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About Access Profiles in Teams, Groups, and Books

Access profiles are used to give access rights to users who are members of teams or groups (through user books), and to users who are associated with custom books. (Access profiles are also assigned to roles, as described in About Access Profiles in Roles.) Assigning access profiles to users for teams and books allows users to access records that they would not be able to access if they were restricted to the access rights provided by the access profiles assigned to their role.

NOTE: In Oracle CRM On Demand, a default book is assigned to each user and bears the user's name. When a record is assigned to a user, the record is assigned to the user's default book. Where a record is owned by a team, the team represents the set of default books of the users who are members of the team. When a user becomes a member of a team, the user book for that user is added to the set of user books that makes up the team. User books are automatically associated with records when the record owner is changed and when team membership is changed.

Groups are predefined teams that are supported for certain record types. When the owner of a record is a member of a group, other members of that group are automatically added to the team on that record. When the group members are added to the team, their access profile in the team is set to Full. The owner of the record can then edit the team access profile assignment of each group member and assign a different team access profile to that user.

Each user book in a team must be given an access profile that controls the user’s access rights to the records that they can access through their membership of the team. You can make any access profile available for assignment to team membership by selecting the Grantable to Team Members check box on the access profile.

Similarly, each user associated with a custom book must be given an access profile that controls the user’s access to records in that custom book. You can make any access profile available for assignment to a user’s association with a book by selecting the Grantable to Book Users check box on the access profile.

For more information about user books and custom books, see Book Management.

Related Topics

See the following topics for related information:


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