Guidelines for Setting Up Roles
Oracle CRM On Demand provides a set of prebuilt roles that you can use as your starting point for setting up roles for your company. The User and Role Setup Template contains information about the prebuilt roles, listing their record access, privileges, and default tab access. For information about finding the User and Role Setup templates, see Using Administrator Templates During Setup.
As an example of the type of role that you can set up in Oracle CRM On Demand, your company might require two distinct sales forces: the Install Base Account Management sales force and the New Business sales force. Field sales representatives in the Install Base Account Management sales force track account information about their customer deployments. Field sales representatives in the New Business sales force track account information that profiles the purchasing requirements of their prospect account. Although these two job duties are similar, the type of information most relevant to support their daily processes is different. In this example, you can set up two roles:
You can base each of these roles on the prebuilt Field Sales Rep role, and tailor the new roles by adding different page layouts to support the unique business requirements of the two sales forces.
You can continue to change and add role definitions as required, for example, as a result of organizational change, or the acquisition of another company. If the organizational structure of your company changes, the business functions of one or more employees can also change. If your company acquires another company, you might have to assimilate additional employees as users in Oracle CRM On Demand.
When setting up roles, follow these guidelines:
See the following topics for related information:
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