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Access Profile and Role Settings for Converting Deal Registrations

To convert deal registrations to accounts, contacts, or opportunities, you must have the appropriate settings in your access profiles and in your user role. This topic describes the required settings.

Access Profile Settings for Converting Deal Registrations

The access levels that allow you to convert deal registrations are shown in the following tables. These settings are required on both your default-access profile and your owner-access profile.

The following table shows the access-levels for record types that allow you to convert deal registrations.

Record Type

Access Level

Account

Read and Edit

Contact

Read and Edit

Deal Registration

Read and Edit

Opportunity

Read and Edit

The following table shows the access-levels for related information record types that allow you to convert deal registrations.

Record Type

Related Information Record Type

Access Level

Account

Addresses

Read, Create, and Edit

Contact

 

Accounts

Read and Create

Addresses

Read, Create, and Edit

Opportunity

 

Revenue

Read and Edit

Contact

Read and Create

User Role Settings for Converting Deal Registrations

The role settings that allow you to convert deal registrations are as follows:

  • The role must have the PRM Deal Registrations: Convert Deal Registrations privilege.
  • The record-type access for the role must have the following settings:
    • The Has Access check box must be selected for the Deal Registration record type in all cases of deal registration conversion.
    • To convert (that is, associate or link) deal registrations to existing opportunities, the Has Access check box must be selected for the Opportunity record type.
    • To convert deal registrations to new opportunities, the Has Access and Can Create check boxes must be selected for the Opportunity record type.
    • To convert deal registrations to existing accounts, the Has Access check box must be selected for the Account record type.
    • To convert deal registrations to new accounts, the Has Access and Can Create check boxes must be selected for the Account record type.
    • To convert deal registrations to existing contacts, the Has Access check box must be selected for the Contact record type.
    • To convert deal registrations to new contacts, the Has Access and Can Create check boxes must be selected for the Contact record type.

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