on a dashboard when a partner organization is in a status of registered or expired. This role is for the partner administrator.

Partner Center UI Customization Duty

Customize the Partner Center pages.

Partner Channel Administrative Analysis Duty (CRM)

BI duty role to administer analysis in all key areas in Partner Analytics, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs. Maps to Channel Administrator role

Partner Content Management Duty

Secures who can create partner collateral

Partner Customer Contact Inquiry Duty

Accesses partner customer contact information.

Partner Export Management Duty

Manages partners bulk export.

Partner Import Administration Duty

Partner Import Administration Duty role. This duty will allow for administration activities of Partner Import

Partner Information Inquiry Duty

Accesses partner company and partner member information.

Partner Lead External Management Duty

Views and updates all partner leads in the partner organization.

Partner Lead Management Duty

Views and updates all partner leads in the enterprise.

Partner Management Setup Duty

Manages the partner management setup tasks.

Partner Management as Partner Administrator Duty

Manages the partner account for their partner organization, including managing members, users, and profile information. This role is for the partner administrator.

Partner Member Termination Duty

Grants privileges to terminate partner members.

Partner Org Analysis Duty (CRM)

External BI duty role to analyze the partner's own  performance.  Maps to all key external enterprise roles in PRM

Partner Portal Customize Links Duty

Views the links to customize UI Shell and all PRM pages, including anonymous partner pages.

Partner Program Contract Association Duty (CRM)

Manages association of contract types and contract terms templates to partner programs.

Partner Program Enrollment Partner Duty

Manages their partner enrollment data. This role is for a partner administrator.

Partner Program Enrollment View Duty

Views the enrollment details of the program to which a partner enrolls.

Partner Program Maintain Duty

Manages, publishes, terminates, and submits partner programs.

Partner Program Questionnaire Management Duty (CRM)

Creates questions and manages the association of questions to partner programs.

Partner Program Questionnaire Response Duty (CRM)

Manages the capture of responses to the partner program enrollment questionnaire.

Partner Program Review Duty

Reviews the program details in the program catalog.

Partner Sales Party Management Duty

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.  This role has limited access to customers and contacts.

Party Information Inquiry Duty

Views trading community parties.

Person Self Information Inquiry Duty

Views their own information.

Personal Contact Information Inquiry Duty

Views personal contact information such as home phone, home address, and personal e-mail.

Personal Identifier Inquiry Duty

Views social security number, tax registration identification numbers, and other personal identifiers.

Purchase Agreement Viewing Duty (CRM)

Search for and review purchase agreements.

Purchase Document Attachment Inquiry Duty (CRM)

Review purchase order, purchase agreement, and referenced document attachments.

Purchase Order Viewing Duty (CRM)

Search for and review purchase orders as a procurement agent.

Relationship Information Inquiry Duty

Grants privileges to view trading communityrelationships data.

Resource Administration Duty

Administers resource information.

Resource Information Management Duty

Manages resource information.

Resource Organization Administration Duty

Administers resource organizations.

Resource Organization Management Duty

Manages resource organizations.

Sales Catalog Administration Duty

Manages product groups and product eligibility rules.

Sales Extension Management Duty

Views secure customer competitor purchase data. This role is for members of the sales account team.

Sales Lead Data Access Duty

Views sales leads.

Sales Lead Follow Up Duty

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Sales Party Management Duty

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Sales Party Review Duty

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Social Connection Partner Duty (CRM)

Performs all Oracle Fusion Social Connection partner duties.

Social Group Participation Core Duty (CRM)

Groups participation tasks available in Oracle Fusion Global Human Resources

Social Network Core Duty (CRM)

Performs social network tasks in Oracle Fusion Global Human Resources

Social Network Duty (CRM)

Participates in social networks.

Talent Notifications Duty (CRM)

Sets up and manages talent management notifications.

Task Note Management Duty

Manages creating and reviewing of task notes data. Task notes record additional information about the specific task.

Trading Community Confidential Personally Identifiable Information Inquiry Duty

Views personally identifiable information.

Trading Community Import Administration Duty

Defines trading community data import installation and configuration information.

Trading Community Import Batch Management Duty

Manages trading community data import batches.

Trading Community Import Process Management Duty

Manages trading community data import batch processes.

Trading Community Merge Request Management Duty

Grants privileges for end user to create merge requests

Trading Partner Item Inquiry Duty (CRM)

Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers.

Transactional Analysis Duty (CRM)

This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users

User Role Management Duty (CRM)

Manages user roles.

View Person Details Duty (CRM)

Creates or updates users during person synchronizations.

View Portrait Duty (CRM)

Grants access to the worker and nonworker portrait pages.

Workforce Profile Resource Administration Duty (CRM)

Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model.

Workforce Profile Resource Manager Duty (CRM)

Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model.


Role Hierarchy

Roles inherited directly and indirectly by the job role Channel Partner Portal Administrator


