Oracle® Fusion Applications Sales Security Reference Manual
11g Release 1 (11.1.4)
Part Number E23070-04
Title and Copyright Information
Oracle Fusion Applications Sales Security Reference Manual
11g Release 1 (11.1.4)
Part Number E23070-04
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Authors: Mahesh Sabapathy, Nigel Smith
Oracle and Java are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.
This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.
If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS
Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065.
This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.
This software or hardware and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
Disclaimer
The information contained in this document is intended to outline our general product direction and is for informational sharing purposes only, and should be considered in your capacity as a customer advisory board member or pursuant to your beta trial agreement only. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle. This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle software license and service agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.
Contents
Job Role: Channel Account Manager
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Operations Manager
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Partner Manager
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Partner Portal Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Sales Director
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Channel Sales Manager
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Abstract Role: Contingent Worker
Role Hierarchy and required role membership
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Customer Relationship Management Application Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Role Hierarchy and required role membership
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Role Hierarchy and required role membership
Job Role: Partner Administrator
Abstract Role: Partner Portal User
Job Role: Partner Sales Manager
Job Role: Partner Sales Representative
Abstract Role: Prospective Partner Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Sales Catalog Administrator
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Sales Lead Qualifier
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Job Role: Sales Representative
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
Segregation of Duties Policies Respected
GRC Entitlement Incompatibilities
This Preface introduces the guides, online help, and other information sources available to help you more effectively use Oracle Fusion Applications.
Oracle Fusion Applications Help
You can access Oracle Fusion Applications Help for the current page, section, activity, or task by clicking the help icon.
With a local installation of help, you can add custom help files to replace or supplement the provided content. Help content patches are regularly made available to ensure you have access to the latest information. Patching does not affect your custom content.
Oracle Fusion Applications Guides
Oracle Fusion Applications guides are a structured collection of the help topics, examples, and FAQs from the help system packaged for easy download and offline reference, and sequenced to facilitate learning. You can access the guides from the Guides menu in the global area at the top of Oracle Fusion Applications Help pages.
The Guides menu also provides access to the business process models on which Oracle Fusion Applications is based.
Guides are designed for specific audiences:
User Guides address the tasks in one or more business processes. They are intended for users who perform these tasks, and managers looking for an overview of the business processes. They are organized by the business process activities and tasks.
Implementation Guides address the tasks required to set up an offering, or selected features of an offering. They are intended for implementors. They are organized to follow the task list sequence of the offerings, as displayed within the Setup and Maintenance work area provided by Oracle Fusion Functional Setup Manager.
Concept Guides explain the key concepts and decisions for a specific area of functionality. They are intended for decision makers, such as chief financial officers, financial analysts, and implementation consultants. They are organized by the logical flow of features and functions.
Security Reference Manuals describe the predefined data that is included in the security reference implementation for one offering. They are intended for implementors, security administrators, and auditors. They are organized by role.
These guides cover specific business processes and offerings. Common areas are addressed in the guides listed in the following table:
Guide |
Intended Audience |
Purpose |
|---|---|---|
Common User Guide |
All users |
Explains tasks performed by most users. |
Common Implementation Guide |
Implementors |
Explains tasks within the Define Common Applications Configuration task list, which is included in all offerings. |
Information Technology Management, Implement Applications Guide |
Implementors |
Explains how to use Oracle Fusion Functional Setup Manager to plan, manage, and track your implementation projects, migrate setup data, and validate implementations. |
Technical Guides |
System administrators, application developers, and technical members of implementation teams |
Explain how to install, patch, administer, and customize Oracle Fusion Applications. |
For guides that are not available from the Guides menu, go to Oracle Technology Network at http://www.oracle.com/technetwork/indexes/documentation.
Other Information Sources
My Oracle Support
Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/support/contact.html or visit http://www.oracle.com/accessibility/support.html if you are hearing impaired.
Use the My Oracle Support Knowledge Browser to find documents for a product area. You can search for release-specific information, such as patches, alerts, white papers, and troubleshooting tips. Other services include health checks, guided lifecycle advice, and direct contact with industry experts through the My Oracle Support Community.
Oracle Enterprise Repository for Oracle Fusion Applications
Oracle Enterprise Repository for Oracle Fusion Applications provides visibility into service-oriented architecture assets to help you manage the lifecycle of your software from planning through implementation, testing, production, and changes. In Oracle Fusion Applications, you can use the Oracle Enterprise Repository for:
Technical information about integrating with other applications, including services, operations, composites, events, and integration tables. The classification scheme shows the scenarios in which you use the assets, and includes diagrams, schematics, and links to other technical documentation.
Publishing other technical information such as reusable components, policies, architecture diagrams, and topology diagrams.
The Oracle Fusion Applications information is provided as a solution pack that you can upload to your own deployment of Oracle Enterprise Repository for Oracle Fusion Applications. You can document and govern integration interface assets provided by Oracle with other assets in your environment in a common repository.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/us/corporate/accessibility/index.html.
Comments and Suggestions
Your comments are important to us. We encourage you to send us feedback about Oracle Fusion Applications Help and guides. Please send your suggestions to oracle_fusion_applications_help_ww@oracle.com. You can use the Send Feedback to Oracle link in the footer of Oracle Fusion Applications Help.
Security Reference Manuals describe the Oracle Fusion Applications security reference implementation. This manual includes descriptions of all the predefined data that is included in the security reference implementation for an offering. The reference implementation can be customized to fit divergent enterprise requirements.
Security Reference Implementation
The Oracle Fusion Applications security approach supports a reference implementation that addresses common business security needs and consists of roles, policies, and templates for generating data roles.
Oracle Fusion Applications Security Reference Manuals present the following information about the predefined security reference implementation.
The abstract and job roles for an offering
Duty roles and the role hierarchy for each job role and abstract role
Privileges required to perform each duty defined by a duty role
Data security policies for each job role, abstract role, or data role
Policies that protect personally identifiable information
Data security policies on fact and dimension to ensure enforcement across tools and access methods
Segregation of duties policies respected in the design of duties for the job role
Segregation of duties conflicts in some job role definitions
Templates for generating data roles and data security policies defined for those data roles
For information about the common roles required to setup and administer an offering, see the Oracle Fusion Applications Common Security Reference Manual.
For an overview and detailed information about the Oracle Fusion Applications security approach, including an explanation of role types, enforcement, and how to implement and administer security for your deployment, see the Oracle Fusion Applications Security Guide.
How to Use this Security Reference Manual
Enterprises address needs specific to their organization by changing or extending the role definitions, role hierarchies, and data security and segregation of duties policies of the reference implementation.
For each job or abstract role, review the duties, role hierarchy, and policies that it carries so you understand which users should be provisioned with the role, or which adjustments your enterprise requires before the role can be provisioned.
Note:
All information presented in this manual can be accessed in the various user interface pages of Oracle Fusion Applications provided for security setup, implementation customizations, and administration. The advantage of reviewing the security reference implementation as it is presented in this manual is that you can more easily compare and plan your customizations.
Review which duty roles a job role inherits. Before making changes, consider the segregation of duties policies defined for the role. Violations may be introduced by or may dictate a change in included duties.
Tip:
From the entitlement of a role as expressed by privileges, you can deduce the function security enforced by a role. If your enterprise needs certain functions removed from access by certain roles, change the data security policies or duties carried by the role.
Review the data security policies conferred on job roles by their inherited duty roles. Review data role templates to determine what data roles are generated when you setup the dimensions of your enterprise such as business units or inventory organization.
Review the privacy in effect for a job or abstract role based on its data security policies. Privacy is additionally protected by security components, as described in the Oracle Fusion Applications Security Guide.
Important:
As you make changes to the security reference implementation for an Oracle Fusion Applications deployment, the predefined implementation as delivered remains available. Upgrade and maintenance patches to the security reference implementation preserve your changes to the implementation.
Offering: Sales
Configure everything you need to manage sales planning and forecasting, pursue and track opportunities, align territories and distribute sales quota.
This manual describes the security reference implementation for the Sales offering.
There is a set of common roles that are required to set up and administer an offering. For information about these common roles, see the Oracle Fusion Applications Common Security Reference Manual.
Note:
Privileges granted to Business Intelligence duties are not described in this manual. For information about these privileges, see the My Oracle Support document Oracle Business Intelligence Applications Duty Role Security Assignments for Oracle Fusion Applications (Doc ID 1333454.1).
Maps to OPSS system Anonymous Role
Duties assigned directly and indirectly to the abstract role Anonymous User
Duty Role |
Description |
|---|---|
All Partner Inquiry Duty |
Grants privileges to view all trading community partner data |
Anonymous Supplier User Duty |
Creates supplier registration for self service. |
CRM Anonymous User Duty |
Provides data access to CRM anonymous users. |
Supplier Registration Attachment Management as Anonymous User Duty |
Manage supplier registration attachments for the category: from supplier as an anonymous user. |
Roles inherited directly and indirectly by the abstract role Anonymous User
Inherited Roles |
|---|
Anonymous User Anonymous Supplier User Duty Attachments User Supplier Registration Attachment Management as Anonymous User Duty CRM Anonymous User Duty All Partner Inquiry Duty |
Privileges granted to duties of the abstract role Anonymous User.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Anonymous Supplier User Duty |
Creates supplier registration for self service. |
Register Supplier |
CRM Anonymous User Duty |
Provides data access to CRM anonymous users. |
Create Self Service Partner Registration |
Data security policies and their enforcement across analytics application for the abstract role Anonymous User
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Trading Community Organization |
An Anonymous User can view partner for all organizations in the enterprise with usage partner |
Role: All Partner Inquiry Duty Privilege: View Partner (Data) Resource: Trading Community Organization |
Sets the objectives and goals for partners. Works with a partner organization to identify what programs best fit the partner organization and the training that the partner should take to increase skillsets or qualify for programs.
Duties assigned directly and indirectly to the job role Channel Account Manager
Duty Role |
Description |
|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Application Message Administration Duty |
Manages application messages. |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Application Tree Structure Registration Duty |
Manages application tree structure. |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Applications Common Application Impersonator Role |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
Channel Account Manager Duty |
Enterprise Duty role that inherits all duties performed by Channel Account Manager |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Department Selection Duty |
Filters the department list of values based on the user's organization security profile. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Job Selection Duty |
Filters the job list of values based on the user's job security profile. |
Lead Registration Approval Duty |
Approves sales lead registrations submitted by external partners. |
Lead Registration Management Duty |
Manages and analyzes sales lead registrations. Includes the ability to create sales lead registrations, edit both internal and partner lead attributes as needed, and view lead age and status. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Approval Duty |
Reviews and approves secured marketing campaigns by viewing detailed campaign, list, segment, and treatment information from the campaign, audience, and treatment work areas. |
Marketing Budget Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing budgets. |
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Marketing Claim Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing claims. |
Marketing Fund Request Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing fund requests. |
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Channel Account Manager Duty |
Views all aspects of the application. This role is for channel account managers. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Account Maintenance Duty |
Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain. |
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Partner Account Team Data Security |
This role is used for Partner Account Team based data security for Partner Analysis including, but not limited to Partner, Leads, Opportunities, Enrollments and Programs |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Channel Account Manager Analysis Duty |
This BI duty role is meant for Channel Account Team based access to Partner Analytics, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs. |
Partner Channel Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to. |
Partner Channel Transaction Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to |
Partner Content Management Duty |
Secures who can create partner collateral |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Import Maintenance Duty |
Partner Maintenance Duty role. This duty will allow for maintenance of Partner Import data. |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Program Enrollment Supervision Duty |
Reviews and updates the enrollment details of the program to which a partner enrolls. This role is for a channel sales director. |
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
Partner Program Inquiry Duty |
Reviews a partner program. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Questionnaire Search and View Access Duty |
Searches and views questions and their associations to partner programs. |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Party Contract View Access Duty |
Views contracts for a party for the assigned business units. |
Party Information Inquiry Duty |
Views trading community parties. |
Person Self Information Inquiry Duty |
Views their own information. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Resource Administration Duty |
Administers resource information. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Resource Organization Administration Duty |
Administers resource organizations. |
Resource Organization Management Duty |
Manages resource organizations. |
Resource Team Management Duty |
Manages resource teams. |
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Channel Account Manager
Inherited Roles |
|---|
Channel Account Manager Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Channel Account Manager Duty Applications Common Application Impersonator Role Applications Common Reference Data Review Duty Appointment Note Management Duty Audit Trail Report Viewing Duty Channel Manager Dashboard Duty Contract Terms and Conditions View Access Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Lead Registration Management Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Approval Duty Marketing Budget Attachment Management Duty Marketing Budget Maintenance Duty Marketing Budget Utilization Duty Marketing Claim Attachment Management Duty Marketing Fund Request Attachment Management Duty Marketing Fund Request and Claim Processing Duty Opportunity Channel Account Manager Duty Opportunity Sales Account Territory Resource Duty Partner Account Maintenance Duty Partner Account Review Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Content Management Duty Partner Import Maintenance Duty Partner Program Enrollment Supervision Duty Partner Program Questionnaire Response Duty Partner Program Enrollment View Duty Partner Program Questionnaire Response Duty Partner Program Inquiry Duty Partner Program Questionnaire Search and View Access Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Party Contract View Access Duty Party Information Inquiry Duty Real Time Communication Management Duty Relationship Information Inquiry Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Sales Competitor Sales Representative Duty Sales Extension Management Duty Sales Lead Follow Up Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Party Partner Territory Management Duty Sales Reference Customer Sales Representative Duty Task Note Management Duty Territory Management Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Party Information Inquiry Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Marketing Approver Lead Registration Approval Duty Partner Channel Account Manager Analysis Duty Business Intelligence Authoring Duty Partner Account Team Data Security Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Channel Transaction Analysis Duty Business Intelligence Authoring Duty Resource Party Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Resource Organization Management Duty Application Tree Administration Duty Resource Team Management Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Channel Account Manager.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
View Administration Link |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Manage All Application Profile Values |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Manage Application Attachment Category |
Manage Application Attachment Entity |
||
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
Application Message Administration Duty |
Manages application messages. |
Manage Application Message |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Manage Application Profile Category |
Manage Application Profile Option |
||
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Manage Application Reference Data Set |
Manage Application Reference Data Set Assignment |
||
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Manage Application Taxonomy |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Application Tree Structure Registration Duty |
Manages application tree structure. |
Manage Application Tree Structure |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Manage My Application Profile Values |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Currency |
Manage Application Reference ISO Language |
||
Manage Application Reference Industry |
||
Manage Application Reference Language |
||
Manage Application Reference Natural Language |
||
Manage Application Reference Territory |
||
Manage Application Reference Timezone |
||
Applications Common Application Impersonator Role |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Impersonate User |
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Manage Partner User Profile |
View Channel Manager Dashboard |
||
View Channel Manager Dashboard as Administrator |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Profile |
||
View Partner Program Enrollment |
||
View Partner Programs Summary |
||
View Territories and Forecasts |
||
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Download Contract for External Parties |
View Contract Terms |
||
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Manage Customer Data Management Foundation Custom Objects |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Customize Incentive Compensation Participant Goal |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Approval Duty |
Approves sales lead registrations submitted by external partners. |
Approve Sales Lead |
Lead Registration Management Duty |
Manages and analyzes sales lead registrations. Includes the ability to create sales lead registrations, edit both internal and partner lead attributes as needed, and view lead age and status. |
Create Sales Lead |
Delete Sales Lead External Attributes |
||
Delete Sales Lead Internal Attributes |
||
Delete Sales Lead Primary Partner |
||
Manage Lead Qualification Work Area |
||
Select Sales Lead External Attributes |
||
Select Sales Lead Internal Attributes |
||
Select Sales Lead Primary Partner |
||
Update Sales Lead Expiration Date |
||
Update Sales Lead External Attributes |
||
Update Sales Lead Internal Attributes |
||
Update Sales Lead Primary Partner |
||
View Sales Lead Contextual Bin |
||
View Sales Lead Internal Tabs |
||
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Approval Duty |
Reviews and approves secured marketing campaigns by viewing detailed campaign, list, segment, and treatment information from the campaign, audience, and treatment work areas. |
Approve Marketing Campaign |
Manage Audience Work Area |
||
Manage Campaigns Work Area |
||
Manage Treatments Work Area |
||
Update Marketing Campaign |
||
View Marketing Campaign |
||
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Activate Marketing Budget |
Create Marketing Budget |
||
Create Marketing Budget Entry |
||
Create Marketing Claim Settlement |
||
Delete Marketing Budget |
||
Delete Marketing Claim Settlement |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Import Marketing Budget |
||
Import Marketing Budget Entry |
||
Inactivate Marketing Budget |
||
Manage Budgets Work Area |
||
Run Marketing Budget Currency Revaluation Scheduler |
||
Update Marketing Budget |
||
Update Marketing Budget Entry |
||
Update Marketing Claim Settlement |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Create Marketing Claim |
Create Marketing Fund Request |
||
Delete Marketing Claim |
||
Delete Marketing Fund Request |
||
Manage Budgets Work Area |
||
Submit Marketing Claim |
||
Submit Marketing Fund Request |
||
Update Marketing Claim |
||
Update Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Approve Marketing Claim |
Approve Marketing Fund Request |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Manage Budgets Work Area |
||
Reject Marketing Claim |
||
Reject Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Channel Account Manager Duty |
Views all aspects of the application. This role is for channel account managers. |
Manage Opportunity Work Area |
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
View Opportunity Appointments |
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Partner Account Maintenance Duty |
Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain. |
Create Partner Member |
Create Partner User |
||
Import Partner |
||
Manage Partner Account Team |
||
Manage Partner User Security Role |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile |
||
View Partner Contract |
||
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Search Partner |
View Channel Manager Dashboard |
||
View Partner |
||
View Partner Account Team |
||
View Partner Contract |
||
View Partner Interaction |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Note |
||
View Partner Opportunity |
||
View Partner Profile |
||
View Partner Snapshot |
||
View Partner Task |
||
Partner Content Management Duty |
Secures who can create partner collateral |
Manage Partner Content |
Partner Program Enrollment Supervision Duty |
Reviews and updates the enrollment details of the program to which a partner enrolls. This role is for a channel sales director. |
Apply Partner Program |
Manage Partner Program Enrollment |
||
View Partner Program Enrollment |
||
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
View Partner Program Enrollment |
Partner Program Inquiry Duty |
Reviews a partner program. |
View Partner Program |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Questionnaire Search and View Access Duty |
Searches and views questions and their associations to partner programs. |
View Questions associated to Program |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Party Contract View Access Duty |
Views contracts for a party for the assigned business units. |
View Contracts for Party |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Manage Sales Quota Prediction Formula |
Manage Sales Territory Quota |
||
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
||
Enter Trading Community Resource Information |
||
Identify Trading Community Person as a Trading Community Resource |
||
Manage Trading Community Resource |
||
Manage Trading Community Resource History |
||
Manage Trading Community Resource Lookups |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Note Descriptive Flexfields |
||
Manage Trading Community Resource Note Type |
||
Manage Trading Community Resource Note Type Mapping |
||
Manage Trading Community Resource Organization Memberships |
||
Manage Trading Community Resource Role Assignments |
||
Manage Trading Community Resource Sales Representative Information |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Team Memberships |
||
Remove Trading Community Resource |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Administration Detail Information |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource History |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Team Memberships |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Administration Duty |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Manage Trading Community Resource Organization Hierarchy |
||
Manage Trading Community Resource Organization Members |
||
Run Trading Community Resource Reporting Hierarchy Generation |
||
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Resource Team Management Duty |
Manages resource teams. |
Search Trading Community Resource Team |
View Trading Community Resource Overview Information |
||
View Trading Community Resource Team |
||
View Trading Community Resource Team Details |
||
View Trading Community Resource Team Members |
||
View Trading Community Resource Team Usages |
||
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
View Sales Competitor Opportunities |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Manage Sales Party Partner Territory |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
View Sales Reference Customer |
View Sales Reference Customer Opportunities |
||
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Manage Goal Management Notifications |
Manage Talent Notifications |
||
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
||
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Channel Account Manager
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Channel Account Manager can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Channel Account Manager can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Channel Account Manager can delete application attachment for all application attachments of categories including budget reference, additional planning reference, and miscellaneous |
Role: Marketing Budget Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
|
A Channel Account Manager can delete application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
||
A Channel Account Manager can delete application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
||
A Channel Account Manager can read application attachment for all application attachments of categories including budget reference, additional planning reference, and miscellaneous |
Role: Marketing Budget Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Channel Account Manager can read application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Channel Account Manager can read application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Channel Account Manager can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Channel Account Manager can update application attachment for all application attachments of categories including budget reference, additional planning reference, and miscellaneous |
Role: Marketing Budget Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
A Channel Account Manager can update application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
A Channel Account Manager can update application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
Application Attachment Category |
A Channel Account Manager can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Channel Account Manager can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Channel Account Manager can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Appointment |
A Channel Account Manager can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
A Channel Account Manager can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
||
Appointment Note |
A Channel Account Manager can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Channel Account Manager can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Channel Account Manager can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Channel Account Manager can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Assignment Grade |
A Channel Account Manager can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Bookmark |
A Channel Account Manager can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Business Unit |
A Channel Account Manager can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Competitor Note |
A Channel Account Manager can manage sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Representative Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|
A Channel Account Manager can view sales competitor note for all notes that are not private |
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
A Channel Account Manager can view sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Consumer File Import Activity |
A Channel Account Manager can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Channel Account Manager can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Channel Account Manager can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Channel Account Manager can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Contract |
A Channel Account Manager can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Note |
A Channel Account Manager can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Customer Account |
A Channel Account Manager can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Channel Account Manager can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Channel Account Manager can update customer competitor purchase where the customer party is a sales account and they are a sales account team member with edit or full access |
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Account Manager can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Account Manager can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Channel Account Manager can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Account Manager can view customer competitor purchase where the customer party is a sales account and they are a sales account team member |
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Channel Account Manager can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Channel Account Manager can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Channel Account Manager can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Channel Account Manager can choose department for departments in their organization security profile |
Role: Department Selection Duty Privilege: Choose Department (Data) Resource: Department |
|
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|||
Employee Resource File Import Activity |
A Channel Account Manager can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
|
Employee Resource File Import Mapping |
A Channel Account Manager can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
|
Employee Resource File Import Object |
A Channel Account Manager can view employee resource file import object type for all employee resource file import objects of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
|
HR Job |
A Channel Account Manager can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Role: Job Selection Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Hierarchy File Import Activity |
A Channel Account Manager can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Channel Account Manager can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Channel Account Manager can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Channel Account Manager can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Channel Account Manager can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Channel Account Manager can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Incentive Compensation Goal |
A Channel Account Manager can manage incentive compensation goal for the business units for which they are authorized |
Role: Incentive Compensation Goal Management Duty Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
|
Interaction |
A Channel Account Manager can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Channel Account Manager can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
||
A Channel Account Manager can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Channel Account Manager can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
A Channel Account Manager can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Channel Account Manager can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Kudos |
A Channel Account Manager can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Legal Employer |
A Channel Account Manager can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Channel Account Manager can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Channel Account Manager can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Channel Account Manager can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Channel Account Manager can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing Budget |
A Channel Account Manager can delete marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
|
A Channel Account Manager can delete marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can delete marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can delete marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can update marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can update marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can update marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can update marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can view marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can view marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can view marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Account Manager can view marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
Marketing Budget Note |
A Channel Account Manager can delete marketing budget note where they have delete access to the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Account Manager can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Account Manager can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Account Manager can view marketing budget note for all internal or external marketing budget notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Channel Account Manager can view marketing budget note where they are the author of the private marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Marketing Budget Team |
A Channel Account Manager can update marketing budget team for all external and internal marketing budget team members |
Role: Marketing Fund Request and Claim Processing Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
|
A Channel Account Manager can update marketing budget team for all external and internal marketing budget team members where they are the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
A Channel Account Manager can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
Marketing Campaign |
A Channel Account Manager can update marketing campaign where they are a manager in the management hierarchy of a resource in the marketing campaign team with full access |
Role: Marketing Approval Duty Privilege: Update Marketing Campaign (Data) Resource: Marketing Campaign |
|
A Channel Account Manager can view marketing campaign for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Approval Duty Privilege: View Marketing Campaign (Data) Resource: Marketing Campaign |
||
Marketing Claim |
A Channel Account Manager can delete marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim (Data) Resource: Marketing Claim |
|
A Channel Account Manager can update marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim (Data) Resource: Marketing Claim |
||
A Channel Account Manager can view marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim (Data) Resource: Marketing Claim |
||
Marketing Claim Note |
A Channel Account Manager can delete marketing claim note where they have delete access to the marketing claim |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Account Manager can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Account Manager can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Account Manager can view marketing claim note for all internal or external marketing claim notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Channel Account Manager can view marketing claim note where they are the author of the private marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Marketing Fund Request Note |
A Channel Account Manager can delete marketing fund request note where they have delete access to the marketing fund request |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Account Manager can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Account Manager can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Account Manager can view marketing fund request note for all internal or external marketing fund request notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Channel Account Manager can view marketing fund request note where they are the author of the private marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Message Board |
A Channel Account Manager can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Channel Account Manager can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Opportunity |
A Channel Account Manager can view opportunity where they are a member of the account team of a partner organization on the opportunity |
Role: Opportunity Channel Account Manager Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
A Channel Account Manager can view opportunity where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
|
Opportunity Note |
A Channel Account Manager can view opportunity note where they are a member of the account team of a partner organization on the opportunity and the note is not private |
Role: Opportunity Channel Account Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|
A Channel Account Manager can view opportunity note where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team and the note is not private |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Account Manager can view opportunity note where they are the author of the note |
Role: Opportunity Channel Account Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Partner File Import Activity |
A Channel Account Manager can view partner file import activity object type for all partner file import activities of object type 'partner company' |
Role: Partner Import Maintenance Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|||
Partner File Import Mapping |
A Channel Account Manager can view partner file import mapping object type for all partner file import mappings of object type 'partner company' |
Role: Resource Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|
Partner File Import Object |
A Channel Account Manager can view partner file import object type for all partner file import objects of object type 'partner company' |
Role: Resource Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|
Partner Member File Import Activity |
A Channel Account Manager can view partner member file import activity object type for all partner member file import activities of object type 'partner member' |
Role: Partner Import Maintenance Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|||
Partner Member File Import Mapping |
A Channel Account Manager can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member' |
Role: Resource Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|
Partner Member File Import Object |
A Channel Account Manager can view partner member file import object type for all partner member file import objects of object type 'partner member' |
Role: Resource Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|
Partner Note |
A Channel Account Manager can manage partner note for all notes that are not private and where they are in the partner account team |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
|
A Channel Account Manager can manage partner note where they are the author of the note |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
Partner Profile |
A Channel Account Manager can manage partner account where they are in the management chain of a resource who is on the partner account team with full access |
Role: Partner Account Maintenance Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
|
A Channel Account Manager can manage partner account where they are in the partner account team with full access |
Role: Partner Account Maintenance Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
||
A Channel Account Manager can update partner account where they are in the management chain of a resource who is on the partner account team with edit access |
Role: Partner Account Maintenance Duty Privilege: Update Partner Account (Data) Resource: Partner Profile |
||
A Channel Account Manager can update partner account where they are in the partner account team with edit access |
Role: Partner Account Maintenance Duty Privilege: Update Partner Account (Data) Resource: Partner Profile |
||
A Channel Account Manager can view partner account where they are in the management chain of a resource who is on the partner account team |
Role: Partner Account Maintenance Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
|
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
||
A Channel Account Manager can view partner account where they are in the partner account team |
Role: Partner Account Maintenance Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
|
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
||
Partner Program |
A Channel Account Manager can view partner program for all partner programs in the enterprise |
Role: Partner Program Inquiry Duty Privilege: View Partner Program (Data) Resource: Partner Program |
|
Partner Program Enrollment |
A Channel Account Manager can manage partner program enrollment where they are in the management chain of a resource who is on the partner account team with edit or full access |
Role: Partner Program Enrollment Supervision Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
A Channel Account Manager can view partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment View Duty Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
||
Person Assignment |
A Channel Account Manager can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Channel Account Manager can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Channel Account Manager can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Channel Account Manager can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Channel Account Manager can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Public Person |
A Channel Account Manager can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Reference Customer Note |
A Channel Account Manager can manage sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: Manage Sales Reference Customer Note (Data) Resource: Reference Customer Note |
|
A Channel Account Manager can view sales reference customer note for all notes that are not private |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
A Channel Account Manager can view sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
Sales Competitor |
A Channel Account Manager can view sales competitor for all sales competitors in the enterprise |
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|
Sales Lead |
A Channel Account Manager can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Channel Account Manager can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Account Manager can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Account Manager can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Account Manager can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Account Manager can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Account Manager can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Account Manager can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Account Manager can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Account Manager can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Account Manager can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Account Manager can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Management Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Account Manager can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Account Manager can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Account Manager can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Account Manager can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Account Manager can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Sales Lead Note |
A Channel Account Manager can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Account Manager can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Account Manager can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Account Manager can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Account Manager can view sales lead note for all internal sales lead notes in the enterprise |
Role: Lead Registration Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Account Manager can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Party |
A Channel Account Manager can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Account Manager can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Account Manager can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Account Manager can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Account Manager can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Account Manager can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Account Manager can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Account Manager can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Account Manager can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Account Manager can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Account Manager can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Account Manager can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Sales Party Note |
A Channel Account Manager can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Channel Account Manager can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Account Manager can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Account Manager can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Account Manager can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Account Manager can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Account Manager can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Account Manager can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Account Manager can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Quota Plan |
A Channel Account Manager can view sales quota plan for all sales quota plans that are active |
Role: Quota Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|
Sales Reference Customer |
A Channel Account Manager can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|||
Sales Resource Quota |
A Channel Account Manager can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
|
A Channel Account Manager can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Account Manager can view sales resource quota where they are assigned the quota |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Account Manager can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Account Manager can view sales resource quota where they are the owner of the territory to which the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
Sales Territory |
A Channel Account Manager can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted |
Role: Territory Management Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|
A Channel Account Manager can view sales territory where they are a member of the territory team |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Account Manager can view sales territory where they are the owner of a parent territory in the territory hierarchy |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Account Manager can view sales territory where they are the territory owner |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
Sales Territory Partition |
A Channel Account Manager can view sales territory partition for all partitions in the enterprise |
Role: Territory Management Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|
Sales Territory Proposal |
A Channel Account Manager can manage sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|
A Channel Account Manager can manage sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Account Manager can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Account Manager can view sales territory proposal where they are the owner of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Account Manager can view sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Account Manager can view sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
Social Connection |
A Channel Account Manager can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Channel Account Manager can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Task Note |
A Channel Account Manager can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Channel Account Manager can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Channel Account Manager can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Account Manager can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Account Manager can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Channel Account Manager can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Channel Account Manager can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Channel Account Manager can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Channel Account Manager can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Channel Account Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Channel Account Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Channel Account Manager can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
A Channel Account Manager can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
||
Trading Community Organization Address Contact Preference |
A Channel Account Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Channel Account Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Channel Account Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Channel Account Manager can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Channel Account Manager can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Account Manager can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Account Manager can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Person Address Contact Preference |
A Channel Account Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Channel Account Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Channel Account Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Channel Account Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Channel Account Manager can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Channel Account Manager can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Account Manager can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Account Manager can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Channel Account Manager can remove trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
|
A Channel Account Manager can update trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Account Manager can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Account Manager can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
||
Trading Community Resource Note |
A Channel Account Manager can manage trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Channel Account Manager can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
A Channel Account Manager can view trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|||
Trading Community Resource Sales Representative Setup |
A Channel Account Manager can manage trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
|
A Channel Account Manager can view trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: View Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
||
Trading Community Resource Skill |
A Channel Account Manager can manage trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Channel Account Manager can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Account Manager can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Account Manager can view trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Account Manager can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Account Manager can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Account Manager
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Channel Account Manager
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Executes Oracle Partnership Management setup tasks.
