Oracle® Fusion Applications Sales Security Reference Manual
11g Release 1 (11.1.3)
Part Number E23070-03
Title and Copyright Information
Oracle Fusion Applications Sales Security Reference Manual
11g Release 1 (11.1.3)
Part Number E23070-03
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Authors: Mahesh Sabapathy, Nigel Smith
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Contents
Job Role: Channel Account Manager
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Operations Manager
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Partner Manager
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Partner Portal Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Sales Director
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Sales Manager
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Abstract Role: Contingent Worker
Role Hierarchy and required role membership
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Customer Relationship Management Application Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Role Hierarchy and required role membership
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Role Hierarchy and required role membership
Job Role: Partner Administrator
Abstract Role: Partner Portal User
Job Role: Partner Sales Manager
Job Role: Partner Sales Representative
Abstract Role: Prospective Partner Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Sales Catalog Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Sales Lead Qualifier
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Sales Representative
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
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:
User Guides address the tasks in one or more business processes. They are intended for users who perform these tasks, and managers looking for an overview of the business processes. They are organized by the business process activities and tasks.
Implementation Guides address the tasks required to set up an offering, or selected features of an offering. They are intended for implementors. They are organized to follow the task list sequence of the offerings, as displayed within the Setup and Maintenance work area provided by Oracle Fusion Functional Setup Manager.
Concept Guides explain the key concepts and decisions for a specific area of functionality. They are intended for decision makers, such as chief financial officers, financial analysts, and implementation consultants. They are organized by the logical flow of features and functions.
Security Reference Manuals describe the predefined data that is included in the security reference implementation for one offering. They are intended for implementors, security administrators, and auditors. They are organized by role.
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. |
For guides that are not available from the Guides menu, go to Oracle Technology Network at http://www.oracle.com/technetwork/indexes/documentation.
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:
Technical information about integrating with other applications, including services, operations, composites, events, and integration tables. The classification scheme shows the scenarios in which you use the assets, and includes diagrams, schematics, and links to other technical documentation.
Publishing other technical information such as reusable components, policies, architecture diagrams, and topology diagrams.
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.
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.
The abstract and job roles for an offering
Duty roles and the role hierarchy for each job role and abstract role
Privileges required to perform each duty defined by a duty role
Data security policies for each job role, abstract role, or data role
Policies that protect personally identifiable information
Data security policies on fact and dimension to ensure enforcement across tools and access methods
Segregation of duties policies respected in the design of duties for the job role
Segregation of duties conflicts in some job role definitions
Templates for generating data roles and data security policies defined for those data roles
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.
Maps to OPSS system Anonymous Role
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. |
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 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 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 |
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 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. |
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 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. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
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. |
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 Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry 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 Real Time Communication Management 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 Real Time Communication Management 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 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 |
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 |
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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 |
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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 |
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Manage Application Reference Industry |
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Manage Application Reference Language |
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Manage Application Reference Natural Language |
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Manage Application Reference Territory |
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Manage Application Reference Timezone |
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Applications Common Application Impersonator Role (CRM) |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Impersonate User |
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 |
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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 |
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View Channel Manager Dashboard as Administrator |
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View Customer Analytics |
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View Partner Content |
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View Partner Profile |
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View Partner Program Enrollment |
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View Partner Programs Summary |
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View Territories and Forecasts |
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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 |
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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 |
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Generate PDF Contract for Text Search |
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View Contract |
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View Contract Terms |
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Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
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View Customer Account Site Use |
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Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
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View Customer Account Contact Responsibility |
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Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
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View Customer Account |
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Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
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View Customer Account Relationship |
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View Customer Account Relationships |
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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 |
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Foundation User and Roles Management Duty (CRM) |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
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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 |
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Manage Item Global Search |
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Manage Trading Partner Item Reference |
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View Item |
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View Item Organization Association |
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View Item Relationship |
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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 |
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Delete Sales Lead Internal Attributes |
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Delete Sales Lead Primary Partner |
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Manage Lead Qualification Work Area |
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Select Sales Lead External Attributes |
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Select Sales Lead Internal Attributes |
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Select Sales Lead Primary Partner |
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Update Sales Lead Expiration Date |
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Update Sales Lead External Attributes |
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Update Sales Lead Internal Attributes |
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Update Sales Lead Primary Partner |
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View Sales Lead Contextual Bin |
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View Sales Lead Internal Tabs |
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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 |
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Delete Sales Lead External Attributes |
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Manage Lead Qualification Work Area |
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Reject Sales Lead |
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Select Sales Lead Claimed Flag |
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Select Sales Lead External Attributes |
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Submit Sales Lead |
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Update Sales Lead External Attributes |
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Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
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Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
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Update Trading Community Location |
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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 |
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Manage Campaigns Work Area |