Inherited Roles

Channel Partner Portal Administrator

          Business Intelligence Applications Worker

                    Business Intelligence Applications Analysis Duty

          Channel Partner Portal Administrator Duty

                    Audit Trail Report Viewing Duty

                    Channel Administrator Duty

                              Administration Link View Duty

                              Audit Trail Management Duty

                              Audit Trail Report Viewing Duty

                              CRM Administrative Analysis Duty

                                        Business Intelligence Authoring Duty

                              Channel Manager Dashboard Duty

                              File Import Management Duty

                                        File Import Scheduling Duty

                                                  Applications Common Reference Data Review Duty

                              File Import Scheduling Duty

                                        Applications Common Reference Data Review Duty

                              Functional Setups Duty

                              Import Trading Community Person and Organization Duty

                                        Trading Community Import Administration Duty

                                        Trading Community Import Batch Management Duty

                                        Trading Community Import Process Management Duty

                              Item Management Duty

                                        Party Information Inquiry Duty

                                        Trading Partner Item Inquiry Duty

                                                  Party Information Inquiry Duty

                              Opportunity Channel Administration Duty

                              Partner Account Review Duty

                              Partner Center UI Customization Duty

                              Partner Channel Administrative Analysis Duty

                                        Business Intelligence Authoring Duty

                              Partner Content Management Duty

                              Partner Import Administration Duty

                              Partner Lead Management Duty

                              Partner Management Setup Duty

                                        Application All Profile Value Administration Duty

                                        Customer Contract Setup Duty

                                                  Contract Setup Duty

                                                            Administration Link View Duty

                                                            Application Descriptive Flexfield Administration Duty

                                                            Application Document Sequence Administration Duty

                                                            Application Lookup Administration Duty

                                                            Applications Common Application Document Sequence Category Administration Duty

                                                            Applications Common Application Flexfield Value Set Administration Duty

                                                            Applications Common Application Profile Value Administration Duty

                                                            Contract UI Customization Duty

                                        Customer Contract Terms Library Administration Duty

                                                  Contract Terms Library Administration Duty

                                        Partner Export Management Duty

                                                  CRM Export Management Duty

                              Partner Program Enrollment View Duty

                                        Partner Program Questionnaire Response Duty

                              Partner Program Maintain Duty

                                        Partner Program Contract Association Duty

                                        Partner Program Questionnaire Management Duty

                                        Partner Program Questionnaire Response Duty

                              Partner Program Review Duty

                              Partner Sales Party Management Duty

                                        Locations Management Duty

                                                  Locations Inquiry Duty

                                        Opportunity Revenue View Duty

                                        Opportunity View Duty

                                        Participant Appointment View Duty

                                        Participant Interaction Management Duty

                                        Partner Customer Contact Inquiry Duty

                                        Partner Information Inquiry Duty

                                                  Person Self Information Inquiry Duty

                                        Sales Lead Data Access Duty

                              Party Information Inquiry Duty

                              Relationship Information Inquiry Duty

                              Resource Administration Duty

                                        Administration Link View Duty

                                        Application All Profile Value Administration Duty

                                        Application Attachment Administration Duty

                                        Application Data Security Administration Duty

                                        Application Descriptive Flexfield Administration Duty

                                        Application Lookup Administration Duty

                                        Application Message Administration Duty

                                        Application Profile Option Registration Duty

                                        Application Reference Data Sharing Administration Duty

                                        Application Taxonomy Administration Duty

                                        Application User Profile Value Administration Duty

                                        Application World Reference Administration Duty

                                        Customer Data Management Foundation Custom Objects Management Duty

                                        Foundation User and Roles Management Duty

                                                  Business Unit Selection Duty

                                                  Legal Employer Selection Duty

                                                  User Role Management Duty

                                                  View Person Details Duty

                                        Job Selection Duty

                                        Party Information Inquiry Duty

                                        Relationship Information Inquiry Duty

                                        Resource Information Management Duty

                                                  View Person Details Duty

                                                  Workforce Profile Resource Manager Duty

                                        View Person Details Duty

                                        Workforce Profile Resource Administration Duty

                                                  Talent Notifications Duty

                                        Workforce Profile Resource Manager Duty

                              Resource Organization Administration Duty

                                        Application Tree Administration Duty

                                        Application Tree Structure Registration Duty

                                        Department Selection Duty

                                        Resource Organization Management Duty

                                                  Application Tree Administration Duty

                              Sales Catalog Administration Duty

                              Sales Lead Follow Up Duty

                              Sales Party Management Duty

                                        Locations Management Duty

                                                  Locations Inquiry Duty

                                        Resource Information Management Duty

                                                  View Person Details Duty

                                                  Workforce Profile Resource Manager Duty

                                        Sales Party Review Duty

                                                  Appointment View Duty

                                                  Asset and Recommendation View Duty

                                                  Contract View Access Across All Business Units Duty

                                                            Customer Account Addresses Inquiry Duty

                                                            Customer Account Contacts Inquiry Duty

                                                            Customer Account Information Inquiry Duty

                                                            Customer Account Relationships Inquiry Duty

                                                            Interaction Management Duty

                                                            Internal Contact Relationship Information Inquiry Duty

                                                            Item Inquiry Duty

                                                            Negotiation Viewing Duty

                                                                      Internal Contact Relationship Information Inquiry Duty

                                                                      Party Information Inquiry Duty

                                                            Party Information Inquiry Duty

                                                            Purchase Agreement Viewing Duty

                                                                      Internal Contact Relationship Information Inquiry Duty

                                                                      Party Information Inquiry Duty

                                                            Purchase Document Attachment Inquiry Duty

                                                            Purchase Order Viewing Duty

                                                                      Internal Contact Relationship Information Inquiry Duty

                                                                      Party Information Inquiry Duty

                                                            Trading Community Confidential Personally Identifiable Information Inquiry Duty

                                                                      Personal Contact Information Inquiry Duty

                                                                      Personal Identifier Inquiry Duty

                                                  Customer Account Addresses Inquiry Duty

                                                  Customer Account Contacts Inquiry Duty

                                                  Customer Account Information Inquiry Duty

                                                  Interaction Management Duty

                                                  Internal Contact Relationship Information Inquiry Duty

                                                  Marketing Response Data Review Duty

                                                  Opportunity Revenue View Duty

                                                  Opportunity View Duty

                                                  Party Information Inquiry Duty

                                                  Sales Extension Management Duty

                                                  Sales Lead Data Access Duty

                                        Trading Community Import Batch Management Duty

                                        Trading Community Merge Request Management Duty

                              View Portrait Duty

                                        Social Connection Partner Duty

                                                  Social Group Participation Core Duty

                                                  Social Network Duty

                                                            Social Network Core Duty

                    Channel Manager Dashboard Duty

                    Partner Administrator Duty

                              Appointment Note Management Duty

                              Contract Terms and Conditions View Access Duty

                              Lead Registration Submission Duty

                                        Partner Customer Contact Inquiry Duty

                                        Partner Information Inquiry Duty

                                                  Person Self Information Inquiry Duty

                              Marketing Budget Utilization Duty

                              Opportunity Partner Administration Duty

                              Participant Interaction Management Duty

                              Partner Administrator Dashboard Duty

                              Partner Administrator Limited Dashboard Duty

                              Partner Customer Contact Inquiry Duty

                              Partner Information Inquiry Duty

                                        Person Self Information Inquiry Duty

                              Partner Lead External Management Duty

                              Partner Management as Partner Administrator Duty

                              Partner Member Termination Duty

                              Partner Org Analysis Duty

                                        Business Intelligence Authoring Duty

                              Partner Program Enrollment Partner Duty

                                        Partner Program Questionnaire Response Duty

                              Partner Program Review Duty

                              Partner Sales Party Management Duty

                                        Locations Management Duty

                                                  Locations Inquiry Duty

                                        Opportunity Revenue View Duty

                                        Opportunity View Duty

                                        Participant Appointment View Duty

                                        Participant Interaction Management Duty

                                        Partner Customer Contact Inquiry Duty

                                        Partner Information Inquiry Duty

                                                  Person Self Information Inquiry Duty

                                        Sales Lead Data Access Duty

                              Resource Organization Administration Duty

                                        Application Tree Administration Duty

                                        Application Tree Structure Registration Duty

                                        Department Selection Duty

                                        Resource Organization Management Duty

                                                  Application Tree Administration Duty

                              Task Note Management Duty

                              View Portrait Duty

                                        Social Connection Partner Duty

                                                  Social Group Participation Core Duty

                                                  Social Network Duty

                                                            Social Network Core Duty

                    Partner Content Management Duty

                    Partner Portal Customize Links Duty

          Transactional Business Intelligence Worker

                    Transactional Analysis Duty


Privileges

Privileges granted to duties of the job role Channel Partner Portal Administrator


Duty Role

Duty Role Description

Privilege

Administration Link View Duty (CRM)

Provides access to the Administration Link on the UI Shell.

View Administration Link

Applications Common Application Document Sequence Category Administration Duty (CRM)

Manages Oracle Middleware Extensions for Fusion Applications application document sequence categories.

Manage Application Document Sequence Category

Applications Common Application Flexfield Value Set Administration Duty (CRM)

Manages Oracle Middleware Extensions for Fusion Applications application flexfields value sets.

Manage Application Flexfield Value Set

Applications Common Application Profile Value Administration Duty (CRM)

Manages Oracle Middleware Extensions for Fusion Applications application profile option values.

Manage All Application Profile Values

Application All Profile Value Administration Duty (CRM)

Manages all application profile values.

Manage All Application Profile Values

Application Attachment Administration Duty (CRM)

Manages attachment categories and entities.

Manage Application Attachment Category

Manage Application Attachment Entity

Application Data Security Administration Duty (CRM)

Manages data security policies and database resources.

Manage Application Data Security Policy

Manage Application Database Resource

Application Descriptive Flexfield Administration Duty (CRM)

Manages descriptive and extensible flexfields.

Manage Application Descriptive Flexfield

Manage Application Extensible Flexfield

Manage Application Flexfield Value Set

Application Document Sequence Administration Duty (CRM)

Manages document sequences and document sequence categories.

Manage Application Document Sequence

Manage Application Document Sequence Category

Application Lookup Administration Duty (CRM)

Manages application common lookups, set-enabled lookups, and standard lookups.

Manage Application Common Lookup

Manage Application Set-Enabled Lookup

Manage Application Standard Lookup

Application Message Administration Duty (CRM)

Manages application messages.

Manage Application Message

Application Profile Option Registration Duty (CRM)

Manages application profile categories and profile options.

Manage Application Profile Category

Manage Application Profile Option

Application Reference Data Sharing Administration Duty (CRM)

Manage application reference data set and assignments.

Manage Application Reference Data Set

Manage Application Reference Data Set Assignment

Application Taxonomy Administration Duty (CRM)

Manages application taxonomy.

Manage Application Taxonomy

Application Tree Administration Duty (CRM)

Manages application trees and tree labels.

Manage Application Tree

Manage Application Tree Label

Application Tree Structure Registration Duty (CRM)

Manages application tree structure.

Manage Application Tree Structure

Application User Profile Value Administration Duty (CRM)

Manages my application user profile values.

Manage My Application Profile Values

Application World Reference Administration Duty (CRM)

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Manage Application Reference Currency

Manage Application Reference ISO Language

Manage Application Reference Industry

Manage Application Reference Language

Manage Application Reference Natural Language

Manage Application Reference Territory

Manage Application Reference Timezone

Appointment View Duty

Manages viewing of appointment data.

Manage Calendar Preferences

Asset and Recommendation View Duty

Views assets and recommendations in Customer Center.

View Customer Asset

View Product Recommendation

Audit Trail Management Duty

Duty role to allow the administrator to configure and view the audit history.

Manage Audit Trail

Audit Trail Report Viewing Duty

Duty role to allow view of the audit history detail report

View Audit Trail Report

Channel Manager Dashboard Duty

Provides channel roles a dashboard to manage their daily transactions.

Manage Partner User Profile

View Channel Manager Dashboard

View Channel Manager Dashboard as Administrator

View Customer Analytics

View Partner Content

View Partner Profile

View Partner Program Enrollment

View Partner Programs Summary

View Territories and Forecasts

Contract Setup Duty (CRM)

Contract Setup

Build Keyword Search Index for the Contract Terms Library

Define Project Contract Billing Configuration

Generate PDF Contract for Text Search

Manage Contract Currency Conversion Rate Types

Manage Contract Customer Account

Manage Contract Customer Account Site Usages

Manage Contract Global Employee

Manage Contract Interaction Reference Mapping

Manage Contract Layout Templates

Manage Contract Line Item

Manage Contract Line Type

Manage Contract Note Type Mapping

Manage Contract Organization Party

Manage Contract Party Contact

Manage Contract Party Location

Manage Contract Party Role and Contact Sources

Manage Contract Payment Terms

Manage Contract Person Party

Manage Contract Risk Event

Manage Contract Standard Clauses, Templates, and Contract Expert Rules

Manage Contract Type

Specify Customer Contract Management Business Function Properties

Specify Procurement Contract Management Business Function Properties

Track Purchasing Activity for Contract Deliverable

Update Contract Status

View Contract Type

Contract Terms and Conditions View Access Duty (CRM)

Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word.

Download Contract for External Parties

View Contract Terms

Contract Terms Library Administration Duty (CRM)

Manages the Contract Terms Library, including defining and maintaining terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes.

Adopt Global Clauses for a New Business Unit

Analyze Contract Clause Usage

Define Clause in the Contract Terms Library

Define Contract Expert Rule in the Contract Terms Library

Define Folders in the Contract Terms Library

Define Numbering Scheme in the Contract Terms Library

Define Section in the Contract Terms Library

Define Terms Template in the Contract Terms Library

Define Variable in the Contract Terms Library

Import Contract Clauses

Manage Contract Terms Library Work Area

Purge Contract Clause Import Tables

Purge Contract Temporary Tables

Search Clauses in the Contract Terms Library

Search Contract Expert Rules in the Contract Terms Library

Search Folders in the Contract Terms Library

Search Numbering Schemes in the Contract Terms Library

Search Sections in the Contract Terms Library

Search Terms Templates in the Contract Terms Library

Search Variables in the Contract Terms Library

View Clause in the Contract Terms Library

View Contract Expert Rule in the Contract Terms Library

View Folder in the Contract Terms Library

View Numbering Schemes in the Contract Terms Library

View Section in the Contract Terms Library

View Terms Template in the Contract Terms Library

View Variable in the Contract Terms Library

Contract UI Customization Duty (CRM)

Allows customization of Contracts pages

Customize Contract UI

Contract View Access Across All Business Units Duty (CRM)

Views contracts across all business units regardless of business unit assignment.