Duties assigned directly and indirectly to the job role Channel Administrator
Duty Role |
Description |
|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Application Document Sequence Administration Duty |
Manages document sequences and document sequence categories. |
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Application Message Administration Duty |
Manages application messages. |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Application Tree Structure Registration Duty |
Manages application tree structure. |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Applications Common Application Document Sequence Category Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application document sequence categories. |
Applications Common Application Flexfield Value Set Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application flexfields value sets. |
Applications Common Application Profile Value Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application profile option values. |
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Audit Trail Management Duty |
Duty role to allow the administrator to configure and view the audit history. |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
CRM Administrative Analysis Duty |
BI duty role to administer analysis in all key areas in CRM, including but not limited to Revenue,Quota, Forecasting,Territory, Marketing Programs, Leads, Responses and TCA. |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Channel Administrator Duty |
Enterprise Duty role that inherits all duties performed by Channel Administrator |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Contract Setup Duty |
Contract Setup |
Contract Terms Library Administration Duty |
Manages the Contract Terms Library, including defining and maintaining terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes. |
Contract UI Customization Duty |
Allows customization of Contracts pages |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Customer Contract Setup Duty |
In addition to the setup activities allowed by the Contract Setup Duty, this duty performs setup activities that are specific to customer contracts, such as managing customer contract management business function settings and billing accounts. |
Customer Contract Terms Library Administration Duty |
Manages sell intent Contract Terms Library objects. |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Department Selection Duty |
Filters the department list of values based on the user's organization security profile. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Import Trading Community Person and Organization Duty |
Imports people and organizations. |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Job Selection Duty |
Filters the job list of values based on the user's job security profile. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Budget Export Management Duty |
Restricts the presentation of exportable objects to marketing budgets. |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Channel Administration Duty |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Center UI Customization Duty |
Customize the Partner Center pages. |
Partner Channel Administrative Analysis Duty |
This BI duty role is to administer analysis in all key areas in Partner Analytics, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs. |
Partner Channel Administrative Transaction Analysis Duty |
This BI duty role is to administer analysis in all key areas in Partner Analytics, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs |
Partner Content Management Duty |
Secures who can create partner collateral |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Export Management Duty |
Manages partners bulk export. |
Partner Import Administration Duty |
Partner Import Administration Duty role. This duty will allow for administration activities of Partner Import |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Lead Management Duty |
Views and updates all partner leads in the enterprise. |
Partner Management Setup Duty |
Manages the partner management setup tasks. |
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Partner Transaction Data Security |
This role grants data security access to all partner transactions around leads and opportunities |
Party Information Inquiry Duty |
Views trading community parties. |
Person Self Information Inquiry Duty |
Views their own information. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Resource Administration Duty |
Administers resource information. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Resource Organization Administration Duty |
Administers resource organizations. |
Resource Organization Management Duty |
Manages resource organizations. |
Sales Analysis Currency Preference |
This role is used to get the supported currencies in Sales Analysis module. |
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Administration Duty |
Defines trading community data import installation and configuration information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Channel Administrator
Inherited Roles |
|---|
Channel Administrator Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Channel Administrator Duty Administration Link View Duty Attachments User Audit Trail Management Duty Audit Trail Report Viewing Duty CRM Administrative Analysis Duty Business Intelligence Authoring Duty Sales Analysis Currency Preference Channel Manager Dashboard Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Functional Setups Duty Import Trading Community Person and Organization Duty Trading Community Import Administration Duty Trading Community Import Batch Management Duty Trading Community Import Process Management Duty Item Management Duty Party Information Inquiry Duty Trading Partner Item Inquiry Duty Party Information Inquiry Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Export Management Duty Common Component Export Management Duty CRM Export Management Duty Opportunity Channel Administration Duty Partner Account Administration Duty Partner Account Review Duty Partner Center UI Customization Duty Partner Channel Administrative Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Partner Transaction Data Security Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Content Management Duty Partner Import Administration Duty Partner Lead Management Duty Partner Management Setup Duty Application All Profile Value Administration Duty Customer Contract Setup Duty Contract Setup Duty Administration Link View Duty Application Descriptive Flexfield Administration Duty Application Document Sequence Administration Duty Application Lookup Administration Duty Applications Common Application Document Sequence Category Administration Duty Applications Common Application Flexfield Value Set Administration Duty Applications Common Application Profile Value Administration Duty Contract UI Customization Duty Customer Contract Terms Library Administration Duty Contract Terms Library Administration Duty Partner Export Management Duty CRM Export Management Duty Partner Program Enrollment View Duty Partner Program Questionnaire Response Duty Partner Program Maintain Duty Partner Program Contract Association Duty Partner Program Questionnaire Management Duty Partner Program Questionnaire Response Duty Partner Program Review Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Party Information Inquiry Duty Real Time Communication Management Duty Relationship Information Inquiry Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Sales Catalog Administration Duty Sales Lead Follow Up Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Partner Channel Administrative Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Partner Transaction Data Security Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Channel Administrative Transaction Analysis Duty Business Intelligence Authoring Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Channel Administrator.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
View Administration Link |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Manage All Application Profile Values |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Manage Application Attachment Category |
Manage Application Attachment Entity |
||
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
Application Document Sequence Administration Duty |
Manages document sequences and document sequence categories. |
Manage Application Document Sequence |
Manage Application Document Sequence Category |
||
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
Application Message Administration Duty |
Manages application messages. |
Manage Application Message |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Manage Application Profile Category |
Manage Application Profile Option |
||
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Manage Application Reference Data Set |
Manage Application Reference Data Set Assignment |
||
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Manage Application Taxonomy |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Application Tree Structure Registration Duty |
Manages application tree structure. |
Manage Application Tree Structure |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Manage My Application Profile Values |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Currency |
Manage Application Reference ISO Language |
||
Manage Application Reference Industry |
||
Manage Application Reference Language |
||
Manage Application Reference Natural Language |
||
Manage Application Reference Territory |
||
Manage Application Reference Timezone |
||
Applications Common Application Document Sequence Category Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application document sequence categories. |
Manage Application Document Sequence Category |
Applications Common Application Flexfield Value Set Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application flexfields value sets. |
Manage Application Flexfield Value Set |
Applications Common Application Profile Value Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application profile option values. |
Manage All Application Profile Values |
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Audit Trail Management Duty |
Duty role to allow the administrator to configure and view the audit history. |
Manage Audit Trail |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Run CRM Export Process |
Set Up CRM Objects for Export |
||
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Manage Partner User Profile |
View Channel Manager Dashboard |
||
View Channel Manager Dashboard as Administrator |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Profile |
||
View Partner Program Enrollment |
||
View Partner Programs Summary |
||
View Territories and Forecasts |
||
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Run Purge Recent Items |
Contract Setup Duty |
Contract Setup |
Build Keyword Search Index for the Contract Terms Library |
Define Project Contract Billing Configuration |
||
Generate PDF Contract for Text Search |
||
Manage Contract Currency Conversion Rate Types |
||
Manage Contract Customer Account |
||
Manage Contract Customer Account Site Usages |
||
Manage Contract Global Employee |
||
Manage Contract Interaction Reference Mapping |
||
Manage Contract Layout Templates |
||
Manage Contract Line Item |
||
Manage Contract Line Type |
||
Manage Contract Note Type Mapping |
||
Manage Contract Organization Party |
||
Manage Contract Party Contact |
||
Manage Contract Party Location |
||
Manage Contract Party Role and Contact Sources |
||
Manage Contract Payment Terms |
||
Manage Contract Person Party |
||
Manage Contract Risk Event |
||
Manage Contract Standard Clauses, Templates, and Contract Expert Rules |
||
Manage Contract Type |
||
Specify Customer Contract Management Business Function Properties |
||
Specify Procurement Contract Management Business Function Properties |
||
Track Purchasing Activity for Contract Fulfillment Line |
||
Update Contract Status |
||
View Contract Type |
||
Contract Terms Library Administration Duty |
Manages the Contract Terms Library, including defining and maintaining terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes. |
Adopt Global Clauses for a New Business Unit |
Analyze Contract Clause Usage |
||
Define Clause in the Contract Terms Library |
||
Define Contract Expert Rule in the Contract Terms Library |
||
Define Folders in the Contract Terms Library |
||
Define Numbering Scheme in the Contract Terms Library |
||
Define Section in the Contract Terms Library |
||
Define Terms Template in the Contract Terms Library |
||
Define Variable in the Contract Terms Library |
||
Import Contract Clauses |
||
Manage Contract Terms Library Work Area |
||
Purge Contract Clause Import Tables |
||
Purge Contract Temporary Tables |
||
Search Clauses in the Contract Terms Library |
||
Search Contract Expert Rules in the Contract Terms Library |
||
Search Folders in the Contract Terms Library |
||
Search Numbering Schemes in the Contract Terms Library |
||
Search Sections in the Contract Terms Library |
||
Search Terms Templates in the Contract Terms Library |
||
Search Variables in the Contract Terms Library |
||
View Clause in the Contract Terms Library |
||
View Contract Expert Rule in the Contract Terms Library |
||
View Folder in the Contract Terms Library |
||
View Numbering Schemes in the Contract Terms Library |
||
View Section in the Contract Terms Library |
||
View Terms Template in the Contract Terms Library |
||
View Variable in the Contract Terms Library |
||
Contract UI Customization Duty |
Allows customization of Contracts pages |
Customize Contract UI |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
Customer Contract Setup Duty |
In addition to the setup activities allowed by the Contract Setup Duty, this duty performs setup activities that are specific to customer contracts, such as managing customer contract management business function settings and billing accounts. |
Enable Sell Intent |
Customer Contract Terms Library Administration Duty |
Manages sell intent Contract Terms Library objects. |
Enable Sell Intent |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Manage Customer Data Management Foundation Custom Objects |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Execute Setup Tasks |
Review Applications Offering |
||
Review Setups Functional User Overview |
||
Setup and Maintain Applications |
||
Import Trading Community Person and Organization Duty |
Imports people and organizations. |
Import Trading Community Person |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Create Item Structure |
Manage Item |
||
Manage Item Attachment |
||
Manage Item Catalog |
||
Manage Item Lifecycle Phase Change |
||
Manage Item Organization Association |
||
Manage Item Relationship |
||
Manage Item Status Change |
||
Manage Trading Partner Item Reference |
||
Monitor Item Summary |
||
Monitor Item Work Area |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Channel Administration Duty |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
Set Up Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Create Partner |
Create Partner Member |
||
Create Partner User |
||
Import Partner |
||
Manage Partner Account Team |
||
Manage Partner User Security Role |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile |
||
View Partner |
||
View Partner Contract |
||
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Search Partner |
View Channel Manager Dashboard |
||
View Partner |
||
View Partner Account Team |
||
View Partner Contract |
||
View Partner Interaction |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Note |
||
View Partner Opportunity |
||
View Partner Profile |
||
View Partner Snapshot |
||
View Partner Task |
||
Partner Center UI Customization Duty |
Customize the Partner Center pages. |
Customize Partner Center UI |
Partner Content Management Duty |
Secures who can create partner collateral |
Manage Partner Content |
Partner Lead Management Duty |
Views and updates all partner leads in the enterprise. |
Update Sales Lead |
View Sales Lead |
||
Partner Management Setup Duty |
Manages the partner management setup tasks. |
Set Up Opportunity |
Set Up Partner Management |
||
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Associate Question to Partner Program |
View Contract Terms Template by Web Service |
||
View Contract Type by Web Service |
||
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
View Partner Program Enrollment |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Maintain Partner Program |
View Partner Program |
||
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Define Contract Expert Question for Programs |
Search Contract Expert Question for Programs |
||
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
||
Enter Trading Community Resource Information |
||
Identify Trading Community Person as a Trading Community Resource |
||
Manage Trading Community Resource |
||
Manage Trading Community Resource History |
||
Manage Trading Community Resource Lookups |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Note Descriptive Flexfields |
||
Manage Trading Community Resource Note Type |
||
Manage Trading Community Resource Note Type Mapping |
||
Manage Trading Community Resource Organization Memberships |
||
Manage Trading Community Resource Role Assignments |
||
Manage Trading Community Resource Sales Representative Information |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Team Memberships |
||
Remove Trading Community Resource |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Administration Detail Information |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource History |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Team Memberships |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Administration Duty |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Manage Trading Community Resource Organization Hierarchy |
||
Manage Trading Community Resource Organization Members |
||
Run Trading Community Resource Reporting Hierarchy Generation |
||
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Manage Product Eligibility Rules |
Manage Product Groups |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Manage Goal Management Notifications |
Manage Talent Notifications |
||
Trading Community Import Administration Duty |
Defines trading community data import installation and configuration information. |
Manage Trading Community Import Lookups |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Modify Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
Monitor Item Work Area |
View Trading Partner Item |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
||
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Channel Administrator
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Channel Administrator can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Channel Administrator can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Channel Administrator can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
|
Application Attachment Category |
A Channel Administrator can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Channel Administrator can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Channel Administrator can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Application Document Sequence Category |
A Channel Administrator can manage application document sequence category for all applications common applications data |
Role: Applications Common Application Document Sequence Category Administration Duty Privilege: Manage Application Document Sequence Category (Data) Resource: Application Document Sequence Category |
|
Application Flexfield Value Set |
A Channel Administrator can manage application flexfield value set for all applications common applications data |
Role: Applications Common Application Flexfield Value Set Administration Duty Privilege: Manage Application Flexfield Value Set (Data) Resource: Application Flexfield Value Set |
|
Application Profile Value |
A Channel Administrator can delete application profile value for all applications common applications data |
Role: Applications Common Application Profile Value Administration Duty Privilege: Delete Application Profile Value (Data) Resource: Application Profile Value |
|
A Channel Administrator can update application profile value for all applications common applications data |
Role: Applications Common Application Profile Value Administration Duty Privilege: Update Application Profile Value (Data) Resource: Application Profile Value |
||
Appointment |
A Channel Administrator can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
A Channel Administrator can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
||
Role: Common Component Export Management Duty Privilege: View Appointment (Data) Resource: Appointment |
|||
Appointment Assignee Export Object |
A Channel Administrator can view appointment assignee export object for all appointment assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Assignee Export Object (Data) Resource: Appointment Assignee Export Object |
|
Appointment Category Export Object |
A Channel Administrator can view appointment category export object for all appointment category export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Category Export Object (Data) Resource: Appointment Category Export Object |
|
Appointment Contact Export Object |
A Channel Administrator can view appointment contact export object for all appointment contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Contact Export Object (Data) Resource: Appointment Contact Export Object |
|
Appointment Export Object |
A Channel Administrator can view appointment export object for all appointment export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Export Object (Data) Resource: Appointment Export Object |
|
Assignment Grade |
A Channel Administrator can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Bookmark |
A Channel Administrator can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Business Unit |
A Channel Administrator can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Consumer File Import Activity |
A Channel Administrator can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Channel Administrator can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Channel Administrator can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Channel Administrator can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Contract |
A Channel Administrator can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Clause |
A Channel Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Contract Clause Folder |
A Channel Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Contract Expert Rule |
A Channel Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Contract Note |
A Channel Administrator can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Contract Terms Template |
A Channel Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Customer Account |
A Channel Administrator can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Channel Administrator can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
A Channel Administrator can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Administrator can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Administrator can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Channel Administrator can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Channel Administrator can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Channel Administrator can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Channel Administrator can choose department for departments in their organization security profile |
Role: Department Selection Duty Privilege: Choose Department (Data) Resource: Department |
|
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|||
Employee Resource File Import Activity |
A Channel Administrator can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
|
Employee Resource File Import Mapping |
A Channel Administrator can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
|
Employee Resource File Import Object |
A Channel Administrator can view employee resource file import object type for all employee resource file import objects of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
|
File Export Batch |
A Channel Administrator can view file export batch for all export batches |
Role: CRM Export Management Duty Privilege: View File Export Batch (Data) Resource: File Export Batch |
|
File Export Object |
A Channel Administrator can manage export unit test for all export unit test objects |
Role: CRM Export Management Duty Privilege: Manage Export Unit Test (Data) Resource: File Export Object |
|
HR Job |
A Channel Administrator can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Role: Job Selection Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Hierarchy File Import Activity |
A Channel Administrator can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Channel Administrator can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Channel Administrator can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Channel Administrator can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Channel Administrator can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Channel Administrator can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Interaction |
A Channel Administrator can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Channel Administrator can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
||
A Channel Administrator can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Channel Administrator can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
A Channel Administrator can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Channel Administrator can view interaction for all interactions in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
|||
Interaction Association Export Object |
A Channel Administrator can view interaction association export object for all interaction association export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Association Export Object (Data) Resource: Interaction Association Export Object |
|
Interaction Export Object |
A Channel Administrator can view interaction export object for all interaction export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Export Object (Data) Resource: Interaction Export Object |
|
Interaction Participant Export Object |
A Channel Administrator can view interaction participant export object for all interaction participant export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Participant Export Object (Data) Resource: Interaction Participant Export Object |
|
Item |
A Channel Administrator can create item class item for the item classes they have access to |
Role: Item Management Duty Privilege: Create Item Class Item (Data) Resource: Item |
|
Kudos |
A Channel Administrator can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Legal Employer |
A Channel Administrator can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Channel Administrator can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Channel Administrator can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Channel Administrator can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Channel Administrator can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing Budget Export Object |
A Channel Administrator can view marketing budget export object for all marketing budget export objects in the enterprise |
Role: Marketing Budget Export Management Duty Privilege: View Marketing Budget Export Object (Data) Resource: Marketing Budget Export Object |
|
Message Board |
A Channel Administrator can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Channel Administrator can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Note |
A Channel Administrator can view note for all notes in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note (Data) Resource: Note |
|
Note Export Object |
A Channel Administrator can view note export object for all note export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note Export Object (Data) Resource: Note Export Object |
|
Opportunity |
A Channel Administrator can manage opportunity general profile for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Channel Administrator can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Channel Administrator can manage opportunity restricted profile for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Administrator can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Administrator can manage opportunity revenue for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Administrator can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Administrator can manage opportunity team for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Administrator can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Administrator can view opportunity for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
A Channel Administrator can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
Opportunity Note |
A Channel Administrator can manage opportunity note for all opportunities having a partner organization and the note is external |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Channel Administrator can manage opportunity note where they are an opportunity sales team member with full access and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Administrator can manage opportunity note where they are the author of the note |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Administrator can view opportunity note for all opportunities having a partner organization and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Administrator can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Administrator can view opportunity note where they are the author of the note |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Partner |
A Channel Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner |
|
Partner Account Team Export Object |
A Channel Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Account Team Export Object |
|
Partner Dimensions Member Export Object |
A Channel Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Dimensions Member Export Object |
|
Partner File Import Activity |
A Channel Administrator can view partner file import activity object type for all partner file import activities of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|||
Partner File Import Mapping |
A Channel Administrator can view partner file import mapping object type for all partner file import mappings of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|
Role: Resource Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|||
Partner File Import Object |
A Channel Administrator can view partner file import object type for all partner file import objects of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|
Role: Resource Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|||
Partner Member File Import Activity |
A Channel Administrator can view partner member file import activity object type for all partner member file import activities of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|||
Partner Member File Import Mapping |
A Channel Administrator can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|||
Partner Member File Import Object |
A Channel Administrator can view partner member file import object type for all partner member file import objects of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|||
Partner Note |
A Channel Administrator can manage partner note for all notes that are not private |
Role: Partner Account Administration Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
|
A Channel Administrator can manage partner note for all notes that are not private and where they are in the partner account team |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
A Channel Administrator can manage partner note where they are the author of the note |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
Partner Profile |
A Channel Administrator can manage partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
|
A Channel Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
A Channel Administrator can view partner account where they are in the management chain of a resource who is on the partner account team |
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
A Channel Administrator can view partner account where they are in the partner account team |
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
Partner Profile Export Object |
A Channel Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Profile Export Object |
|
Partner Profile Multiple Values Fields Export Object |
A Channel Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Profile Multiple Values Fields Export Object |
|
Partner Program |
A Channel Administrator can maintain partner program for all partner programs in the enterprise |
Role: Partner Program Maintain Duty Privilege: Maintain Partner Program (Data) Resource: Partner Program |
|
Partner Program Enrollment |
A Channel Administrator can view partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment View Duty Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
Person Assignment |
A Channel Administrator can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Channel Administrator can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Channel Administrator can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Channel Administrator can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Channel Administrator can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Product Group Details Export Object |
A Channel Administrator can view product group export object for all product group details export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Details Export Object |
|
Product Group File Import Activity |
A Channel Administrator can view product group file import activity object type for all authorized product group file import activities in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Activity Object Type (Data) Resource: Product Group File Import Activity |
|
Product Group File Import Mapping |
A Channel Administrator can view product group file import mapping object type for all product group file import mappings in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Mapping Object Type (Data) Resource: Product Group File Import Mapping |
|
Product Group File Import Object |
A Channel Administrator can view product group file import object type for all product group file import objects in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Object Type (Data) Resource: Product Group File Import Object |
|
Product Group Products Export Object |
A Channel Administrator can view product group export object for all product group products export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Products Export Object |
|
Product Group Subgroups Export Object |
A Channel Administrator can view product group export object for all product group subgroups export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Subgroups Export Object |
|
Product Group Translations Export Object |
A Channel Administrator can view product group export object for all product group translations export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Translations Export Object |
|
Program Enrollment Import Activity |
A Channel Administrator can view program enrollment import activity object type for all file import activities of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Activity Object Type (Data) Resource: Program Enrollment Import Activity |
|
Program Enrollment Import Mapping |
A Channel Administrator can view program enrollment import mapping object type for all file import mappings of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Mapping Object Type (Data) Resource: Program Enrollment Import Mapping |
|
Program Enrollment Import Object |
A Channel Administrator can view program enrollment import object type for all file import objects of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Object Type (Data) Resource: Program Enrollment Import Object |
|
Public Person |
A Channel Administrator can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Sales Lead |
A Channel Administrator can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Channel Administrator can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Administrator can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Administrator can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Administrator can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Administrator can update sales lead all partners for all partner leads in the enterprise |
Role: Partner Lead Management Duty Privilege: Update Sales Lead All Partners (Data) Resource: Sales Lead |
||
A Channel Administrator can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Administrator can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Administrator can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Administrator can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Administrator can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Administrator can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Administrator can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Administrator can view sales lead all partners for all partner leads in the enterprise |
Role: Partner Lead Management Duty Privilege: View Sales Lead All Partners (Data) Resource: Sales Lead |
||
A Channel Administrator can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Administrator can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Administrator can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Administrator can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
Sales Lead Note |
A Channel Administrator can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Administrator can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Administrator can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Administrator can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Administrator can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Administrator can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Party |
A Channel Administrator can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Administrator can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Administrator can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Administrator can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Administrator can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Administrator can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Administrator can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Administrator can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Administrator can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Administrator can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Administrator can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Administrator can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Sales Party Note |
A Channel Administrator can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Channel Administrator can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Administrator can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Administrator can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Administrator can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Administrator can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Administrator can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Administrator can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Administrator can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Reference Customer |
A Channel Administrator can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Social Connection |
A Channel Administrator can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Channel Administrator can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Task Assignee Export Object |
A Channel Administrator can view task assignee export object for all task assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Assignee Export Object (Data) Resource: Task Assignee Export Object |
|
Task Contact Export Object |
A Channel Administrator can view task contact export object for all task contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Contact Export Object (Data) Resource: Task Contact Export Object |
|
Task Export Object |
A Channel Administrator can view task export object for all task export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Export Object (Data) Resource: Task Export Object |
|
Trading Community Customer Account Relationship |
A Channel Administrator can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Channel Administrator can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Channel Administrator can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Channel Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Channel Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Channel Administrator can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
A Channel Administrator can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
||
Trading Community Organization Address Contact Preference |
A Channel Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Channel Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Channel Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Channel Administrator can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Channel Administrator can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Administrator can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Administrator can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Person Address Contact Preference |
A Channel Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Channel Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Channel Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Channel Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Channel Administrator can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Channel Administrator can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Administrator can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Administrator can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Channel Administrator can remove trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
|
A Channel Administrator can update trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Administrator can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Administrator can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
||
Trading Community Resource Note |
A Channel Administrator can manage trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Channel Administrator can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
A Channel Administrator can view trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|||
Trading Community Resource Sales Representative Setup |
A Channel Administrator can manage trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
|
A Channel Administrator can view trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: View Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
||
Trading Community Resource Skill |
A Channel Administrator can manage trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Channel Administrator can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Administrator can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Administrator can view trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Administrator can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Administrator can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Administrator
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
|||
Privilege |
Create Items |
Manage Item |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Channel Administrator
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Create Items |
Approve Cycle Count Sequences |
Create Cycle Count |
|
Create Interorganization Transfer |
|
Create Subinventory Transfer |
|
Cycle Counting |
|
Inventory Transactions |
|
Item Costing |
Create Items |
Pick Release Goods |
Maintains and manages partner transactional data.