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Manage Treatments Work Area |
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Update Marketing Campaign |
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View Marketing Campaign |
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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 |
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Create Marketing Budget Entry |
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Create Marketing Claim Settlement |
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Delete Marketing Budget |
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Delete Marketing Claim Settlement |
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Export Marketing Budget |
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Export Marketing Budget Entry |
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Import Marketing Budget |
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Import Marketing Budget Entry |
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Inactivate Marketing Budget |
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Manage Budgets Work Area |
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Run Marketing Budget Currency Revaluation Scheduler |
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Update Marketing Budget |
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Update Marketing Budget Entry |
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Update Marketing Claim Settlement |
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View Marketing Budget |
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View Marketing Budget Analytics |
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View Marketing Budget Checkbook |
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View Marketing Budget Entry |
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View Marketing Claim |
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View Marketing Claim Settlement |
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View Marketing Fund Request |
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View Marketing Source Code |
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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 |
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Delete Marketing Claim |
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Delete Marketing Fund Request |
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Manage Budgets Work Area |
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Submit Marketing Claim |
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Submit Marketing Fund Request |
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Update Marketing Claim |
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Update Marketing Fund Request |
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View Marketing Budget |
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View Marketing Claim |
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View Marketing Claim Settlement |
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View Marketing Fund Request |
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View Marketing Source Code |
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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 |
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Export Marketing Budget |
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Export Marketing Budget Entry |
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Manage Budgets Work Area |
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Reject Marketing Claim |
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Reject Marketing Fund Request |
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View Marketing Budget |
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View Marketing Budget Analytics |
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View Marketing Budget Checkbook |
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View Marketing Budget Entry |
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View Marketing Claim |
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View Marketing Claim Settlement |
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View Marketing Fund Request |
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View Marketing Source Code |
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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 |
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Opportunity Channel Account Manager Duty |
Views all aspects of the application. This role is for channel account managers. |
Manage Opportunity Work Area |
View Opportunity |
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View Opportunity Appointments |
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View Opportunity Competitors |
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View Opportunity Contacts |
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View Opportunity Group Space |
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View Opportunity Interactions |
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View Opportunity Leads |
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View Opportunity Nonrevenue Credits |
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View Opportunity Notes |
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View Opportunity Partners |
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View Opportunity References |
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View Opportunity Revenue |
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View Opportunity Revenue Credits |
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View Opportunity Revenue Recurrences |
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View Opportunity Sales Coach |
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View Opportunity Sources |
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View Opportunity Tasks |
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View Opportunity Team |
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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 |
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View Opportunity Contacts |
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View Opportunity Group Space |
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View Opportunity Interactions |
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View Opportunity Leads |
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View Opportunity Nonrevenue Credits |
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View Opportunity Notes |
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View Opportunity Partners |
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View Opportunity References |
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View Opportunity Revenue |
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View Opportunity Revenue Credits |
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View Opportunity Revenue Recurrences |
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View Opportunity Sales Coach |
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View Opportunity Sources |
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View Opportunity Tasks |
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View Opportunity Team |
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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 |
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Import Partner |
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Manage Partner Account Team |
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Manage Partner User Security Role |
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Remove Partner Member |
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Update Partner Member |
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Update Partner Profile |
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View Partner Contract |
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Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Search Partner |
View Channel Manager Dashboard |
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View Partner |
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View Partner Account Team |
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View Partner Contract |
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View Partner Interaction |
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View Partner Lead |
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View Partner Member |
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View Partner Note |
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View Partner Opportunity |
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View Partner Profile |
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View Partner Snapshot |
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View Partner Task |
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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 |
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View Partner Program Enrollment |
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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 |
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Create Sales Party Appointment |
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Create Sales Party Contact |
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Create Sales Party Interaction |
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Create Sales Party Task |
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Delete Sales Party Appointment |
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Delete Sales Party Contact |
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Delete Sales Party Interaction |
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Delete Sales Party Task |
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Manage Customers Work Area |
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Manage Sales Account Team |
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Update Consumer |
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Update Sales Organization |
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Update Sales Party Appointment |
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Update Sales Party Contact |
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Update Sales Party Interaction |
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Update Sales Party Task |
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View Consumer |
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View Sales Account Team |
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View Sales Organization |
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View Sales Party |
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View Sales Party Appointment |
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View Sales Party Contact |
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View Sales Party Interaction |