Enable Buy Intent

Enable Sell Intent

Generate PDF Contract for Text Search

View Contract

View Contract Terms

Customer Account Addresses Inquiry Duty

Views customer account address information.

Search Customer Account Site

View Customer Account Site

View Customer Account Site Use

Customer Account Contacts Inquiry Duty

Views customer account contact information.

Export Customer Account Contact

View Customer Account Contact

View Customer Account Contact Responsibility

Customer Account Information Inquiry Duty

Views customer account basic information.

Export Customer Account

Search Trading Community Organization

View Customer Account

Customer Account Relationships Inquiry Duty

Views customer account relationship information.

Export Customer Account Relationship

Search Customer Account Relationships

View Customer Account Relationship

View Customer Account Relationships

Customer Contract Setup Duty (CRM)

In addition to the setup activities allowed by the Contract Setup Duty, this duty performs setup activities that are specific to customer contracts, such as managing customer contract management business function settings and billing accounts.

Enable Sell Intent

Customer Contract Terms Library Administration Duty (CRM)

Manages sell intent Contract Terms Library objects.

Enable Sell Intent

Customer Data Management Foundation Custom Objects Management Duty

Manages custom objects in Customer Data Management Foundation.

Manage Customer Data Management Foundation Custom Objects

CRM Export Management Duty

Duty role to allow administrators to register CRM objects and schedule export process

Run CRM Export Process

Set Up CRM Objects for Export

File Import Management Duty

Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles.

Set Up File Import Object and Mapping

File Import Scheduling Duty

Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles.

Run File Import Scheduler

Set Up File Import Activity

Foundation User and Roles Management Duty (CRM)

Creates and updates users and assigns roles to users.

Manage Users

View Person Details

Functional Setups Duty (CRM)

Uses the functional user overview, and assigned tasks, and task lists.

Execute Setup Tasks

Review Applications Offering

Review Setups Functional User Overview

Setup and Maintain Applications

Import Trading Community Person and Organization Duty

Imports people and organizations.

Import Trading Community Person

Item Inquiry Duty (CRM)

Queries and views items in the enterprise.

Manage Item Attachment

Manage Item Catalog

Manage Item Global Search

Manage Trading Partner Item Reference

View Item

View Item Organization Association

View Item Relationship

Item Management Duty (CRM)

Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments.

Create Item Structure

Manage Item

Manage Item Attachment

Manage Item Catalog

Manage Item Lifecycle Phase Change

Manage Item Organization Association

Manage Item Relationship

Manage Item Status Change

Manage Trading Partner Item Reference

Monitor Item Summary

Monitor Item Work Area

View Item

View Item Organization Association

View Item Relationship

Lead Registration Submission Duty

Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations.

Accept Sales Lead

Create Sales Lead

Delete Sales Lead External Attributes

Manage Lead Qualification Work Area

Reject Sales Lead

Select Sales Lead Claimed Flag

Select Sales Lead External Attributes

Submit Sales Lead

Update Sales Lead External Attributes

Locations Inquiry Duty

Calls location web service.

Search Trading Community Location

View Trading Community Location

Locations Management Duty

Calls location web service.

Enter Trading Community Location

Remove Trading Community Location

Update Trading Community Location

Marketing Budget Utilization Duty

Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities.

Create Marketing Claim

Create Marketing Fund Request

Delete Marketing Claim

Delete Marketing Fund Request

Manage Budgets Work Area

Submit Marketing Claim

Submit Marketing Fund Request

Update Marketing Claim

Update Marketing Fund Request

View Marketing Budget

View Marketing Claim

View Marketing Claim Settlement

View Marketing Fund Request

View Marketing Source Code

Marketing Response Data Review Duty

Views responses to marketing campaigns.

View Marketing Response

Negotiation Viewing Duty (CRM)

View the negotiation summary and details pages.

Search Supplier Negotiation

View Supplier Negotiation

Opportunity Channel Administration Duty

Administers all aspects of the application, including some setup. This role is for channel administrators.

Assign Opportunity

Close Opportunity

Create Opportunity

Delete Opportunity

Manage Opportunity Assessments

Manage Opportunity Competitors

Manage Opportunity Group Space

Manage Opportunity Leads

Manage Opportunity Nonrevenue Credits

Manage Opportunity Partner Registration

Manage Opportunity Partners

Manage Opportunity References

Manage Opportunity Reports

Manage Opportunity Revenue

Manage Opportunity Revenue Credits

Manage Opportunity Revenue Recommendations

Manage Opportunity Revenue Recurrences

Manage Opportunity Sales Account

Manage Opportunity Sales Method

Manage Opportunity Sources

Manage Opportunity Work Area

Mass Update Opportunity

Set Up Opportunity

View Opportunity

View Opportunity Appointments

View Opportunity Competitors

View Opportunity Contacts

View Opportunity Group Space

View Opportunity Interactions

View Opportunity Leads

View Opportunity Nonrevenue Credits

View Opportunity Notes

View Opportunity Partners

View Opportunity References

View Opportunity Revenue

View Opportunity Revenue Credits

View Opportunity Revenue Recurrences

View Opportunity Sales Coach

View Opportunity Similar Opportunities

View Opportunity Sources

View Opportunity Tasks

View Opportunity Team

Opportunity Partner Administration Duty

Administers all aspects of the application, including some setup. This role is for partner administrators.

Close Opportunity

Manage Opportunity Nonrevenue Credits

Manage Opportunity Revenue

Manage Opportunity Revenue Credits

Manage Opportunity Revenue Recurrences

Manage Opportunity Sales Method

Manage Opportunity Work Area

Mass Update Opportunity

View Opportunity

View Opportunity Appointments

View Opportunity Contacts

View Opportunity Group Space

View Opportunity Interactions

View Opportunity Leads

View Opportunity Nonrevenue Credits

View Opportunity Notes

View Opportunity Partners

View Opportunity Revenue

View Opportunity Revenue Credits

View Opportunity Revenue Recurrences

View Opportunity Sales Coach

View Opportunity Sources

View Opportunity Tasks

View Opportunity Team

Opportunity Revenue View Duty

Views revenue information. This role is for read-only access to revenue information.

View Opportunity Revenue

Opportunity View Duty

Views opportunity data. This role is for viewing opportunities from the customer center.

View Opportunity

Partner Account Review Duty

Views a partner account, including viewing a partner's members, profile, and account team.

Search Partner

View Channel Manager Dashboard

View Partner

View Partner Account Team

View Partner Interaction

View Partner Lead

View Partner Member

View Partner Opportunity

View Partner Profile

View Partner Snapshot

View Partner Task

Partner Administrator Dashboard Duty

Executes transactional items within the partner dashboard when belongs to an approved partner organization. This role is for an administrator.

Manage Partner User Profile

Select Partner Account

View Customer Analytics

View Partner Content

View Partner Dashboard

View Partner Dashboard as Administrator

Partner Administrator Limited Dashboard Duty

Views limited information based on a dashboard when a partner organization is in a status of registered or expired. This role is for the partner administrator.

Manage Partner User Profile

Select Partner Account

View Partner Content

View Partner Dashboard

View Partner Dashboard as Administrator Limited

Partner Center UI Customization Duty

Customize the Partner Center pages.

Customize Partner Center UI

Partner Content Management Duty

Secures who can create partner collateral

Manage Partner Content

Partner Lead External Management Duty

Views and updates all partner leads in the partner organization.

Update Sales Lead

View Sales Lead

Partner Lead Management Duty

Views and updates all partner leads in the enterprise.

Update Sales Lead

View Sales Lead

Partner Management as Partner Administrator Duty

Manages the partner account for their partner organization, including managing members, users, and profile information. This role is for the partner administrator.

Create Partner Member

Create Partner User

Remove Partner Member

Update Partner Member

Update Partner Profile as Partner Administrator Function

View Partner Lead

View Partner Member

View Partner Opportunity

View Partner Profile as Partner Administrator Function

View Partner Program Enrollment

Partner Management Setup Duty

Manages the partner management setup tasks.

Set Up Opportunity

Set Up Partner Management

Partner Member Termination Duty

Grants privileges to terminate partner members.

Edit Trading Community Resource Profile

Remove Trading Community Resource

Partner Portal Customize Links Duty

Views the links to customize UI Shell and all PRM pages, including anonymous partner pages.

Update Partner Portal UI Shell

View Partner Portal Customization Links

View Partner Portal Landing Page

View Partner Portal Registration Pages

Partner Program Contract Association Duty (CRM)

Manages association of contract types and contract terms templates to partner programs.

Associate Question to Partner Program

View Contract Terms Template by Web Service

View Contract Type by Web Service

Partner Program Enrollment Partner Duty

Manages their partner enrollment data. This role is for a partner administrator.

Apply Partner Program

View Partner Program Enrollment

Partner Program Enrollment View Duty

Views the enrollment details of the program to which a partner enrolls.

View Partner Program Enrollment

Partner Program Maintain Duty

Manages, publishes, terminates, and submits partner programs.

Maintain Partner Program

View Partner Program

Partner Program Questionnaire Management Duty (CRM)

Creates questions and manages the association of questions to partner programs.