Duties assigned directly and indirectly to the job role Channel Operations Manager
Duty Role |
Description |
|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Application Message Administration Duty |
Manages application messages. |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Application Tree Structure Registration Duty |
Manages application tree structure. |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Applications Common Application Impersonator Role |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Channel Operations Manager Duty |
Enterprise Duty role that inherits all duties performed by Channel Operations Manager |
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Department Selection Duty |
Filters the department list of values based on the user's organization security profile. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Import Trading Community Person and Organization Duty |
Imports people and organizations. |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Job Selection Duty |
Filters the job list of values based on the user's job security profile. |
Lead Registration Approval Duty |
Approves sales lead registrations submitted by external partners. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Budget Export Management Duty |
Restricts the presentation of exportable objects to marketing budgets. |
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Channel Administration Duty |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Center UI Customization Duty |
Customize the Partner Center pages. |
Partner Channel Administrative Analysis Duty |
This BI duty role is to administer analysis in all key areas in Partner Analytics, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs. |
Partner Channel Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to. |
Partner Channel Transaction Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to |
Partner Content Management Duty |
Secures who can create partner collateral |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Export Management Duty |
Manages partners bulk export. |
Partner Import Administration Duty |
Partner Import Administration Duty role. This duty will allow for administration activities of Partner Import |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Lead Management Duty |
Views and updates all partner leads in the enterprise. |
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Partner Program Enrollment Duty |
Applies for a program and answers a questionnaire as part of the enrollment for the partner user. |
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Partner Transaction Data Security |
This role grants data security access to all partner transactions around leads and opportunities |
Party Contract View Access Duty |
Views contracts for a party for the assigned business units. |
Party Information Inquiry Duty |
Views trading community parties. |
Person Self Information Inquiry Duty |
Views their own information. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Resource Administration Duty |
Administers resource information. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Resource Organization Administration Duty |
Administers resource organizations. |
Resource Organization Management Duty |
Manages resource organizations. |
Resource Team Management Duty |
Manages resource teams. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Administration Duty |
Defines trading community data import installation and configuration information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Channel Operations Manager
Inherited Roles |
|---|
Channel Operations Manager Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Channel Operations Manager Duty Administration Link View Duty Applications Common Application Impersonator Role Appointment Note Management Duty Attachments User Audit Trail Report Viewing Duty Channel Manager Dashboard Duty Contract Terms and Conditions View Access Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Functional Setups Duty Import Trading Community Person and Organization Duty Trading Community Import Administration Duty Trading Community Import Batch Management Duty Trading Community Import Process Management Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Management Duty Party Information Inquiry Duty Trading Partner Item Inquiry Duty Party Information Inquiry Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Export Management Duty Common Component Export Management Duty CRM Export Management Duty Marketing Budget Maintenance Duty Marketing Budget Utilization Duty Marketing Fund Request and Claim Processing Duty Opportunity Channel Administration Duty Partner Account Administration Duty Partner Account Review Duty Partner Center UI Customization Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Content Management Duty Partner Export Management Duty CRM Export Management Duty Partner Import Administration Duty Partner Lead Management Duty Partner Program Enrollment Duty Partner Program Questionnaire Response Duty Partner Program Enrollment View Duty Partner Program Questionnaire Response Duty Partner Program Maintain Duty Partner Program Contract Association Duty Partner Program Questionnaire Management Duty Partner Program Questionnaire Response Duty Partner Program Review Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Party Contract View Access Duty Party Information Inquiry Duty Real Time Communication Management Duty Relationship Information Inquiry Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Sales Lead Follow Up Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Party Partner Territory Management Duty Task Note Management Duty Territory Management Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Party Information Inquiry Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Marketing Approver Lead Registration Approval Duty Partner Channel Administrative Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Partner Transaction Data Security Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Channel Transaction Analysis Duty Business Intelligence Authoring Duty Resource Party Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Resource Organization Management Duty Application Tree Administration Duty Resource Team Management Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Channel Operations Manager.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
View Administration Link |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Manage All Application Profile Values |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Manage Application Attachment Category |
Manage Application Attachment Entity |
||
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
Application Message Administration Duty |
Manages application messages. |
Manage Application Message |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Manage Application Profile Category |
Manage Application Profile Option |
||
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Manage Application Reference Data Set |
Manage Application Reference Data Set Assignment |
||
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Manage Application Taxonomy |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Application Tree Structure Registration Duty |
Manages application tree structure. |
Manage Application Tree Structure |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Manage My Application Profile Values |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Currency |
Manage Application Reference ISO Language |
||
Manage Application Reference Industry |
||
Manage Application Reference Language |
||
Manage Application Reference Natural Language |
||
Manage Application Reference Territory |
||
Manage Application Reference Timezone |
||
Applications Common Application Impersonator Role |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Impersonate User |
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Run CRM Export Process |
Set Up CRM Objects for Export |
||
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Manage Partner User Profile |
View Channel Manager Dashboard |
||
View Channel Manager Dashboard as Administrator |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Profile |
||
View Partner Program Enrollment |
||
View Partner Programs Summary |
||
View Territories and Forecasts |
||
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Run Purge Recent Items |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Download Contract for External Parties |
View Contract Terms |
||
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Manage Customer Data Management Foundation Custom Objects |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Execute Setup Tasks |
Review Applications Offering |
||
Review Setups Functional User Overview |
||
Setup and Maintain Applications |
||
Import Trading Community Person and Organization Duty |
Imports people and organizations. |
Import Trading Community Person |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Customize Incentive Compensation Participant Goal |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Create Item Structure |
Manage Item |
||
Manage Item Attachment |
||
Manage Item Catalog |
||
Manage Item Lifecycle Phase Change |
||
Manage Item Organization Association |
||
Manage Item Relationship |
||
Manage Item Status Change |
||
Manage Trading Partner Item Reference |
||
Monitor Item Summary |
||
Monitor Item Work Area |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Approval Duty |
Approves sales lead registrations submitted by external partners. |
Approve Sales Lead |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Activate Marketing Budget |
Create Marketing Budget |
||
Create Marketing Budget Entry |
||
Create Marketing Claim Settlement |
||
Delete Marketing Budget |
||
Delete Marketing Claim Settlement |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Import Marketing Budget |
||
Import Marketing Budget Entry |
||
Inactivate Marketing Budget |
||
Manage Budgets Work Area |
||
Run Marketing Budget Currency Revaluation Scheduler |
||
Update Marketing Budget |
||
Update Marketing Budget Entry |
||
Update Marketing Claim Settlement |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Create Marketing Claim |
Create Marketing Fund Request |
||
Delete Marketing Claim |
||
Delete Marketing Fund Request |
||
Manage Budgets Work Area |
||
Submit Marketing Claim |
||
Submit Marketing Fund Request |
||
Update Marketing Claim |
||
Update Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Approve Marketing Claim |
Approve Marketing Fund Request |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Manage Budgets Work Area |
||
Reject Marketing Claim |
||
Reject Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Channel Administration Duty |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
Set Up Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Create Partner |
Create Partner Member |
||
Create Partner User |
||
Import Partner |
||
Manage Partner Account Team |
||
Manage Partner User Security Role |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile |
||
View Partner |
||
View Partner Contract |
||
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Search Partner |
View Channel Manager Dashboard |
||
View Partner |
||
View Partner Account Team |
||
View Partner Contract |
||
View Partner Interaction |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Note |
||
View Partner Opportunity |
||
View Partner Profile |
||
View Partner Snapshot |
||
View Partner Task |
||
Partner Center UI Customization Duty |
Customize the Partner Center pages. |
Customize Partner Center UI |
Partner Content Management Duty |
Secures who can create partner collateral |
Manage Partner Content |
Partner Lead Management Duty |
Views and updates all partner leads in the enterprise. |
Update Sales Lead |
View Sales Lead |
||
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Associate Question to Partner Program |
View Contract Terms Template by Web Service |
||
View Contract Type by Web Service |
||
Partner Program Enrollment Duty |
Applies for a program and answers a questionnaire as part of the enrollment for the partner user. |
Apply Partner Program |
Manage Partner Program Enrollment |
||
View Partner Program Enrollment |
||
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
View Partner Program Enrollment |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Maintain Partner Program |
View Partner Program |
||
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Define Contract Expert Question for Programs |
Search Contract Expert Question for Programs |
||
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Party Contract View Access Duty |
Views contracts for a party for the assigned business units. |
View Contracts for Party |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Manage Sales Quota Prediction Formula |
Manage Sales Territory Quota |
||
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
||
Enter Trading Community Resource Information |
||
Identify Trading Community Person as a Trading Community Resource |
||
Manage Trading Community Resource |
||
Manage Trading Community Resource History |
||
Manage Trading Community Resource Lookups |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Note Descriptive Flexfields |
||
Manage Trading Community Resource Note Type |
||
Manage Trading Community Resource Note Type Mapping |
||
Manage Trading Community Resource Organization Memberships |
||
Manage Trading Community Resource Role Assignments |
||
Manage Trading Community Resource Sales Representative Information |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Team Memberships |
||
Remove Trading Community Resource |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Administration Detail Information |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource History |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Team Memberships |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Administration Duty |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Manage Trading Community Resource Organization Hierarchy |
||
Manage Trading Community Resource Organization Members |
||
Run Trading Community Resource Reporting Hierarchy Generation |
||
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Resource Team Management Duty |
Manages resource teams. |
Search Trading Community Resource Team |
View Trading Community Resource Overview Information |
||
View Trading Community Resource Team |
||
View Trading Community Resource Team Details |
||
View Trading Community Resource Team Members |
||
View Trading Community Resource Team Usages |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Manage Sales Party Partner Territory |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Manage Goal Management Notifications |
Manage Talent Notifications |
||
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Trading Community Import Administration Duty |
Defines trading community data import installation and configuration information. |
Manage Trading Community Import Lookups |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Modify Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
Monitor Item Work Area |
View Trading Partner Item |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
||
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Channel Operations Manager
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Channel Operations Manager can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Channel Operations Manager can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Channel Operations Manager can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
|
Application Attachment Category |
A Channel Operations Manager can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Channel Operations Manager can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Channel Operations Manager can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Appointment |
A Channel Operations Manager can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
A Channel Operations Manager can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
||
Role: Common Component Export Management Duty Privilege: View Appointment (Data) Resource: Appointment |
|||
Appointment Assignee Export Object |
A Channel Operations Manager can view appointment assignee export object for all appointment assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Assignee Export Object (Data) Resource: Appointment Assignee Export Object |
|
Appointment Category Export Object |
A Channel Operations Manager can view appointment category export object for all appointment category export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Category Export Object (Data) Resource: Appointment Category Export Object |
|
Appointment Contact Export Object |
A Channel Operations Manager can view appointment contact export object for all appointment contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Contact Export Object (Data) Resource: Appointment Contact Export Object |
|
Appointment Export Object |
A Channel Operations Manager can view appointment export object for all appointment export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Export Object (Data) Resource: Appointment Export Object |
|
Appointment Note |
A Channel Operations Manager can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Channel Operations Manager can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Channel Operations Manager can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Channel Operations Manager can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Assignment Grade |
A Channel Operations Manager can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Bookmark |
A Channel Operations Manager can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Business Unit |
A Channel Operations Manager can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Consumer File Import Activity |
A Channel Operations Manager can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Channel Operations Manager can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Channel Operations Manager can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Channel Operations Manager can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Contract |
A Channel Operations Manager can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Note |
A Channel Operations Manager can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Customer Account |
A Channel Operations Manager can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Channel Operations Manager can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
A Channel Operations Manager can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Operations Manager can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Operations Manager can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Channel Operations Manager can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Channel Operations Manager can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Channel Operations Manager can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Channel Operations Manager can choose department for departments in their organization security profile |
Role: Department Selection Duty Privilege: Choose Department (Data) Resource: Department |
|
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|||
Employee Resource File Import Activity |
A Channel Operations Manager can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
|
Employee Resource File Import Mapping |
A Channel Operations Manager can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
|
Employee Resource File Import Object |
A Channel Operations Manager can view employee resource file import object type for all employee resource file import objects of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
|
File Export Batch |
A Channel Operations Manager can view file export batch for all export batches |
Role: CRM Export Management Duty Privilege: View File Export Batch (Data) Resource: File Export Batch |
|
File Export Object |
A Channel Operations Manager can manage export unit test for all export unit test objects |
Role: CRM Export Management Duty Privilege: Manage Export Unit Test (Data) Resource: File Export Object |
|
HR Job |
A Channel Operations Manager can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Role: Job Selection Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Hierarchy File Import Activity |
A Channel Operations Manager can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Channel Operations Manager can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Channel Operations Manager can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Channel Operations Manager can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Channel Operations Manager can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Channel Operations Manager can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Incentive Compensation Goal |
A Channel Operations Manager can manage incentive compensation goal for the business units for which they are authorized |
Role: Incentive Compensation Goal Management Duty Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
|
Interaction |
A Channel Operations Manager can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Channel Operations Manager can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
||
A Channel Operations Manager can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Channel Operations Manager can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
A Channel Operations Manager can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Channel Operations Manager can view interaction for all interactions in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
|||
Interaction Association Export Object |
A Channel Operations Manager can view interaction association export object for all interaction association export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Association Export Object (Data) Resource: Interaction Association Export Object |
|
Interaction Export Object |
A Channel Operations Manager can view interaction export object for all interaction export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Export Object (Data) Resource: Interaction Export Object |
|
Interaction Participant Export Object |
A Channel Operations Manager can view interaction participant export object for all interaction participant export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Participant Export Object (Data) Resource: Interaction Participant Export Object |
|
Item |
A Channel Operations Manager can create item class item for the item classes they have access to |
Role: Item Management Duty Privilege: Create Item Class Item (Data) Resource: Item |
|
Kudos |
A Channel Operations Manager can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Legal Employer |
A Channel Operations Manager can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Channel Operations Manager can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Channel Operations Manager can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Channel Operations Manager can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Channel Operations Manager can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing Budget |
A Channel Operations Manager can delete marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
|
A Channel Operations Manager can delete marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can delete marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can delete marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can update marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can update marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can update marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can update marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can view marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can view marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can view marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Operations Manager can view marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
Marketing Budget Export Object |
A Channel Operations Manager can view marketing budget export object for all marketing budget export objects in the enterprise |
Role: Marketing Budget Export Management Duty Privilege: View Marketing Budget Export Object (Data) Resource: Marketing Budget Export Object |
|
Marketing Budget Note |
A Channel Operations Manager can delete marketing budget note where they have delete access to the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Operations Manager can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Operations Manager can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Operations Manager can view marketing budget note for all internal or external marketing budget notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Channel Operations Manager can view marketing budget note where they are the author of the private marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Marketing Budget Team |
A Channel Operations Manager can update marketing budget team for all external and internal marketing budget team members |
Role: Marketing Fund Request and Claim Processing Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
|
A Channel Operations Manager can update marketing budget team for all external and internal marketing budget team members where they are the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
A Channel Operations Manager can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
Marketing Claim |
A Channel Operations Manager can delete marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim (Data) Resource: Marketing Claim |
|
A Channel Operations Manager can update marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim (Data) Resource: Marketing Claim |
||
A Channel Operations Manager can view marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim (Data) Resource: Marketing Claim |
||
Marketing Claim Note |
A Channel Operations Manager can delete marketing claim note where they have delete access to the marketing claim |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Operations Manager can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Operations Manager can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Operations Manager can view marketing claim note for all internal or external marketing claim notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Channel Operations Manager can view marketing claim note where they are the author of the private marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Marketing Fund Request Note |
A Channel Operations Manager can delete marketing fund request note where they have delete access to the marketing fund request |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Operations Manager can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Operations Manager can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Operations Manager can view marketing fund request note for all internal or external marketing fund request notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Channel Operations Manager can view marketing fund request note where they are the author of the private marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Message Board |
A Channel Operations Manager can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Channel Operations Manager can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Note |
A Channel Operations Manager can view note for all notes in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note (Data) Resource: Note |
|
Note Export Object |
A Channel Operations Manager can view note export object for all note export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note Export Object (Data) Resource: Note Export Object |
|
Opportunity |
A Channel Operations Manager can manage opportunity general profile for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Channel Operations Manager can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Channel Operations Manager can manage opportunity restricted profile for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Operations Manager can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Operations Manager can manage opportunity revenue for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Operations Manager can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Operations Manager can manage opportunity team for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Operations Manager can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Operations Manager can view opportunity for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
A Channel Operations Manager can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
Opportunity Note |
A Channel Operations Manager can manage opportunity note for all opportunities having a partner organization and the note is external |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Channel Operations Manager can manage opportunity note where they are an opportunity sales team member with full access and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Operations Manager can manage opportunity note where they are the author of the note |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Operations Manager can view opportunity note for all opportunities having a partner organization and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Operations Manager can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Operations Manager can view opportunity note where they are the author of the note |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Partner |
A Channel Operations Manager can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner |
|
Partner Account Team Export Object |
A Channel Operations Manager can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Account Team Export Object |
|
Partner Dimensions Member Export Object |
A Channel Operations Manager can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Dimensions Member Export Object |
|
Partner File Import Activity |
A Channel Operations Manager can view partner file import activity object type for all partner file import activities of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|||
Partner File Import Mapping |
A Channel Operations Manager can view partner file import mapping object type for all partner file import mappings of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|
Role: Resource Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|||
Partner File Import Object |
A Channel Operations Manager can view partner file import object type for all partner file import objects of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|
Role: Resource Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|||
Partner Member File Import Activity |
A Channel Operations Manager can view partner member file import activity object type for all partner member file import activities of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|||
Partner Member File Import Mapping |
A Channel Operations Manager can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|||
Partner Member File Import Object |
A Channel Operations Manager can view partner member file import object type for all partner member file import objects of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|||
Partner Note |
A Channel Operations Manager can manage partner note for all notes that are not private |
Role: Partner Account Administration Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
|
A Channel Operations Manager can manage partner note for all notes that are not private and where they are in the partner account team |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
A Channel Operations Manager can manage partner note where they are the author of the note |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
Partner Profile |
A Channel Operations Manager can manage partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
|
A Channel Operations Manager can view partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
A Channel Operations Manager can view partner account where they are in the management chain of a resource who is on the partner account team |
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
A Channel Operations Manager can view partner account where they are in the partner account team |
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
Partner Profile Export Object |
A Channel Operations Manager can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Profile Export Object |
|
Partner Profile Multiple Values Fields Export Object |
A Channel Operations Manager can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Profile Multiple Values Fields Export Object |
|
Partner Program |
A Channel Operations Manager can maintain partner program for all partner programs in the enterprise |
Role: Partner Program Maintain Duty Privilege: Maintain Partner Program (Data) Resource: Partner Program |
|
Partner Program Enrollment |
A Channel Operations Manager can manage partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
A Channel Operations Manager can view partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment View Duty Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
||
Person Assignment |
A Channel Operations Manager can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Channel Operations Manager can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Channel Operations Manager can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Channel Operations Manager can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Channel Operations Manager can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Program Enrollment Import Activity |
A Channel Operations Manager can view program enrollment import activity object type for all file import activities of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Activity Object Type (Data) Resource: Program Enrollment Import Activity |
|
Program Enrollment Import Mapping |
A Channel Operations Manager can view program enrollment import mapping object type for all file import mappings of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Mapping Object Type (Data) Resource: Program Enrollment Import Mapping |
|
Program Enrollment Import Object |
A Channel Operations Manager can view program enrollment import object type for all file import objects of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Object Type (Data) Resource: Program Enrollment Import Object |
|
Public Person |
A Channel Operations Manager can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Sales Lead |
A Channel Operations Manager can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Channel Operations Manager can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Operations Manager can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Operations Manager can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Operations Manager can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Operations Manager can update sales lead all partners for all partner leads in the enterprise |
Role: Partner Lead Management Duty Privilege: Update Sales Lead All Partners (Data) Resource: Sales Lead |
||
A Channel Operations Manager can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can view sales lead all partners for all partner leads in the enterprise |
Role: Partner Lead Management Duty Privilege: View Sales Lead All Partners (Data) Resource: Sales Lead |
||
A Channel Operations Manager can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Operations Manager can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
Sales Lead Note |
A Channel Operations Manager can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Operations Manager can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Operations Manager can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Operations Manager can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Operations Manager can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Operations Manager can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Party |
A Channel Operations Manager can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Operations Manager can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Operations Manager can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Operations Manager can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Operations Manager can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Operations Manager can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Operations Manager can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Operations Manager can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Operations Manager can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Operations Manager can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Operations Manager can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Operations Manager can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Sales Party Note |
A Channel Operations Manager can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Channel Operations Manager can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Operations Manager can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Operations Manager can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Operations Manager can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Operations Manager can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Operations Manager can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Operations Manager can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Operations Manager can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Quota Plan |
A Channel Operations Manager can view sales quota plan for all sales quota plans that are active |
Role: Quota Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|
Sales Reference Customer |
A Channel Operations Manager can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Sales Resource Quota |
A Channel Operations Manager can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
|
A Channel Operations Manager can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Operations Manager can view sales resource quota where they are assigned the quota |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Operations Manager can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Operations Manager can view sales resource quota where they are the owner of the territory to which the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
Sales Territory |
A Channel Operations Manager can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted |
Role: Territory Management Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|
A Channel Operations Manager can view sales territory where they are a member of the territory team |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Operations Manager can view sales territory where they are the owner of a parent territory in the territory hierarchy |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Operations Manager can view sales territory where they are the territory owner |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
Sales Territory Partition |
A Channel Operations Manager can view sales territory partition for all partitions in the enterprise |
Role: Territory Management Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|
Sales Territory Proposal |
A Channel Operations Manager can manage sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|
A Channel Operations Manager can manage sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Operations Manager can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Operations Manager can view sales territory proposal where they are the owner of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Operations Manager can view sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Operations Manager can view sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
Social Connection |
A Channel Operations Manager can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Channel Operations Manager can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Task Assignee Export Object |
A Channel Operations Manager can view task assignee export object for all task assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Assignee Export Object (Data) Resource: Task Assignee Export Object |
|
Task Contact Export Object |
A Channel Operations Manager can view task contact export object for all task contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Contact Export Object (Data) Resource: Task Contact Export Object |
|
Task Export Object |
A Channel Operations Manager can view task export object for all task export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Export Object (Data) Resource: Task Export Object |
|
Task Note |
A Channel Operations Manager can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Channel Operations Manager can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Channel Operations Manager can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Operations Manager can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Operations Manager can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Channel Operations Manager can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Channel Operations Manager can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Channel Operations Manager can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Channel Operations Manager can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Channel Operations Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Channel Operations Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Channel Operations Manager can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
A Channel Operations Manager can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
||
Trading Community Organization Address Contact Preference |
A Channel Operations Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Channel Operations Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Channel Operations Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Channel Operations Manager can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Channel Operations Manager can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Operations Manager can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Operations Manager can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Person Address Contact Preference |
A Channel Operations Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Channel Operations Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Channel Operations Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Channel Operations Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Channel Operations Manager can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Channel Operations Manager can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Operations Manager can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Operations Manager can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Channel Operations Manager can remove trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
|
A Channel Operations Manager can update trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Operations Manager can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Operations Manager can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
||
Trading Community Resource Note |
A Channel Operations Manager can manage trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Channel Operations Manager can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
A Channel Operations Manager can view trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|||
Trading Community Resource Sales Representative Setup |
A Channel Operations Manager can manage trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
|
A Channel Operations Manager can view trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: View Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
||
Trading Community Resource Skill |
A Channel Operations Manager can manage trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Channel Operations Manager can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Operations Manager can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Operations Manager can view trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Operations Manager can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Operations Manager can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Operations Manager
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
|||
Privilege |
Create Items |
Manage Item |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Channel Operations Manager
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Create Items |
Approve Cycle Count Sequences |
Create Cycle Count |
|
Create Interorganization Transfer |
|
Create Subinventory Transfer |
|
Cycle Counting |
|
Inventory Transactions |
|
Item Costing |
Create Items |
Pick Release Goods |
Defines new channel partner programs.
Duties assigned directly and indirectly to the job role Channel Partner Manager
Duty Role |
Description |
|---|---|
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Channel Partner Manager Duty |
Enterprise Duty role that inherits all duties performed by Channel Partner Manager |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Channel Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to. |
Partner Channel Transaction Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to |
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Party Information Inquiry Duty |
Views trading community parties. |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Roles inherited directly and indirectly by the job role Channel Partner Manager
Inherited Roles |
|---|
Channel Partner Manager Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Channel Partner Manager Duty Audit Trail Report Viewing Duty Channel Manager Dashboard Duty Contract Terms and Conditions View Access Duty Interaction Management Duty Item Management Duty Party Information Inquiry Duty Trading Partner Item Inquiry Duty Party Information Inquiry Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Program Enrollment View Duty Partner Program Questionnaire Response Duty Partner Program Maintain Duty Partner Program Contract Association Duty Partner Program Questionnaire Management Duty Partner Program Questionnaire Response Duty Partner Program Review Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Sales Party Partner Territory Management Duty Territory Management Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Party Information Inquiry Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Channel Transaction Analysis Duty Business Intelligence Authoring Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Channel Partner Manager.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Manage Partner User Profile |
View Channel Manager Dashboard |
||
View Channel Manager Dashboard as Administrator |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Profile |
||
View Partner Program Enrollment |
||
View Partner Programs Summary |
||
View Territories and Forecasts |
||
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Download Contract for External Parties |
View Contract Terms |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Customize Incentive Compensation Participant Goal |
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Create Item Structure |
Manage Item |
||
Manage Item Attachment |
||
Manage Item Catalog |
||
Manage Item Lifecycle Phase Change |
||
Manage Item Organization Association |
||
Manage Item Relationship |
||
Manage Item Status Change |
||
Manage Trading Partner Item Reference |
||
Monitor Item Summary |
||
Monitor Item Work Area |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Associate Question to Partner Program |
View Contract Terms Template by Web Service |
||
View Contract Type by Web Service |
||
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
View Partner Program Enrollment |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Maintain Partner Program |
View Partner Program |
||
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Define Contract Expert Question for Programs |
Search Contract Expert Question for Programs |
||
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Manage Sales Quota Prediction Formula |
Manage Sales Territory Quota |
||
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Manage Sales Party Partner Territory |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
Monitor Item Work Area |
View Trading Partner Item |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
Data security policies and their enforcement across analytics application for the job role Channel Partner Manager
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Channel Partner Manager can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Channel Partner Manager can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Assignment Grade |
A Channel Partner Manager can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Bookmark |
A Channel Partner Manager can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Business Unit |
A Channel Partner Manager can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Department |
A Channel Partner Manager can choose department for departments in their organization security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|
HR Job |
A Channel Partner Manager can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Incentive Compensation Goal |
A Channel Partner Manager can manage incentive compensation goal for the business units for which they are authorized |
Role: Incentive Compensation Goal Management Duty Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
|
Interaction |
A Channel Partner Manager can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Channel Partner Manager can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Channel Partner Manager can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Item |
A Channel Partner Manager can create item class item for the item classes they have access to |
Role: Item Management Duty Privilege: Create Item Class Item (Data) Resource: Item |
|
Kudos |
A Channel Partner Manager can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Legal Employer |
A Channel Partner Manager can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Location |
A Channel Partner Manager can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Message Board |
A Channel Partner Manager can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Channel Partner Manager can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Partner Program |
A Channel Partner Manager can maintain partner program for all partner programs in the enterprise |
Role: Partner Program Maintain Duty Privilege: Maintain Partner Program (Data) Resource: Partner Program |
|
Partner Program Enrollment |
A Channel Partner Manager can view partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment View Duty Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
Person Assignment |
A Channel Partner Manager can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Channel Partner Manager can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Channel Partner Manager can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Channel Partner Manager can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Channel Partner Manager can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Public Person |
A Channel Partner Manager can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Sales Quota Plan |
A Channel Partner Manager can view sales quota plan for all sales quota plans that are active |
Role: Quota Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|
Sales Resource Quota |
A Channel Partner Manager can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
|
A Channel Partner Manager can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Partner Manager can view sales resource quota where they are assigned the quota |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Partner Manager can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Partner Manager can view sales resource quota where they are the owner of the territory to which the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
Sales Territory |
A Channel Partner Manager can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted |
Role: Territory Management Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|
A Channel Partner Manager can view sales territory where they are a member of the territory team |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Partner Manager can view sales territory where they are the owner of a parent territory in the territory hierarchy |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Partner Manager can view sales territory where they are the territory owner |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
Sales Territory Partition |
A Channel Partner Manager can view sales territory partition for all partitions in the enterprise |
Role: Territory Management Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|
Sales Territory Proposal |
A Channel Partner Manager can manage sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|
A Channel Partner Manager can manage sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Partner Manager can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Partner Manager can view sales territory proposal where they are the owner of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Partner Manager can view sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Partner Manager can view sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
Social Connection |
A Channel Partner Manager can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Channel Partner Manager can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Trading Community Org Address Email Contact Preference |
A Channel Partner Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Channel Partner Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Channel Partner Manager can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Channel Partner Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Channel Partner Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Channel Partner Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Channel Partner Manager can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Channel Partner Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Channel Partner Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Channel Partner Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Channel Partner Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Channel Partner Manager can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Channel Partner Manager can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Partner Manager
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Trading Partner Item Reference |
|||
Privilege |
Create Items |
Manage Item |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Channel Partner Manager
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Create Items |
Approve Cycle Count Sequences |
Create Cycle Count |
|
Create Interorganization Transfer |
|
Create Subinventory Transfer |
|
Cycle Counting |
|
Inventory Transactions |
|
Item Costing |
Create Items |
Pick Release Goods |
Maintains customization of all PRM portal pages, external, internal, and anonymous pages.