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View Sales Party Task |
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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 |
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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 |
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Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
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Enter Trading Community Resource Information |
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Identify Trading Community Person as a Trading Community Resource |
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Manage Trading Community Resource |
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Manage Trading Community Resource History |
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Manage Trading Community Resource Lookups |
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Manage Trading Community Resource Note |
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Manage Trading Community Resource Note Descriptive Flexfields |
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Manage Trading Community Resource Note Type |
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Manage Trading Community Resource Note Type Mapping |
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Manage Trading Community Resource Organization Memberships |
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Manage Trading Community Resource Role Assignments |
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Manage Trading Community Resource Sales Representative Information |
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Manage Trading Community Resource Skills |
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Manage Trading Community Resource Team Memberships |
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Remove Trading Community Resource |
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Search Trading Community Resource |
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Upload Trading Community Resource Picture |
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View Trading Community Resource Administration Detail Information |
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View Trading Community Resource Collaboration Information |
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View Trading Community Resource Details |
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View Trading Community Resource History |
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View Trading Community Resource Note |
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View Trading Community Resource Organization Memberships |
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View Trading Community Resource Profile |
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View Trading Community Resource Role Assignments |
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View Trading Community Resource Sales Representative Information |
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View Trading Community Resource Team Memberships |
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Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
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Edit Trading Community Resource Profile |
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Manage Trading Community Resource Address |
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Manage Trading Community Resource Contact Information |
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Manage Trading Community Resource Note |
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Manage Trading Community Resource Skills |
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Manage Trading Community Resource Social Network |
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Search Trading Community Resource |
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Upload Trading Community Resource Picture |
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View Trading Community Resource Address |
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View Trading Community Resource Collaboration Information |
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View Trading Community Resource Contact Information |
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View Trading Community Resource Details |
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View Trading Community Resource Note |
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View Trading Community Resource Organization Memberships |
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View Trading Community Resource Overview Information |
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View Trading Community Resource Profile |
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View Trading Community Resource Role Assignments |
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View Trading Community Resource Sales Representative Information |
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View Trading Community Resource Skills |
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View Trading Community Resource Social Network |
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View Trading Community Resource Team Memberships |
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Resource Organization Administration Duty |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Manage Trading Community Resource Organization Hierarchy |
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Manage Trading Community Resource Organization Members |
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Run Trading Community Resource Reporting Hierarchy Generation |
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Search Trading Community Resource Organization |
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Search Trading Community Resource Organization Hierarchies |
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View Trading Community Organization Resource Members |
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View Trading Community Resource Organization |
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View Trading Community Resource Organization Details |
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View Trading Community Resource Organization Hierarchies |
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View Trading Community Resource Organization Hierarchy Details |
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View Trading Community Resource Organization Team Memberships |
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View Trading Community Resource Organization Usage Information |
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Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
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Search Trading Community Resource Organization Hierarchies |
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View Trading Community Organization Resource Members |
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View Trading Community Resource Organization |
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View Trading Community Resource Organization Details |
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View Trading Community Resource Organization Hierarchies |
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View Trading Community Resource Organization Hierarchy |
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View Trading Community Resource Organization Hierarchy Details |
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View Trading Community Resource Organization Team Memberships |
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View Trading Community Resource Organization Usage Information |
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View Trading Community Resource Overview Information |
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Resource Team Management Duty |
Manages resource teams. |
Search Trading Community Resource Team |
View Trading Community Resource Overview Information |
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View Trading Community Resource Team |
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View Trading Community Resource Team Details |
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View Trading Community Resource Team Members |
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View Trading Community Resource Team Usages |
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Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
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View Sales Competitor |
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View Sales Competitor Opportunities |
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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 |
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View Sales Reference Customer |
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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 |
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Manage Lead Qualification Work Area |
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Qualify Sales Lead |
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Update Sales Lead |
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View Sales Lead |
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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 |
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Create Sales Party Appointment |
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Create Sales Party Assessment |
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Create Sales Party Contact |
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Create Sales Party Interaction |
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Create Sales Party Note |
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Create Sales Party Task |
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Delete Sales Party Appointment |
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Delete Sales Party Assessment |
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Delete Sales Party Contact |
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Delete Sales Party Interaction |
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Delete Sales Party Note |
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Delete Sales Party Task |
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Manage Reference Customer Profile |
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Manage Sales Account Team |
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Manage Sales Party Classifications |
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Manage Sales Party Contact Hierarchy |
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Manage Sales Party Forums |
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Update Consumer |
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Update Sales Organization |
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Update Sales Party Appointment |
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Update Sales Party Assessment |