Define Contract Expert Question for Programs

Search Contract Expert Question for Programs

Partner Program Questionnaire Response Duty (CRM)

Manages the capture of responses to the partner program enrollment questionnaire.

Capture Partner Responses to Partner Program Enrollment Questionnaire

Partner Program Review Duty

Reviews the program details in the program catalog.

Review Partner Program

Partner Sales Party Management Duty

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.  This role has limited access to customers and contacts.

Create Consumer

Create Sales Organization

Create Sales Party Appointment

Create Sales Party Contact

Create Sales Party Interaction

Create Sales Party Task

Delete Sales Party Appointment

Delete Sales Party Contact

Delete Sales Party Interaction

Delete Sales Party Task

Manage Customers Work Area

Manage Sales Account Team

Update Consumer

Update Sales Organization

Update Sales Party Appointment

Update Sales Party Contact

Update Sales Party Interaction

Update Sales Party Task

View Consumer

View Sales Account Team

View Sales Organization

View Sales Party

View Sales Party Appointment

View Sales Party Contact

View Sales Party Interaction

View Sales Party Task

Purchase Agreement Viewing Duty (CRM)

Search for and review purchase agreements.

Search Purchase Agreement

View Purchase Agreement

Purchase Order Viewing Duty (CRM)

Search for and review purchase orders as a procurement agent.

View Purchase Order

Resource Administration Duty

Administers resource information.

Contact Trading Community Resource

Edit Trading Community Resource Profile

Enter Trading Community Resource Information

Identify Trading Community Person as a Trading Community Resource

Manage Trading Community Resource

Manage Trading Community Resource History

Manage Trading Community Resource Lookups

Manage Trading Community Resource Note

Manage Trading Community Resource Note Descriptive Flexfields

Manage Trading Community Resource Note Type

Manage Trading Community Resource Note Type Mapping

Manage Trading Community Resource Organization Memberships

Manage Trading Community Resource Role Assignments

Manage Trading Community Resource Sales Representative Information

Manage Trading Community Resource Skills

Manage Trading Community Resource Team Memberships

Remove Trading Community Resource

Search Trading Community Resource

Upload Trading Community Resource Picture

View Trading Community Resource Administration Detail Information

View Trading Community Resource Collaboration Information

View Trading Community Resource Details

View Trading Community Resource History

View Trading Community Resource Note

View Trading Community Resource Organization Memberships

View Trading Community Resource Profile

View Trading Community Resource Role Assignments

View Trading Community Resource Sales Representative Information

View Trading Community Resource Team Memberships

Resource Information Management Duty

Manages resource information.

Add Trading Community Resource to My Social Network

Contact Trading Community Resource

Edit Trading Community Resource Profile

Manage Trading Community Resource Address

Manage Trading Community Resource Contact Information

Manage Trading Community Resource Note

Manage Trading Community Resource Skills

Manage Trading Community Resource Social Network

Search Trading Community Resource

Upload Trading Community Resource Picture

View Trading Community Resource Address

View Trading Community Resource Collaboration Information

View Trading Community Resource Contact Information

View Trading Community Resource Details

View Trading Community Resource Note

View Trading Community Resource Organization Memberships

View Trading Community Resource Overview Information

View Trading Community Resource Profile

View Trading Community Resource Role Assignments

View Trading Community Resource Sales Representative Information

View Trading Community Resource Skills

View Trading Community Resource Social Network

View Trading Community Resource Team Memberships

Resource Organization Administration Duty

Administers resource organizations.

Manage Trading Community Resource Organization

Manage Trading Community Resource Organization Hierarchy

Manage Trading Community Resource Organization Members

Run Trading Community Resource Reporting Hierarchy Generation

Search Trading Community Resource Organization

Search Trading Community Resource Organization Hierarchies

View Trading Community Organization Resource Members

View Trading Community Resource Organization

View Trading Community Resource Organization Details

View Trading Community Resource Organization Hierarchies

View Trading Community Resource Organization Hierarchy Details

View Trading Community Resource Organization Team Memberships

View Trading Community Resource Organization Usage Information

Resource Organization Management Duty

Manages resource organizations.

Manage Resource Organization Member Descriptive Flexfields

Search Trading Community Resource Organization

Search Trading Community Resource Organization Hierarchies

View Trading Community Organization Resource Members

View Trading Community Resource Organization

View Trading Community Resource Organization Details

View Trading Community Resource Organization Hierarchies

View Trading Community Resource Organization Hierarchy

View Trading Community Resource Organization Hierarchy Details

View Trading Community Resource Organization Team Memberships

View Trading Community Resource Organization Usage Information

View Trading Community Resource Overview Information

Sales Catalog Administration Duty

Manages product groups and product eligibility rules.

Manage Product Eligibility Rules

Manage Product Groups

Sales Extension Management Duty

Views secure customer competitor purchase data. This role is for members of the sales account team.

Update Customer Competitor Purchase

View Customer Competitor Purchase

View Sales Reference Customer

Sales Lead Data Access Duty

Views sales leads.

View Sales Lead

Sales Lead Follow Up Duty

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Convert Sales Lead

Create Sales Lead

Manage Lead Qualification Work Area

Qualify Sales Lead

Update Sales Lead

View Sales Lead

Sales Party Management Duty

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Create Consumer

Create Sales Organization

Create Sales Party Appointment

Create Sales Party Assessment

Create Sales Party Contact

Create Sales Party Interaction

Create Sales Party Note

Create Sales Party Task

Delete Sales Party Appointment

Delete Sales Party Assessment

Delete Sales Party Contact

Delete Sales Party Interaction

Delete Sales Party Note

Delete Sales Party Task

Manage Reference Customer Profile

Manage Sales Account Team

Manage Sales Party Classifications

Manage Sales Party Contact Hierarchy

Manage Sales Party Forums

Update Consumer

Update Sales Organization

Update Sales Party Appointment

Update Sales Party Assessment

Update Sales Party Contact

Update Sales Party Interaction

Update Sales Party Note

Update Sales Party Task

Sales Party Review Duty

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Manage Customers Work Area

View Billing Account

View Consumer

View One Source Market Place Information

View Revenue by Organization Hierarchy

View Sales Account Team

View Sales Organization

View Sales Party

View Sales Party Analytics

View Sales Party Appointment

View Sales Party Assessment

View Sales Party Classifications

View Sales Party Contact

View Sales Party Contact Hierarchy

View Sales Party Forums

View Sales Party Hierarchy

View Sales Party Interaction

View Sales Party Note

View Sales Party Snapshot

View Sales Party Subsidiaries

View Sales Party Task

View Siebel Service Requests

Social Group Participation Core Duty (CRM)

Groups participation tasks available in Oracle Fusion Global Human Resources

Manage Social Group

Social Network Core Duty (CRM)

Performs social network tasks in Oracle Fusion Global Human Resources

Manage Social Bookmarks

Social Network Duty (CRM)

Participates in social networks.

Invite Social Connection

Manage Kudos

Manage Message Board

Manage Social Connections

Manage Social Self-descriptive Information

View Activity Stream

Talent Notifications Duty (CRM)

Sets up and manages talent management notifications.

Manage Goal Management Notifications

Manage Talent Notifications

Trading Community Import Administration Duty

Defines trading community data import installation and configuration information.

Manage Trading Community Import Lookups

Trading Community Import Batch Management Duty

Manages trading community data import batches.

Enter Trading Community Import Batch Information

Enter Trading Community Import Batch Process Information

Purge Trading Community Import Batch

Run Trading Community Import Batch Error Report

Run Trading Community Import Batch Process

View Trading Community Import Batch Details and Statistics

View Trading Community Import Batch Errors and Details

View Trading Community Import Batch Information

Trading Community Import Process Management Duty

Manages trading community data import batch processes.

Enter Trading Community Import Batch Information

Enter Trading Community Import Batch Process Information

Modify Trading Community Import Batch Process Information

Purge Trading Community Import Batch

Run Trading Community Import Batch Error Report

Run Trading Community Import Batch Process

View Trading Community Import Batch Details and Statistics

View Trading Community Import Batch Errors and Details

View Trading Community Import Batch Information

Trading Community Merge Request Management Duty

Grants privileges for end user to create merge requests

Enter Trading Community Merge Request

Submit Trading Community Merge Request

Trading Partner Item Inquiry Duty (CRM)

Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers.

Monitor Item Work Area

View Trading Partner Item

User Role Management Duty (CRM)

Manages user roles.

Assign Roles to User

Copy Personal Data to LDAP

Manage User Account and Roles

View Person Details Duty (CRM)

Creates or updates users during person synchronizations.

View Person Details

View Portrait Duty (CRM)

Grants access to the worker and nonworker portrait pages.

View Nonworker Portrait

View Worker Portrait

Workforce Profile Resource Administration Duty (CRM)

Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model.

Manage Talent Education Establishment

Manage Talent Profile Content Item

Manage Talent Profile Rating Model

Manage Talent Profile Sources

Workforce Profile Resource Manager Duty (CRM)

Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model.