Duties assigned directly and indirectly to the job role Channel Partner Portal Administrator
Duty Role |
Description |
|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Application Document Sequence Administration Duty |
Manages document sequences and document sequence categories. |
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Application Message Administration Duty |
Manages application messages. |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Application Tree Structure Registration Duty |
Manages application tree structure. |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Applications Common Application Document Sequence Category Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application document sequence categories. |
Applications Common Application Flexfield Value Set Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application flexfields value sets. |
Applications Common Application Profile Value Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application profile option values. |
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Audit Trail Management Duty |
Duty role to allow the administrator to configure and view the audit history. |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
CRM Administrative Analysis Duty |
BI duty role to administer analysis in all key areas in CRM, including but not limited to Revenue,Quota, Forecasting,Territory, Marketing Programs, Leads, Responses and TCA. |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Channel Administrator Duty |
Enterprise Duty role that inherits all duties performed by Channel Administrator |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Channel Partner Portal Administrator Duty |
Enterprise duty role to maintain customization of all PRM portal pages, external, internal, and anonymous pages. |
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Contract Setup Duty |
Contract Setup |
Contract Terms Library Administration Duty |
Manages the Contract Terms Library, including defining and maintaining terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes. |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Contract UI Customization Duty |
Allows customization of Contracts pages |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Customer Contract Setup Duty |
In addition to the setup activities allowed by the Contract Setup Duty, this duty performs setup activities that are specific to customer contracts, such as managing customer contract management business function settings and billing accounts. |
Customer Contract Terms Library Administration Duty |
Manages sell intent Contract Terms Library objects. |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Department Selection Duty |
Filters the department list of values based on the user's organization security profile. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Import Trading Community Person and Organization Duty |
Imports people and organizations. |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Job Selection Duty |
Filters the job list of values based on the user's job security profile. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Budget Export Management Duty |
Restricts the presentation of exportable objects to marketing budgets. |
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Marketing Claim Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing claims. |
Marketing Fund Request Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing fund requests. |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Channel Administration Duty |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Opportunity Partner Administration Duty |
Administers all aspects of the application, including some setup. This role is for partner administrators. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Page Composer Source View Access Duty |
Duty role to allow access to page composer source view |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Partner Administrator Dashboard Duty |
Executes transactional items within the partner dashboard when belongs to an approved partner organization. This role is for an administrator. |
Partner Administrator Duty |
Enterprise Duty role that inherits all duties performed by Partner Administrator |
Partner Administrator Limited Dashboard Duty |
Views limited information based on a dashboard when a partner organization is in a status of registered or expired. This role is for the partner administrator. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Center UI Customization Duty |
Customize the Partner Center pages. |
Partner Channel Administrative Analysis Duty |
This BI duty role is to administer analysis in all key areas in Partner Analytics, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs. |
Partner Channel Administrative Transaction Analysis Duty |
This BI duty role is to administer analysis in all key areas in Partner Analytics, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs |
Partner Content Management Duty |
Secures who can create partner collateral |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Export Management Duty |
Manages partners bulk export. |
Partner Import Administration Duty |
Partner Import Administration Duty role. This duty will allow for administration activities of Partner Import |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Lead External Management Duty |
Views and updates all partner leads in the partner organization. |
Partner Lead Management Duty |
Views and updates all partner leads in the enterprise. |
Partner Management Setup Duty |
Manages the partner management setup tasks. |
Partner Management as Partner Administrator Duty |
Manages the partner account for their partner organization, including managing members, users, and profile information. This role is for the partner administrator. |
Partner Member Termination Duty |
Grants privileges to terminate partner members. |
Partner Organization Analysis Duty |
This BI duty role is to analyze the partner's own performance. |
Partner Portal Customize Links Duty |
Views the links to customize UI Shell and all PRM pages, including anonymous partner pages. |
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Partner Transaction Data Security |
This role grants data security access to all partner transactions around leads and opportunities |
Party Information Inquiry Duty |
Views trading community parties. |
Person Self Information Inquiry Duty |
Views their own information. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Resource Administration Duty |
Administers resource information. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Resource Organization Administration Duty |
Administers resource organizations. |
Resource Organization Management Duty |
Manages resource organizations. |
Sales Analysis Currency Preference |
This role is used to get the supported currencies in Sales Analysis module. |
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Administration Duty |
Defines trading community data import installation and configuration information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Channel Partner Portal Administrator
Inherited Roles |
|---|
Channel Partner Portal Administrator Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Channel Partner Portal Administrator Duty Audit Trail Report Viewing Duty Channel Administrator Duty Administration Link View Duty Attachments User Audit Trail Management Duty Audit Trail Report Viewing Duty CRM Administrative Analysis Duty Business Intelligence Authoring Duty Sales Analysis Currency Preference Channel Manager Dashboard Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Functional Setups Duty Import Trading Community Person and Organization Duty Trading Community Import Administration Duty Trading Community Import Batch Management Duty Trading Community Import Process Management Duty Item Management Duty Party Information Inquiry Duty Trading Partner Item Inquiry Duty Party Information Inquiry Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Export Management Duty Common Component Export Management Duty CRM Export Management Duty Opportunity Channel Administration Duty Partner Account Administration Duty Partner Account Review Duty Partner Center UI Customization Duty Partner Channel Administrative Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Partner Transaction Data Security Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Content Management Duty Partner Import Administration Duty Partner Lead Management Duty Partner Management Setup Duty Application All Profile Value Administration Duty Customer Contract Setup Duty Contract Setup Duty Administration Link View Duty Application Descriptive Flexfield Administration Duty Application Document Sequence Administration Duty Application Lookup Administration Duty Applications Common Application Document Sequence Category Administration Duty Applications Common Application Flexfield Value Set Administration Duty Applications Common Application Profile Value Administration Duty Contract UI Customization Duty Customer Contract Terms Library Administration Duty Contract Terms Library Administration Duty Partner Export Management Duty CRM Export Management Duty Partner Program Enrollment View Duty Partner Program Questionnaire Response Duty Partner Program Maintain Duty Partner Program Contract Association Duty Partner Program Questionnaire Management Duty Partner Program Questionnaire Response Duty Partner Program Review Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Party Information Inquiry Duty Real Time Communication Management Duty Relationship Information Inquiry Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Sales Catalog Administration Duty Sales Lead Follow Up Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Channel Manager Dashboard Duty Page Composer Source View Access Duty Partner Administrator Duty Appointment Note Management Duty Contract Terms and Conditions View Access Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Utilization Duty Marketing Claim Attachment Management Duty Marketing Fund Request Attachment Management Duty Opportunity Partner Administration Duty Participant Interaction Management Duty Partner Administrator Dashboard Duty Partner Administrator Limited Dashboard Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Partner Lead External Management Duty Partner Management as Partner Administrator Duty Partner Member Termination Duty Partner Organization Analysis Duty Business Intelligence Consumer Duty Partner Program Enrollment Partner Duty Partner Program Questionnaire Response Duty Partner Program Review Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Real Time Communication Management Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Task Note Management Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Partner Content Management Duty Partner Portal Customize Links Duty Partner Channel Administrative Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Partner Transaction Data Security Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Channel Administrative Transaction Analysis Duty Business Intelligence Authoring Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Channel Partner Portal Administrator.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
View Administration Link |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Manage All Application Profile Values |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Manage Application Attachment Category |
Manage Application Attachment Entity |
||
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
Application Document Sequence Administration Duty |
Manages document sequences and document sequence categories. |
Manage Application Document Sequence |
Manage Application Document Sequence Category |
||
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
Application Message Administration Duty |
Manages application messages. |
Manage Application Message |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Manage Application Profile Category |
Manage Application Profile Option |
||
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Manage Application Reference Data Set |
Manage Application Reference Data Set Assignment |
||
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Manage Application Taxonomy |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Application Tree Structure Registration Duty |
Manages application tree structure. |
Manage Application Tree Structure |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Manage My Application Profile Values |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Currency |
Manage Application Reference ISO Language |
||
Manage Application Reference Industry |
||
Manage Application Reference Language |
||
Manage Application Reference Natural Language |
||
Manage Application Reference Territory |
||
Manage Application Reference Timezone |
||
Applications Common Application Document Sequence Category Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application document sequence categories. |
Manage Application Document Sequence Category |
Applications Common Application Flexfield Value Set Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application flexfields value sets. |
Manage Application Flexfield Value Set |
Applications Common Application Profile Value Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application profile option values. |
Manage All Application Profile Values |
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Audit Trail Management Duty |
Duty role to allow the administrator to configure and view the audit history. |
Manage Audit Trail |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Run CRM Export Process |
Set Up CRM Objects for Export |
||
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Manage Partner User Profile |
View Channel Manager Dashboard |
||
View Channel Manager Dashboard as Administrator |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Profile |
||
View Partner Program Enrollment |
||
View Partner Programs Summary |
||
View Territories and Forecasts |
||
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Run Purge Recent Items |
Contract Setup Duty |
Contract Setup |
Build Keyword Search Index for the Contract Terms Library |
Define Project Contract Billing Configuration |
||
Generate PDF Contract for Text Search |
||
Manage Contract Currency Conversion Rate Types |
||
Manage Contract Customer Account |
||
Manage Contract Customer Account Site Usages |
||
Manage Contract Global Employee |
||
Manage Contract Interaction Reference Mapping |
||
Manage Contract Layout Templates |
||
Manage Contract Line Item |
||
Manage Contract Line Type |
||
Manage Contract Note Type Mapping |
||
Manage Contract Organization Party |
||
Manage Contract Party Contact |
||
Manage Contract Party Location |
||
Manage Contract Party Role and Contact Sources |
||
Manage Contract Payment Terms |
||
Manage Contract Person Party |
||
Manage Contract Risk Event |
||
Manage Contract Standard Clauses, Templates, and Contract Expert Rules |
||
Manage Contract Type |
||
Specify Customer Contract Management Business Function Properties |
||
Specify Procurement Contract Management Business Function Properties |
||
Track Purchasing Activity for Contract Fulfillment Line |
||
Update Contract Status |
||
View Contract Type |
||
Contract Terms Library Administration Duty |
Manages the Contract Terms Library, including defining and maintaining terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes. |
Adopt Global Clauses for a New Business Unit |
Analyze Contract Clause Usage |
||
Define Clause in the Contract Terms Library |
||
Define Contract Expert Rule in the Contract Terms Library |
||
Define Folders in the Contract Terms Library |
||
Define Numbering Scheme in the Contract Terms Library |
||
Define Section in the Contract Terms Library |
||
Define Terms Template in the Contract Terms Library |
||
Define Variable in the Contract Terms Library |
||
Import Contract Clauses |
||
Manage Contract Terms Library Work Area |
||
Purge Contract Clause Import Tables |
||
Purge Contract Temporary Tables |
||
Search Clauses in the Contract Terms Library |
||
Search Contract Expert Rules in the Contract Terms Library |
||
Search Folders in the Contract Terms Library |
||
Search Numbering Schemes in the Contract Terms Library |
||
Search Sections in the Contract Terms Library |
||
Search Terms Templates in the Contract Terms Library |
||
Search Variables in the Contract Terms Library |
||
View Clause in the Contract Terms Library |
||
View Contract Expert Rule in the Contract Terms Library |
||
View Folder in the Contract Terms Library |
||
View Numbering Schemes in the Contract Terms Library |
||
View Section in the Contract Terms Library |
||
View Terms Template in the Contract Terms Library |
||
View Variable in the Contract Terms Library |
||
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Download Contract for External Parties |
View Contract Terms |
||
Contract UI Customization Duty |
Allows customization of Contracts pages |
Customize Contract UI |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
Customer Contract Setup Duty |
In addition to the setup activities allowed by the Contract Setup Duty, this duty performs setup activities that are specific to customer contracts, such as managing customer contract management business function settings and billing accounts. |
Enable Sell Intent |
Customer Contract Terms Library Administration Duty |
Manages sell intent Contract Terms Library objects. |
Enable Sell Intent |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Manage Customer Data Management Foundation Custom Objects |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Execute Setup Tasks |
Review Applications Offering |
||
Review Setups Functional User Overview |
||
Setup and Maintain Applications |
||
Import Trading Community Person and Organization Duty |
Imports people and organizations. |
Import Trading Community Person |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Create Item Structure |
Manage Item |
||
Manage Item Attachment |
||
Manage Item Catalog |
||
Manage Item Lifecycle Phase Change |
||
Manage Item Organization Association |
||
Manage Item Relationship |
||
Manage Item Status Change |
||
Manage Trading Partner Item Reference |
||
Monitor Item Summary |
||
Monitor Item Work Area |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Create Marketing Claim |
Create Marketing Fund Request |
||
Delete Marketing Claim |
||
Delete Marketing Fund Request |
||
Manage Budgets Work Area |
||
Submit Marketing Claim |
||
Submit Marketing Fund Request |
||
Update Marketing Claim |
||
Update Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Channel Administration Duty |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
Set Up Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Partner Administration Duty |
Administers all aspects of the application, including some setup. This role is for partner administrators. |
Close Opportunity |
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Page Composer Source View Access Duty |
Duty role to allow access to page composer source view |
Access Page Composer Source View |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Create Partner |
Create Partner Member |
||
Create Partner User |
||
Import Partner |
||
Manage Partner Account Team |
||
Manage Partner User Security Role |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile |
||
View Partner |
||
View Partner Contract |
||
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Search Partner |
View Channel Manager Dashboard |
||
View Partner |
||
View Partner Account Team |
||
View Partner Contract |
||
View Partner Interaction |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Note |
||
View Partner Opportunity |
||
View Partner Profile |
||
View Partner Snapshot |
||
View Partner Task |
||
Partner Administrator Dashboard Duty |
Executes transactional items within the partner dashboard when belongs to an approved partner organization. This role is for an administrator. |
Manage Partner User Profile |
Select Partner Account |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Dashboard |
||
View Partner Dashboard as Administrator |
||
Partner Administrator Limited Dashboard Duty |
Views limited information based on a dashboard when a partner organization is in a status of registered or expired. This role is for the partner administrator. |
Manage Partner User Profile |
Select Partner Account |
||
View Partner Content |
||
View Partner Dashboard |
||
View Partner Dashboard as Administrator Limited |
||
Partner Center UI Customization Duty |
Customize the Partner Center pages. |
Customize Partner Center UI |
Partner Content Management Duty |
Secures who can create partner collateral |
Manage Partner Content |
Partner Lead External Management Duty |
Views and updates all partner leads in the partner organization. |
Update Sales Lead |
View Sales Lead |
||
Partner Lead Management Duty |
Views and updates all partner leads in the enterprise. |
Update Sales Lead |
View Sales Lead |
||
Partner Management Setup Duty |
Manages the partner management setup tasks. |
Set Up Opportunity |
Set Up Partner Management |
||
Partner Management as Partner Administrator Duty |
Manages the partner account for their partner organization, including managing members, users, and profile information. This role is for the partner administrator. |
Create Partner Member |
Create Partner User |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile as Partner Administrator Function |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Opportunity |
||
View Partner Profile as Partner Administrator Function |
||
View Partner Program Enrollment |
||
Partner Member Termination Duty |
Grants privileges to terminate partner members. |
Edit Trading Community Resource Profile |
Remove Trading Community Resource |
||
Partner Portal Customize Links Duty |
Views the links to customize UI Shell and all PRM pages, including anonymous partner pages. |
Update Partner Portal UI Shell |
View Partner Portal Customization Links |
||
View Partner Portal Landing Page |
||
View Partner Portal Registration Pages |
||
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Associate Question to Partner Program |
View Contract Terms Template by Web Service |
||
View Contract Type by Web Service |
||
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Apply Partner Program |
View Partner Program Enrollment |
||
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
View Partner Program Enrollment |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Maintain Partner Program |
View Partner Program |
||
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Define Contract Expert Question for Programs |
Search Contract Expert Question for Programs |
||
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
||
Enter Trading Community Resource Information |
||
Identify Trading Community Person as a Trading Community Resource |
||
Manage Trading Community Resource |
||
Manage Trading Community Resource History |
||
Manage Trading Community Resource Lookups |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Note Descriptive Flexfields |
||
Manage Trading Community Resource Note Type |
||
Manage Trading Community Resource Note Type Mapping |
||
Manage Trading Community Resource Organization Memberships |
||
Manage Trading Community Resource Role Assignments |
||
Manage Trading Community Resource Sales Representative Information |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Team Memberships |
||
Remove Trading Community Resource |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Administration Detail Information |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource History |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Team Memberships |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Administration Duty |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Manage Trading Community Resource Organization Hierarchy |
||
Manage Trading Community Resource Organization Members |
||
Run Trading Community Resource Reporting Hierarchy Generation |
||
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Manage Product Eligibility Rules |
Manage Product Groups |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Manage Goal Management Notifications |
Manage Talent Notifications |
||
Trading Community Import Administration Duty |
Defines trading community data import installation and configuration information. |
Manage Trading Community Import Lookups |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Modify Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
Monitor Item Work Area |
View Trading Partner Item |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
||
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Channel Partner Portal Administrator
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Channel Partner Portal Administrator can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Channel Partner Portal Administrator can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Channel Partner Portal Administrator can delete application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
|
A Channel Partner Portal Administrator can delete application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
||
A Channel Partner Portal Administrator can read application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Channel Partner Portal Administrator can read application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Channel Partner Portal Administrator can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Channel Partner Portal Administrator can update application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
A Channel Partner Portal Administrator can update application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
Application Attachment Category |
A Channel Partner Portal Administrator can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Channel Partner Portal Administrator can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Channel Partner Portal Administrator can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Application Document Sequence Category |
A Channel Partner Portal Administrator can manage application document sequence category for all applications common applications data |
Role: Applications Common Application Document Sequence Category Administration Duty Privilege: Manage Application Document Sequence Category (Data) Resource: Application Document Sequence Category |
|
Application Flexfield Value Set |
A Channel Partner Portal Administrator can manage application flexfield value set for all applications common applications data |
Role: Applications Common Application Flexfield Value Set Administration Duty Privilege: Manage Application Flexfield Value Set (Data) Resource: Application Flexfield Value Set |
|
Application Profile Value |
A Channel Partner Portal Administrator can delete application profile value for all applications common applications data |
Role: Applications Common Application Profile Value Administration Duty Privilege: Delete Application Profile Value (Data) Resource: Application Profile Value |
|
A Channel Partner Portal Administrator can update application profile value for all applications common applications data |
Role: Applications Common Application Profile Value Administration Duty Privilege: Update Application Profile Value (Data) Resource: Application Profile Value |
||
Appointment |
A Channel Partner Portal Administrator can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
A Channel Partner Portal Administrator can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
||
Role: Common Component Export Management Duty Privilege: View Appointment (Data) Resource: Appointment |
|||
Appointment Assignee Export Object |
A Channel Partner Portal Administrator can view appointment assignee export object for all appointment assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Assignee Export Object (Data) Resource: Appointment Assignee Export Object |
|
Appointment Category Export Object |
A Channel Partner Portal Administrator can view appointment category export object for all appointment category export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Category Export Object (Data) Resource: Appointment Category Export Object |
|
Appointment Contact Export Object |
A Channel Partner Portal Administrator can view appointment contact export object for all appointment contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Contact Export Object (Data) Resource: Appointment Contact Export Object |
|
Appointment Export Object |
A Channel Partner Portal Administrator can view appointment export object for all appointment export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Export Object (Data) Resource: Appointment Export Object |
|
Appointment Note |
A Channel Partner Portal Administrator can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Channel Partner Portal Administrator can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Channel Partner Portal Administrator can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Channel Partner Portal Administrator can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Assignment Grade |
A Channel Partner Portal Administrator can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Bookmark |
A Channel Partner Portal Administrator can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Business Unit |
A Channel Partner Portal Administrator can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Consumer File Import Activity |
A Channel Partner Portal Administrator can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Channel Partner Portal Administrator can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Channel Partner Portal Administrator can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Channel Partner Portal Administrator can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Contract |
A Channel Partner Portal Administrator can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Clause |
A Channel Partner Portal Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Contract Clause Folder |
A Channel Partner Portal Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Contract Expert Rule |
A Channel Partner Portal Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Contract Note |
A Channel Partner Portal Administrator can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Contract Terms Template |
A Channel Partner Portal Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Customer Account |
A Channel Partner Portal Administrator can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Channel Partner Portal Administrator can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
A Channel Partner Portal Administrator can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Partner Portal Administrator can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Partner Portal Administrator can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Channel Partner Portal Administrator can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Channel Partner Portal Administrator can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Channel Partner Portal Administrator can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Channel Partner Portal Administrator can choose department for departments in their organization security profile |
Role: Department Selection Duty Privilege: Choose Department (Data) Resource: Department |
|
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|||
Employee Resource File Import Activity |
A Channel Partner Portal Administrator can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
|
Employee Resource File Import Mapping |
A Channel Partner Portal Administrator can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
|
Employee Resource File Import Object |
A Channel Partner Portal Administrator can view employee resource file import object type for all employee resource file import objects of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
|
File Export Batch |
A Channel Partner Portal Administrator can view file export batch for all export batches |
Role: CRM Export Management Duty Privilege: View File Export Batch (Data) Resource: File Export Batch |
|
File Export Object |
A Channel Partner Portal Administrator can manage export unit test for all export unit test objects |
Role: CRM Export Management Duty Privilege: Manage Export Unit Test (Data) Resource: File Export Object |
|
HR Job |
A Channel Partner Portal Administrator can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Role: Job Selection Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Hierarchy File Import Activity |
A Channel Partner Portal Administrator can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Channel Partner Portal Administrator can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Channel Partner Portal Administrator can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Channel Partner Portal Administrator can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Channel Partner Portal Administrator can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Channel Partner Portal Administrator can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Interaction |
A Channel Partner Portal Administrator can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Channel Partner Portal Administrator can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
||
A Channel Partner Portal Administrator can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Channel Partner Portal Administrator can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
A Channel Partner Portal Administrator can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Channel Partner Portal Administrator can view interaction for all interactions in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
|||
Interaction Association Export Object |
A Channel Partner Portal Administrator can view interaction association export object for all interaction association export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Association Export Object (Data) Resource: Interaction Association Export Object |
|
Interaction Export Object |
A Channel Partner Portal Administrator can view interaction export object for all interaction export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Export Object (Data) Resource: Interaction Export Object |
|
Interaction Participant Export Object |
A Channel Partner Portal Administrator can view interaction participant export object for all interaction participant export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Participant Export Object (Data) Resource: Interaction Participant Export Object |
|
Item |
A Channel Partner Portal Administrator can create item class item for the item classes they have access to |
Role: Item Management Duty Privilege: Create Item Class Item (Data) Resource: Item |
|
Kudos |
A Channel Partner Portal Administrator can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Legal Employer |
A Channel Partner Portal Administrator can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Channel Partner Portal Administrator can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Channel Partner Portal Administrator can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Channel Partner Portal Administrator can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Channel Partner Portal Administrator can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing Budget |
A Channel Partner Portal Administrator can view marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
|
A Channel Partner Portal Administrator can view marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Partner Portal Administrator can view marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Partner Portal Administrator can view marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
Marketing Budget Export Object |
A Channel Partner Portal Administrator can view marketing budget export object for all marketing budget export objects in the enterprise |
Role: Marketing Budget Export Management Duty Privilege: View Marketing Budget Export Object (Data) Resource: Marketing Budget Export Object |
|
Marketing Budget Note |
A Channel Partner Portal Administrator can delete marketing budget note where they have delete access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|
A Channel Partner Portal Administrator can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Channel Partner Portal Administrator can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Channel Partner Portal Administrator can view marketing budget note where they are the author of the private marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Marketing Budget Team |
A Channel Partner Portal Administrator can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
|
Marketing Claim |
A Channel Partner Portal Administrator can delete marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim (Data) Resource: Marketing Claim |
|
A Channel Partner Portal Administrator can update marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim (Data) Resource: Marketing Claim |
||
A Channel Partner Portal Administrator can view marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim (Data) Resource: Marketing Claim |
||
Marketing Claim Note |
A Channel Partner Portal Administrator can delete marketing claim note where they have delete access to the marketing claim |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|
A Channel Partner Portal Administrator can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Channel Partner Portal Administrator can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Channel Partner Portal Administrator can view marketing claim note where they are the author of the private marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Marketing Fund Request Note |
A Channel Partner Portal Administrator can delete marketing fund request note where they have delete access to the marketing fund request |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|
A Channel Partner Portal Administrator can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Channel Partner Portal Administrator can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Channel Partner Portal Administrator can view marketing fund request note where they are the author of the private marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Message Board |
A Channel Partner Portal Administrator can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Channel Partner Portal Administrator can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Note |
A Channel Partner Portal Administrator can view note for all notes in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note (Data) Resource: Note |
|
Note Export Object |
A Channel Partner Portal Administrator can view note export object for all note export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note Export Object (Data) Resource: Note Export Object |
|
Opportunity |
A Channel Partner Portal Administrator can manage opportunity general profile for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Channel Partner Portal Administrator can manage opportunity general profile where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity restricted profile for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity restricted profile where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity revenue for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity revenue where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity team for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity team where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can view opportunity for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can view opportunity where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
A Channel Partner Portal Administrator can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
Opportunity Note |
A Channel Partner Portal Administrator can manage opportunity note for all opportunities having a partner organization and the note is external |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Channel Partner Portal Administrator can manage opportunity note where they are a member of a partner resource organization whose partner organization is on the opportunity and the note is external |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Partner Portal Administrator can manage opportunity note where they are an opportunity sales team member with full access and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Partner Portal Administrator can manage opportunity note where they are the author of the note |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
A Channel Partner Portal Administrator can view opportunity note for all opportunities having a partner organization and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Partner Portal Administrator can view opportunity note where they are a member of a partner resource organization whose partner organization is on the opportunity and the note is external |
Role: Opportunity Partner Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Partner Portal Administrator can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Partner Portal Administrator can view opportunity note where they are the author of the note |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Partner Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Partner |
A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner |
|
Partner Account Team Export Object |
A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Account Team Export Object |
|
Partner Dimensions Member Export Object |
A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Dimensions Member Export Object |
|
Partner File Import Activity |
A Channel Partner Portal Administrator can view partner file import activity object type for all partner file import activities of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|||
Partner File Import Mapping |
A Channel Partner Portal Administrator can view partner file import mapping object type for all partner file import mappings of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|
Role: Resource Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|||
Partner File Import Object |
A Channel Partner Portal Administrator can view partner file import object type for all partner file import objects of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|
Role: Resource Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|||
Partner Member File Import Activity |
A Channel Partner Portal Administrator can view partner member file import activity object type for all partner member file import activities of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|||
Partner Member File Import Mapping |
A Channel Partner Portal Administrator can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|||
Partner Member File Import Object |
A Channel Partner Portal Administrator can view partner member file import object type for all partner member file import objects of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|||
Partner Note |
A Channel Partner Portal Administrator can manage partner note for all notes that are not private |
Role: Partner Account Administration Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
|
A Channel Partner Portal Administrator can manage partner note for all notes that are not private and where they are in the partner account team |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
A Channel Partner Portal Administrator can manage partner note where they are the author of the note |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
Partner Profile |
A Channel Partner Portal Administrator can manage partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
|
A Channel Partner Portal Administrator can update partner profile as partner administrator where the user is a member of the partner organization |
Role: Partner Management as Partner Administrator Duty Privilege: Update Partner Profile as Partner Administrator Resource: Partner Profile |
||
A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
A Channel Partner Portal Administrator can view partner account where they are in the management chain of a resource who is on the partner account team |
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
A Channel Partner Portal Administrator can view partner account where they are in the partner account team |
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
A Channel Partner Portal Administrator can view partner profile as partner administrator where the user is a member of the partner organization |
Role: Partner Management as Partner Administrator Duty Privilege: View Partner Profile as Partner Administrator Resource: Partner Profile |
||
Partner Profile Export Object |
A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Profile Export Object |
|
Partner Profile Multiple Values Fields Export Object |
A Channel Partner Portal Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Profile Multiple Values Fields Export Object |
|
Partner Program |
A Channel Partner Portal Administrator can maintain partner program for all partner programs in the enterprise |
Role: Partner Program Maintain Duty Privilege: Maintain Partner Program (Data) Resource: Partner Program |
|
Partner Program Enrollment |
A Channel Partner Portal Administrator can manage partner program enrollment where the user is a member of the partner organization |
Role: Partner Management as Partner Administrator Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
Role: Partner Program Enrollment Partner Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|||
A Channel Partner Portal Administrator can view partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment View Duty Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
||
Person Assignment |
A Channel Partner Portal Administrator can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Channel Partner Portal Administrator can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Channel Partner Portal Administrator can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Channel Partner Portal Administrator can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Channel Partner Portal Administrator can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Product Group Details Export Object |
A Channel Partner Portal Administrator can view product group export object for all product group details export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Details Export Object |
|
Product Group File Import Activity |
A Channel Partner Portal Administrator can view product group file import activity object type for all authorized product group file import activities in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Activity Object Type (Data) Resource: Product Group File Import Activity |
|
Product Group File Import Mapping |
A Channel Partner Portal Administrator can view product group file import mapping object type for all product group file import mappings in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Mapping Object Type (Data) Resource: Product Group File Import Mapping |
|
Product Group File Import Object |
A Channel Partner Portal Administrator can view product group file import object type for all product group file import objects in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Object Type (Data) Resource: Product Group File Import Object |
|
Product Group Products Export Object |
A Channel Partner Portal Administrator can view product group export object for all product group products export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Products Export Object |
|
Product Group Subgroups Export Object |
A Channel Partner Portal Administrator can view product group export object for all product group subgroups export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Subgroups Export Object |
|
Product Group Translations Export Object |
A Channel Partner Portal Administrator can view product group export object for all product group translations export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Translations Export Object |
|
Program Enrollment Import Activity |
A Channel Partner Portal Administrator can view program enrollment import activity object type for all file import activities of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Activity Object Type (Data) Resource: Program Enrollment Import Activity |
|
Program Enrollment Import Mapping |
A Channel Partner Portal Administrator can view program enrollment import mapping object type for all file import mappings of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Mapping Object Type (Data) Resource: Program Enrollment Import Mapping |
|
Program Enrollment Import Object |
A Channel Partner Portal Administrator can view program enrollment import object type for all file import objects of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Object Type (Data) Resource: Program Enrollment Import Object |
|
Public Person |
A Channel Partner Portal Administrator can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Sales Lead |
A Channel Partner Portal Administrator can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Channel Partner Portal Administrator can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Partner Portal Administrator can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Partner Portal Administrator can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Partner Portal Administrator can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Partner Portal Administrator can update sales lead all partners for all partner leads in the enterprise |
Role: Partner Lead Management Duty Privilege: Update Sales Lead All Partners (Data) Resource: Sales Lead |
||
A Channel Partner Portal Administrator can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can view sales lead all partners for all partner leads in the enterprise |
Role: Partner Lead Management Duty Privilege: View Sales Lead All Partners (Data) Resource: Sales Lead |
||
A Channel Partner Portal Administrator can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Partner Portal Administrator can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
Sales Lead Note |
A Channel Partner Portal Administrator can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Partner Portal Administrator can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Partner Portal Administrator can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Partner Portal Administrator can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Partner Portal Administrator can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Partner Portal Administrator can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Party |
A Channel Partner Portal Administrator can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Partner Portal Administrator can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Partner Portal Administrator can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Partner Portal Administrator can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Partner Portal Administrator can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Partner Portal Administrator can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Partner Portal Administrator can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Partner Portal Administrator can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Partner Portal Administrator can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Partner Portal Administrator can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Partner Portal Administrator can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Partner Portal Administrator can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Sales Party Note |
A Channel Partner Portal Administrator can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Channel Partner Portal Administrator can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Partner Portal Administrator can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Partner Portal Administrator can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Partner Portal Administrator can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Partner Portal Administrator can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Partner Portal Administrator can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Partner Portal Administrator can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Partner Portal Administrator can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Reference Customer |
A Channel Partner Portal Administrator can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Social Connection |
A Channel Partner Portal Administrator can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Channel Partner Portal Administrator can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Task Assignee Export Object |
A Channel Partner Portal Administrator can view task assignee export object for all task assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Assignee Export Object (Data) Resource: Task Assignee Export Object |
|
Task Contact Export Object |
A Channel Partner Portal Administrator can view task contact export object for all task contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Contact Export Object (Data) Resource: Task Contact Export Object |
|
Task Export Object |
A Channel Partner Portal Administrator can view task export object for all task export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Export Object (Data) Resource: Task Export Object |
|
Task Note |
A Channel Partner Portal Administrator can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Channel Partner Portal Administrator can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Channel Partner Portal Administrator can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Partner Portal Administrator can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Partner Portal Administrator can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Channel Partner Portal Administrator can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Channel Partner Portal Administrator can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Channel Partner Portal Administrator can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Channel Partner Portal Administrator can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Channel Partner Portal Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Channel Partner Portal Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Channel Partner Portal Administrator can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
A Channel Partner Portal Administrator can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
||
Trading Community Organization Address Contact Preference |
A Channel Partner Portal Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Channel Partner Portal Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Channel Partner Portal Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Channel Partner Portal Administrator can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Channel Partner Portal Administrator can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Partner Portal Administrator can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Partner Portal Administrator can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Person Address Contact Preference |
A Channel Partner Portal Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Channel Partner Portal Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Channel Partner Portal Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Channel Partner Portal Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Channel Partner Portal Administrator can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Channel Partner Portal Administrator can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Partner Portal Administrator can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Partner Portal Administrator can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Channel Partner Portal Administrator can remove trading community resource for all partner members of his partner company |
Role: Partner Member Termination Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
|
A Channel Partner Portal Administrator can remove trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Partner Portal Administrator can update trading community resource for all partner members of his partner company |
Role: Partner Member Termination Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Partner Portal Administrator can update trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Partner Portal Administrator can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Partner Portal Administrator can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
||
Trading Community Resource Note |
A Channel Partner Portal Administrator can manage trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Channel Partner Portal Administrator can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
A Channel Partner Portal Administrator can view trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|||
Trading Community Resource Sales Representative Setup |
A Channel Partner Portal Administrator can manage trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
|
A Channel Partner Portal Administrator can view trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: View Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
||
Trading Community Resource Skill |
A Channel Partner Portal Administrator can manage trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Channel Partner Portal Administrator can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Partner Portal Administrator can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Partner Portal Administrator can view trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Partner Portal Administrator can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Partner Portal Administrator can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Partner Portal Administrator
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
|||
Privilege |
Create Items |
Manage Item |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Channel Partner Portal Administrator
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Create Items |
Approve Cycle Count Sequences |
Create Cycle Count |
|
Create Interorganization Transfer |
|
Create Subinventory Transfer |
|
Cycle Counting |
|
Inventory Transactions |
|
Item Costing |
Create Items |
Pick Release Goods |
Supervises channel roles to support partner relationships and transactions.
