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About User Page Layouts

You can define a number of types of page layouts for user records. The page layout types correspond to different views of the user details in Oracle CRM On Demand. The following types of user page layouts are available from the User Application Customization page:

  • User Page Layout. This type of page layout is used for the user detail pages that are displayed when you drill down on a user name from a record or from the Recently Viewed or Favorites lists. All users in the company can see these user detail pages. No related information sections are available for the page layouts of this type, therefore there is no Edit Layout link on these user detail pages.
  • User Admin Page Layout. This type of page layout is used for the user detail pages that are displayed from the User List page under User Management and Access Controls.
  • User Owner Page Layout. This type of page layout is used for the Personal Detail page in My Setup. Users can control the layout of the related information sections in their Personal Detail page. For more information, see Changing Your Detail Page Layout.
  • Partner Admin Page Layout. This type of page layout is used for the user detail pages that are displayed when partner users access user records from the Partner Self Administration link. To access the Partner Self Administration link, partner users must have the Manage Users within the Partner Organization privilege.

The separate user page layout types are useful when you have user fields that contain private data. In this situation, you do not want the private fields to be visible when a user drills down on a user name from a record. You can therefore make the private fields available in the page layouts of the User Owner layout type or the User Admin layout type, but you can make the private fields unavailable in the page layouts of the User layout type.

Page layouts are assigned to particular roles. Therefore, by assigning the appropriate page layouts to a role, you ensure that users with that role cannot see any private fields that they should not be able to see.

The following are examples of the type of field that can be useful to track as private fields for particular roles:

  • Inside Sales Rep
    • Number of qualified leads that are not rejected
    • Number of leads contacted for each month
  • Field Sales Rep
    • Cost of converting lead to customer
  • Marketing Manager
    • Campaign effectiveness (the amount spent compared with the amount of revenue)
  • Regional Sales Manager
    • Number of lost customers for each quarter
    • Volume of revenue stream lost to regional competitors

The separate user page layout types are also useful when you want to make fields read-only for some users. In this case, you make the fields available as read-only fields in the page layouts of the User Owner layout type for user roles that you do not want to be able to edit the fields.

CAUTION: Certain restrictions apply to adding the Reports To field and the Reports To (Alias) field to user page layouts. For more information, see About the Reports To and Reports To (Alias) Fields on User Records.

For more information about creating page layouts, see Customizing Static Page Layouts; for information about setting up roles, see Adding Roles.


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