Manage Person Talent Profile


Data Security Policies

Data security policies and their enforcement across analytics application for the job role Channel Partner Portal Administrator


Business Object

Policy Description

Policy Store Implementation

Analytics Implementation

Activities and Interests

A Channel Partner Portal Administrator can view activities and interests for themselves

Role: Social Network Core Duty

Privilege: View Activities and Interests (Data)

Resource: Activities and Interests

Activity Stream

A Channel Partner Portal Administrator can view activity stream for themselves

Role: Social Network Duty

Privilege: View Activity Stream (Data)

Resource: Activity Stream

Application Attachment

A Channel Partner Portal Administrator can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing

Role: Purchase Document Attachment Inquiry Duty

Privilege: Read Application Attachment

Resource: Application Attachment

Application Attachment Category

A Channel Partner Portal Administrator can delete application attachment for all miscelleneous category attachments data

Role: Applications Common Reference Data Review Duty

Privilege: Delete Application Attachment

Resource: Application Attachment Category

A Channel Partner Portal Administrator can read application attachment for all miscelleneous category attachments data

Role: Applications Common Reference Data Review Duty

Privilege: Read Application Attachment

Resource: Application Attachment Category

A Channel Partner Portal Administrator can update application attachment for all miscelleneous category attachments data

Role: Applications Common Reference Data Review Duty

Privilege: Update Application Attachment

Resource: Application Attachment Category

Application Document Sequence Category

A Channel Partner Portal Administrator can manage application document sequence category for all applications common applications data

Role: Applications Common Application Document Sequence Category Administration Duty

Privilege: Manage Application Document Sequence Category (Data)

Resource: Application Document Sequence Category

Application Flexfield Value Set

A Channel Partner Portal Administrator can manage application flexfield value set for all applications common applications data

Role: Applications Common Application Flexfield Value Set Administration Duty

Privilege: Manage Application Flexfield Value Set (Data)

Resource: Application Flexfield Value Set

Application Profile Value

A Channel Partner Portal Administrator can delete application profile value for all applications common applications data

Role: Applications Common Application Profile Value Administration Duty

Privilege: Delete Application Profile Value (Data)

Resource: Application Profile Value

A Channel Partner Portal Administrator can update application profile value for all applications common applications data

Role: Applications Common Application Profile Value Administration Duty

Privilege: Update Application Profile Value (Data)

Resource: Application Profile Value

Appointment

A Channel Partner Portal Administrator can participant view appointment where they are owner or participants of the appointment

Role: Participant Appointment View Duty

Privilege: Participant View Appointment (Data)

Resource: Appointment

A Channel Partner Portal Administrator can view appointment for all appointments in the enterprise

Role: Appointment View Duty

Privilege: View Appointment (Data)

Resource: Appointment

Appointment Note

A Channel Partner Portal Administrator can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note

Role: Appointment Note Management Duty

Privilege: Delete Appointment Note (Data)

Resource: Appointment Note

A Channel Partner Portal Administrator can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note

Role: Appointment Note Management Duty

Privilege: Update Appointment Note (Data)

Resource: Appointment Note

A Channel Partner Portal Administrator can view appointment note for all internal appointment notes in the enterprise

Role: Appointment Note Management Duty

Privilege: View Appointment Note (Data)

Resource: Appointment Note

A Channel Partner Portal Administrator can view appointment note where they are the author of the private appointment note

Role: Appointment Note Management Duty

Privilege: View Appointment Note (Data)

Resource: Appointment Note

Assignment Grade

A Channel Partner Portal Administrator can choose assignment grade for grades in their grade security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Assignment Grade (Data)

Resource: Assignment Grade

Bookmark

A Channel Partner Portal Administrator can view bookmark for themselves

Role: Social Network Core Duty

Privilege: View Bookmark (Data)

Resource: Bookmark

Business Unit

A Channel Partner Portal Administrator can choose business unit organization for business units in their organization security profile

Role: Business Unit Selection Duty

Privilege: Choose Business Unit Organization (Data)

Resource: Business Unit

Consumer File Import Activity

A Channel Partner Portal Administrator can view consumer file import activity object type for all consumer file import activites of object type 'consumer'

Role: Trading Community Import Batch Management Duty

Privilege: View Consumer File Import Activity Object Type (Data)

Resource: Consumer File Import Activity

Consumer File Import Mapping

A Channel Partner Portal Administrator can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer'

Role: Trading Community Import Batch Management Duty

Privilege: View Consumer File Import Mapping Object Type (Data)

Resource: Consumer File Import Mapping

Consumer File Import Object

A Channel Partner Portal Administrator can view consumer file import object type for all consumer file import objects of object type 'consumer'

Role: Trading Community Import Batch Management Duty

Privilege: View Consumer File Import Object Type (Data)

Resource: Consumer File Import Object

Contract

A Channel Partner Portal Administrator can manage contract for all business units

Role: Contract View Access Across All Business Units Duty

Privilege: Manage Contract (Data)

Resource: Contract

Contract Clause

A Channel Partner Portal Administrator can manage contract terms library for the business units for which they are authorized

Role: Contract Terms Library Administration Duty

Privilege: Manage Contract Terms Library (Data)

Resource: Business Unit

Contract Clause Folder

A Channel Partner Portal Administrator can manage contract terms library for the business units for which they are authorized

Role: Contract Terms Library Administration Duty

Privilege: Manage Contract Terms Library (Data)

Resource: Business Unit

Contract Expert Rule

A Channel Partner Portal Administrator can manage contract terms library for the business units for which they are authorized

Role: Contract Terms Library Administration Duty

Privilege: Manage Contract Terms Library (Data)

Resource: Business Unit

Contract Note

A Channel Partner Portal Administrator can view contract note for notes that are not private or private notes where they are the author.

Role: Contract View Access Across All Business Units Duty

Privilege: View Contract Note (Data)

Resource: Contract Note

Contract Terms Template

A Channel Partner Portal Administrator can manage contract terms library for the business units for which they are authorized

Role: Contract Terms Library Administration Duty

Privilege: Manage Contract Terms Library (Data)

Resource: Business Unit

Customer Account

A Channel Partner Portal Administrator can view customer account for all customer accounts in the enterprise

Role: Customer Account Information Inquiry Duty

Privilege: View Customer Account (Data)

Resource: Customer Account

Customer Competitor Purchase

A Channel Partner Portal Administrator can update customer competitor purchase where the customer party is a legal entity or sales prospect

Role: Sales Extension Management Duty

Privilege: Update Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

A Channel Partner Portal Administrator can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access

Role: Sales Extension Management Duty

Privilege: Update Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

A Channel Partner Portal Administrator can view customer competitor purchase where the customer party is a legal entity or sales prospect

Role: Sales Extension Management Duty

Privilege: View Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

A Channel Partner Portal Administrator can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member

Role: Sales Extension Management Duty

Privilege: View Customer Competitor Purchase (Data)

Resource: Customer Competitor Purchase

Customer File Import Activity

A Channel Partner Portal Administrator can view customer file import activity object type for all customer file import activities of object type 'customer'

Role: Trading Community Import Batch Management Duty

Privilege: View Customer File Import Activity Object Type (Data)

Resource: Customer File Import Activity

Customer File Import Mapping

A Channel Partner Portal Administrator can view customer file import mapping object type for all customer file import mappings of object type 'customer'

Role: Trading Community Import Batch Management Duty

Privilege: View Customer File Import Mapping Object Type (Data)

Resource: Customer File Import Mapping

Customer File Import Object

A Channel Partner Portal Administrator can view customer file import object type for all customer file import objects of object type 'customer'

Role: Trading Community Import Batch Management Duty

Privilege: View Customer File Import Object Type (Data)

Resource: Customer File Import Object

Department

A Channel Partner Portal Administrator can choose department for departments in their organization security profile

Role: Department Selection Duty

Privilege: Choose Department (Data)

Resource: Department

Role: Foundation User and Roles Management Duty

Privilege: Choose Department (Data)

Resource: Department

Employee Resource File Import Activity

A Channel Partner Portal Administrator can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource'

Role: Resource Administration Duty

Privilege: View Employee Resource File Import Activity Object Type (Data)

Resource: Employee Resource File Import Activity

Employee Resource File Import Mapping

A Channel Partner Portal Administrator can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource'

Role: Resource Administration Duty

Privilege: View Employee Resource File Import Mapping Object Type (Data)

Resource: Employee Resource File Import Mapping

Employee Resource File Import Object

A Channel Partner Portal Administrator can view employee resource file import object type for all employee resource file import objects of object type 'employee resource'

Role: Resource Administration Duty

Privilege: View Employee Resource File Import Object Type (Data)

Resource: Employee Resource File Import Object

File Export Batch

A Channel Partner Portal Administrator can view file export batch for all export batches

Role: CRM Export Management Duty

Privilege: View File Export Batch (Data)

Resource: File Export Batch

File Export Object

A Channel Partner Portal Administrator can manage export unit test for all export unit test objects

Role: CRM Export Management Duty

Privilege: Manage Export Unit Test (Data)

Resource: File Export Object

HR Job

A Channel Partner Portal Administrator can choose hr job for jobs in their job security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose HR Job (Data)

Resource: HR Job

Role: Job Selection Duty

Privilege: Choose HR Job (Data)

Resource: HR Job

Interaction

A Channel Partner Portal Administrator can delete interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: Delete Interaction (Data)

Resource: Interaction

A Channel Partner Portal Administrator can participant delete interaction where they are participants of the interaction

Role: Participant Interaction Management Duty

Privilege: Participant Delete Interaction (Data)

Resource: Interaction

A Channel Partner Portal Administrator can participant update interaction where they are participants of the interaction

Role: Participant Interaction Management Duty

Privilege: Participant Update Interaction (Data)

Resource: Interaction

A Channel Partner Portal Administrator can participant view interaction where they are participants of the interaction

Role: Participant Interaction Management Duty

Privilege: Participant View Interaction (Data)

Resource: Interaction

A Channel Partner Portal Administrator can update interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: Update Interaction (Data)

Resource: Interaction

A Channel Partner Portal Administrator can view interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: View Interaction (Data)