Duties assigned directly and indirectly to the job role Channel Sales Director
Duty Role |
Description |
|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Application Message Administration Duty |
Manages application messages. |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Application Tree Structure Registration Duty |
Manages application tree structure. |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Channel Sales Director Duty |
Enterprise Duty role that inherits all duties performed by Sales Director |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Department Selection Duty |
Filters the department list of values based on the user's organization security profile. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Job Selection Duty |
Filters the job list of values based on the user's job security profile. |
Lead Registration Approval Duty |
Approves sales lead registrations submitted by external partners. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Approval Duty |
Reviews and approves secured marketing campaigns by viewing detailed campaign, list, segment, and treatment information from the campaign, audience, and treatment work areas. |
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
Opportunity Sales Manager Duty |
Manages all aspects of the application. This role is for sales managers. |
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Account Maintenance Duty |
Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain. |
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Channel Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to. |
Partner Channel Transaction Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Import Maintenance Duty |
Partner Maintenance Duty role. This duty will allow for maintenance of Partner Import data. |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Program Enrollment Supervision Duty |
Reviews and updates the enrollment details of the program to which a partner enrolls. This role is for a channel sales director. |
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
Partner Program Inquiry Duty |
Reviews a partner program. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Questionnaire Search and View Access Duty |
Searches and views questions and their associations to partner programs. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Party Contract View Access Duty |
Views contracts for a party for the assigned business units. |
Party Information Inquiry Duty |
Views trading community parties. |
Person Self Information Inquiry Duty |
Views their own information. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Resource Administration Duty |
Administers resource information. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Resource Organization Administration Duty |
Administers resource organizations. |
Resource Organization Management Duty |
Manages resource organizations. |
Resource Team Management Duty |
Manages resource teams. |
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Channel Sales Director
Inherited Roles |
|---|
Channel Sales Director Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Channel Sales Director Duty Appointment Note Management Duty Audit Trail Report Viewing Duty Channel Manager Dashboard Duty Contract Terms and Conditions View Access Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Approval Duty Marketing Budget Maintenance Duty Marketing Budget Utilization Duty Marketing Fund Request and Claim Processing Duty Opportunity Sales Account Territory Resource Duty Opportunity Sales Manager Duty Opportunity Sales Representative Duty Opportunity Territory Resource Duty Partner Account Maintenance Duty Partner Account Review Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Import Maintenance Duty Partner Program Enrollment Supervision Duty Partner Program Questionnaire Response Duty Partner Program Enrollment View Duty Partner Program Questionnaire Response Duty Partner Program Inquiry Duty Partner Program Questionnaire Search and View Access Duty Partner Program Review Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Party Contract View Access Duty Party Information Inquiry Duty Real Time Communication Management Duty Relationship Information Inquiry Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Sales Competitor Sales Representative Duty Sales Extension Management Duty Sales Lead Follow Up Management Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Party Partner Territory Management Duty Sales Reference Customer Sales Representative Duty Task Note Management Duty Territory Management Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Party Information Inquiry Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Marketing Approver Lead Registration Approval Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Channel Transaction Analysis Duty Business Intelligence Authoring Duty Resource Party Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Resource Organization Management Duty Application Tree Administration Duty Resource Team Management Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Channel Sales Director.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
View Administration Link |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Manage All Application Profile Values |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Manage Application Attachment Category |
Manage Application Attachment Entity |
||
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
Application Message Administration Duty |
Manages application messages. |
Manage Application Message |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Manage Application Profile Category |
Manage Application Profile Option |
||
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Manage Application Reference Data Set |
Manage Application Reference Data Set Assignment |
||
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Manage Application Taxonomy |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Application Tree Structure Registration Duty |
Manages application tree structure. |
Manage Application Tree Structure |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Manage My Application Profile Values |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Currency |
Manage Application Reference ISO Language |
||
Manage Application Reference Industry |
||
Manage Application Reference Language |
||
Manage Application Reference Natural Language |
||
Manage Application Reference Territory |
||
Manage Application Reference Timezone |
||
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Manage Partner User Profile |
View Channel Manager Dashboard |
||
View Channel Manager Dashboard as Administrator |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Profile |
||
View Partner Program Enrollment |
||
View Partner Programs Summary |
||
View Territories and Forecasts |
||
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Download Contract for External Parties |
View Contract Terms |
||
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Manage Customer Data Management Foundation Custom Objects |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Customize Incentive Compensation Participant Goal |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Approval Duty |
Approves sales lead registrations submitted by external partners. |
Approve Sales Lead |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Approval Duty |
Reviews and approves secured marketing campaigns by viewing detailed campaign, list, segment, and treatment information from the campaign, audience, and treatment work areas. |
Approve Marketing Campaign |
Manage Audience Work Area |
||
Manage Campaigns Work Area |
||
Manage Treatments Work Area |
||
Update Marketing Campaign |
||
View Marketing Campaign |
||
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Activate Marketing Budget |
Create Marketing Budget |
||
Create Marketing Budget Entry |
||
Create Marketing Claim Settlement |
||
Delete Marketing Budget |
||
Delete Marketing Claim Settlement |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Import Marketing Budget |
||
Import Marketing Budget Entry |
||
Inactivate Marketing Budget |
||
Manage Budgets Work Area |
||
Run Marketing Budget Currency Revaluation Scheduler |
||
Update Marketing Budget |
||
Update Marketing Budget Entry |
||
Update Marketing Claim Settlement |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Create Marketing Claim |
Create Marketing Fund Request |
||
Delete Marketing Claim |
||
Delete Marketing Fund Request |
||
Manage Budgets Work Area |
||
Submit Marketing Claim |
||
Submit Marketing Fund Request |
||
Update Marketing Claim |
||
Update Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Approve Marketing Claim |
Approve Marketing Fund Request |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Manage Budgets Work Area |
||
Reject Marketing Claim |
||
Reject Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
View Opportunity Appointments |
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Manager Duty |
Manages all aspects of the application. This role is for sales managers. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Partner Account Maintenance Duty |
Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain. |
Create Partner Member |
Create Partner User |
||
Import Partner |
||
Manage Partner Account Team |
||
Manage Partner User Security Role |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile |
||
View Partner Contract |
||
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Search Partner |
View Channel Manager Dashboard |
||
View Partner |
||
View Partner Account Team |
||
View Partner Contract |
||
View Partner Interaction |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Note |
||
View Partner Opportunity |
||
View Partner Profile |
||
View Partner Snapshot |
||
View Partner Task |
||
Partner Program Enrollment Supervision Duty |
Reviews and updates the enrollment details of the program to which a partner enrolls. This role is for a channel sales director. |
Apply Partner Program |
Manage Partner Program Enrollment |
||
View Partner Program Enrollment |
||
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
View Partner Program Enrollment |
Partner Program Inquiry Duty |
Reviews a partner program. |
View Partner Program |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Questionnaire Search and View Access Duty |
Searches and views questions and their associations to partner programs. |
View Questions associated to Program |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Party Contract View Access Duty |
Views contracts for a party for the assigned business units. |
View Contracts for Party |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Manage Sales Quota Prediction Formula |
Manage Sales Territory Quota |
||
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
||
Enter Trading Community Resource Information |
||
Identify Trading Community Person as a Trading Community Resource |
||
Manage Trading Community Resource |
||
Manage Trading Community Resource History |
||
Manage Trading Community Resource Lookups |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Note Descriptive Flexfields |
||
Manage Trading Community Resource Note Type |
||
Manage Trading Community Resource Note Type Mapping |
||
Manage Trading Community Resource Organization Memberships |
||
Manage Trading Community Resource Role Assignments |
||
Manage Trading Community Resource Sales Representative Information |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Team Memberships |
||
Remove Trading Community Resource |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Administration Detail Information |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource History |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Team Memberships |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Administration Duty |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Manage Trading Community Resource Organization Hierarchy |
||
Manage Trading Community Resource Organization Members |
||
Run Trading Community Resource Reporting Hierarchy Generation |
||
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Resource Team Management Duty |
Manages resource teams. |
Search Trading Community Resource Team |
View Trading Community Resource Overview Information |
||
View Trading Community Resource Team |
||
View Trading Community Resource Team Details |
||
View Trading Community Resource Team Members |
||
View Trading Community Resource Team Usages |
||
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
View Sales Competitor Opportunities |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Manage Sales Party Partner Territory |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
View Sales Reference Customer |
View Sales Reference Customer Opportunities |
||
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Manage Goal Management Notifications |
Manage Talent Notifications |
||
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
||
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Channel Sales Director
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Channel Sales Director can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Channel Sales Director can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Channel Sales Director can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
|
Application Attachment Category |
A Channel Sales Director can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Channel Sales Director can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Channel Sales Director can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Appointment |
A Channel Sales Director can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
A Channel Sales Director can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
||
Appointment Note |
A Channel Sales Director can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Channel Sales Director can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Channel Sales Director can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Channel Sales Director can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Assignment Grade |
A Channel Sales Director can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Bookmark |
A Channel Sales Director can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Business Unit |
A Channel Sales Director can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Competitor Note |
A Channel Sales Director can manage sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Representative Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|
A Channel Sales Director can view sales competitor note for all notes that are not private |
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
A Channel Sales Director can view sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Consumer File Import Activity |
A Channel Sales Director can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Channel Sales Director can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Channel Sales Director can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Channel Sales Director can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Contract |
A Channel Sales Director can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Note |
A Channel Sales Director can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Customer Account |
A Channel Sales Director can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Channel Sales Director can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Channel Sales Director can update customer competitor purchase where the customer party is a sales account and they are a sales account team member with edit or full access |
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Sales Director can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Sales Director can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Channel Sales Director can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Sales Director can view customer competitor purchase where the customer party is a sales account and they are a sales account team member |
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Channel Sales Director can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Channel Sales Director can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Channel Sales Director can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Channel Sales Director can choose department for departments in their organization security profile |
Role: Department Selection Duty Privilege: Choose Department (Data) Resource: Department |
|
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|||
Employee Resource File Import Activity |
A Channel Sales Director can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
|
Employee Resource File Import Mapping |
A Channel Sales Director can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
|
Employee Resource File Import Object |
A Channel Sales Director can view employee resource file import object type for all employee resource file import objects of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
|
HR Job |
A Channel Sales Director can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Role: Job Selection Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Hierarchy File Import Activity |
A Channel Sales Director can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Channel Sales Director can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Channel Sales Director can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Channel Sales Director can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Channel Sales Director can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Channel Sales Director can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Incentive Compensation Goal |
A Channel Sales Director can manage incentive compensation goal for the business units for which they are authorized |
Role: Incentive Compensation Goal Management Duty Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
|
Interaction |
A Channel Sales Director can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Channel Sales Director can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
||
A Channel Sales Director can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Channel Sales Director can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
A Channel Sales Director can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Channel Sales Director can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Kudos |
A Channel Sales Director can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Legal Employer |
A Channel Sales Director can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Channel Sales Director can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Channel Sales Director can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Channel Sales Director can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Channel Sales Director can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing Budget |
A Channel Sales Director can delete marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
|
A Channel Sales Director can delete marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can delete marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can delete marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can update marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can update marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can update marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can update marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can view marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can view marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can view marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Director can view marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
Marketing Budget Note |
A Channel Sales Director can delete marketing budget note where they have delete access to the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Sales Director can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Sales Director can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Sales Director can view marketing budget note for all internal or external marketing budget notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Channel Sales Director can view marketing budget note where they are the author of the private marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Marketing Budget Team |
A Channel Sales Director can update marketing budget team for all external and internal marketing budget team members |
Role: Marketing Fund Request and Claim Processing Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
|
A Channel Sales Director can update marketing budget team for all external and internal marketing budget team members where they are the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
A Channel Sales Director can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
Marketing Campaign |
A Channel Sales Director can update marketing campaign where they are a manager in the management hierarchy of a resource in the marketing campaign team with full access |
Role: Marketing Approval Duty Privilege: Update Marketing Campaign (Data) Resource: Marketing Campaign |
|
A Channel Sales Director can view marketing campaign for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Approval Duty Privilege: View Marketing Campaign (Data) Resource: Marketing Campaign |
||
Marketing Claim |
A Channel Sales Director can delete marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim (Data) Resource: Marketing Claim |
|
A Channel Sales Director can update marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim (Data) Resource: Marketing Claim |
||
A Channel Sales Director can view marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim (Data) Resource: Marketing Claim |
||
Marketing Claim Note |
A Channel Sales Director can delete marketing claim note where they have delete access to the marketing claim |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Sales Director can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Sales Director can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Sales Director can view marketing claim note for all internal or external marketing claim notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Channel Sales Director can view marketing claim note where they are the author of the private marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Marketing Fund Request Note |
A Channel Sales Director can delete marketing fund request note where they have delete access to the marketing fund request |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Sales Director can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Sales Director can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Sales Director can view marketing fund request note for all internal or external marketing fund request notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Channel Sales Director can view marketing fund request note where they are the author of the private marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Message Board |
A Channel Sales Director can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Channel Sales Director can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Opportunity |
A Channel Sales Director can manage opportunity general profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Channel Sales Director can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity general profile where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity restricted profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity restricted profile where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity revenue where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity revenue where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity team where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Sales Director can manage opportunity team where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Sales Director can view opportunity where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
|
A Channel Sales Director can view opportunity where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
|
A Channel Sales Director can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
|
A Channel Sales Director can view opportunity where they are in the management chain of an opportunity sales team member with view, edit, or full access |
Role: Opportunity Sales Manager Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
|
Opportunity Note |
A Channel Sales Director can manage opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Channel Sales Director can manage opportunity note where they are an opportunity sales team member with full access and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Director can manage opportunity note where they are in the management chain of an opportunity sales team member with full access and the note is not private |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Director can manage opportunity note where they are the author of the note |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
A Channel Sales Director can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Director can view opportunity note where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team and the note is not private |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Director can view opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Director can view opportunity note where they are in the management chain of an opportunity sales team member with view, edit, or full access, and the note is not private |
Role: Opportunity Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Director can view opportunity note where they are the author of the note |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Partner File Import Activity |
A Channel Sales Director can view partner file import activity object type for all partner file import activities of object type 'partner company' |
Role: Partner Import Maintenance Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|||
Partner File Import Mapping |
A Channel Sales Director can view partner file import mapping object type for all partner file import mappings of object type 'partner company' |
Role: Resource Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|
Partner File Import Object |
A Channel Sales Director can view partner file import object type for all partner file import objects of object type 'partner company' |
Role: Resource Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|
Partner Member File Import Activity |
A Channel Sales Director can view partner member file import activity object type for all partner member file import activities of object type 'partner member' |
Role: Partner Import Maintenance Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|||
Partner Member File Import Mapping |
A Channel Sales Director can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member' |
Role: Resource Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|
Partner Member File Import Object |
A Channel Sales Director can view partner member file import object type for all partner member file import objects of object type 'partner member' |
Role: Resource Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|
Partner Note |
A Channel Sales Director can manage partner note for all notes that are not private and where they are in the partner account team |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
|
A Channel Sales Director can manage partner note where they are the author of the note |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
Partner Profile |
A Channel Sales Director can manage partner account where they are in the management chain of a resource who is on the partner account team with full access |
Role: Partner Account Maintenance Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
|
A Channel Sales Director can manage partner account where they are in the partner account team with full access |
Role: Partner Account Maintenance Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
||
A Channel Sales Director can update partner account where they are in the management chain of a resource who is on the partner account team with edit access |
Role: Partner Account Maintenance Duty Privilege: Update Partner Account (Data) Resource: Partner Profile |
||
A Channel Sales Director can update partner account where they are in the partner account team with edit access |
Role: Partner Account Maintenance Duty Privilege: Update Partner Account (Data) Resource: Partner Profile |
||
A Channel Sales Director can view partner account where they are in the management chain of a resource who is on the partner account team |
Role: Partner Account Maintenance Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
|
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
||
A Channel Sales Director can view partner account where they are in the partner account team |
Role: Partner Account Maintenance Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
|
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
||
Partner Program |
A Channel Sales Director can view partner program for all partner programs in the enterprise |
Role: Partner Program Inquiry Duty Privilege: View Partner Program (Data) Resource: Partner Program |
|
Partner Program Enrollment |
A Channel Sales Director can manage partner program enrollment where they are in the management chain of a resource who is on the partner account team with edit or full access |
Role: Partner Program Enrollment Supervision Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
A Channel Sales Director can view partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment View Duty Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
||
Person Assignment |
A Channel Sales Director can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Channel Sales Director can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Channel Sales Director can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Channel Sales Director can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Channel Sales Director can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Public Person |
A Channel Sales Director can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Reference Customer Note |
A Channel Sales Director can manage sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: Manage Sales Reference Customer Note (Data) Resource: Reference Customer Note |
|
A Channel Sales Director can view sales reference customer note for all notes that are not private |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
A Channel Sales Director can view sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
Sales Competitor |
A Channel Sales Director can view sales competitor for all sales competitors in the enterprise |
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|
Sales Lead |
A Channel Sales Director can convert sales lead where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Channel Sales Director can convert sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead others where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead others where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead owner where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Channel Sales Director can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Director can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Sales Director can view sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Sales Director can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Director can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Director can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Director can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Director can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Sales Lead Note |
A Channel Sales Director can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Sales Director can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Sales Director can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Sales Director can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Sales Director can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Sales Director can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Party |
A Channel Sales Director can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Director can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Director can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Sales Director can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Sales Director can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Sales Director can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Sales Director can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Director can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Director can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Director can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Director can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Director can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Sales Party Note |
A Channel Sales Director can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Channel Sales Director can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Director can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Director can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Director can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Director can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Director can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Sales Director can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Sales Director can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Quota Plan |
A Channel Sales Director can view sales quota plan for all sales quota plans that are active |
Role: Quota Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|
Sales Reference Customer |
A Channel Sales Director can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|||
Sales Resource Quota |
A Channel Sales Director can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
|
A Channel Sales Director can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Sales Director can view sales resource quota where they are assigned the quota |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Sales Director can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Sales Director can view sales resource quota where they are the owner of the territory to which the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
Sales Territory |
A Channel Sales Director can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted |
Role: Territory Management Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|
A Channel Sales Director can view sales territory where they are a member of the territory team |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Sales Director can view sales territory where they are the owner of a parent territory in the territory hierarchy |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Sales Director can view sales territory where they are the territory owner |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
Sales Territory Partition |
A Channel Sales Director can view sales territory partition for all partitions in the enterprise |
Role: Territory Management Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|
Sales Territory Proposal |
A Channel Sales Director can manage sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|
A Channel Sales Director can manage sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Sales Director can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Sales Director can view sales territory proposal where they are the owner of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Sales Director can view sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Sales Director can view sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
Social Connection |
A Channel Sales Director can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Channel Sales Director can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Task Note |
A Channel Sales Director can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Channel Sales Director can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Channel Sales Director can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Sales Director can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Sales Director can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Channel Sales Director can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Channel Sales Director can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Channel Sales Director can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Channel Sales Director can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Channel Sales Director can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Channel Sales Director can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Channel Sales Director can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
A Channel Sales Director can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
||
Trading Community Organization Address Contact Preference |
A Channel Sales Director can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Channel Sales Director can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Channel Sales Director can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Channel Sales Director can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Channel Sales Director can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Sales Director can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Sales Director can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Person Address Contact Preference |
A Channel Sales Director can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Channel Sales Director can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Channel Sales Director can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Channel Sales Director can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Channel Sales Director can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Channel Sales Director can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Sales Director can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Sales Director can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Channel Sales Director can remove trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
|
A Channel Sales Director can update trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Sales Director can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Sales Director can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
||
Trading Community Resource Note |
A Channel Sales Director can manage trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Channel Sales Director can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
A Channel Sales Director can view trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|||
Trading Community Resource Sales Representative Setup |
A Channel Sales Director can manage trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
|
A Channel Sales Director can view trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: View Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
||
Trading Community Resource Skill |
A Channel Sales Director can manage trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Channel Sales Director can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Sales Director can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Sales Director can view trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Sales Director can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Sales Director can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Sales Director
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Channel Sales Director
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Manages the indirect sales pipeline by routing leads to partners, reviewing lead registrations, approving or rejecting registrations, and forecasting sales.
Duties assigned directly and indirectly to the job role Channel Sales Manager
Duty Role |
Description |
|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Application Message Administration Duty |
Manages application messages. |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Channel Sales Manager Duty |
Enterprise Duty role that inherits all duties performed by Sales Manager |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Job Selection Duty |
Filters the job list of values based on the user's job security profile. |
Lead Registration Approval Duty |
Approves sales lead registrations submitted by external partners. |
Lead Registration Management Duty |
Manages and analyzes sales lead registrations. Includes the ability to create sales lead registrations, edit both internal and partner lead attributes as needed, and view lead age and status. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Approval Duty |
Reviews and approves secured marketing campaigns by viewing detailed campaign, list, segment, and treatment information from the campaign, audience, and treatment work areas. |
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
Opportunity Sales Manager Duty |
Manages all aspects of the application. This role is for sales managers. |
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Partner Account Maintenance Duty |
Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain. |
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Channel Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to. |
Partner Channel Transaction Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Import Maintenance Duty |
Partner Maintenance Duty role. This duty will allow for maintenance of Partner Import data. |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Program Enrollment Maintenance Duty |
Manages partner program membership. Additional duties inclue program questionnaire response. |
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
Partner Program Inquiry Duty |
Reviews a partner program. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Questionnaire Search and View Access Duty |
Searches and views questions and their associations to partner programs. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Party Information Inquiry Duty |
Views trading community parties. |
Person Self Information Inquiry Duty |
Views their own information. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Resource Administration Duty |
Administers resource information. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Resource Organization Management Duty |
Manages resource organizations. |
Resource Team Management Duty |
Manages resource teams. |
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Forecasting Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Sales Forecasting Management Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing subordinates forecasts. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Channel Sales Manager
Inherited Roles |
|---|
Channel Sales Manager Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Channel Sales Manager Duty Appointment Note Management Duty Audit Trail Report Viewing Duty Channel Manager Dashboard Duty Contract Terms and Conditions View Access Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Lead Registration Management Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Approval Duty Marketing Budget Maintenance Duty Marketing Budget Utilization Duty Marketing Fund Request and Claim Processing Duty Opportunity Sales Account Territory Resource Duty Opportunity Sales Manager Duty Opportunity Sales Representative Duty Opportunity Territory Resource Duty Partner Account Administration Duty Partner Account Maintenance Duty Partner Account Review Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Import Maintenance Duty Partner Program Enrollment Maintenance Duty Partner Program Questionnaire Response Duty Partner Program Enrollment View Duty Partner Program Questionnaire Response Duty Partner Program Inquiry Duty Partner Program Questionnaire Search and View Access Duty Partner Program Review Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Party Information Inquiry Duty Real Time Communication Management Duty Relationship Information Inquiry Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Sales Competitor Sales Representative Duty Sales Extension Management Duty Sales Forecasting Duty Party Information Inquiry Duty Sales Forecasting Management Duty Party Information Inquiry Duty Sales Lead Follow Up Duty Sales Lead Follow Up Management Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Party Partner Territory Management Duty Sales Reference Customer Sales Representative Duty Task Note Management Duty Territory Management Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Party Information Inquiry Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Marketing Approver Lead Registration Approval Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Channel Transaction Analysis Duty Business Intelligence Authoring Duty Resource Party Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Resource Organization Management Duty Application Tree Administration Duty Resource Team Management Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Channel Sales Manager.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
View Administration Link |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Manage All Application Profile Values |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Manage Application Attachment Category |
Manage Application Attachment Entity |
||
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
Application Message Administration Duty |
Manages application messages. |
Manage Application Message |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Manage Application Profile Category |
Manage Application Profile Option |
||
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Manage Application Reference Data Set |
Manage Application Reference Data Set Assignment |
||
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Manage Application Taxonomy |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Manage My Application Profile Values |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Currency |
Manage Application Reference ISO Language |
||
Manage Application Reference Industry |
||
Manage Application Reference Language |
||
Manage Application Reference Natural Language |
||
Manage Application Reference Territory |
||
Manage Application Reference Timezone |
||
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Manage Partner User Profile |
View Channel Manager Dashboard |
||