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Update Sales Party Contact |
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Update Sales Party Interaction |
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Update Sales Party Note |
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Update Sales Party Task |
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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 |
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View Consumer |
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View One Source Market Place Information |
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View Revenue by Organization Hierarchy |
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View Sales Account Team |
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View Sales Organization |
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View Sales Party |
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View Sales Party Analytics |
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View Sales Party Appointment |
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View Sales Party Assessment |
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View Sales Party Classifications |
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View Sales Party Contact |
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View Sales Party Contact Hierarchy |
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View Sales Party Forums |
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View Sales Party Hierarchy |
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View Sales Party Interaction |
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View Sales Party Note |
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View Sales Party Snapshot |
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View Sales Party Subsidiaries |
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View Sales Party Task |
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View Siebel Service Requests |
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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 |
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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 |
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Manage Message Board |
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Manage Social Connections |
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Manage Social Self-descriptive Information |
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View Activity Stream |
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Talent Notifications Duty (CRM) |
Sets up and manages talent management notifications. |
Manage Goal Management Notifications |
Manage Talent Notifications |
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Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
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Manage Sales Territory Account Inclusions |
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Manage Sales Territory Proposal |
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Manage Territories, Forecasts and Quotas Work Area |
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Run Territory Proposal Activation Job |
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Run Territory Restore Job |
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Run Territory Validation Job |
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View Sales Territory |
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View Sales Territory Proposal |
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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 |
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Purge Trading Community Import Batch |
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Run Trading Community Import Batch Error Report |
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Run Trading Community Import Batch Process |
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View Trading Community Import Batch Details and Statistics |
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View Trading Community Import Batch Errors and Details |
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View Trading Community Import Batch Information |
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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 |
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User Role Management Duty (CRM) |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
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Manage User Account and Roles |
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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 |
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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 |
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Manage Talent Profile Rating Model |
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Manage Talent Profile Sources |
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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 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 |
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Activity Stream |
A Channel Account Manager can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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A Channel Account Manager can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
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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 |
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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 |
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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 |
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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 |
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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 |
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Bookmark |
A Channel Account Manager can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
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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 |
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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 |
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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 |
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Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
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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 |
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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 |
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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 |
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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 |
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Role: Job Selection Duty Privilege: Choose HR Job (Data) Resource: HR Job |
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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 |
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Interaction |
A Channel Account Manager can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
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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 |
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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 |
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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 |
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A Channel Account Manager can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
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A Channel Account Manager can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
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Kudos |
A Channel Account Manager can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
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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 |
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Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
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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 |
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Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
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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 |
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Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
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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 |
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Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
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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 |
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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 |
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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 |
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Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
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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 |
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Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
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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 |
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Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
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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 |
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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 |
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Message Board |
A Channel Account Manager can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
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Network Activities |
A Channel Account Manager can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
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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 |
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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 |
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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 |
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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 |
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Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
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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 |
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Role: Resource Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
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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 |