Resource: Interaction

Item

A Channel Partner Portal Administrator can create item class item for the item classes they have access to

Role: Item Management Duty

Privilege: Create Item Class Item (Data)

Resource: Item

Kudos

A Channel Partner Portal Administrator can view kudos for themselves

Role: Social Network Duty

Privilege: View Kudos (Data)

Resource: Kudos

Legal Employer

A Channel Partner Portal Administrator can choose legal employer for legal employers in their organization security profile

Role: Legal Employer Selection Duty

Privilege: Choose Legal Employer (Data)

Resource: Legal Employer

Legal Entity File Import Activity

A Channel Partner Portal Administrator can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity'

Role: Trading Community Import Batch Management Duty

Privilege: View Legal Entity File Import Activity Object Type (Data)

Resource: Legal Entity File Import Activity

Legal Entity File Import Mapping

A Channel Partner Portal Administrator can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity'

Role: Trading Community Import Batch Management Duty

Privilege: View Legal Entity File Import Mapping Object Type (Data)

Resource: Legal Entity File Import Mapping

Legal Entity File Import Object

A Channel Partner Portal Administrator can view legal entity file import object type for all legal entity file import objects of object type 'legal entity'

Role: Trading Community Import Batch Management Duty

Privilege: View Legal Entity File Import Object Type (Data)

Resource: Legal Entity File Import Object

Location

A Channel Partner Portal Administrator can choose location for locations in their location security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Location (Data)

Resource: Location

Marketing Budget

A Channel Partner Portal Administrator can view marketing budget for all resource organizations and child resource organizations for which they are authorized

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget (Data)

Resource: Marketing Budget

A Channel Partner Portal Administrator can view marketing budget where they are a manager in the management hierarchy of the budget owner

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget (Data)

Resource: Marketing Budget

A Channel Partner Portal Administrator can view marketing budget where they are a resource in the marketing budget team

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget (Data)

Resource: Marketing Budget

A Channel Partner Portal Administrator can view marketing budget where they are the owner of the marketing budget

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget (Data)

Resource: Marketing Budget

Marketing Budget Note

A Channel Partner Portal Administrator can delete marketing budget note where they have delete access to the marketing budget

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Budget Note (Data)

Resource: Marketing Budget Note

A Channel Partner Portal Administrator can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Budget Note (Data)

Resource: Marketing Budget Note

A Channel Partner Portal Administrator can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Budget Note (Data)

Resource: Marketing Budget Note

A Channel Partner Portal Administrator can view marketing budget note where they are the author of the private marketing budget note

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Budget Note (Data)

Resource: Marketing Budget Note

Marketing Budget Team

A Channel Partner Portal Administrator can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Budget Team (Data)

Resource: Marketing Budget Team

Marketing Claim

A Channel Partner Portal Administrator can delete marketing claim where they have view access to the marketing budget

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Claim (Data)

Resource: Marketing Claim

A Channel Partner Portal Administrator can update marketing claim where they have view access to the marketing budget

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Claim (Data)

Resource: Marketing Claim

A Channel Partner Portal Administrator can view marketing claim where they have view access to the marketing budget

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Claim (Data)

Resource: Marketing Claim

Marketing Claim Note

A Channel Partner Portal Administrator can delete marketing claim note where they have delete access to the marketing claim

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Claim Note (Data)

Resource: Marketing Claim Note

A Channel Partner Portal Administrator can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Claim Note (Data)

Resource: Marketing Claim Note

A Channel Partner Portal Administrator can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Claim Note (Data)

Resource: Marketing Claim Note

A Channel Partner Portal Administrator can view marketing claim note where they are the author of the private marketing claim note

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Claim Note (Data)

Resource: Marketing Claim Note

Marketing Fund Request Note

A Channel Partner Portal Administrator can delete marketing fund request note where they have delete access to the marketing fund request

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

A Channel Partner Portal Administrator can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note

Role: Marketing Budget Utilization Duty

Privilege: Delete Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

A Channel Partner Portal Administrator can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note

Role: Marketing Budget Utilization Duty

Privilege: Update Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

A Channel Partner Portal Administrator can view marketing fund request note where they are the author of the private marketing fund request note

Role: Marketing Budget Utilization Duty

Privilege: View Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

Message Board

A Channel Partner Portal Administrator can view message board for themselves

Role: Social Network Duty

Privilege: View Message Board (Data)

Resource: Message Board

Network Activities

A Channel Partner Portal Administrator can view network activities for themselves

Role: Social Network Duty

Privilege: View Network Activities (Data)

Resource: Network Activities

Opportunity

A Channel Partner Portal Administrator can manage opportunity general profile for all opportunities having a partner organization

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity General Profile (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity general profile where they are an opportunity sales team member with edit or full access

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity General Profile (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity general profile where they are a member of a partner resource organization whose partner organization is on the opportunity

Role: Opportunity Partner Administration Duty

Privilege: Manage Opportunity General Profile (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity restricted profile for all opportunities having a partner organization

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity Restricted Profile (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity restricted profile where they are an opportunity sales team member with full access

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity Restricted Profile (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity restricted profile where they are a member of a partner resource organization whose partner organization is on the opportunity

Role: Opportunity Partner Administration Duty

Privilege: Manage Opportunity Restricted Profile (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity revenue for all opportunities having a partner organization

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity Revenue (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity revenue where they are an opportunity sales team member with edit or full access

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity Revenue (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity revenue where they are a member of a partner resource organization whose partner organization is on the opportunity

Role: Opportunity Partner Administration Duty

Privilege: Manage Opportunity Revenue (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity team for all opportunities having a partner organization

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity Team (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity team where they are an opportunity sales team member with full access

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity Team (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can manage opportunity team where they are a member of a partner resource organization whose partner organization is on the opportunity

Role: Opportunity Partner Administration Duty

Privilege: Manage Opportunity Team (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can view opportunity for all opportunities having a partner organization

Role: Opportunity Channel Administration Duty

Privilege: View Opportunity (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can view opportunity where they are an opportunity sales team member with view, edit, or full access

Role: Opportunity Channel Administration Duty

Privilege: View Opportunity (Data)

Resource: Opportunity

A Channel Partner Portal Administrator can view opportunity where they are a member of a partner resource organization whose partner organization is on the opportunity

Role: Opportunity Partner Administration Duty

Privilege: View Opportunity (Data)

Resource: Opportunity

Opportunity Note

A Channel Partner Portal Administrator can manage opportunity note for all opportunities having a partner organization and the note is external

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity Note (Data)

Resource: Opportunity Note

A Channel Partner Portal Administrator can manage opportunity note where they are an opportunity sales team member with full access and the note is not private

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity Note (Data)

Resource: Opportunity Note

A Channel Partner Portal Administrator can manage opportunity note where they are a member of a partner resource organization whose partner organization is on the opportunity and the note is external

Role: Opportunity Partner Administration Duty

Privilege: Manage Opportunity Note (Data)

Resource: Opportunity Note

A Channel Partner Portal Administrator can manage opportunity note where they are the author of the note

Role: Opportunity Channel Administration Duty

Privilege: Manage Opportunity Note (Data)

Resource: Opportunity Note

Role: Opportunity Partner Administration Duty

Privilege: Manage Opportunity Note (Data)

Resource: Opportunity Note

A Channel Partner Portal Administrator can view opportunity note for all opportunities having a partner organization and the note is not private

Role: Opportunity Channel Administration Duty

Privilege: View Opportunity Note (Data)

Resource: Opportunity Note

A Channel Partner Portal Administrator can view opportunity note where they are a member of a partner resource organization whose partner organization is on the opportunity and the note is external

Role: Opportunity Partner Administration Duty

Privilege: View Opportunity Note (Data)

Resource: Opportunity Note

A Channel Partner Portal Administrator can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private

Role: Opportunity Channel Administration Duty

Privilege: View Opportunity Note (Data)

Resource: Opportunity Note

A Channel Partner Portal Administrator can view opportunity note where they are the author of the note

Role: Opportunity Channel Administration Duty

Privilege: View Opportunity Note (Data)

Resource: Opportunity Note

Role: Opportunity Partner Administration Duty

Privilege: View Opportunity Note (Data)

Resource: Opportunity Note

Partner

A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise

Role: Partner Export Management Duty

Privilege: View Partner Account (Data)

Resource: Partner

Partner Account Team Export Object

A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise

Role: Partner Export Management Duty

Privilege: View Partner Account (Data)

Resource: Partner Account Team Export Object

Partner Dimensions Member Export Object

A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise

Role: Partner Export Management Duty

Privilege: View Partner Account (Data)

Resource: Partner Dimensions Member Export Object

Partner File Import Activity

A Channel Partner Portal Administrator can view partner file import activity object type for all partner file import activities of object type 'partner company'

Role: Partner Import Administration Duty

Privilege: View Partner File Import Activity Object Type (Data)

Resource: Partner File Import Activity

Role: Resource Administration Duty

Privilege: View Partner File Import Activity Object Type (Data)

Resource: Partner File Import Activity

Partner File Import Mapping

A Channel Partner Portal Administrator can view partner file import mapping object type for all partner file import mappings of object type 'partner company'

Role: Partner Import Administration Duty

Privilege: View Partner File Import Mapping Object Type (Data)

Resource: Partner File Import Mapping

Role: Resource Administration Duty

Privilege: View Partner File Import Mapping Object Type (Data)

Resource: Partner File Import Mapping

Partner File Import Object

A Channel Partner Portal Administrator can view partner file import object type for all partner file import objects of object type 'partner company'