View Channel Manager Dashboard as Administrator |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Profile |
||
View Partner Program Enrollment |
||
View Partner Programs Summary |
||
View Territories and Forecasts |
||
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Download Contract for External Parties |
View Contract Terms |
||
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Manage Customer Data Management Foundation Custom Objects |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Customize Incentive Compensation Participant Goal |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Approval Duty |
Approves sales lead registrations submitted by external partners. |
Approve Sales Lead |
Lead Registration Management Duty |
Manages and analyzes sales lead registrations. Includes the ability to create sales lead registrations, edit both internal and partner lead attributes as needed, and view lead age and status. |
Create Sales Lead |
Delete Sales Lead External Attributes |
||
Delete Sales Lead Internal Attributes |
||
Delete Sales Lead Primary Partner |
||
Manage Lead Qualification Work Area |
||
Select Sales Lead External Attributes |
||
Select Sales Lead Internal Attributes |
||
Select Sales Lead Primary Partner |
||
Update Sales Lead Expiration Date |
||
Update Sales Lead External Attributes |
||
Update Sales Lead Internal Attributes |
||
Update Sales Lead Primary Partner |
||
View Sales Lead Contextual Bin |
||
View Sales Lead Internal Tabs |
||
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Approval Duty |
Reviews and approves secured marketing campaigns by viewing detailed campaign, list, segment, and treatment information from the campaign, audience, and treatment work areas. |
Approve Marketing Campaign |
Manage Audience Work Area |
||
Manage Campaigns Work Area |
||
Manage Treatments Work Area |
||
Update Marketing Campaign |
||
View Marketing Campaign |
||
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Activate Marketing Budget |
Create Marketing Budget |
||
Create Marketing Budget Entry |
||
Create Marketing Claim Settlement |
||
Delete Marketing Budget |
||
Delete Marketing Claim Settlement |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Import Marketing Budget |
||
Import Marketing Budget Entry |
||
Inactivate Marketing Budget |
||
Manage Budgets Work Area |
||
Run Marketing Budget Currency Revaluation Scheduler |
||
Update Marketing Budget |
||
Update Marketing Budget Entry |
||
Update Marketing Claim Settlement |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Create Marketing Claim |
Create Marketing Fund Request |
||
Delete Marketing Claim |
||
Delete Marketing Fund Request |
||
Manage Budgets Work Area |
||
Submit Marketing Claim |
||
Submit Marketing Fund Request |
||
Update Marketing Claim |
||
Update Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Approve Marketing Claim |
Approve Marketing Fund Request |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Manage Budgets Work Area |
||
Reject Marketing Claim |
||
Reject Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
View Opportunity Appointments |
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Manager Duty |
Manages all aspects of the application. This role is for sales managers. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Create Partner |
Create Partner Member |
||
Create Partner User |
||
Import Partner |
||
Manage Partner Account Team |
||
Manage Partner User Security Role |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile |
||
View Partner |
||
View Partner Contract |
||
Partner Account Maintenance Duty |
Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain. |
Create Partner Member |
Create Partner User |
||
Import Partner |
||
Manage Partner Account Team |
||
Manage Partner User Security Role |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile |
||
View Partner Contract |
||
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Search Partner |
View Channel Manager Dashboard |
||
View Partner |
||
View Partner Account Team |
||
View Partner Contract |
||
View Partner Interaction |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Note |
||
View Partner Opportunity |
||
View Partner Profile |
||
View Partner Snapshot |
||
View Partner Task |
||
Partner Program Enrollment Maintenance Duty |
Manages partner program membership. Additional duties inclue program questionnaire response. |
Apply Partner Program |
Manage Partner Program Enrollment |
||
View Partner Program Enrollment |
||
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
View Partner Program Enrollment |
Partner Program Inquiry Duty |
Reviews a partner program. |
View Partner Program |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Questionnaire Search and View Access Duty |
Searches and views questions and their associations to partner programs. |
View Questions associated to Program |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Manage Sales Quota Prediction Formula |
Manage Sales Territory Quota |
||
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
||
Enter Trading Community Resource Information |
||
Identify Trading Community Person as a Trading Community Resource |
||
Manage Trading Community Resource |
||
Manage Trading Community Resource History |
||
Manage Trading Community Resource Lookups |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Note Descriptive Flexfields |
||
Manage Trading Community Resource Note Type |
||
Manage Trading Community Resource Note Type Mapping |
||
Manage Trading Community Resource Organization Memberships |
||
Manage Trading Community Resource Role Assignments |
||
Manage Trading Community Resource Sales Representative Information |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Team Memberships |
||
Remove Trading Community Resource |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Administration Detail Information |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource History |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Team Memberships |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Resource Team Management Duty |
Manages resource teams. |
Search Trading Community Resource Team |
View Trading Community Resource Overview Information |
||
View Trading Community Resource Team |
||
View Trading Community Resource Team Details |
||
View Trading Community Resource Team Members |
||
View Trading Community Resource Team Usages |
||
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
View Sales Competitor Opportunities |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Forecasting Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Edit Sales Forecast Items |
Export Sales Forecast Participant |
||
Manage Sales Forecast Adjustments |
||
Manage Sales Forecast Item Adjustments |
||
Manage Sales Forecast Participant |
||
View Sales Forecast Adjustments |
||
View Sales Forecast Item Adjustments |
||
View Sales Forecast Participant For Self |
||
Sales Forecasting Management Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing subordinates forecasts. |
Edit Sales Forecast Items |
Export Sales Forecast Participant |
||
Manage Sales Forecast Adjustments |
||
Manage Sales Forecast Item Adjustments |
||
Manage Sales Forecast Participant |
||
View Sales Forecast Item Adjustments |
||
View Sales Forecast Participant |
||
View Sales Forecast Participant For Self |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Manage Sales Party Partner Territory |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
View Sales Reference Customer |
View Sales Reference Customer Opportunities |
||
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Manage Goal Management Notifications |
Manage Talent Notifications |
||
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
||
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Channel Sales Manager
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Channel Sales Manager can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Channel Sales Manager can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Channel Sales Manager can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
|
Application Attachment Category |
A Channel Sales Manager can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Channel Sales Manager can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Channel Sales Manager can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Appointment |
A Channel Sales Manager can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
A Channel Sales Manager can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
||
Appointment Note |
A Channel Sales Manager can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Channel Sales Manager can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Channel Sales Manager can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Channel Sales Manager can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Assignment Grade |
A Channel Sales Manager can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Bookmark |
A Channel Sales Manager can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Business Unit |
A Channel Sales Manager can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Competitor Note |
A Channel Sales Manager can manage sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Representative Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|
A Channel Sales Manager can view sales competitor note for all notes that are not private |
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
A Channel Sales Manager can view sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Consumer File Import Activity |
A Channel Sales Manager can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Channel Sales Manager can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Channel Sales Manager can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Channel Sales Manager can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Contract |
A Channel Sales Manager can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Note |
A Channel Sales Manager can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Customer Account |
A Channel Sales Manager can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Channel Sales Manager can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Channel Sales Manager can update customer competitor purchase where the customer party is a sales account and they are a sales account team member with edit or full access |
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Sales Manager can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Sales Manager can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Channel Sales Manager can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Channel Sales Manager can view customer competitor purchase where the customer party is a sales account and they are a sales account team member |
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Channel Sales Manager can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Channel Sales Manager can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Channel Sales Manager can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Channel Sales Manager can choose department for departments in their organization security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|
Employee Resource File Import Activity |
A Channel Sales Manager can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
|
Employee Resource File Import Mapping |
A Channel Sales Manager can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
|
Employee Resource File Import Object |
A Channel Sales Manager can view employee resource file import object type for all employee resource file import objects of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
|
HR Job |
A Channel Sales Manager can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Role: Job Selection Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Hierarchy File Import Activity |
A Channel Sales Manager can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Channel Sales Manager can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Channel Sales Manager can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Channel Sales Manager can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Channel Sales Manager can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Channel Sales Manager can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Incentive Compensation Goal |
A Channel Sales Manager can manage incentive compensation goal for the business units for which they are authorized |
Role: Incentive Compensation Goal Management Duty Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
|
Interaction |
A Channel Sales Manager can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Channel Sales Manager can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
||
A Channel Sales Manager can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Channel Sales Manager can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
A Channel Sales Manager can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Channel Sales Manager can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Kudos |
A Channel Sales Manager can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Legal Employer |
A Channel Sales Manager can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Channel Sales Manager can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Channel Sales Manager can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Channel Sales Manager can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Channel Sales Manager can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing Budget |
A Channel Sales Manager can delete marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
|
A Channel Sales Manager can delete marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can delete marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can delete marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can update marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can update marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can update marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can update marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can view marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can view marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can view marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Channel Sales Manager can view marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
Marketing Budget Note |
A Channel Sales Manager can delete marketing budget note where they have delete access to the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Sales Manager can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Sales Manager can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Channel Sales Manager can view marketing budget note for all internal or external marketing budget notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Channel Sales Manager can view marketing budget note where they are the author of the private marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Marketing Budget Team |
A Channel Sales Manager can update marketing budget team for all external and internal marketing budget team members |
Role: Marketing Fund Request and Claim Processing Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
|
A Channel Sales Manager can update marketing budget team for all external and internal marketing budget team members where they are the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
A Channel Sales Manager can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
Marketing Campaign |
A Channel Sales Manager can update marketing campaign where they are a manager in the management hierarchy of a resource in the marketing campaign team with full access |
Role: Marketing Approval Duty Privilege: Update Marketing Campaign (Data) Resource: Marketing Campaign |
|
A Channel Sales Manager can view marketing campaign for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Approval Duty Privilege: View Marketing Campaign (Data) Resource: Marketing Campaign |
||
Marketing Claim |
A Channel Sales Manager can delete marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim (Data) Resource: Marketing Claim |
|
A Channel Sales Manager can update marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim (Data) Resource: Marketing Claim |
||
A Channel Sales Manager can view marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim (Data) Resource: Marketing Claim |
||
Marketing Claim Note |
A Channel Sales Manager can delete marketing claim note where they have delete access to the marketing claim |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Sales Manager can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Sales Manager can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Channel Sales Manager can view marketing claim note for all internal or external marketing claim notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Channel Sales Manager can view marketing claim note where they are the author of the private marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Marketing Fund Request Note |
A Channel Sales Manager can delete marketing fund request note where they have delete access to the marketing fund request |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Sales Manager can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Sales Manager can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Channel Sales Manager can view marketing fund request note for all internal or external marketing fund request notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Channel Sales Manager can view marketing fund request note where they are the author of the private marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Message Board |
A Channel Sales Manager can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Channel Sales Manager can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Opportunity |
A Channel Sales Manager can manage opportunity general profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Channel Sales Manager can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity general profile where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity restricted profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity restricted profile where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity revenue where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity revenue where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity team where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Sales Manager can manage opportunity team where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Channel Sales Manager can view opportunity where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
|
A Channel Sales Manager can view opportunity where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
|
A Channel Sales Manager can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
|
A Channel Sales Manager can view opportunity where they are in the management chain of an opportunity sales team member with view, edit, or full access |
Role: Opportunity Sales Manager Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Revenue Dimension(s): Opportunity |
|
Opportunity Note |
A Channel Sales Manager can manage opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Channel Sales Manager can manage opportunity note where they are an opportunity sales team member with full access and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Manager can manage opportunity note where they are in the management chain of an opportunity sales team member with full access and the note is not private |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Manager can manage opportunity note where they are the author of the note |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
A Channel Sales Manager can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Manager can view opportunity note where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team and the note is not private |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Manager can view opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Manager can view opportunity note where they are in the management chain of an opportunity sales team member with view, edit, or full access, and the note is not private |
Role: Opportunity Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Channel Sales Manager can view opportunity note where they are the author of the note |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Partner File Import Activity |
A Channel Sales Manager can view partner file import activity object type for all partner file import activities of object type 'partner company' |
Role: Partner Import Maintenance Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|||
Partner File Import Mapping |
A Channel Sales Manager can view partner file import mapping object type for all partner file import mappings of object type 'partner company' |
Role: Resource Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|
Partner File Import Object |
A Channel Sales Manager can view partner file import object type for all partner file import objects of object type 'partner company' |
Role: Resource Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|
Partner Member File Import Activity |
A Channel Sales Manager can view partner member file import activity object type for all partner member file import activities of object type 'partner member' |
Role: Partner Import Maintenance Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|||
Partner Member File Import Mapping |
A Channel Sales Manager can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member' |
Role: Resource Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|
Partner Member File Import Object |
A Channel Sales Manager can view partner member file import object type for all partner member file import objects of object type 'partner member' |
Role: Resource Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|
Partner Note |
A Channel Sales Manager can manage partner note for all notes that are not private |
Role: Partner Account Administration Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
|
A Channel Sales Manager can manage partner note for all notes that are not private and where they are in the partner account team |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
A Channel Sales Manager can manage partner note where they are the author of the note |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
Partner Profile |
A Channel Sales Manager can manage partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
|
A Channel Sales Manager can manage partner account where they are in the management chain of a resource who is on the partner account team with full access |
Role: Partner Account Maintenance Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
||
A Channel Sales Manager can manage partner account where they are in the partner account team with full access |
Role: Partner Account Maintenance Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
||
A Channel Sales Manager can update partner account where they are in the management chain of a resource who is on the partner account team with edit access |
Role: Partner Account Maintenance Duty Privilege: Update Partner Account (Data) Resource: Partner Profile |
||
A Channel Sales Manager can update partner account where they are in the partner account team with edit access |
Role: Partner Account Maintenance Duty Privilege: Update Partner Account (Data) Resource: Partner Profile |
||
A Channel Sales Manager can view partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
|
A Channel Sales Manager can view partner account where they are in the management chain of a resource who is on the partner account team |
Role: Partner Account Maintenance Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
|
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
||
A Channel Sales Manager can view partner account where they are in the partner account team |
Role: Partner Account Maintenance Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
|
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
Fact: PRM - Partner Presence Dimension(s): |
||
Partner Program |
A Channel Sales Manager can view partner program for all partner programs in the enterprise |
Role: Partner Program Inquiry Duty Privilege: View Partner Program (Data) Resource: Partner Program |
|
Partner Program Enrollment |
A Channel Sales Manager can manage partner program enrollment where they are a member of the partner account team |
Role: Partner Program Enrollment Maintenance Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
A Channel Sales Manager can view partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment View Duty Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
||
Person Assignment |
A Channel Sales Manager can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Channel Sales Manager can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Channel Sales Manager can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Channel Sales Manager can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Channel Sales Manager can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Public Person |
A Channel Sales Manager can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Reference Customer Note |
A Channel Sales Manager can manage sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: Manage Sales Reference Customer Note (Data) Resource: Reference Customer Note |
|
A Channel Sales Manager can view sales reference customer note for all notes that are not private |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
A Channel Sales Manager can view sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
Sales Competitor |
A Channel Sales Manager can view sales competitor for all sales competitors in the enterprise |
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|
Sales Forecast Adjustment |
A Channel Sales Manager can manage sales forecast adjustment for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|
A Channel Sales Manager can manage sales forecast adjustment for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Channel Sales Manager can manage sales forecast adjustment for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|||
A Channel Sales Manager can manage sales forecast adjustment for the territories they own currently |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|||
A Channel Sales Manager can view sales forecast adjustment for child territories of territories that they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|||
A Channel Sales Manager can view sales forecast adjustment for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|||
A Channel Sales Manager can view sales forecast adjustment for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|||
A Channel Sales Manager can view sales forecast adjustment for the territories they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|||
Sales Forecast Item |
A Channel Sales Manager can manage sales forecast item for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|
A Channel Sales Manager can manage sales forecast item for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Channel Sales Manager can manage sales forecast item for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|||
A Channel Sales Manager can manage sales forecast item for the territories they own currently |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|||
A Channel Sales Manager can manage sales forecast item for which they are the owner |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|||
A Channel Sales Manager can view sales forecast item for child territories of territories that they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
|||
A Channel Sales Manager can view sales forecast item for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
|||
A Channel Sales Manager can view sales forecast item for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
|||
A Channel Sales Manager can view sales forecast item for the territories they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
|||
A Channel Sales Manager can view sales forecast item for which they are the owner |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
|||
Sales Forecast Participant |
A Channel Sales Manager can manage sales forecast participant for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|
A Channel Sales Manager can manage sales forecast participant for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Channel Sales Manager can manage sales forecast participant for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|||
A Channel Sales Manager can manage sales forecast participant for the territories they own currently |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|||
A Channel Sales Manager can view sales forecast participant for child territories of territories that they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|||
A Channel Sales Manager can view sales forecast participant for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|||
A Channel Sales Manager can view sales forecast participant for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|||
A Channel Sales Manager can view sales forecast participant for the territories they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|||
Sales Lead |
A Channel Sales Manager can convert sales lead where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Channel Sales Manager can convert sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Manager can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Manager can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Manager can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Manager can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Manager can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Channel Sales Manager can update sales lead others where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Channel Sales Manager can update sales lead others where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Channel Sales Manager can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Sales Manager can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Sales Manager can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Sales Manager can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Channel Sales Manager can update sales lead owner where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Channel Sales Manager can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Sales Manager can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Channel Sales Manager can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Management Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
|||
A Channel Sales Manager can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Sales Manager can view sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Sales Manager can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Sales Manager can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Sales Manager can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Sales Manager can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
A Channel Sales Manager can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
|
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing Lead Dimension(s): |
||
Fact: PRM - Registered Lead Dimension(s): PRM - Registered Lead Detail |
|||
Sales Lead Note |
A Channel Sales Manager can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Sales Manager can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Sales Manager can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Management Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Sales Manager can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Channel Sales Manager can view sales lead note for all internal sales lead notes in the enterprise |
Role: Lead Registration Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Channel Sales Manager can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Party |
A Channel Sales Manager can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Manager can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Manager can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Sales Manager can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Channel Sales Manager can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Sales Manager can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Channel Sales Manager can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Manager can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Manager can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Manager can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Manager can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Channel Sales Manager can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Sales Party Note |
A Channel Sales Manager can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Channel Sales Manager can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Manager can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Manager can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Manager can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Manager can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Channel Sales Manager can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Sales Manager can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Channel Sales Manager can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Quota Plan |
A Channel Sales Manager can view sales quota plan for all sales quota plans that are active |
Role: Quota Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|
Sales Reference Customer |
A Channel Sales Manager can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|||
Sales Resource Quota |
A Channel Sales Manager can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
|
A Channel Sales Manager can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Sales Manager can view sales resource quota where they are assigned the quota |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Sales Manager can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Channel Sales Manager can view sales resource quota where they are the owner of the territory to which the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
Sales Territory |
A Channel Sales Manager can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted |
Role: Territory Management Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|
A Channel Sales Manager can view sales territory where they are a member of the territory team |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Sales Manager can view sales territory where they are the owner of a parent territory in the territory hierarchy |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Channel Sales Manager can view sales territory where they are the territory owner |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
Sales Territory Partition |
A Channel Sales Manager can view sales territory partition for all partitions in the enterprise |
Role: Territory Management Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|
Sales Territory Proposal |
A Channel Sales Manager can manage sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|
A Channel Sales Manager can manage sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Sales Manager can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Sales Manager can view sales territory proposal where they are the owner of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Sales Manager can view sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Channel Sales Manager can view sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
Social Connection |
A Channel Sales Manager can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Channel Sales Manager can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Task Note |
A Channel Sales Manager can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Channel Sales Manager can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Channel Sales Manager can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Sales Manager can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Channel Sales Manager can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Channel Sales Manager can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Channel Sales Manager can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Channel Sales Manager can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Channel Sales Manager can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Channel Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Channel Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Channel Sales Manager can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
A Channel Sales Manager can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
||
Trading Community Organization Address Contact Preference |
A Channel Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Channel Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Channel Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Channel Sales Manager can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Channel Sales Manager can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Sales Manager can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Channel Sales Manager can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Person Address Contact Preference |
A Channel Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Channel Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Channel Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Channel Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Channel Sales Manager can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Channel Sales Manager can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Sales Manager can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Channel Sales Manager can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Channel Sales Manager can remove trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
|
A Channel Sales Manager can update trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Sales Manager can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Channel Sales Manager can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
||
Trading Community Resource Note |
A Channel Sales Manager can manage trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Channel Sales Manager can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
A Channel Sales Manager can view trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|||
Trading Community Resource Sales Representative Setup |
A Channel Sales Manager can manage trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
|
A Channel Sales Manager can view trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: View Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
||
Trading Community Resource Skill |
A Channel Sales Manager can manage trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Channel Sales Manager can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Sales Manager can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Sales Manager can view trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Sales Manager can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Channel Sales Manager can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Channel Sales Manager
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Channel Sales Manager
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Identifies the person as a contingent worker.
Duties assigned directly and indirectly to the abstract role Contingent Worker
Duty Role |
Description |
|---|---|
Approval Notification Duty |
Grants access to view product specific notification content. |
Approve Transactions Duty |
Allows ability to approve transactions |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Create Social Group Duty |
Creates social groups. |
Employee Enrollment Duty |
Manages employee enrollments. |
Expense Bank Account Management Duty |
Manages employee's bank accounts. |
Expense Entry Duty |
Creates and updates expense items and expense reports. |
Gallery Access Duty |
Grants access to the portrait and gallery search duties. |
Goal Management Worker Duty |
Goal Management Worker - inherited by Worker |
HCM Information Comparison Duty |
Compares workers, jobs, positions, and any combinations of these objects. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
My Portrait Work Area Navigation Duty |
Grants navigation access to the my portrait work area. |
Negotiation Attachment Inquiry as Procurement Requester Duty |
Review supplier negotiation attachments as procurement requester. |
Negotiation Viewing as Procurement Requester Duty |
View a supplier negotiation and its details as a requester. |
Party Information Inquiry Duty |
Views trading community parties. |
Payables Invoice Inquiry Duty |
Views Oracle Fusion Payables invoices. |
Payee Bank Account Management Duty |
Manages supplier bank accounts and other payment details. |
Performance Management Worker Duty |
Adds content to rate to performance document and evaluates self. |
Person Address Maintenance Duty |
Grants access to persons to manage their own address data. |
Person Gallery Work Area Navigation Duty |
Grants navigation access to the person gallery work area. |
Person Marital Status Maintenance Duty |
Grants access to a person to manage their own marital status and related data. |
Person Name Maintenance Duty |
Maintains persons' name related attributes. |
Person Name Maintenance Duty Obsolete |
Obsolete role. Do not use. |
Person National Identifier View Duty |
Grants access to persons to view national identifier. |
Personal Compensation Management Duty |
Manages contributions made towards savings and contribution type plans. |
Portrait Access Duty |
Grants access to the portrait maintenance and portrait view duties. |
Portrait Availability Duty |
Grants access to the availability card in the portrait, which includes schedule, absence, and accrual information. |
Portrait Benefits Duty |
Views benefits data for a worker in the portrait. |
Portrait Communication Methods Duty |
Grants access to the employee, contingent worker and Human Resource Specialist to view the person's photo, phones, emails and other communication methods in the portrait. |
Portrait Compensation Duty |
Views compensation data for a worker in the portrait. |
Portrait Contact Duty |
Grants access to view the contact card in the portrait, which includes phone number, e-mail, other communication methods, work location information, manager, directs and peers. |
Portrait Maintenance Duty |
Grants access to the portrait maintenance duties for the portrait cards. |
Portrait Personal and Employment Duty |
Grants access to a person's own personal and employment information in the portrait. |
Portrait View Duty |
Grants access to the portrait view duties for the portrait cards. |
Procurement Analysis Currency Preference |
This role is used to get the supported currencies in Procurement and Spend Analysis module. |
Public Person Selection Duty |
Grants access to select deferred persons. This is a single privilege duty because it is an isolated privilege that needs to be consumed by other teams. |
Purchase Order Attachment Inquiry as Procurement Requester Duty |
Review purchase order and referenced document attachments as a procurement requester. |
Purchase Order Attachment Management as Procurement Requester Duty |
Manage purchase order attachments as a procurement requester. |
Purchase Order Changes as Procurement Requester Duty |
Perform purchase order change management tasks as a procurement requester. |
Receiving Management Requester Duty |
Allows a requester in Oracle Fusion iProcurement to receive items, correct receipts, and return receipts. |
Requester Analysis Duty |
Duty role with limited access to view and analyze procurement cycle times related to requisitions processing within the Requisition BU that requester belongs to |
Requisition Attachment Management Duty |
Manages attachments on requisitions. |
Requisition Business Unit Data Security |
This role is used for Requisition Business Unit data security in the data warehouse |
Requisition Self Service User Duty |
Manages requisitions including creating, searching, and viewing requisitions, creating noncatalog requests, creating requisitions with one-time locations, and changing deliver-to locations on requisition lines. |
Requisition and Referenced Attachment Inquiry Duty |
Reviews attachments on requisitions. |
Review Inbound Shipment Details Duty |
Reviews inbound shipment details. |
Review Receipt Summary Duty |
Reviews receipt summary and receipt line details. |
Review Receiving Transaction History Duty |
Reviews transaction history associated with a receipt. |
Social Connection Worker Duty |
Performs all Oracle Fusion Social Connection employee duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Group Participation Duty |
Participates in social groups. |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Talent Worker Duty |
Performs all talent management duties as an employee or contingent worker. |
Task Management Duty |
Manages transaction tasks. |
Total Compensation Statements Worker Duty |
Views generated total compensation statements for themselves. |
US Employee Portrait Gallery Duty |
Allows an employee within a US legal employer to access US specific tasks. |
View Batch Jobs Duty |
View ESS Batch Jobs in Scheduled Processes workarea. |
View Employment Information Duty |
Views employment information. |
View Secured Custom Help Duty |
Views custom help containing the security lookup value Secured. |
Worker Availability Viewing Duty |
Views workers' availability based on their work schedules. |
Worker Document Management Duty |
Grants access to persons to manage their own document data. |
Worker Duty |
Performs worker related tasks. |
Worker Gallery Access Duty |
Restricts access to private data in the portrait to workers themselves and HR specialists. |
Worker Gallery Search Duty |
Searches worker deferred data and views the portrait page. |
Worker Information Sharing Duty |
Shares own employment information with line managers or external parties. |
Worker Onboarding Duty |
Duty role that permits newly hired workers to complete the onboarding tasks associated with an onboarding process. |
Worker Portrait Maintenance Duty |
Manages workers' addresses, e-mails, phones, and other personal information. |
Worker Processes Duty |
Grants access to persons to manage their own data including address, marital status, documents, onboarding processes, and information sharing. |
Worker Role Management Duty |
Manages worker roles. |
Worker Selection Duty |
Selects workers. |
