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User Fields

When setting up a user, the following fields require special care:

  • Status
  • Reports To or Reports To (Alias), depending on which of these fields is present on the user page layout
  • Role

Entries for these fields determine what the user can access, view, and do.

This table describes some field information for users. To see all the fields listed in this table your role must include the Manage Users and Access privilege. Some fields are read-only. Also, the fields you see might differ depending on whether you access the User Detail page by navigating from the User List page, or by drilling down on a user name in a record. These differences occur because different page layouts are used for these detail pages. For more information about user page layouts, see About User Page Layouts.

Field

Description

Key User Information section

Status

 

The status indicates whether the user is active or inactive. For information on the sequence for setting up users' passwords and activating users, see Setting Up Users and Resetting All Passwords.

NOTE: Oracle CRM On Demand does not allow you to delete users. When an employee leaves your company, change the Status for that user to Inactive.

Reports To

The manager for the user. Each user must report to a manager for reporting and forecasting purposes.

NOTE: Depending on the user page layouts that are set up for your company, the Reports To (Alias) field might appear instead of the Reports To field. The Reports To (Alias) field shows the short identifier for the manager of the user.

Partner Organization

The name of the partner organization that the user belongs to. This field is populated only for users who are members of a partner organization.

NOTE: Users who are members of a partner organization and have the Manage Users within the Partner Organization privilege in their role can add other members of their partner organization as users in Oracle CRM On Demand. If your user role allows you to set up users who are part of your partner organization, this field is read-only.

Role

The role assigned to the user. To learn about roles, see Role Management.

Primary Group

The group that this user has been added to. Read-only.

Default Book for Analytics

(Optional) The user book or custom book that the user sees by default in the Book selector on the Reports Homepage and the Dashboards Homepage. This setting on the user record does not limit the user’s access to data. The user can select a different book in the Book selector.

Default Book

(Optional) The user book or custom book that the user sees by default in the Book selector when working in any area other than the Reports tab. This setting on the user record does not limit the user’s access to records. The user can select a different book in the Book selector.

User Detail Information section

Alias

A short identifier for the user, for example, the user's preferred name or nickname.

If you add users through the Quick Add page, all the characters before the at sign (@) in the email address become the alias.

User ID

A unique system identifier for the user to sign in to Oracle CRM On Demand.

The maximum number of characters that a user ID can contain is 50. A user ID cannot contain spaces or any of the following special characters:

  • Asterisk (*)
  • Backslash (\)
  • Number sign (#)
  • Question mark (?)
  • Slash (/)
  • Tilde (~)

Email

The complete email address for the user, such as isample@companysample.com. Users must have a valid email address to be granted access to Oracle CRM On Demand.

The maximum number of characters that the email address can contain is 100.

User Sign In ID

 

Read-only field. This value is a combination of the company sign in ID and the user ID and is the unique system identifier for the user to sign in to Oracle CRM On Demand.

Contact Preferences

Never Call

If this check box is selected, the user does not receive calls from Oracle CRM On Demand Marketing.

Never Mail

If this check box is selected, the user does not receive letters or brochures from Oracle CRM On Demand Marketing.

Never Email

If this check box is selected, the user does not receive emails from Oracle CRM On Demand Marketing.

Always Send Critical Alerts

If this check box is selected, the user receives emails containing important information from Oracle CRM On Demand. These messages include:

  • Critical information about product updates and service changes for Oracle CRM On Demand and related products
  • Instructions and schedules for upgrades to major new releases
  • High priority or emergency communications to supplement normal support processes (for example, in the case of a hardware failure)

    Only company administrators have the ability to update this check box for users. Primary contacts automatically have this check box enabled.

    NOTE: This check box is not used to determine which users receive the system alerts issued by Oracle CRM On Demand Customer Care, such as reminders for upcoming scheduled maintenance.

User Geographic Information section

Language, Locale, Currency, Time Zone

If you do not set any values in these fields, the default values that were set up for the company are used. You can change the values for the user. Users can also override these settings when they edit their personal preferences.

User Security Information

Reporting Subject Areas

This setting defines the visibility to real-time subject area records in Oracle CRM On Demand Answers. The allowed values are: Manager Visibility and Team Visibility. If you do not set a value in this field, the default value that was set up for the company is used. You can change the value for the user. Users can also override this setting when they edit their personal preferences.

Historical Subject Areas

This setting defines the visibility to historical subject area records in Oracle CRM On Demand Answers. The allowed values are Manager Visibility, Team Visibility, and Full Visibility. If you do not set a value in this field, the default set up for the company is used. You can change the value for the user. Users can also override this setting when they edit their personal preferences. The allowed values are as follows:

  • Manager Visibility. Allows the user to see data owned by the user and data owned by the user's subordinates.
  • Team Visibility. Allows the user to see data owned by the user and data shared with the user through teams.
  • Full Visibility. Allows the user to see data owned by and shared with the user and data owned by and shared with the user's subordinates.

Role-Based Can Read All Records

This setting determines if Oracle CRM On Demand Reports uses the Can Read All Records setting. The Can Read All Records setting determines if a given user role has visibility to all records for a given object (for example, Account, Opportunity, Contact, and so on) in Oracle CRM On Demand. This setting is defined in the record type access page in the Role Management Wizard. If the Role-Based Can Read All Records setting is enabled on any object for a user role, then that user can also see all records for that specific object in Oracle CRM On Demand Reports.

External Unique ID

You can use this field to store an identifier for the user in an external system.