Role: Partner Import Administration Duty

Privilege: View Partner File Import Object Type (Data)

Resource: Partner File Import Object

Role: Resource Administration Duty

Privilege: View Partner File Import Object Type (Data)

Resource: Partner File Import Object

Partner Member File Import Activity

A Channel Partner Portal Administrator can view partner member file import activity object type for all partner member file import activites of object type 'partner member'

Role: Partner Import Administration Duty

Privilege: View Partner Member File Import Activity Object Type (Data)

Resource: Partner Member File Import Activity

Role: Resource Administration Duty

Privilege: View Partner Member File Import Activity Object Type (Data)

Resource: Partner Member File Import Activity

Partner Member File Import Mapping

A Channel Partner Portal Administrator can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member'

Role: Partner Import Administration Duty

Privilege: View Partner Member File Import Mapping Object Type (Data)

Resource: Partner Member File Import Mapping

Role: Resource Administration Duty

Privilege: View Partner Member File Import Mapping Object Type (Data)

Resource: Partner Member File Import Mapping

Partner Member File Import Object

A Channel Partner Portal Administrator can view partner member file import object type for all partner member file import objects of object type 'partner member'

Role: Partner Import Administration Duty

Privilege: View Partner Member File Import Object Type (Data)

Resource: Partner Member File Import Object

Role: Resource Administration Duty

Privilege: View Partner Member File Import Object Type (Data)

Resource: Partner Member File Import Object

Partner Profile

A Channel Partner Portal Administrator can update partner profile as partner administrator where the user is a member of the partner organization

Role: Partner Management as Partner Administrator Duty

Privilege: Update Partner Profile as Partner Administrator

Resource: Partner Profile

A Channel Partner Portal Administrator can view partner account where they are in the management chain of a resource who is on the partner account team

Role: Partner Account Review Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

A Channel Partner Portal Administrator can view partner account where they are in the partner account team

Role: Partner Account Review Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

A Channel Partner Portal Administrator can view partner profile as partner administrator where the user is a member of the partner organization

Role: Partner Management as Partner Administrator Duty

Privilege: View Partner Profile as Partner Administrator

Resource: Partner Profile

Partner Profile Export Object

A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise

Role: Partner Export Management Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile Export Object

Partner Profile Multivalue LOV Export Object

A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise

Role: Partner Export Management Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile Multivalue LOV Export Object

Partner Program

A Channel Partner Portal Administrator can maintain partner program for all partner programs in the enterprise

Role: Partner Program Maintain Duty

Privilege: Maintain Partner Program (Data)

Resource: Partner Program

Partner Program Enrollment

A Channel Partner Portal Administrator can manage partner program enrollment where the user is a member of the partner organization

Role: Partner Management as Partner Administrator Duty

Privilege: Manage Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Role: Partner Program Enrollment Partner Duty

Privilege: Manage Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

A Channel Partner Portal Administrator can view partner program enrollment for all partner program enrollments in the enterprise

Role: Partner Program Enrollment View Duty

Privilege: View Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Person Assignment

A Channel Partner Portal Administrator can search worker for persons and assignments in their person and assignment security profile

Role: Foundation User and Roles Management Duty

Privilege: Search Worker (Data)

Resource: Person Assignment

A Channel Partner Portal Administrator can view person assignment for persons and assignments in their person and assignment security profile

Role: Foundation User and Roles Management Duty

Privilege: View Person Assignment (Data)

Resource: Person Assignment

Person Email

A Channel Partner Portal Administrator can manage person email for people and assignments in their person and assignment security profile

Role: User Role Management Duty

Privilege: Manage Person Email (Data)

Resource: Person Email

Person Type

A Channel Partner Portal Administrator can choose person type for person types in their person type security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Person Type (Data)

Resource: Person Type

Position

A Channel Partner Portal Administrator can choose position for positions in their position security profile

Role: Foundation User and Roles Management Duty

Privilege: Choose Position (Data)

Resource: Position

Product Group Details Export Object

A Channel Partner Portal Administrator can view product group export object for all product group details export objects in the enterprise

Role: Sales Catalog Administration Duty

Privilege: View Product Group Export Object (Data)

Resource: Product Group Details Export Object

Product Group File Import Activity

A Channel Partner Portal Administrator can view product group file import activity object type for all authorized product group file import activities in all resource organizations where they are authorized

Role: Sales Catalog Administration Duty

Privilege: View Product Group File Import Activity Object Type (Data)

Resource: Product Group File Import Activity

Product Group File Import Mapping

A Channel Partner Portal Administrator can view product group file import mapping object type for all product group file import mappings in all resource organizations where they are authorized

Role: Sales Catalog Administration Duty

Privilege: View Product Group File Import Mapping Object Type (Data)

Resource: Product Group File Import Mapping

Product Group File Import Object

A Channel Partner Portal Administrator can view product group file import object type for all product group file import objects in all resource organizations where they are authorized

Role: Sales Catalog Administration Duty

Privilege: View Product Group File Import Object Type (Data)

Resource: Product Group File Import Object

Product Group Products Export Object

A Channel Partner Portal Administrator can view product group export object for all product group products export objects in the enterprise

Role: Sales Catalog Administration Duty

Privilege: View Product Group Export Object (Data)

Resource: Product Group Products Export Object

Product Group Subgroups Export Object

A Channel Partner Portal Administrator can view product group export object for all product group subgroups export objects in the enterprise

Role: Sales Catalog Administration Duty

Privilege: View Product Group Export Object (Data)

Resource: Product Group Subgroups Export Object

Product Group Translations Export Object

A Channel Partner Portal Administrator can view product group export object for all product group translations export objects in the enterprise

Role: Sales Catalog Administration Duty

Privilege: View Product Group Export Object (Data)

Resource: Product Group Translations Export Object

Public Person

A Channel Partner Portal Administrator can view person deferred for persons and assignments in their person and assignment security profile

Role: View Person Details Duty

Privilege: View Person Deferred (Data)

Resource: Public Person

Sales Lead

A Channel Partner Portal Administrator can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can convert sales lead where they are a resource in the lead sales team

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can convert sales lead where they are a resource in the territory assigned to the sales lead

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can convert sales lead where they are the owner of the sales lead

Role: Sales Lead Follow Up Duty

Privilege: Convert Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can update sales lead all partners for all partner leads in the enterprise

Role: Partner Lead Management Duty

Privilege: Update Sales Lead All Partners (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner

Role: Lead Registration Submission Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can update sales lead others where they are a resource in the lead sales team with full access

Role: Lead Registration Submission Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can update sales lead others where they are a resource in the territory assigned to the sales lead

Role: Lead Registration Submission Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can update sales lead others where they are the owner of the sales lead

Role: Lead Registration Submission Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Others (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner

Role: Lead Registration Submission Duty

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can update sales lead owner where they are the owner of the sales lead

Role: Lead Registration Submission Duty

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Owner (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Lead Registration Submission Duty

Privilege: Update Sales Lead (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can view sales lead all partners for all partner leads in the enterprise

Role: Partner Lead Management Duty

Privilege: View Sales Lead All Partners (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner

Role: Lead Registration Submission Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can view sales lead where they are a resource in the lead sales team

Role: Lead Registration Submission Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can view sales lead where they are a resource in the territory assigned to the sales lead

Role: Lead Registration Submission Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team

Role: Lead Registration Submission Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

A Channel Partner Portal Administrator can view sales lead where they are the owner of the sales lead

Role: Lead Registration Submission Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead (Data)

Resource: Sales Lead

Sales Lead Note

A Channel Partner Portal Administrator can delete sales lead note where they have delete access to the sales lead

Role: Lead Registration Submission Duty

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up Duty

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Partner Portal Administrator can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note

Role: Lead Registration Submission Duty

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up Duty

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Partner Portal Administrator can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note

Role: Lead Registration Submission Duty

Privilege: Update Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up Duty

Privilege: Update Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Partner Portal Administrator can view sales lead note for all external sales lead notes in the enterprise

Role: Lead Registration Submission Duty

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Partner Portal Administrator can view sales lead note for all internal sales lead notes in the enterprise

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Partner Portal Administrator can view sales lead note where they are the author of the private sales lead note

Role: Lead Registration Submission Duty

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up Duty

Privilege: View Sales Lead Note (Data)

Resource: Sales Lead Note

Sales Party

A Channel Partner Portal Administrator can manage sales party where they are in the management chain of a resource who is on the sales account team with full access

Role: Partner Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can manage sales party where they are in the sales account team with full access

Role: Partner Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can manage sales party where they are the owner of the territory associated with the sales account

Role: Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account

Role: Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can update sales party where they are a member of the territory associated with the sales account

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can update sales party where they are in the management chain of a resource who is on the sales account team with edit access

Role: Partner Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can update sales party where they are in the sales account team with edit access

Role: Partner Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can view sales party where they are a member of the territory associated with the sales account

Role: Partner Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account

Role: Partner Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can view sales party where they are in the management chain of a resource who is on the sales account team

Role: Partner Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Partner Portal Administrator can view sales party where they are in the sales account team

Role: Partner Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

Sales Party Note

A Channel Partner Portal Administrator can view sales party note all consumer notes that are not private or private consumer notes where they are the author

Role: Sales Party Management Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Role: Sales Party Review Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

A Channel Partner Portal Administrator can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author

Role: Sales Party Management Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Role: Sales Party Review Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

A Channel Partner Portal Administrator can view sales party note all sales organization notes that are not private or private sales organization notes where they are the author

Role: Sales Party Management Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Role: Sales Party Review Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

A Channel Partner Portal Administrator can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author

Role: Sales Party Management Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Role: Sales Party Review Duty