Workforce Processes Work Area Navigation Duty |
Duty role that provides access to the Workforce Processes and Tasks work area |
Workforce Profile Worker Duty |
Performs workforce profile duties as an employee or contingent worker. |
Fusion applications ship the role memberships assuming you have deployed all offerings, options and features. Role memberships marked with a "+" in the "All" column are required for all options and features in this offering. If you are not deploying a particular offering, option or feature, remove those role memberships that are marked with a "*" for that offering, option or feature in Authorization Policy Manager.
If you are deploying other offerings, refer to the Security Reference Manual for those offerings before removing any role memberships.
Roles inherited directly and indirectly by the abstract role Contingent Worker
Inherited roles by Offering, Option and Feature |
Sales |
|---|---|
All |
|
Attachments User |
+ |
Procurement Requester |
|
Business Intelligence Applications Worker |
|
Business Intelligence Applications Analysis Duty |
|
Negotiation Attachment Inquiry as Procurement Requester Duty |
|
Negotiation Viewing as Procurement Requester Duty |
|
Payables Invoice Inquiry Duty |
|
Party Information Inquiry Duty |
|
Public Person Selection Duty |
+ |
Purchase Order Attachment Inquiry as Procurement Requester Duty |
|
Purchase Order Attachment Management as Procurement Requester Duty |
|
Purchase Order Changes as Procurement Requester Duty |
|
Receiving Management Requester Duty |
|
Item Inquiry Duty |
|
Requester Analysis Duty |
|
Business Intelligence Authoring Duty |
|
Procurement Analysis Currency Preference |
|
Requisition Business Unit Data Security |
|
Requisition Attachment Management Duty |
|
Requisition Self Service User Duty |
|
Internal Contact Relationship Information Inquiry Duty |
|
Party Information Inquiry Duty |
|
Requisition and Referenced Attachment Inquiry Duty |
|
Review Inbound Shipment Details Duty |
|
Item Inquiry Duty |
|
Review Receipt Summary Duty |
|
Internal Contact Relationship Information Inquiry Duty |
|
Item Inquiry Duty |
|
Party Information Inquiry Duty |
|
Review Receiving Transaction History Duty |
|
Public Person Selection Duty |
+ |
Worker Duty |
+ |
Approval Notification Duty |
+ |
Approve Transactions Duty |
+ |
Business Intelligence Consumer Duty |
+ |
Employee Enrollment Duty |
|
Expense Entry Duty |
|
Business Intelligence Consumer Duty |
+ |
Expense Bank Account Management Duty |
|
Party Information Inquiry Duty |
|
Payee Bank Account Management Duty |
|
Party Information Inquiry Duty |
|
Gallery Access Duty |
|
Portrait Access Duty |
|
Portrait Maintenance Duty |
|
Portrait View Duty |
|
Portrait Availability Duty |
|
Portrait Compensation Duty |
|
Portrait Contact Duty |
|
Worker Gallery Search Duty |
|
Internal Contact Relationship Information Inquiry Duty |
|
Party Information Inquiry Duty |
|
HCM Information Comparison Duty |
|
Public Person Selection Duty |
+ |
My Portrait Work Area Navigation Duty |
|
Person Gallery Work Area Navigation Duty |
|
Personal Compensation Management Duty |
|
Social Connection Worker Duty |
|
Social Group Participation Duty |
|
Create Social Group Duty |
|
Social Group Participation Core Duty |
|
Social Network Duty |
|
Social Network Core Duty |
|
Talent Worker Duty |
|
Goal Management Worker Duty |
|
Performance Management Worker Duty |
|
View Employment Information Duty |
|
Workforce Profile Worker Duty |
|
Total Compensation Statements Worker Duty |
|
View Batch Jobs Duty |
+ |
View Secured Custom Help Duty |
+ |
Worker Availability Viewing Duty |
|
Worker Gallery Access Duty |
|
Portrait Communication Methods Duty |
|
Worker Portrait Maintenance Duty |
|
Person National Identifier View Duty |
|
Portrait Benefits Duty |
|
Portrait Personal and Employment Duty |
|
Task Management Duty |
|
Worker Onboarding Duty |
|
Worker Processes Duty |
|
Person Address Maintenance Duty |
|
Person Marital Status Maintenance Duty |
|
Person Name Maintenance Duty |
|
Person Name Maintenance Duty Obsolete |
|
US Employee Portrait Gallery Duty |
|
Worker Document Management Duty |
|
Worker Information Sharing Duty |
|
Public Person Selection Duty |
+ |
Worker Role Management Duty |
+ |
Worker Selection Duty |
+ |
Workforce Processes Work Area Navigation Duty |
Privileges granted to duties of the abstract role Contingent Worker.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Approval Notification Duty |
Grants access to view product specific notification content. |
View Notification Details |
Approve Transactions Duty |
Allows ability to approve transactions |
Approve Transactions |
Create Social Group Duty |
Creates social groups. |
Create Social Group |
Employee Enrollment Duty |
Manages employee enrollments. |
Define Benefit Participant Enrollment Result |
Elect Benefits |
||
Maintain Plan Beneficiary Designation |
||
Maintain Primary Care Provider |
||
Review Benefit Participant Enrollment Result |
||
Expense Bank Account Management Duty |
Manages employee's bank accounts. |
Manage Bank Account for Expense Reimbursement |
Expense Entry Duty |
Creates and updates expense items and expense reports. |
Manage Expense Report |
Review Expense Reimbursement |
||
Goal Management Worker Duty |
Goal Management Worker - inherited by Worker |
Manage Performance Goal |
HCM Information Comparison Duty |
Compares workers, jobs, positions, and any combinations of these objects. |
Compare HCM Information |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
My Portrait Work Area Navigation Duty |
Grants navigation access to the my portrait work area. |
Manage My Portrait Work Area |
Negotiation Viewing as Procurement Requester Duty |
View a supplier negotiation and its details as a requester. |
View Supplier Negotiation |
Payables Invoice Inquiry Duty |
Views Oracle Fusion Payables invoices. |
View Payables Invoice |
Payee Bank Account Management Duty |
Manages supplier bank accounts and other payment details. |
Manage External Payee Payment Details |
Manage Third Party Bank Account |
||
View Third Party Bank Account |
||
Performance Management Worker Duty |
Adds content to rate to performance document and evaluates self. |
Create Performance Document by Worker |
Print Performance Document |
||
Provide Performance Evaluation Feedback |
||
Select Feedback Participants |
||
Track Participant Feedback Status |
||
View Performance Information on Worker Dashboard |
||
Person Address Maintenance Duty |
Grants access to persons to manage their own address data. |
Change Person Address |
Person Gallery Work Area Navigation Duty |
Grants navigation access to the person gallery work area. |
View Person Gallery Work Area |
Person Marital Status Maintenance Duty |
Grants access to a person to manage their own marital status and related data. |
Change Person Marital Status |
Personal Compensation Management Duty |
Manages contributions made towards savings and contribution type plans. |
Manage Variable Compensation Allocation by Worker |
Purchase Order Changes as Procurement Requester Duty |
Perform purchase order change management tasks as a procurement requester. |
Cancel Purchase Order as Procurement Requester |
Change Purchase Order as Procurement Requester |
||
View Purchase Order as Procurement Requester |
||
Receiving Management Requester Duty |
Allows a requester in Oracle Fusion iProcurement to receive items, correct receipts, and return receipts. |
Correct Self-Service Receiving Receipt |
Create Self-Service Receiving Receipt |
||
Manage Self-Service Receiving Receipt Return |
||
Monitor Self-Service Receiving Receipt Work Area |
||
Review Self-Service Receiving Receipt |
||
View Receiving Receipt Notification |
||
Requisition Self Service User Duty |
Manages requisitions including creating, searching, and viewing requisitions, creating noncatalog requests, creating requisitions with one-time locations, and changing deliver-to locations on requisition lines. |
Create Requisition with Changes to Deliver-to Location |
Create Requisition with Noncatalog Requests |
||
Create Requisition with One Time Location |
||
Manage Requisition |
||
View Requisition |
||
Review Inbound Shipment Details Duty |
Reviews inbound shipment details. |
Review Inbound Shipment Details |
Review Receipt Summary Duty |
Reviews receipt summary and receipt line details. |
Review Receiving Receipt Summary |
Review Receiving Transaction History Duty |
Reviews transaction history associated with a receipt. |
Review Receiving Transaction History |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Group Participation Duty |
Participates in social groups. |
Add Someone to Social Group |
Invite Someone to Social Group |
||
Link Social Group |
||
Unlink Social Group |
||
View Related Social Groups |
||
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Total Compensation Statements Worker Duty |
Views generated total compensation statements for themselves. |
View Total Compensation Statement Already Generated |
US Employee Portrait Gallery Duty |
Allows an employee within a US legal employer to access US specific tasks. |
Update US W-4 |
View US End of Year Tax Form |
||
View Batch Jobs Duty |
View ESS Batch Jobs in Scheduled Processes workarea. |
Manage Scheduled Processes Work Area |
View Batch Jobs |
||
Worker Document Management Duty |
Grants access to persons to manage their own document data. |
Manage Person Documentation |
Worker Duty |
Performs worker related tasks. |
Manage My Portrait Work Area |
Worker Gallery Search Duty |
Searches worker deferred data and views the portrait page. |
Search Worker |
View Nonworker Portrait |
||
View Person Gallery Work Area |
||
View Worker Portrait |
||
Worker Information Sharing Duty |
Shares own employment information with line managers or external parties. |
Share Worker Information |
Worker Onboarding Duty |
Duty role that permits newly hired workers to complete the onboarding tasks associated with an onboarding process. |
Complete Onboarding |
Review Assignment |
||
Review Compensation |
||
Review Roles |
||
Verify Personal Information |
||
View Welcome Information |
||
Worker Portrait Maintenance Duty |
Manages workers' addresses, e-mails, phones, and other personal information. |
Print Worker Portrait |
Worker Role Management Duty |
Manages worker roles. |
Self Request Roles |
View Own Account Details |
||
Workforce Processes Work Area Navigation Duty |
Duty role that provides access to the Workforce Processes and Tasks work area |
Manage Workforce Processes Work Area |
Workforce Profile Worker Duty |
Performs workforce profile duties as an employee or contingent worker. |
Define Talent Profile |
Define Talent Profile Item |
||
Manage Model Talent Profile |
||
Manage Person Talent Profile |
||
Manage Talent Profile Interest List |
||
Match Talent Profile |
||
Update Talent Profile Item |
||
View Talent Profile |
Data security policies and their enforcement across analytics application for the abstract role Contingent Worker
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Contingent Worker can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Contingent Worker can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Contingent Worker can delete application attachment for the categories including miscellaneous, to supplier, to buyer, to receiver, to approver, and to payables |
Role: Purchase Order Attachment Management as Procurement Requester Duty Privilege: Delete Application Attachment Resource: Application Attachment |
|
A Contingent Worker can read application attachment for the categories including document, miscellaneous, to supplier, to buyer, to receiver, to approver, and to payables |
Role: Purchase Order Attachment Inquiry as Procurement Requester Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Contingent Worker can read application attachment for the categories including miscellaneous, to approver, to buyer, to payables, to receiver, and to supplier |
Role: Negotiation Attachment Inquiry as Procurement Requester Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Contingent Worker can update application attachment for the categories including miscellaneous, to supplier, to buyer, to receiver, to approver, and to payables |
Role: Purchase Order Attachment Management as Procurement Requester Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
Application Reference Territory |
A Contingent Worker can choose application reference territory for countries in their country security profile |
Role: Person Marital Status Maintenance Duty Privilege: Choose Application Reference Territory (Data) Resource: Application Reference Territory |
|
Beneficiary Organization |
A Contingent Worker can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Beneficiary Organization |
|
Benefit Authorization |
A Contingent Worker can view benefit authorization for themselves |
Role: Employee Enrollment Duty Privilege: View Benefit Authorization (Data) Resource: Benefit Authorization |
|
Benefit Covered Dependent |
A Contingent Worker can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Benefit Covered Dependent |
|
Benefit Participant Enrollment Action |
A Contingent Worker can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Benefit Participant Enrollment Action |
|
Benefit Participant Enrollment Result |
A Contingent Worker can review benefit participant enrollment result for themselves |
Role: Employee Enrollment Duty Privilege: Review Benefit Participant Enrollment Result (Data) Resource: Benefit Participant Enrollment Result |
|
A Contingent Worker can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Benefit Participant Enrollment Result |
||
Benefit Participant Rate |
A Contingent Worker can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Benefit Participant Rate |
|
Benefit Relation |
A Contingent Worker can manage benefit relation for themselves |
Role: Employee Enrollment Duty Privilege: Manage Benefit Relation (Data) Resource: Benefit Relation |
|
Bookmark |
A Contingent Worker can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Corporate Card Transaction Dispute Note |
A Contingent Worker can manage expense for themselves |
Role: Expense Entry Duty Privilege: Manage Expense (Data) Resource: Corporate Card Transaction Dispute Note |
|
Expense |
A Contingent Worker can manage expense for themselves |
Role: Expense Entry Duty Privilege: Manage Expense (Data) Resource: Expense |
|
Expense Report |
A Contingent Worker can manage expense report for themselves |
Role: Expense Entry Duty Privilege: Manage Expense Report (Data) Resource: Expense Report |
|
HR Job |
A Contingent Worker can choose hr job for jobs in their job security profile |
Role: HCM Information Comparison Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Help Topic |
A Contingent Worker can view secured custom help content for all secured help content they are authorized |
Role: View Secured Custom Help Duty Privilege: View Secured Custom Help Content Resource: Help Topic |
|
Item |
A Contingent Worker can maintain item asset maintenance group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Asset Maintenance Group (Data) Resource: Item |
|
A Contingent Worker can maintain item attribute for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Attribute (Data) Resource: Item |
||
A Contingent Worker can maintain item basic for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Basic (Data) Resource: Item |
||
A Contingent Worker can maintain item costing group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Costing Group (Data) Resource: Item |
||
A Contingent Worker can maintain item general planning group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item General Planning Group (Data) Resource: Item |
||
A Contingent Worker can maintain item inventory group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Inventory Group (Data) Resource: Item |
||
A Contingent Worker can maintain item invoicing group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Invoicing Group (Data) Resource: Item |
||
A Contingent Worker can maintain item lead times group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Lead Times Group (Data) Resource: Item |
||
A Contingent Worker can maintain item mrp and mps group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item MRP and MPS Group (Data) Resource: Item |
||
A Contingent Worker can maintain item order management group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Order Management Group (Data) Resource: Item |
||
A Contingent Worker can maintain item pack for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Pack (Data) Resource: Item |
||
A Contingent Worker can maintain item people for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item People (Data) Resource: Item |
||
A Contingent Worker can maintain item physical group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Physical Group (Data) Resource: Item |
||
A Contingent Worker can maintain item primary group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Primary Group (Data) Resource: Item |
||
A Contingent Worker can maintain item process manufacturing group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Process Manufacturing Group (Data) Resource: Item |
||
A Contingent Worker can maintain item purchasing group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Purchasing Group (Data) Resource: Item |
||
A Contingent Worker can maintain item receiving group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Receiving Group (Data) Resource: Item |
||
A Contingent Worker can maintain item revision for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Revision (Data) Resource: Item |
||
A Contingent Worker can maintain item service group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Service Group (Data) Resource: Item |
||
A Contingent Worker can maintain item structure for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Structure (Data) Resource: Item |
||
A Contingent Worker can maintain item structure group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Structure Group (Data) Resource: Item |
||
A Contingent Worker can maintain item web option group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Web Option Group (Data) Resource: Item |
||
A Contingent Worker can maintain item work in process group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Work in Process Group (Data) Resource: Item |
||
A Contingent Worker can view item attribute for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: View Item Attribute (Data) Resource: Item |
||
A Contingent Worker can view item basic for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: View Item Basic (Data) Resource: Item |
||
A Contingent Worker can view item pack for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: View Item Pack (Data) Resource: Item |
||
A Contingent Worker can view item structure for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: View Item Structure (Data) Resource: Item |
||
Kudos |
A Contingent Worker can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Message Board |
A Contingent Worker can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Contingent Worker can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Payroll Personal Deduction |
A Contingent Worker can update US W-4 for themselves if they are employed by a US legal employer |
Role: US Employee Portrait Gallery Duty Privilege: Update US W-4 (Data) Resource: Payroll Personal Deduction |
|
Person |
A Contingent Worker can change person address for themselves |
Role: Person Address Maintenance Duty Privilege: Change Person Address (Data) Resource: Person |
|
A Contingent Worker can change person marital status for themselves |
Role: Person Marital Status Maintenance Duty Privilege: Change Person Marital Status (Data) Resource: Person |
||
A Contingent Worker can manage worker public portrait for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Worker Public Portrait (Data) Resource: Person |
||
A Contingent Worker can print worker portrait for themselves |
Role: Portrait Maintenance Duty Privilege: Print Worker Portrait (Data) Resource: Person |
||
A Contingent Worker can share worker information for themselves |
Role: Worker Information Sharing Duty Privilege: Share Worker Information (Data) Resource: Person |
||
A Contingent Worker can view worker availability portrait card for themselves |
Role: Portrait Availability Duty Privilege: View Worker Availability Portrait Card (Data) Resource: Person |
||
A Contingent Worker can view worker personal and employment portrait card for themselves |
Role: Portrait Personal and Employment Duty Privilege: View Worker Personal and Employment Portrait Card (Data) Resource: Person |
||
Person Address |
A Contingent Worker can manage person private address details for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Private Address Details (Data) Resource: Person Address |
|
Person Assignment |
A Contingent Worker can view person assignment for persons and assignments in their person and assignment security profile |
Role: View Employment Information Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
|
Person Communication Method |
A Contingent Worker can manage person communication method for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Communication Method (Data) Resource: Person Communication Method |
|
A Contingent Worker can view person communication method for private communication methods granted to the user for persons in their person and assignment security profile |
Role: Portrait Communication Methods Duty Privilege: View Person Communication Method (Data) Resource: Person Communication Method |
||
Person Contact Relationship |
A Contingent Worker can manage person contact details for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Contact Details (Data) Resource: Person Contact Relationship |
|
A Contingent Worker can manage person private contact details for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Private Contact Details (Data) Resource: Person Contact Relationship |
||
Person Documentation |
A Contingent Worker can manage person documentation for document types in their document types security profile for themselves |
Role: Worker Document Management Duty Privilege: Manage Person Documentation (Data) Resource: Person Documentation |
|
Person Email |
A Contingent Worker can manage person email for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
A Contingent Worker can view person email for work e-mail addresses and private e-mail addresses granted to the user for persons in their person and assignment security profile |
Role: Portrait Communication Methods Duty Privilege: View Person Email (Data) Resource: Person Email |
||
Person Image |
A Contingent Worker can manage person image for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Image (Data) Resource: Person Image |
|
A Contingent Worker can view person image for public images for persons in their person and assignment security profile |
Role: Portrait Communication Methods Duty Privilege: View Person Image (Data) Resource: Person Image |
||
Person Life Event |
A Contingent Worker can manage person life event for themselves |
Role: Employee Enrollment Duty Privilege: Manage Person Life Event (Data) Resource: Person Life Event |
|
Person Name |
A Contingent Worker can change person name for themselves |
Role: Person Name Maintenance Duty Privilege: Change Person Name (Data) Resource: Person Name |
|
Person National Identifier |
A Contingent Worker can view person national identifier for themselves |
Role: Person National Identifier View Duty Privilege: View Person National Identifier (Data) Resource: Person National Identifier |
|
Person Phone |
A Contingent Worker can manage person phone for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Phone (Data) Resource: Person Phone |
|
A Contingent Worker can view person phone for work phone numbers and private phone numbers granted to the user for persons in their person and assignment security profile |
Role: Portrait Communication Methods Duty Privilege: View Person Phone (Data) Resource: Person Phone |
||
Plan Beneficiary Designation |
A Contingent Worker can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Plan Beneficiary Designation |
|
Portrait Private Note |
A Contingent Worker can manage portrait private note for themselves |
Role: Worker Processes Duty Privilege: Manage Portrait Private Note (Data) Resource: Portrait Private Note |
|
Position |
A Contingent Worker can choose position for positions in their position security profile |
Role: HCM Information Comparison Duty Privilege: Choose Position (Data) Resource: Position |
|
Primary Care Provider |
A Contingent Worker can define plan primary care provider for themselves |
Role: Employee Enrollment Duty Privilege: Define Plan Primary Care Provider (Data) Resource: Primary Care Provider |
|
Public Person |
A Contingent Worker can choose public person for persons and assignments in their person and assignment security profile |
Role: Public Person Selection Duty Privilege: Choose Public Person (Data) Resource: Public Person |
|
A Contingent Worker can search person deferred for persons and assignments in their person and assignment security profile |
Role: Worker Gallery Search Duty Privilege: Search Person Deferred (Data) Resource: Public Person |
||
A Contingent Worker can view worker contact portrait card for themselves |
Role: Portrait Contact Duty Privilege: View Worker Contact Portrait Card (Data) Resource: Public Person |
||
Requisition |
A Contingent Worker can manage requisition for themselves for the business units for which they are authorized |
Role: Requisition Self Service User Duty Privilege: Manage Requisition (Data) Resource: Business Unit |
|
A Contingent Worker can manage requisition for themselves for the financial business unit associated with their primary assignment |
Role: Requisition Self Service User Duty Privilege: Manage Requisition (Data) Resource: Business Unit |
||
Salary |
A Contingent Worker can view salary details for themselves |
Role: Personal Compensation Management Duty Privilege: View Salary Details (Data) Resource: Salary |
|
A Contingent Worker can view worker compensation portrait card for themselves |
Role: Portrait Compensation Duty Privilege: View Worker Compensation Portrait Card (Data) Resource: Salary |
||
Social Connection |
A Contingent Worker can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Group |
A Contingent Worker can view social group for themselves |
Role: Social Group Participation Duty Privilege: View Social Group (Data) Resource: Social Group |
|
Social Profile |
A Contingent Worker can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Talent Profile |
A Contingent Worker can match talent profile person for themselves |
Role: Workforce Profile Worker Duty Privilege: Match Talent Profile Person (Data) Resource: Talent Profile |
|
A Contingent Worker can view talent profile model for jobs in their job security profile |
Role: Workforce Profile Worker Duty Privilege: View Talent Profile Model (Data) Resource: Talent Profile |
||
A Contingent Worker can view talent profile person for themselves |
Role: Workforce Profile Worker Duty Privilege: View Talent Profile Person (Data) Resource: Talent Profile |
||
Talent Profile Item |
A Contingent Worker can view talent profile item worker for themselves |
Role: Workforce Profile Worker Duty Privilege: View Talent Profile Item Worker (Data) Resource: Talent Profile Item |
|
Task |
A Contingent Worker can manage tasks for themselves |
Role: Task Management Duty Privilege: Manage Tasks (Data) Resource: Task |
|
Total Compensation Statement |
A Contingent Worker can view total compensation statement already generated for themselves |
Role: Total Compensation Statements Worker Duty Privilege: View Total Compensation Statement Already Generated (Data) Resource: Total Compensation Statement |
|
Trading Community Org Address Email Contact Preference |
A Contingent Worker can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Contingent Worker can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Contingent Worker can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Contingent Worker can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Contingent Worker can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Contingent Worker can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Contingent Worker can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Contingent Worker can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Contingent Worker can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Contingent Worker can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Contingent Worker can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Contingent Worker can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
User Roles |
A Contingent Worker can self request roles for themselves |
Role: Worker Role Management Duty Privilege: Self Request Roles (Data) Resource: User Roles |
|
A Contingent Worker can view own account details for themselves |
Role: Worker Role Management Duty Privilege: View Own Account Details (Data) Resource: User Roles |
||
Variable Compensation Allocation |
A Contingent Worker can manage variable compensation allocation by worker for themselves |
Role: Personal Compensation Management Duty Privilege: Manage Variable Compensation Allocation by Worker (Data) Resource: Variable Compensation Allocation |
|
Worker |
A Contingent Worker can choose worker for people and assignments in their person and assignment security profile |
Role: Worker Selection Duty Privilege: Choose Worker (Data) Resource: Worker |
|
A Contingent Worker can compare worker employment information for themselves |
Role: HCM Information Comparison Duty Privilege: Compare Worker Employment Information (Data) Resource: Worker |
||
A Contingent Worker can review worker availability for themselves |
Role: Worker Availability Viewing Duty Privilege: Review Worker Availability (Data) Resource: Worker |
Segregation of duties policies respected during the development of duties for the abstract role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the abstract role Contingent Worker
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the abstract role Contingent Worker
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Individual responsible for customer relationship management application administration. Collaborates with customer relationship management application users to maintain consistent financial application setup, rules, and access.
Duties assigned directly and indirectly to the job role Customer Relationship Management Application Administrator
Duty Role |
Description |
|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Application Document Sequence Administration Duty |
Manages document sequences and document sequence categories. |
Application Help Text Administration Duty |
Adds and maintains custom help for all applications. |
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Application Message Administration Duty |
Manages application messages. |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Application Tree Structure Registration Duty |
Manages application tree structure. |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Applications Common Application Document Sequence Category Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application document sequence categories. |
Applications Common Application Flexfield Value Set Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application flexfields value sets. |
Applications Common Application Impersonator Role |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Applications Common Application Profile Value Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application profile option values. |
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Audit Trail Management Duty |
Duty role to allow the administrator to configure and view the audit history. |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
Business Intelligence Administration Duty |
An Administrator of the Business Intellgience Server and Web Catalog. This role allows the user to maintain servers and services for Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
Bussiness Process Engineering Human Taskflow Administration Duty |
This role grants a user the privilege to perform administrative actions in the workflow functionality via the worklist UI. A user in this role will be able to view all tasks in the system, recover errored (incorrectly assigned) tasks, create approval groups and edit task configuration / rules DT@RT UI (both AMX functionality) This is a business administrator type role. This role is granted to SOAAdmin. |
CRM Administrative Analysis Duty |
BI duty role to administer analysis in all key areas in CRM, including but not limited to Revenue,Quota, Forecasting,Territory, Marketing Programs, Leads, Responses and TCA. |
CRM Application Administrator Duty |
Consolidated duty role that allows an administrator to manage all setup duties and administer custom objects |
CRM Auxiliary Data File Import Management Duty |
This Duty Role enables an admin user to register objects , define column to attribute mapping, create an import job and schedule and run it |
CRM Database Resource Administration Duty |
Manages Customer Relationship Management application database resources. |
CRM Delete Duty |
UCM application role required by CRM to get delete access to CRM uploaded non attachments. |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
CRM Extensibility Administration Duty |
Manages extensible objects, business events, and e-mail templates, and custom subject areas for reporting. |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Channel Operations Manager Duty |
Enterprise Duty role that inherits all duties performed by Channel Operations Manager |
Classification Administration Duty |
Manage classification setup |
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Contact Point Administration Duty |
Grants privileges to manage contact point setup |
Contract Export Management Duty |
Manages contracts export. |
Contract File Import Duty |
Contract File Import Duty |
Contract Import from File Setup Duty |
Configures the mapping between the import file attributes and the contract attributes. |
Contract Setup Duty |
Contract Setup |
Contract Terms Library Administration Duty |
Manages the Contract Terms Library, including defining and maintaining terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes. |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Contract UI Customization Duty |
Allows customization of Contracts pages |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Customer Center Custom Objects Management Duty |
Manages custom objects in Oracle Fusion Customer Center. |
Customer Contract Setup Duty |
In addition to the setup activities allowed by the Contract Setup Duty, this duty performs setup activities that are specific to customer contracts, such as managing customer contract management business function settings and billing accounts. |
Customer Contract Terms Library Administration Duty |
Manages sell intent Contract Terms Library objects. |
Customer Data Management Administration Duty |
Administers customer data management. |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Department Selection Duty |
Filters the department list of values based on the user's organization security profile. |
E-Mail and Web Marketing Administration Duty |
For information purposes only. The entitlements associated with this duty do not secure the tasks but are provided as reference to the set of manual tasks this duty is expected to perform, such as administering e-mail daemons and server connections for outbound delivery and responses for e-mail marketing. |
FND Database Resource Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application database resources. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Geography Administration Duty |
Grants privileges to set up geographies |
Goal Management All Profile Value Administration Duty |
Duty role for managing profile values for Goal Management |
Goal Management Descriptive Flexfield Administration Duty |
Duty role for managing descriptive flexfields for Goal Management |
Goal Management Implementation Duty |
Grant role for functional access to Goal Management Implementation |
Goal Management Lookup Administration Duty |
Duty role for managing lookups for Goal Management |
HCM Application Descriptive Flexfield Administration Duty |
Manages Human Capital Management application descriptive flexfields. |
HCM Application Flexfield Value Set Administration Duty |
Manages Human Capital Management application flexfield value sets. |
HCM Application Lookup Administration Duty |
Manages Human Capital Management application common, standard, and set-enabled lookups. |
HCM Application Profile Value Administration Duty |
Manages Human Capital Management application profile values. |
Identifier Administration Duty |
Grants privileges to set up identifier types |
Import Trading Community Person and Organization Duty |
Imports people and organizations. |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Job Selection Duty |
Filters the job list of values based on the user's job security profile. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Budget Export Management Duty |
Restricts the presentation of exportable objects to marketing budgets. |
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Marketing Custom Objects Management Duty |
Manages custom objects in Oracle Fusion Marketing. |
Marketing Export Management Duty |
Restricts the presentation of exportable objects to marketing lists, treatments, responses, campaigns and associated activities. |
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Marketing Maintenance Duty |
Creates and maintains setup for marketing campaigns, responses, segments, lists, and treatments across the enterprise. Additional duties include file import management for the import of marketing campaign responses. |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Name Administration Duty |
Grants privileges to set up name types |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Channel Administration Duty |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Opportunity Export Management Duty |
Manages bulk export of all opportunity-related objects. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity Setup Duty |
Sets up the application. This role is typically for a one-time setup event. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Page Composer Source View Access Duty |
Duty role to allow access to page composer source view |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Center UI Customization Duty |
Customize the Partner Center pages. |
Partner Channel Analysis Duty |
This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to. |
Partner Content Management Duty |
Secures who can create partner collateral |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Export Management Duty |
Manages partners bulk export. |
Partner Import Administration Duty |
Partner Import Administration Duty role. This duty will allow for administration activities of Partner Import |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Lead Management Duty |
Views and updates all partner leads in the enterprise. |
Partner Management Setup Duty |
Manages the partner management setup tasks. |
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Partner Program Enrollment Duty |
Applies for a program and answers a questionnaire as part of the enrollment for the partner user. |
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Party Contract View Access Duty |
Views contracts for a party for the assigned business units. |
Party Information Inquiry Duty |
Views trading community parties. |
Party Usage Administration Duty |
Grants privileges to set up party usages and filter rules |
Person Self Information Inquiry Duty |
Views their own information. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Promotion Administration Duty |
Create and maintain promotions. For example, create a promotion like "buy one get one free". |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Quota Export Management Duty |
Manages bulk export of all sales territory quota related objects. |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Quota Management Setup Duty |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Real Time Communication Administration Duty |
This role allows real time communicate administration. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Relationship Administration Duty |
Grants privileges to manage relationship setup |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Reports and Analytics Region Administration Duty |
Selects reports to appear in the Reports and Analytics region of Oracle Fusion Applications work areas. |
Resource Administration Duty |
Administers resource information. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Resource Management Administration Duty |
Administers resource management. |
Resource Organization Administration Duty |
Administers resource organizations. |
Resource Organization Management Duty |
Manages resource organizations. |
Resource Role Administration Duty |
Defines resource roles. |
Resource Team Administration Duty |
Defines resource teams. |
Resource Team Management Duty |
Manages resource teams. |
Sales Account Team File Import Duty |
Manages sales account team file import objects, mappings, and activities. |
Sales Analysis Currency Preference |
This role is used to get the supported currencies in Sales Analysis module. |
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Sales Custom Objects Management Duty |
Manages custom objects in Oracle Fusion Sales. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Forecasting Export Management Duty |
Manages bulk export of all sales forecasting related objects. |
Sales Forecasting Setup Duty |
Defines the sales forecast schedule, enables forecasting metrics, and determines the automatic forecasting criteria. Additional duties include defining lookups and profile options, and running sales forecasting jobs. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Export Management Duty |
Restricts the presentation of exportable objects to sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Lead Maintenance Duty |
Supports the ongoing maintenance of sales leads. Includes the ability to set up sales lead and assessment reference data, and to schedule and run sales lead processing activities. |
Sales Party Export Management Duty |
Manages bulk export of all sales party-related objects. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Sales Predictor Administration Duty |
Manages recommendation configuration parameters and selects metadata entities and attributes. |
Sales Setup Duty |
Configures the sales application.This role is typically for a one-time setup event. |
Setup Customer Center Duty |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Source System Entity Administration Duty |
Grants privileges to set up source system entities |
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Export Management Duty |
Manages bulk export of all sales territory related objects. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Territory Management Setup Duty |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Trading Community Administration Duty |
Grants privileges to administer the trading community. |
Trading Community Common Configuration Administration Duty |
Grants privileges to setup common configuration information. |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Customer Account Administration Duty |
Grants privileges to setup customer account information. |
Trading Community Data Format Administration Duty |
Manages trading community data formats |
Trading Community Data Quality Administration Duty |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Trading Community Export Management Duty |
Manages bulk export of all party related objects. |
Trading Community Group Administration Duty |
Grants privileges to setup group information. |
Trading Community Hierarchy Administration Duty |
Administers the trading community hierarchy. |
Trading Community Hierarchy Management Duty |
Manages hierarchies. |
Trading Community Import Administration Duty |
Defines trading community data import installation and configuration information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Trading Community Location Administration Duty |
Grants privileges to setup location information. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Trading Community Organization Administration Duty |
Grants privileges to setup organization information. |
Trading Community Person Administration Duty |
Grants privileges to setup person information. |
Trading Community Source System Administration Duty |
Grants privileges to set up source systems |
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Secured Custom Help Duty |
Views custom help containing the security lookup value Secured. |
Watchlist Administration Duty |
Maintains the Watchlist categories and items displayed in Oracle Fusion Applications. Disables items for performance reasons if needed. |
Workforce Profile Administration Duty |
Performs administrative duties for workforce talent profiles. |
Workforce Profile Descriptive Flexfield Administration Duty |
Manages descriptive flexfields and value sets. |
Workforce Profile Lookup Administration Duty |
Provides the Fusion Search Crawl process with unrestricted access to workforce profile information when it builds a text-based index in the Oracle Fusion Search database deployed with Fusion Applications. |
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Zone Administration Duty |
Grants privileges to set up zones |
Roles inherited directly and indirectly by the job role Customer Relationship Management Application Administrator
Inherited Roles |
|---|