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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 |
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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 |
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Role: Resource Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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): |
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Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
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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): |
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Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
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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 |
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Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
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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 |
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Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
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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 |
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Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
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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 |
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Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
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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 |
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Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
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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 |
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Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
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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): |
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Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
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Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
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Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
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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): |
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Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
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Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
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Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
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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): |
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Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
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Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
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Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
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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): |
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Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
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Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
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Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
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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): |
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Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
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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 |
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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 |
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Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
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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 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 |
|
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 |
||
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 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 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 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 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 |
||
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 |
Segregation of duties policies respected during the development of duties for the job role.
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 |
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 |
Executes Oracle Partnership Management setup tasks.
Duties assigned directly and indirectly to the job role Channel 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 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. |
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
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 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 Export Management Duty |
Restricts the presentation of exportable objects to marketing budgets. |
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 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 Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
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 Management Duty |
Views and updates all partner leads in the enterprise. |
Partner Management Setup Duty |
Manages the partner management setup tasks. |
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. |
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. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
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. |
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. |
Roles inherited directly and indirectly by the job role Channel Administrator
Inherited Roles |
|---|
Channel Administrator Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Channel Administrator Duty Administration Link View Duty Attachments User 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 Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Export Management Duty Common Component Export Management Duty CRM Export Management Duty Opportunity Channel Administration Duty Partner Account 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 Real Time Communication Management 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 Real Time Communication Management 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 Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Channel 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 |
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 |
||
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 |
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 |
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 |
||
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 |
||
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Run Purge Recent Items |
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 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 |
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 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 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 Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Create Partner |
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 |
||
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 Contract |
||
View Partner Interaction |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Note |
||
View Partner Opportunity |
||
View Partner Profile |
||
View Partner Snapshot |
||
View Partner Task |
||
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 Management Duty |
Views and updates all partner leads in the enterprise. |
Update Sales Lead |
View Sales Lead |
||
Partner Management Setup Duty |
Manages the partner management setup tasks. |
Set Up Opportunity |
Set Up Partner Management |
||
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 |
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 |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
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 |
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Manage Talent Profile Rating Model |
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Manage Talent Profile Sources |
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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 and their enforcement across analytics application for the job role Channel Administrator
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Channel 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 Administrator can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Channel 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 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 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 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 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 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 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 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 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 Administrator can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
||
Assignment Grade |
A Channel 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 Administrator can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Business Unit |
A Channel 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 |
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Employee Resource File Import Activity |
A Channel 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 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 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 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 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 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 Administrator can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Channel Administrator can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
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A Channel 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 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 Administrator can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Channel Administrator can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Item |
A Channel 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 Administrator can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Legal Employer |
A Channel 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 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 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 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 Administrator 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 Administrator can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Channel Administrator can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Opportunity |