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

Sales Reference Customer

A Channel Partner Portal Administrator can view sales reference customer for all sales reference customers in the enterprise

Role: Sales Extension Management Duty

Privilege: View Sales Reference Customer (Data)

Resource: Sales Reference Customer

Social Connection

A Channel Partner Portal Administrator can view social connection for themselves

Role: Social Network Duty

Privilege: View Social Connection (Data)

Resource: Social Connection

Social Profile

A Channel Partner Portal Administrator can view social profile for themselves

Role: Social Network Duty

Privilege: View Social Profile (Data)

Resource: Social Profile

Task Note

A Channel Partner Portal Administrator can delete task note where they have delete access to the task

Role: Task Note Management Duty

Privilege: Delete Task Note (Data)

Resource: Task Note

A Channel Partner Portal Administrator can delete task note where they have delete access to the task and where they are the author of the private task note

Role: Task Note Management Duty

Privilege: Delete Task Note (Data)

Resource: Task Note

A Channel Partner Portal Administrator can update task note where they have update access to the task

Role: Task Note Management Duty

Privilege: Update Task Note (Data)

Resource: Task Note

A Channel Partner Portal Administrator can update task note where they have update access to the task and where they are the author of the private task note

Role: Task Note Management Duty

Privilege: Update Task Note (Data)

Resource: Task Note

A Channel Partner Portal Administrator can view task note for all internal task notes in the enterprise

Role: Task Note Management Duty

Privilege: View Task Note (Data)

Resource: Task Note

A Channel Partner Portal Administrator can view task note where they are the author of the private task note

Role: Task Note Management Duty

Privilege: View Task Note (Data)

Resource: Task Note

Trading Community Customer Account Relationship

A Channel Partner Portal Administrator can view customer account relationship for the reference data sets for which they are authorized

Role: Customer Account Relationships Inquiry Duty

Privilege: View Customer Account Relationship (Data)

Resource: Reference Data Set

Trading Community Customer Account Site

A Channel Partner Portal Administrator can view customer account site for the reference data sets for which they are authorized

Role: Customer Account Addresses Inquiry Duty

Privilege: View Customer Account Site (Data)

Resource: Reference Data Set

Trading Community Customer Account Site Use

A Channel Partner Portal Administrator can view customer account site use for the reference data sets for which they are authorized

Role: Customer Account Addresses Inquiry Duty

Privilege: View Customer Account Site Use (Data)

Resource: Reference Data Set

Trading Community Organization

A Channel Partner Portal Administrator can view trading community organization for all organizations in the enterprise

Role: Party Information Inquiry Duty

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization

A Channel Partner Portal Administrator can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization

Role: Partner Information Inquiry Duty

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization

Trading Community Person

A Channel Partner Portal Administrator can view trading community person for all people in the enterprise

Role: Party Information Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

A Channel Partner Portal Administrator can view trading community person for all persons who are a member of their partner organization

Role: Partner Information Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

A Channel Partner Portal Administrator can view trading community person for all trading community persons that are contacts and associated with their partner company organization

Role: Partner Customer Contact Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

A Channel Partner Portal Administrator can view trading community person for their trading community person record

Role: Person Self Information Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

Trading Community Relationship

A Channel Partner Portal Administrator can view trading community relationship for all trading community relationships in the enterprise

Role: Relationship Information Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

A Channel Partner Portal Administrator can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners

Role: Internal Contact Relationship Information Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

A Channel Partner Portal Administrator can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization

Role: Partner Customer Contact Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

A Channel Partner Portal Administrator can view trading community relationship for trading community partner contact relationships with their company

Role: Partner Information Inquiry Duty

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Resource

A Channel Partner Portal Administrator can remove trading community resource for all resources in the enterprise

Role: Resource Administration Duty

Privilege: Remove Trading Community Resource (Data)

Resource: Trading Community Resource

A Channel Partner Portal Administrator can update trading community resource for all resources in the enterprise

Role: Resource Administration Duty

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource

A Channel Partner Portal Administrator can update trading community resource for their resource record

Role: Resource Information Management Duty

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource

A Channel Partner Portal Administrator can view trading community resource for all trading community resources.

Role: Partner Information Inquiry Duty

Privilege: View Trading Community Resource (Data)

Resource: Trading Community Resource

Trading Community Resource Note

A Channel Partner Portal Administrator can manage trading community resource note for all resource notes

Role: Resource Administration Duty

Privilege: Manage Trading Community Resource Note (Data)

Resource: Trading Community Resource Note

A Channel Partner Portal Administrator can manage trading community resource note for the resource notes for which they are the owner

Role: Resource Information Management Duty

Privilege: Manage Trading Community Resource Note (Data)

Resource: Trading Community Resource Note

A Channel Partner Portal Administrator can view trading community resource note for all resource notes

Role: Resource Administration Duty

Privilege: View Trading Community Resource Note (Data)

Resource: Trading Community Resource Note

Role: Resource Information Management Duty

Privilege: View Trading Community Resource Note (Data)

Resource: Trading Community Resource Note

Trading Community Resource Sales Representative Setup

A Channel Partner Portal Administrator can manage trading community salesperson setup for the reference data sets for which they are authorized

Role: Resource Administration Duty

Privilege: Manage Trading Community Salesperson Setup (Data)

Resource: Reference Data Set

A Channel Partner Portal Administrator can view trading community salesperson setup for the reference data sets for which they are authorized

Role: Resource Administration Duty

Privilege: View Trading Community Salesperson Setup (Data)

Resource: Reference Data Set

Trading Community Resource Skill

A Channel Partner Portal Administrator can manage trading community resource skill for all resource skills

Role: Resource Administration Duty

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Partner Portal Administrator can manage trading community resource skill for their resource skills

Role: Resource Information Management Duty

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Partner Portal Administrator can manage trading community resource skill for the resource skills of persons who they manage

Role: Resource Information Management Duty

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Partner Portal Administrator can view trading community resource skill for all resource skills

Role: Resource Administration Duty

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Partner Portal Administrator can view trading community resource skill for their resource skills

Role: Resource Information Management Duty

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill

A Channel Partner Portal Administrator can view trading community resource skill for the resource skills of persons who they manage

Role: Resource Information Management Duty

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Skill


Segregation of Duties Policies Respected

Segregation of duties policies respected during the development of duties for the job  role.

GRC Entitlements

GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Partner Portal Administrator


GRC Entitlement Type

GRC Entitlement

Duty Role

Privilege

Duty

Pick Release Goods

Pick Waves Management Duty

Manage Item Attachment

Manage Item Catalog

Manage Item Global Search

Manage Trading Partner Item Reference

Ship Confirm Goods

Shipment Processing Duty

Manage Item Attachment

Manage Item Catalog

Manage Item Global Search

Manage Trading Partner Item Reference

Privilege

Create Items

Manage Item


GRC Entitlement Incompatibilities

Segregation of duties policy is a toxic combination of GRC entitlements.


Segregation of duties policies respected during the development of duties for the job role Channel Partner Portal Administrator


GRC Entitlement

Conflicting GRC Entitlement

Create Items

Cycle Counting

Inventory Transactions

Item Costing

Create Items

Pick Release Goods

Ship Confirm Goods


Job Role: Channel Sales Director

Supervises channel roles to support partner relationships and transactions.


Duties

Duties assigned directly and indirectly to the job role Channel Sales Director


Duty Role

Description

Administration Link View Duty (CRM)

Provides access to the Administration Link on the UI Shell.

Application All Profile Value Administration Duty (CRM)

Manages all application profile values.

Application Attachment Administration Duty (CRM)

Manages attachment categories and entities.

Application Data Security Administration Duty (CRM)

Manages data security policies and database resources.

Application Descriptive Flexfield Administration Duty (CRM)

Manages descriptive and extensible flexfields.

Application Lookup Administration Duty (CRM)

Manages application common lookups, set-enabled lookups, and standard lookups.

Application Message Administration Duty (CRM)

Manages application messages.

Application Profile Option Registration Duty (CRM)

Manages application profile categories and profile options.

Application Reference Data Sharing Administration Duty (CRM)

Manage application reference data set and assignments.

Application Taxonomy Administration Duty (CRM)

Manages application taxonomy.

Application Tree Administration Duty (CRM)

Manages application trees and tree labels.

Application Tree Structure Registration Duty (CRM)

Manages application tree structure.

Application User Profile Value Administration Duty (CRM)

Manages my application user profile values.

Application World Reference Administration Duty (CRM)

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Applications Common Reference Data Review Duty (CRM)

Reviews Oracle Middleware Extensions for Fusion Applications application reference data.

Appointment Note Management Duty

Manages creating and maintaining appointment notes.

Appointment View Duty

Manages viewing of appointment data.

Asset and Recommendation View Duty

Views assets and recommendations in Customer Center.

Audit Trail Report Viewing Duty

Duty role to allow view of the audit history detail report

Business Intelligence Applications Analysis Duty (CRM)

Business Intelligence Applications Analysis Generic Duty

Business Intelligence Authoring Duty (CRM)

An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.

Business Unit Selection Duty (CRM)

Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile.

Channel Manager Dashboard Duty

Provides channel roles a dashboard to manage their daily transactions.

Channel Sales Director Duty

Enterprise Duty role that inherits all duties performed by Sales Director

Contract Terms and Conditions View Access Duty (CRM)

Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word.

Contract View Access Across All Business Units Duty (CRM)

Views contracts across all business units regardless of business unit assignment.

Customer Account Addresses Inquiry Duty

Views customer account address information.

Customer Account Contacts Inquiry Duty

Views customer account contact information.

Customer Account Information Inquiry Duty

Views customer account basic information.