Integration ID

You can enter a value in this field, or you can allow the field to take a default value. Depending on how the user record is created, the Integration ID field takes a default value as follows:

  • For user records created through the user interface:
    • If the Integration ID field is present in the Page Layout and no value is entered in the field, then the field takes the temporary Row ID allocated to the user record before the record was first saved.
    • If the Integration ID field is not present in the user page layout, then the field takes the value of the Row ID field of the user record.
  • For user records created through any channel other than the user interface, if no value is entered in the Integration ID field, then the field takes the value of the Row ID field of the user record.

You can change the value in the Integration ID field.

External Identifier for Single Sign On

If your company is set up to use Single Sign-On, the company administrator can use this field when mapping users in Oracle CRM On Demand to an external system, rather than using the User Sign In ID field.

When users view their personal profile, this field is read-only.

Authentication Type

Determines how the user signs in to Oracle CRM On Demand.

If the authentication type at company level is anything other than User ID/PWD or Single Sign-On, this field is read-only on the user record. If the authentication type at company level is User ID/PWD or Single Sign-On, company administrators can select a value or leave this field blank on the user record as follows:

  • User ID/Password Only. If this value is selected, the user must sign in using their Oracle CRM On Demand User Sign In ID and password.
  • Single Sign-On Only. If this value is selected, the user must sign in using your company's single sign-on mechanism. When this value is selected, the user cannot sign in using an Oracle CRM On Demand User Sign In ID and password.
  • User ID/PWD or Single Sign-On. If this value is selected, the user can sign in using either their User Sign In ID and password for Oracle CRM On Demand, or through your company's single sign-on method.
  • Blank. If this field is blank on the user profile, then the company-level Authentication Type setting is used for the user.

When users view their personal profile, this field is read-only.

For more information about setting the authentication type at company level, see Setting Up Your Company Profile and Global Defaults.

Communications Settings section

Display Click-to-Dial Popup

 

This check box is for users who are set up with Oracle Contact On Demand. Oracle Contact On Demand renders phone numbers as links that users can click on the List and Detail pages. If you select the Display Click-to-Dial Popup check box for the user, then when the user clicks a phone number link, the user is prompted with a Click-To-Dial window before the Oracle Contact On Demand telephony system places the call.

Display Communication Homepage Inbox for

Select a value from the menu to determine the period during which the Communication Homepage Inbox displays activities for the user, for example, Last Month, Last Day, and so on. The shorter the period, the fewer the number of communications activities that are displayed. If you select All from the menu, or leave the menu blank, then the Communications page displays all communications. The user must sign out and sign in again for a change to this setting to take effect.

Display Communication Homepage recently completed activities for

Select a value from the menu to determine the period during which the Communication Homepage displays recently completed activities for the user, for example, Last Month, Last Day, and so on. The shorter the timeframe, the fewer the number of communications activities that are displayed. If you select All from the menu, or leave the menu blank, then the Communications page displays all activities. The user must sign out and sign in again for a change to this setting to take effect.

Additional Information section

Theme Name

If you do not set a value in this field, the default theme for the company is used. You can override the default by clicking the Theme Name drop-down list and then selecting the desired theme for the user. Users can also override this setting when they edit their personal preferences.

NOTE: Themes have no effect on how Oracle CRM On Demand behaves. If your user role has the appropriate privilege, you can create new themes according to company requirements. For more information about themes, see Creating New Themes.

Default Search Record Type

The record type that appears in the search picklist in the Action bar when the user signs in to Oracle CRM On Demand.

Show Welcome Page on Sign In

To prevent the Welcome page from appearing each time the user signs in to Oracle CRM On Demand, deselect this check box.

NOTE: Users can also deselect the Show Welcome Page on Sign In check box in the Welcome page when they sign in.

Fund Approval Limit

This field is for users of Oracle CRM On Demand High Tech Edition and Oracle CRM On Demand Partner Relationship Management Edition.

The amount that this user can approve for each fund request when setting the status to Claim Approved. If the user tries to exceed this limit, an error message appears, and Oracle CRM On Demand prevents the fund request approval.

Enable Message Center Animation

Determines whether the display of notes in the Message Center and record Details pages is animated.

Record Preview Mode

The user's record preview mode. Depending on the setting here, the preview window opens when the user hovers a pointer over a link to a record, or when the user clicks on a preview icon that appears when the pointer is hovered over a link to a record. The preview window shows the first section of the Detail page of the record. Selecting Off in this field disables the record preview functionality for the user.

The record preview setting can be specified at company level and at user level. The setting at user level overrides the default setting for the company. If this field is blank, the default record preview setting for the company is used. Users can change this setting when they edit their personal preferences.

Head-up Display

If this check box is selected, the user sees links for the related information sections on a detail page at the bottom of the browser window. The links allow the user to jump to a related information section without having to scroll down the page.

The head-up display setting can be specified at the company level and at the user level. The setting at the user level overrides the default setting for the company. If this field is blank, the default head-up display setting for the company is used. Users can change this setting when they edit their personal preferences.

Related Information Format

Determines if the related information sections on record Detail pages are shown as lists or as tabs. If the Related Information Format option in the user's record is blank, then the default setting for the user's role is used; and if the Related Information Format option on the user role is blank, then the default setting for the company is used.

User Time Zone Support for Reporting Subject Areas

If this check box is present and selected on the user's profile, then the dates and times shown in real-time reports are displayed according to the user's time zone. If this check box is deselected on the user's profile, then the dates and times shown in reports are displayed according to the company's time zone.

To enable this setting for users, the company administrator must add this field to the User Admin page layout for the administrator's role. To allow users to enable or disable this setting in their personal profile, the company administrator must add this field to the User Owner page layout for the relevant user roles.

NOTE: Users who have the appropriate privileges (typically the company administrator) can appoint delegates for other users. Users can also appoint delegates for themselves. For more information about appointing delegates, see About User Delegation, Adding Delegated Users, and Managing Delegated Users (Administrator).


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.