A Channel 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 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 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 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 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 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 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 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 Administrator can view opportunity for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
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A Channel 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 |
||
Opportunity Note |
A Channel 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 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 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 |
||
A Channel 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 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 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 |
||
Partner |
A Channel 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 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 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 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 |
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Partner File Import Mapping |
A Channel 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 |
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Partner File Import Object |
A Channel 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 |
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Partner Member File Import Activity |
A Channel 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 |
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Partner Member File Import Mapping |
A Channel 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 |
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Partner Member File Import Object |
A Channel 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 |
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Partner Profile |
A Channel 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 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 |
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Partner Profile Export Object |
A Channel 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 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 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 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 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 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 |
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Person Email |
A Channel 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 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 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 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 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 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 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 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 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 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 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 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 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 |
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A Channel 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 |
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A Channel 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 |
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A Channel 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 |
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A Channel 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 |
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A Channel Administrator can update sales lead others where they are a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
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A Channel Administrator can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
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A Channel Administrator can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
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A Channel Administrator can update sales lead others where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
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A Channel Administrator can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
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A Channel Administrator can update sales lead owner where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
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A Channel 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: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
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A Channel 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 |
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A Channel Administrator can view sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
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A Channel Administrator can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
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A Channel 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: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
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A Channel Administrator can view 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: View Sales Lead (Data) Resource: Sales Lead |
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A Channel Administrator can view sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Sales Lead Note |
A Channel Administrator can delete sales lead note where they have delete access to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
A Channel 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: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
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A Channel 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: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
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A Channel 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 |
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A Channel Administrator can view sales lead note where they are the author of the private sales lead note |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
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Sales Party |
A Channel 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 |
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A Channel 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 |
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Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
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A Channel 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 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 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 |
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A Channel 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 |
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A Channel 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 |
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Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
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A Channel 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 |
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Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
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A Channel 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 |
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A Channel 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 |
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Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
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A Channel 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 |
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Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
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Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
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A Channel 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 |
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Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
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Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
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Sales Party Note |
A Channel 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 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 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 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 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 Administrator can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Channel Administrator can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Trading Community Customer Account Relationship |
A Channel 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 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 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 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 |
|
A Channel 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 |
||
Trading Community Person |
A Channel 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 |
||
A Channel 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 |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel 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 |
|||
Privilege |
Create Items |
Manage Item |
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 Administrator
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Create Items |
Approve Cycle Count Sequences |
Create Cycle Count |
|
Create Interorganization Transfer |
|
Create Subinventory Transfer |
|
Cycle Counting |
|
Inventory Transactions |
|
Item Costing |
Create Items |
Pick Release Goods |
Maintains and manages partner transactional data.
Duties assigned directly and indirectly to the job role Channel Operations 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. |
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 Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Channel Operations Manager Duty |
Enterprise Duty role that inherits all duties performed by Channel Operations Manager |
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Contract Terms and Conditions View Access Duty (CRM) |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
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. |
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. |
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 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 Export Management Duty |
Restricts the presentation of exportable objects 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 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. |
Opportunity Channel Administration Duty |
