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Verifying Book Setup for the Administrator Role

To turn on the book functionality for your company, Customer Care does the following:

  • Grants the Manage Books privilege and access to books to the administrator’s role
  • Sets up the access profile for the administrator to allow access to books

The following procedure describes how to verify that the administrator’s role is set up for books.

To verify that the administrator’s role is set up for books

  1. Sign in to Oracle CRM On Demand as a user with the Administrator role.
  2. In the upper-right corner of any page, click the Admin global link.
  3. In the User Management and Access Controls section of the Admin Homepage, click the User Management and Access Controls link.
  4. In the Role Management section, click the Role Management link.
  5. From the Translation Language list, select your company's primary language.
  6. Click the Edit link for the Administrator role.
  7. In the Role Management Wizard, go to Step 2, Record Type Access, and verify that the access to book records is as shown in the following table.

    The following table shows the book record access that is required for the Administrator role.

    Record Type

    Has Access?

    Can Create?

    Can Read All Records?

    Books

    Selected

    Selected

    Selected

  8. Go to Step 4, Privileges, and verify that the Manage Books privilege is selected.

    The following table describes the Manage Books privilege.

    Category

    Privilege

    Description

    Admin: Users and Access Controls

    Manage Books

    Manages Book access, assigns data in bulk to Books, and defines Book related workflows

    NOTE: A user, whose role has the Manage Books privilege as well as the appropriate privileges to manage user roles, can grant that privilege to other user roles. As with most administration tasks, it is recommended that the privilege to manage books is granted to company administrators only.

  9. Navigate back to the User Management and Access Controls page.
  10. In the Access Profile Management section, click the Access Profiles link.
  11. From the Translation Language drop-down list, select your company's primary language.
  12. Verify that the settings for the access profiles are correct, as follows:
    1. Click the Edit link for the Administrator Default Access Profile, and verify that the settings match those shown in the following table.
    2. Click the Edit link for the Administrator Owner Access Profile, and verify that the settings match those shown in the following table.

      The following table shows the required settings that allow users with the Administrator role to manage books in Oracle CRM On Demand.

      Record Type

      Related Record

      Administrator Default Access Profile

      Administrator Owner Access Profile

      Account

      Books

      Full

      Full

      Accreditation*

      Books

      Full

      Full

      Activity

      Books

      Full

      Full

      Allocation*

      Books

      Full

      Full

      Application*

      Books

      Full

      Full

      Books

      Not applicable

      Read/Edit/Delete

      Read/Edit/Delete

      Books

      Sub-Books

      View

      View

      Books

      User

      Full

      Full

      Business Plan*

      Books

      Full

      Full

      Campaign

      Books

      Full

      Full

      Certification*

      Books

      Full

      Full

      Contact

      Books

      Full

      Full

      Course*

      Books

      Full

      Full

      Custom Objects

      Books

      Full

      Full

      Deal Registration*

      Books

      Full

      Full

      Dealer*

      Books

      Full

      Full

      Exam*

      Books

      Full

      Full

      Financial Account*

      Books

      Full

      Full

      Financial Plan*

      Books

      Full

      Full

      Fund*

      Books

      Full

      Full

      Household*

      Books

      Full

      Full

      Inventory Audit Report*

      Books

      Full

      Full

      Inventory Period*

      Books

      Full

      Full

      Lead

      Books

      Full

      Full

      MDF Requests*

      Books

      Full

      Full

      MedEd Event*

      Books

      Full

      Full

      Messaging Plan*

      Books

      Full

      Full

      Objective*

      Books

      Full

      Full

      Opportunity

      Books

      Full

      Full

      Partner*

      Books

      Full

      Full

      Policy*

      Books

      Full

      Full

      Portfolio*

      Books

      Full

      Full

      Program*

      Books

      Full

      Full

      Sample Lot*

      Books

      Full

      Full

      Sample Transaction*

      Books

      Full

      Full

      Service Request

      Books

      Full

      Full

      Smart Call*

      Books

      Full

      Full

      Solution

      Books

      Full

      Full

      Vehicle*

      Books

      Full

      Full

NOTE: Record types marked with an asterisk (*) are not available in the standard edition of Oracle CRM On Demand. The access settings for these record types are relevant only if the record types are available.

The following table describes the controls that are enabled by the Manage Books privilege. You can access each component to verify that all of the necessary controls are available to you.

Component

Controls Enabled by the Manage Books Privilege

Admin Homepage

  • In the User Management and Access Controls section, the Book Management link is available. From this link, you can access the Book Hierarchy page, where you can create, update, and manage books.
  • In the Data Management Tools section, the Batch Assign Book Queue link is available. From this link, you can access the Batch Assign Book Queue page, where details of active and completed requests for batch book assignments are displayed.

Application Customization page

  • In the Record Type Setup section, the Book link is available. From this link, you can access the Book Application Customization page, where you can set up book fields and book user fields, including the picklist values for the Book Type and Book User Role fields.

Role Management Wizard

  • In Step 2, Record Type Access, the Book option appears as a line item.
  • In Step 4, Privileges, the Manage Books privilege appears as an option.

Access Profile Wizard

  • In Step 1, Access Profile Name, the Grantable to Book Users check box appears.
  • In Step 2, Specify Access Levels:
    • The Book option appears as a top-level object.
    • A line item for the Book related information section appears under the Related Information link for record types that support books.

Company Profile Page

  • In the Company Data Visibility Settings section of the page, the Enable Books check box appears.

Page Layout Wizard

(Layout Management)

  • In Step 4, Related Information, the Book related information section appears in the Available section of the page for all record types that support books.

Rename Record Types Page

  • The Book option appears as one of the items on the page.

Workflow

  • The Assign a Book action appears as an available option (if your role has the Manage Workflow privilege enabled).

Menu on List page

  • Batch Assign Book appears as one of the menu options for supported record types.


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