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Access Profile and Role Settings for Addresses

For access to the top-level address records and to shared addresses in accounts, contacts, dealers, and partners, you must have the appropriate settings in your access profile and user role. As the company administrator, you assign the access to specific roles for each of these records in a user's access profile.

You can assign the following access levels for the many-to-many relationship for shared addresses:

  • For top-level address records:
    • ReadOnly
    • Read/Edit
    • Read/Edit/Delete
  • For address records in the Addresses related information section in accounts, contacts, dealers, and partners:
    • No Access
    • ReadOnly
    • Read/Create
    • Read/Create/Edit
    • Read/Edit
    • Read/Edit/Delete
    • Full

Privileges and Settings That Control Access to Shared Address Functions

The following privileges and settings control access to the following shared address functions:

  • Manage Addresses privilege. Controls a user's access to the Address field set up pages, and the availability of the Address record in the Access Profile and Role Management wizards.
  • Validate Shared Addresses privilege. Controls whether a user can validate an address by setting the validation date.
  • Enable Shared Addresses setting. Controls whether top-level Address records can be shared, and whether addresses in account, contact, dealer, and partner records use the shared or unshared functionality.

    If the Enable Shared Addresses setting is deselected and the Manage Addresses privilege is selected, then only unshared address functionality is available in account, contact, dealer, and partner records. This option is accessible in the company profile by users with the Manage Company privilege.

  • Validate Shared Addresses setting. Controls whether Oracle CRM On Demand validates the shared addresses in a company. If this setting is selected, then users can select validated shared addresses to add to an account, contact, dealer, or partner record. Nonvalidated addresses are filtered from accounts, contacts, dealers, or partners, and the New address button is disabled in these records. This setting is accessible in the company profile by users with the Manage Company privilege.

    When the Validate Shared Addresses setting is deselected, all addresses are available in accounts, contacts, dealers, or partners; that is, no filtering takes place and the New address button is enabled in these records for users with the necessary privileges.

The following table summarizes whether various settings and privileges are required to perform shared address tasks, and their relationship to the shared address functions.

Task

Enable Shared Addresses Setting

Manage Addresses Privilege

Minimum Required Shared Address Rights

Validate Shared Addresses Privilege

Customizing the Address pages and fields for shared addresses

No

Yes

None

No

Changing the address format in accounts or contacts from unshared to shared

Yes

No

None

No

Validating shared addresses

No

No

Read/Edit

Yes

Updating the access profile for shared addresses

No

Yes

None

No

Sharing an address between accounts, contacts, dealers, or partners

Yes

No

Read

No

Enabling address records in the Role Management wizard

No

Yes

None

No

Accessing the Address tab

No

No

Read

No

Accessing the Address Homepage, Detail, and Edit pages

No

No

Read

Edit Access is required for Edit pages.

No

Updating the Account Addresses, Contact Addresses, Dealer Addresses, or Partner Addresses sections in the corresponding records

Yes

No

Read

No


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