Administers all aspects of the application, including some setup. This role is for channel 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 Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Partner Center UI Customization Duty |
Customize the Partner Center pages. |
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 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 Management Duty |
Views and updates all partner leads in the enterprise. |
Partner Program Contract Association Duty (CRM) |
Manages association of contract types and contract terms templates to partner programs. |
Partner Program Enrollment Duty |
Applies for a program and answers a questionnaire as part of the enrollment for the partner user. |
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 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. |
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. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
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 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. |
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 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 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. |
Roles inherited directly and indirectly by the job role Channel Operations Manager
Inherited Roles |
|---|
Channel Operations Manager Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Channel Operations Manager Duty Administration Link View Duty Applications Common Application Impersonator Role Appointment Note Management Duty Attachments User Audit Trail Report Viewing Duty Channel Manager Dashboard Duty Contract Terms and Conditions View Access 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 Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Management Duty Party Information Inquiry Duty Trading Partner Item Inquiry Duty Party Information Inquiry Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Export Management Duty Common Component Export Management Duty CRM Export Management Duty Marketing Budget Maintenance Duty Marketing Budget Utilization Duty Marketing Fund Request and Claim Processing Duty Opportunity Channel Administration Duty Partner Account Administration Duty Partner Account Review Duty Partner Center UI Customization Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Content Management Duty Partner Export Management Duty CRM Export Management Duty Partner Import Administration Duty Partner Lead Management Duty Partner Program Enrollment Duty Partner Program Questionnaire Response 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 Contract View Access Duty Party Information Inquiry Duty Real Time Communication Management 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 Lead Follow Up 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 granted to duties of the job role Channel Operations 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 |
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 |
||
Applications Common Application Impersonator Role (CRM) |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Impersonate User |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
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 |
||
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 |
||
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Run Purge Recent Items |
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 |
||
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 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 |
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 |
||
Lead Registration Approval Duty |
Approves sales lead registrations submitted by external partners. |
Approve Sales Lead |
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 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 |
||
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 |
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Manage Opportunity Partner Registration |
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Manage Opportunity Partners |
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Manage Opportunity References |
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Manage Opportunity Reports |
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Manage Opportunity Revenue |
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Manage Opportunity Revenue Credits |
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Manage Opportunity Revenue Recommendations |
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Manage Opportunity Revenue Recurrences |
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Manage Opportunity Sales Account |
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Manage Opportunity Sales Method |
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Manage Opportunity Sources |
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Manage Opportunity Work Area |
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Mass Update Opportunity |
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Set Up Opportunity |
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View Opportunity |
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View Opportunity Appointments |
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View Opportunity Competitors |
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View Opportunity Contacts |
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View Opportunity Group Space |
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View Opportunity Interactions |
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View Opportunity Leads |
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View Opportunity Nonrevenue Credits |
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View Opportunity Notes |
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View Opportunity Partners |
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View Opportunity References |
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View Opportunity Revenue |
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View Opportunity Revenue Credits |
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View Opportunity Revenue Recurrences |
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View Opportunity Sales Coach |
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View Opportunity Similar Opportunities |
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View Opportunity Sources |
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View Opportunity Tasks |
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View Opportunity Team |
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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 Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Create Partner |
Create Partner Member |
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Create Partner User |
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Import Partner |
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Manage Partner Account Team |
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Manage Partner User Security Role |
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Remove Partner Member |
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Update Partner Member |
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Update Partner Profile |
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View Partner |
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View Partner Contract |
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Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Search Partner |
View Channel Manager Dashboard |
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View Partner |
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View Partner Account Team |
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View Partner Contract |
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View Partner Interaction |
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View Partner Lead |
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View Partner Member |
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View Partner Note |
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View Partner Opportunity |
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View Partner Profile |
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View Partner Snapshot |
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View Partner Task |
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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 Management Duty |
Views and updates all partner leads in the enterprise. |
Update Sales Lead |
View Sales Lead |
||
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 |
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Partner Program Enrollment Duty |
Applies for a program and answers a questionnaire as part of the enrollment for the partner user. |
Apply Partner Program |
Manage Partner Program Enrollment |
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View Partner Program Enrollment |
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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 |
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Create Sales Party Appointment |
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Create Sales Party Contact |
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Create Sales Party Interaction |
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Create Sales Party Task |
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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 |
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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 |
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Party Contract View Access Duty (CRM) |
Views contracts for a party for the assigned business units. |
View Contracts for Party |
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 |
||
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
||
Enter Trading Community Resource Information |
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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 |
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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 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 |
||
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 Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
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 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 and their enforcement across analytics application for the job role Channel Operations Manager
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Channel Operations 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 Operations Manager can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment Category |
A Channel Operations 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 Operations 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 Operations 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 Operations 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 Operations Manager can view appointment for all appointments in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment (Data) Resource: Appointment |