Customer Relationship Management Application Administrator Administration Link View Duty Application All Profile Value Administration Duty Application Descriptive Flexfield Administration Duty Application Help Text Administration Duty View Secured Custom Help Duty Application Lookup Administration Duty Application Profile Option Registration Duty Application User Profile Value Administration Duty Applications Common Application Impersonator Role Business Process Human Taskflow Administration Duty Bussiness Process Engineering Human Taskflow Administration Duty CRM Administrative Analysis Duty Business Intelligence Authoring Duty Sales Analysis Currency Preference CRM Application Administrator Duty Administration Link View Duty Application All Profile Value Administration Duty Application Descriptive Flexfield Administration Duty Application Help Text Administration Duty View Secured Custom Help Duty Application Lookup Administration Duty Application Profile Option Registration Duty Application User Profile Value Administration Duty Applications Common Application Impersonator Role Audit Trail Management Duty CRM Administrative Analysis Duty Business Intelligence Authoring Duty Sales Analysis Currency Preference CRM Auxiliary Data File Import Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty CRM Export Management Duty CRM Extensibility Administration Duty Business Intelligence Administration Duty CRM Database Resource Administration Duty FND Database Resource Administration Duty Channel Operations Manager Duty Administration Link View Duty Applications Common Application Impersonator Role Appointment Note Management Duty Attachments User Audit Trail Report Viewing Duty Channel Manager Dashboard Duty Contract Terms and Conditions View Access Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Functional Setups Duty Import Trading Community Person and Organization Duty Trading Community Import Administration Duty Trading Community Import Batch Management Duty Trading Community Import Process Management Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Management Duty Party Information Inquiry Duty Trading Partner Item Inquiry Duty Party Information Inquiry Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Export Management Duty Common Component Export Management Duty CRM Export Management Duty Marketing Budget Maintenance Duty Marketing Budget Utilization Duty Marketing Fund Request and Claim Processing Duty Opportunity Channel Administration Duty Partner Account Administration Duty Partner Account Review Duty Partner Center UI Customization Duty Partner Channel Analysis Duty Business Intelligence Authoring Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Content Management Duty Partner Export Management Duty CRM Export Management Duty Partner Import Administration Duty Partner Lead Management Duty Partner Program Enrollment Duty Partner Program Questionnaire Response Duty Partner Program Enrollment View Duty Partner Program Questionnaire Response Duty Partner Program Maintain Duty Partner Program Contract Association Duty Partner Program Questionnaire Management Duty Partner Program Questionnaire Response Duty Partner Program Review Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Party Contract View Access Duty Party Information Inquiry Duty Real Time Communication Management Duty Relationship Information Inquiry Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Sales Lead Follow Up Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Party Partner Territory Management Duty Task Note Management Duty Territory Management Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Party Information Inquiry Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Contract File Import Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Contract Import from File Setup Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Customer Center Custom Objects Management Duty Customer Contract Setup Duty Contract Setup Duty Administration Link View Duty Application Descriptive Flexfield Administration Duty Application Document Sequence Administration Duty Application Lookup Administration Duty Applications Common Application Document Sequence Category Administration Duty Applications Common Application Flexfield Value Set Administration Duty Applications Common Application Profile Value Administration Duty Contract UI Customization Duty Customer Data Management Administration Duty Customer Data Management Foundation Custom Objects Management Duty E-Mail and Web Marketing Administration Duty Functional Setups Duty Import Trading Community Person and Organization Duty Trading Community Import Administration Duty Trading Community Import Batch Management Duty Trading Community Import Process Management Duty Marketing Custom Objects Management Duty Marketing Maintenance Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Marketing Budget Export Management Duty Common Component Export Management Duty CRM Export Management Duty Marketing Export Management Duty Sales Lead Export Management Duty Common Component Export Management Duty CRM Export Management Duty Opportunity Setup Duty Page Composer Source View Access Duty Partner Management Setup Duty Application All Profile Value Administration Duty Customer Contract Setup Duty Contract Setup Duty Administration Link View Duty Application Descriptive Flexfield Administration Duty Application Document Sequence Administration Duty Application Lookup Administration Duty Applications Common Application Document Sequence Category Administration Duty Applications Common Application Flexfield Value Set Administration Duty Applications Common Application Profile Value Administration Duty Contract UI Customization Duty Customer Contract Terms Library Administration Duty Contract Terms Library Administration Duty Partner Export Management Duty CRM Export Management Duty Promotion Administration Duty Reports and Analytics Region Administration Duty Functional Setups Duty Resource Management Administration Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Resource Role Administration Duty Job Selection Duty Resource Team Administration Duty Resource Team Management Duty Sales Catalog Administration Duty Sales Custom Objects Management Duty Sales Forecasting Setup Duty Sales Forecasting Export Management Duty CRM Export Management Duty Sales Lead Maintenance Duty Sales Predictor Administration Duty Business Intelligence Consumer Duty Sales Setup Duty Common Component Export Management Duty CRM Export Management Duty Opportunity Export Management Duty CRM Export Management Duty Real Time Communication Administration Duty Setup Customer Center Duty Application All Profile Value Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Profile Option Registration Duty Audit Trail Management Duty Audit Trail Report Viewing Duty Functional Setups Duty Sales Party Export Management Duty CRM Export Management Duty Territory Management Setup Duty Classification Administration Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Setup Duty Party Information Inquiry Duty Quota Export Management Duty CRM Export Management Duty Sales Catalog Administration Duty Territory Export Management Duty CRM Export Management Duty Quota Export Management Duty CRM Export Management Duty Zone Administration Duty Trading Community Administration Duty Classification Administration Duty Contact Point Administration Duty Customer Data Management Foundation Custom Objects Management Duty Geography Administration Duty Identifier Administration Duty Name Administration Duty Party Usage Administration Duty Relationship Administration Duty Source System Entity Administration Duty Trading Community Common Configuration Administration Duty Trading Community Customer Account Administration Duty Trading Community Data Format Administration Duty Trading Community Export Management Duty CRM Export Management Duty Trading Community Group Administration Duty Trading Community Hierarchy Administration Duty Trading Community Hierarchy Management Duty Application Tree Administration Duty Application Tree Structure Registration Duty Trading Community Import Administration Duty Trading Community Location Administration Duty Trading Community Organization Administration Duty Trading Community Person Administration Duty Trading Community Source System Administration Duty Zone Administration Duty Trading Community Data Quality Administration Duty Watchlist Administration Duty Functional Setups Duty Workforce Profile Administration Duty Goal Management Implementation Duty Goal Management All Profile Value Administration Duty Application All Profile Value Administration Duty HCM Application Profile Value Administration Duty Goal Management Descriptive Flexfield Administration Duty Application Descriptive Flexfield Administration Duty HCM Application Descriptive Flexfield Administration Duty HCM Application Flexfield Value Set Administration Duty Goal Management Lookup Administration Duty Application Lookup Administration Duty HCM Application Lookup Administration Duty Talent Notifications Duty Talent Notifications Duty Workforce Profile Descriptive Flexfield Administration Duty Application Descriptive Flexfield Administration Duty HCM Application Descriptive Flexfield Administration Duty HCM Application Flexfield Value Set Administration Duty Workforce Profile Lookup Administration Duty Application Lookup Administration Duty HCM Application Lookup Administration Duty CRM Auxiliary Data File Import Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty CRM Export Management Duty CRM Extensibility Administration Duty Business Intelligence Administration Duty CRM Database Resource Administration Duty FND Database Resource Administration Duty Contract Export Management Duty CRM Export Management Duty Contract File Import Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Contract Import from File Setup Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Customer Center Custom Objects Management Duty Customer Contract Setup Duty Contract Setup Duty Administration Link View Duty Application Descriptive Flexfield Administration Duty Application Document Sequence Administration Duty Application Lookup Administration Duty Applications Common Application Document Sequence Category Administration Duty Applications Common Application Flexfield Value Set Administration Duty Applications Common Application Profile Value Administration Duty Contract UI Customization Duty Customer Data Management Administration Duty Customer Data Management Foundation Custom Objects Management Duty E-Mail and Web Marketing Administration Duty Functional Setups Duty Import Trading Community Person and Organization Duty Trading Community Import Administration Duty Trading Community Import Batch Management Duty Trading Community Import Process Management Duty Marketing Custom Objects Management Duty Marketing Maintenance Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Marketing Budget Export Management Duty Common Component Export Management Duty CRM Export Management Duty Marketing Export Management Duty Sales Lead Export Management Duty Common Component Export Management Duty CRM Export Management Duty Opportunity Setup Duty Promotion Administration Duty Reports and Analytics Region Administration Duty Functional Setups Duty Resource Management Administration Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Resource Role Administration Duty Job Selection Duty Resource Team Administration Duty Resource Team Management Duty Sales Account Team File Import Duty Sales Catalog Administration Duty Sales Custom Objects Management Duty Sales Lead Maintenance Duty Sales Setup Duty Common Component Export Management Duty CRM Export Management Duty Opportunity Export Management Duty CRM Export Management Duty Real Time Communication Administration Duty Setup Customer Center Duty Application All Profile Value Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Profile Option Registration Duty Audit Trail Management Duty Audit Trail Report Viewing Duty Functional Setups Duty Sales Party Export Management Duty CRM Export Management Duty Territory Management Setup Duty Classification Administration Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Setup Duty Party Information Inquiry Duty Quota Export Management Duty CRM Export Management Duty Sales Catalog Administration Duty Territory Export Management Duty CRM Export Management Duty Quota Export Management Duty CRM Export Management Duty Zone Administration Duty Trading Community Administration Duty Classification Administration Duty Contact Point Administration Duty Customer Data Management Foundation Custom Objects Management Duty Geography Administration Duty Identifier Administration Duty Name Administration Duty Party Usage Administration Duty Relationship Administration Duty Source System Entity Administration Duty Trading Community Common Configuration Administration Duty Trading Community Customer Account Administration Duty Trading Community Data Format Administration Duty Trading Community Export Management Duty CRM Export Management Duty Trading Community Group Administration Duty Trading Community Hierarchy Administration Duty Trading Community Hierarchy Management Duty Application Tree Administration Duty Application Tree Structure Registration Duty Trading Community Import Administration Duty Trading Community Location Administration Duty Trading Community Organization Administration Duty Trading Community Person Administration Duty Trading Community Source System Administration Duty Zone Administration Duty Trading Community Data Quality Administration Duty Watchlist Administration Duty Functional Setups Duty Workforce Profile Administration Duty Goal Management Implementation Duty Goal Management All Profile Value Administration Duty Application All Profile Value Administration Duty HCM Application Profile Value Administration Duty Goal Management Descriptive Flexfield Administration Duty Application Descriptive Flexfield Administration Duty HCM Application Descriptive Flexfield Administration Duty HCM Application Flexfield Value Set Administration Duty Goal Management Lookup Administration Duty Application Lookup Administration Duty HCM Application Lookup Administration Duty Talent Notifications Duty Talent Notifications Duty Workforce Profile Descriptive Flexfield Administration Duty Application Descriptive Flexfield Administration Duty HCM Application Descriptive Flexfield Administration Duty HCM Application Flexfield Value Set Administration Duty Workforce Profile Lookup Administration Duty Application Lookup Administration Duty HCM Application Lookup Administration Duty |
Privileges granted to duties of the job role Customer Relationship Management Application Administrator.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
View Administration Link |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Manage All Application Profile Values |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Manage Application Attachment Category |
Manage Application Attachment Entity |
||
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
Application Document Sequence Administration Duty |
Manages document sequences and document sequence categories. |
Manage Application Document Sequence |
Manage Application Document Sequence Category |
||
Application Help Text Administration Duty |
Adds and maintains custom help for all applications. |
Customize Help Topics |
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
Application Message Administration Duty |
Manages application messages. |
Manage Application Message |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Manage Application Profile Category |
Manage Application Profile Option |
||
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Manage Application Reference Data Set |
Manage Application Reference Data Set Assignment |
||
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Manage Application Taxonomy |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Application Tree Structure Registration Duty |
Manages application tree structure. |
Manage Application Tree Structure |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Manage My Application Profile Values |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Currency |
Manage Application Reference ISO Language |
||
Manage Application Reference Industry |
||
Manage Application Reference Language |
||
Manage Application Reference Natural Language |
||
Manage Application Reference Territory |
||
Manage Application Reference Timezone |
||
Applications Common Application Document Sequence Category Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application document sequence categories. |
Manage Application Document Sequence Category |
Applications Common Application Flexfield Value Set Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application flexfields value sets. |
Manage Application Flexfield Value Set |
Applications Common Application Impersonator Role |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Impersonate User |
Applications Common Application Profile Value Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application profile option values. |
Manage All Application Profile Values |
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Audit Trail Management Duty |
Duty role to allow the administrator to configure and view the audit history. |
Manage Audit Trail |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
CRM Application Administrator Duty |
Consolidated duty role that allows an administrator to manage all setup duties and administer custom objects |
Run Appointment Reminder |
CRM Database Resource Administration Duty |
Manages Customer Relationship Management application database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Run CRM Export Process |
Set Up CRM Objects for Export |
||
CRM Extensibility Administration Duty |
Manages extensible objects, business events, and e-mail templates, and custom subject areas for reporting. |
Manage Extensible Object |
Channel Manager Dashboard Duty |
Provides channel roles a dashboard to manage their daily transactions. |
Manage Partner User Profile |
View Channel Manager Dashboard |
||
View Channel Manager Dashboard as Administrator |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Profile |
||
View Partner Program Enrollment |
||
View Partner Programs Summary |
||
View Territories and Forecasts |
||
Classification Administration Duty |
Manage classification setup |
Manage Trading Community Classification Category |
Manage Trading Community Classification Category Group |
||
Manage Trading Community Classification Lookups |
||
Run Trading Community Classification Hierarchy Generation |
||
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Run Purge Recent Items |
Contact Point Administration Duty |
Grants privileges to manage contact point setup |
Manage Contact Point Descriptive Flexfields |
Manage Trading Community Contact Point Lookups |
||
Manage Trading Community Telephone Numbering Plan |
||
Contract Setup Duty |
Contract Setup |
Build Keyword Search Index for the Contract Terms Library |
Define Project Contract Billing Configuration |
||
Generate PDF Contract for Text Search |
||
Manage Contract Currency Conversion Rate Types |
||
Manage Contract Customer Account |
||
Manage Contract Customer Account Site Usages |
||
Manage Contract Global Employee |
||
Manage Contract Interaction Reference Mapping |
||
Manage Contract Layout Templates |
||
Manage Contract Line Item |
||
Manage Contract Line Type |
||
Manage Contract Note Type Mapping |
||
Manage Contract Organization Party |
||
Manage Contract Party Contact |
||
Manage Contract Party Location |
||
Manage Contract Party Role and Contact Sources |
||
Manage Contract Payment Terms |
||
Manage Contract Person Party |
||
Manage Contract Risk Event |
||
Manage Contract Standard Clauses, Templates, and Contract Expert Rules |
||
Manage Contract Type |
||
Specify Customer Contract Management Business Function Properties |
||
Specify Procurement Contract Management Business Function Properties |
||
Track Purchasing Activity for Contract Fulfillment Line |
||
Update Contract Status |
||
View Contract Type |
||
Contract Terms Library Administration Duty |
Manages the Contract Terms Library, including defining and maintaining terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes. |
Adopt Global Clauses for a New Business Unit |
Analyze Contract Clause Usage |
||
Define Clause in the Contract Terms Library |
||
Define Contract Expert Rule in the Contract Terms Library |
||
Define Folders in the Contract Terms Library |
||
Define Numbering Scheme in the Contract Terms Library |
||
Define Section in the Contract Terms Library |
||
Define Terms Template in the Contract Terms Library |
||
Define Variable in the Contract Terms Library |
||
Import Contract Clauses |
||
Manage Contract Terms Library Work Area |
||
Purge Contract Clause Import Tables |
||
Purge Contract Temporary Tables |
||
Search Clauses in the Contract Terms Library |
||
Search Contract Expert Rules in the Contract Terms Library |
||
Search Folders in the Contract Terms Library |
||
Search Numbering Schemes in the Contract Terms Library |
||
Search Sections in the Contract Terms Library |
||
Search Terms Templates in the Contract Terms Library |
||
Search Variables in the Contract Terms Library |
||
View Clause in the Contract Terms Library |
||
View Contract Expert Rule in the Contract Terms Library |
||
View Folder in the Contract Terms Library |
||
View Numbering Schemes in the Contract Terms Library |
||
View Section in the Contract Terms Library |
||
View Terms Template in the Contract Terms Library |
||
View Variable in the Contract Terms Library |
||
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Download Contract for External Parties |
View Contract Terms |
||
Contract UI Customization Duty |
Allows customization of Contracts pages |
Customize Contract UI |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
Customer Center Custom Objects Management Duty |
Manages custom objects in Oracle Fusion Customer Center. |
Manage Customer Center Custom Objects |
Customer Contract Setup Duty |
In addition to the setup activities allowed by the Contract Setup Duty, this duty performs setup activities that are specific to customer contracts, such as managing customer contract management business function settings and billing accounts. |
Enable Sell Intent |
Customer Contract Terms Library Administration Duty |
Manages sell intent Contract Terms Library objects. |
Enable Sell Intent |
Customer Data Management Administration Duty |
Administers customer data management. |
Manage Trading Community Agreement Rules |
Manage Trading Community Customer Hub Lookups |
||
Manage Trading Community Customer Hub Profile Options |
||
Manage Trading Community Merge Metadata |
||
Manage Trading Community Organization 360 Tree |
||
Manage Trading Community Person 360 Tree |
||
Run Trading Community Request Dispatch Job |
||
Run Trading Community Request Process Job |
||
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Manage Customer Data Management Foundation Custom Objects |
E-Mail and Web Marketing Administration Duty |
For information purposes only. The entitlements associated with this duty do not secure the tasks but are provided as reference to the set of manual tasks this duty is expected to perform, such as administering e-mail daemons and server connections for outbound delivery and responses for e-mail marketing. |
Manage Marketing Bounce Handling Daemon |
Manage Marketing Click-Through Daemon |
||
Manage Marketing E-Mail Sending Daemon |
||
Manage Marketing Outbound MTA Network Connections |
||
FND Database Resource Administration Duty |
Manages Oracle Middleware Extensions for Fusion Applications application database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Execute Setup Tasks |
Review Applications Offering |
||
Review Setups Functional User Overview |
||
Setup and Maintain Applications |
||
Geography Administration Duty |
Grants privileges to set up geographies |
Manage Trading Community Geography |
Manage Trading Community Geography Lookups |
||
Goal Management Implementation Duty |
Grant role for functional access to Goal Management Implementation |
Manage Performance Goal Process |
Manage Performance Goal Setup |
||
HCM Application Descriptive Flexfield Administration Duty |
Manages Human Capital Management application descriptive flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
HCM Application Flexfield Value Set Administration Duty |
Manages Human Capital Management application flexfield value sets. |
Manage Application Flexfield Value Set |
HCM Application Lookup Administration Duty |
Manages Human Capital Management application common, standard, and set-enabled lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
HCM Application Profile Value Administration Duty |
Manages Human Capital Management application profile values. |
Manage All Application Profile Values |
Identifier Administration Duty |
Grants privileges to set up identifier types |
Manage Trading Community Member Name and Identifier Setup for Identifier |
Import Trading Community Person and Organization Duty |
Imports people and organizations. |
Import Trading Community Person |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Customize Incentive Compensation Participant Goal |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Item Management Duty |
Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments. |
Create Item Structure |
Manage Item |
||
Manage Item Attachment |
||
Manage Item Catalog |
||
Manage Item Lifecycle Phase Change |
||
Manage Item Organization Association |
||
Manage Item Relationship |
||
Manage Item Status Change |
||
Manage Trading Partner Item Reference |
||
Monitor Item Summary |
||
Monitor Item Work Area |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Budget Maintenance Duty |
Manages marketing budgets and budget entries, including import, export, and viewing budget fund requests and claims that utilize budgeted funds for marketing activities. |
Activate Marketing Budget |
Create Marketing Budget |
||
Create Marketing Budget Entry |
||
Create Marketing Claim Settlement |
||
Delete Marketing Budget |
||
Delete Marketing Claim Settlement |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Import Marketing Budget |
||
Import Marketing Budget Entry |
||
Inactivate Marketing Budget |
||
Manage Budgets Work Area |
||
Run Marketing Budget Currency Revaluation Scheduler |
||
Update Marketing Budget |
||
Update Marketing Budget Entry |
||
Update Marketing Claim Settlement |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Create Marketing Claim |
Create Marketing Fund Request |
||
Delete Marketing Claim |
||
Delete Marketing Fund Request |
||
Manage Budgets Work Area |
||
Submit Marketing Claim |
||
Submit Marketing Fund Request |
||
Update Marketing Claim |
||
Update Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Custom Objects Management Duty |
Manages custom objects in Oracle Fusion Marketing. |
Manage Marketing Custom Objects |
Marketing Fund Request and Claim Processing Duty |
Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information. |
Approve Marketing Claim |
Approve Marketing Fund Request |
||
Export Marketing Budget |
||
Export Marketing Budget Entry |
||
Manage Budgets Work Area |
||
Reject Marketing Claim |
||
Reject Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Budget Analytics |
||
View Marketing Budget Checkbook |
||
View Marketing Budget Entry |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Marketing Maintenance Duty |
Creates and maintains setup for marketing campaigns, responses, segments, lists, and treatments across the enterprise. Additional duties include file import management for the import of marketing campaign responses. |
Manage Enterprise Scheduler Job Definition for Marketing |
Manage Marketing URL |
||
Set Up Marketing Campaign |
||
Set Up Marketing Response |
||
Set Up Marketing Segment |
||
Set Up Marketing Treatment |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Name Administration Duty |
Grants privileges to set up name types |
Manage Trading Community Member Name and Identifier Setup for Name |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Channel Administration Duty |
Administers all aspects of the application, including some setup. This role is for channel administrators. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
Set Up Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity Setup Duty |
Sets up the application. This role is typically for a one-time setup event. |
Set Up Opportunity |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Page Composer Source View Access Duty |
Duty role to allow access to page composer source view |
Access Page Composer Source View |
Partner Account Administration Duty |
Maintains a partner account, including managing members and partner profile information. |
Create Partner |
Create Partner Member |
||
Create Partner User |
||
Import Partner |
||
Manage Partner Account Team |
||
Manage Partner User Security Role |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile |
||
View Partner |
||
View Partner Contract |
||
Partner Account Review Duty |
Views a partner account, including viewing a partner's members, profile, and account team. |
Search Partner |
View Channel Manager Dashboard |
||
View Partner |
||
View Partner Account Team |
||
View Partner Contract |
||
View Partner Interaction |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Note |
||
View Partner Opportunity |
||
View Partner Profile |
||
View Partner Snapshot |
||
View Partner Task |
||
Partner Center UI Customization Duty |
Customize the Partner Center pages. |
Customize Partner Center UI |
Partner Content Management Duty |
Secures who can create partner collateral |
Manage Partner Content |
Partner Lead Management Duty |
Views and updates all partner leads in the enterprise. |
Update Sales Lead |
View Sales Lead |
||
Partner Management Setup Duty |
Manages the partner management setup tasks. |
Set Up Opportunity |
Set Up Partner Management |
||
Partner Program Contract Association Duty |
Manages association of contract types and contract terms templates to partner programs. |
Associate Question to Partner Program |
View Contract Terms Template by Web Service |
||
View Contract Type by Web Service |
||
Partner Program Enrollment Duty |
Applies for a program and answers a questionnaire as part of the enrollment for the partner user. |
Apply Partner Program |
Manage Partner Program Enrollment |
||
View Partner Program Enrollment |
||
Partner Program Enrollment View Duty |
Views the enrollment details of the program to which a partner enrolls. |
View Partner Program Enrollment |
Partner Program Maintain Duty |
Manages, publishes, terminates, and submits partner programs. |
Maintain Partner Program |
View Partner Program |
||
Partner Program Questionnaire Management Duty |
Creates questions and manages the association of questions to partner programs. |
Define Contract Expert Question for Programs |
Search Contract Expert Question for Programs |
||
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Party Contract View Access Duty |
Views contracts for a party for the assigned business units. |
View Contracts for Party |
Party Usage Administration Duty |
Grants privileges to set up party usages and filter rules |
Manage Trading Community Party Usage |
Manage Trading Community Party Usage Filter Rule Information |
||
Manage Trading Community Party Usage Lookups |
||
Promotion Administration Duty |
Create and maintain promotions. For example, create a promotion like "buy one get one free". |
Manage Promotions |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Manage Sales Quota Prediction Formula |
Manage Sales Territory Quota |
||
Quota Management Setup Duty |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Manage Sales Quota Plan |
Manage Sales Quota Prediction Formula Parameter |
||
Manage Sales Quota Seasonality Group |
||
Manage Sales Quota Spread Formula |
||
Manage Sales Territory Quota Setup |
||
Run Sales Quota Plan Activation Job |
||
Run Sales Quota Plan Completion Job |
||
Run Sales Territory Quota Synchronization Job |
||
View Sales Quota Plan |
||
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Relationship Administration Duty |
Grants privileges to manage relationship setup |
Manage Relationship Descriptive Flexfields |
Manage Trading Community Relationship Lookups |
||
Manage Trading Community Relationship Type |
||
Manage Trading Community Relationship Type Group |
||
Reports and Analytics Region Administration Duty |
Selects reports to appear in the Reports and Analytics region of Oracle Fusion Applications work areas. |
Maintain Reports and Analytics Region |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
||
Enter Trading Community Resource Information |
||
Identify Trading Community Person as a Trading Community Resource |
||
Manage Trading Community Resource |
||
Manage Trading Community Resource History |
||
Manage Trading Community Resource Lookups |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Note Descriptive Flexfields |
||
Manage Trading Community Resource Note Type |
||
Manage Trading Community Resource Note Type Mapping |
||
Manage Trading Community Resource Organization Memberships |
||
Manage Trading Community Resource Role Assignments |
||
Manage Trading Community Resource Sales Representative Information |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Team Memberships |
||
Remove Trading Community Resource |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Administration Detail Information |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource History |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Team Memberships |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Administration Duty |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Manage Trading Community Resource Organization Hierarchy |
||
Manage Trading Community Resource Organization Members |
||
Run Trading Community Resource Reporting Hierarchy Generation |
||
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Resource Role Administration Duty |
Defines resource roles. |
Manage Resource Role Assignment Flexfields |
Manage Resource Role Descriptive Flexfields |
||
Manage Trading Community Resource Role |
||
Manage Trading Community Resource Role Lookups |
||
Resource Team Administration Duty |
Defines resource teams. |
Edit Trading Community Resource Team Basic Information |
Enter Trading Community Resource Team Information |
||
Manage Resource Team Descriptive Flexfields |
||
Manage Resource Team Member Descriptive Flexfields |
||
Manage Trading Community Resource Team |
||
Manage Trading Community Resource Team Members |
||
Manage Trading Community Resource Team Usages |
||
Remove Trading Community Resource Team |
||
Search Trading Community Resource Team |
||
View Trading Community Resource Team |
||
Resource Team Management Duty |
Manages resource teams. |
Search Trading Community Resource Team |
View Trading Community Resource Overview Information |
||
View Trading Community Resource Team |
||
View Trading Community Resource Team Details |
||
View Trading Community Resource Team Members |
||
View Trading Community Resource Team Usages |
||
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Manage Product Eligibility Rules |
Manage Product Groups |
||
Sales Custom Objects Management Duty |
Manages custom objects in Oracle Fusion Sales. |
Manage Sales Custom Objects |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Forecasting Setup Duty |
Defines the sales forecast schedule, enables forecasting metrics, and determines the automatic forecasting criteria. Additional duties include defining lookups and profile options, and running sales forecasting jobs. |
Define Sales Forecast |
Run Sales Forecast Jobs |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Lead Maintenance Duty |
Supports the ongoing maintenance of sales leads. Includes the ability to set up sales lead and assessment reference data, and to schedule and run sales lead processing activities. |
Run Lead Processing Scheduler |
Set Up Sales Lead |
||
Set Up Sales Lead Assessment Reference Data |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Manage Sales Party Partner Territory |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Sales Predictor Administration Duty |
Manages recommendation configuration parameters and selects metadata entities and attributes. |
Manage Recommendation Configuration Parameter |
Select Metadata Entities and Attributes |
||
Sales Setup Duty |
Configures the sales application.This role is typically for a one-time setup event. |
Define Common CRM Configuration |
Set Up Sales Competitor |
||
Set Up Sales Note |
||
Set Up Sales Resource Organization |
||
Set Up Sales Task |
||
Setup Customer Center Duty |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Sales Party Appointments |
Manage Sales Party Assessments |
||
Manage Sales Party Interactions |
||
Manage Sales Party Notes |
||
Manage Sales Party Tasks |
||
Run Sales Party Batch Assignment |
||
Set Up Customer Center |
||
Set Up Sales Party Assignment |
||
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Source System Entity Administration Duty |
Grants privileges to set up source system entities |
Manage Trading Community Original System Mapping |
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Manage Goal Management Notifications |
Manage Talent Notifications |
||
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Territory Management Setup Duty |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Customer Size |
||
Manage Sales Territory Proposal |
||
Manage Sales Territory Proposal for Error Correction |
||
Manage Sales Territory Setup |
||
Run Territory Clear Stage Job |
||
Run Territory Dimension Member Visibility Update Job |
||
Run Territory Dimension Synchronization Job |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Stage Activation Job |
||
Run Territory Stage Synchronization Job |
||
Run Territory Validation Job |
||
Run Territory Visibility Environment Synchronization Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Trading Community Common Configuration Administration Duty |
Grants privileges to setup common configuration information. |
Manage Trading Community Common Lookups |
Manage Trading Community Common Profile Options |
||
Trading Community Customer Account Administration Duty |
Grants privileges to setup customer account information. |
Manage Trading Community Customer Account Contact Descriptive Flexfields |
Manage Trading Community Customer Account Contact Role Descriptive Flexfields |
||
Manage Trading Community Customer Account Descriptive Flexfields |
||
Manage Trading Community Customer Account Lookups |
||
Manage Trading Community Customer Account Profile Options |
||
Manage Trading Community Customer Account Relationship Descriptive Flexfields |
||
Manage Trading Community Customer Account Site Descriptive Flexfields |
||
Manage Trading Community Customer Account Site Use Descriptive Flexfields |
||
Trading Community Data Format Administration Duty |
Manages trading community data formats |
Manage Data Format Profile Options |
Manage Trading Community Address Format |
||
Manage Trading Community Data Style |
||
Manage Trading Community Name Format |
||
Trading Community Data Quality Administration Duty |
Configures, reviews, and edits predefined data quality server configurations and the predefined matching, synchronization, and cleansing configurations. |
Manage Trading Community Data Quality Cleansing Setup |
Manage Trading Community Data Quality Lookups |
||
Manage Trading Community Data Quality Matching Setup |
||
Manage Trading Community Data Quality Server Setup |
||
Manage Trading Community Data Quality Synchronization |
||
Run Trading Community Data Quality Data Synchronization Process |
||
Run Trading Community Data Quality Data Synchronization Sub-Process |
||
Trading Community Group Administration Duty |
Grants privileges to setup group information. |
Manage Trading Community Group Profile Options |
Trading Community Hierarchy Administration Duty |
Administers the trading community hierarchy. |
Manage Trading Community Hierarchy Lookups |
Manage Trading Community Hierarchy Type |
||
Run Trading Community Hierarchy Audit Job |
||
Run Trading Community Party Hierarchy Generation |
||
Trading Community Hierarchy Management Duty |
Manages hierarchies. |
Manage Trading Community Hierarchy |
Run Trading Community Hierarchy Audit Job |
||
View Trading Community Hierarchy |
||
Trading Community Import Administration Duty |
Defines trading community data import installation and configuration information. |
Manage Trading Community Import Lookups |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Modify Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Location Administration Duty |
Grants privileges to setup location information. |
Manage Trading Community Location Descriptive Flexfields |
Manage Trading Community Location Lookups |
||
Manage Trading Community Location Profile Options |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
Trading Community Organization Administration Duty |
Grants privileges to setup organization information. |
Manage Trading Community Organization Descriptive Flexfields |
Manage Trading Community Organization Lookups |
||
Manage Trading Community Organization Site Descriptive Flexfields |
||
Trading Community Person Administration Duty |
Grants privileges to setup person information. |
Manage Trading Community Contact Descriptive Flexfields |
Manage Trading Community Contact Lookups |
||
Manage Trading Community Person Descriptive Flexfields |
||
Manage Trading Community Person Lookups |
||
Manage Trading Community Person Profile Options |
||
Manage Trading Community Person Site Descriptive Flexfields |
||
Trading Community Source System Administration Duty |
Grants privileges to set up source systems |
Manage Source System Descriptive Flexfields |
Manage Trading Community Original System |
||
Manage Trading Community Source System Lookups |
||
Trading Partner Item Inquiry Duty |
Queries and views trading partner items including competitor items, customer items, and manufacturer part numbers. |
Monitor Item Work Area |
View Trading Partner Item |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
||
Watchlist Administration Duty |
Maintains the Watchlist categories and items displayed in Oracle Fusion Applications. Disables items for performance reasons if needed. |
Set Watchlist Options |
Workforce Profile Administration Duty |
Performs administrative duties for workforce talent profiles. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Content Type |
||
Manage Talent Profile Instance Qualifier |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Manage Talent Profile Type |
||
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Zone Administration Duty |
Grants privileges to set up zones |
Manage Trading Community Zones |
Data security policies and their enforcement across analytics application for the job role Customer Relationship Management Application Administrator
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Customer Relationship Management Application Administrator can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Customer Relationship Management Application Administrator can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Customer Relationship Management Application Administrator can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
|
Application Attachment Category |
A Customer Relationship Management Application Administrator can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Customer Relationship Management Application Administrator can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Customer Relationship Management Application Administrator can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Application Descriptive Flexfield |
A Customer Relationship Management Application Administrator can manage application descriptive flexfield for all hcm applications data |
Role: HCM Application Descriptive Flexfield Administration Duty Privilege: Manage Application Descriptive Flexfield (Data) Resource: Application Descriptive Flexfield |
|
Application Document Sequence Category |
A Customer Relationship Management Application Administrator can manage application document sequence category for all applications common applications data |
Role: Applications Common Application Document Sequence Category Administration Duty Privilege: Manage Application Document Sequence Category (Data) Resource: Application Document Sequence Category |
|
Application Flexfield Value Set |
A Customer Relationship Management Application Administrator can manage application flexfield value set for all applications common applications data |
Role: Applications Common Application Flexfield Value Set Administration Duty Privilege: Manage Application Flexfield Value Set (Data) Resource: Application Flexfield Value Set |
|
A Customer Relationship Management Application Administrator can manage application flexfield value set for all hcm applications data |
Role: HCM Application Flexfield Value Set Administration Duty Privilege: Manage Application Flexfield Value Set (Data) Resource: Application Flexfield Value Set |
||
Application Lookup Type |
A Customer Relationship Management Application Administrator can delete application lookup types for all hcm applications data |
Role: HCM Application Lookup Administration Duty Privilege: Delete Application Lookup Types (Data) Resource: Application Lookup Type |
|
A Customer Relationship Management Application Administrator can update application lookup types for all hcm applications data |
Role: HCM Application Lookup Administration Duty Privilege: Update Application Lookup Types (Data) Resource: Application Lookup Type |
||
Application Objects |
A Customer Relationship Management Application Administrator can manage application objects for all applications common objects |
Role: FND Database Resource Administration Duty Privilege: Manage Application Objects (Data) Resource: Application Objects |
|
A Customer Relationship Management Application Administrator can manage application objects for all customer relationship management application objects |
Role: CRM Database Resource Administration Duty Privilege: Manage Application Objects (Data) Resource: Application Objects |
||
Application Profile Value |
A Customer Relationship Management Application Administrator can delete application profile value for all applications common applications data |
Role: Applications Common Application Profile Value Administration Duty Privilege: Delete Application Profile Value (Data) Resource: Application Profile Value |
|
A Customer Relationship Management Application Administrator can delete application profile value for all hcm applications data |
Role: HCM Application Profile Value Administration Duty Privilege: Delete Application Profile Value (Data) Resource: Application Profile Value |
||
A Customer Relationship Management Application Administrator can update application profile value for all applications common applications data |
Role: Applications Common Application Profile Value Administration Duty Privilege: Update Application Profile Value (Data) Resource: Application Profile Value |
||
A Customer Relationship Management Application Administrator can update application profile value for all hcm applications data |
Role: HCM Application Profile Value Administration Duty Privilege: Update Application Profile Value (Data) Resource: Application Profile Value |
||
Appointment |
A Customer Relationship Management Application Administrator can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
A Customer Relationship Management Application Administrator can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
||
Role: Common Component Export Management Duty Privilege: View Appointment (Data) Resource: Appointment |
|||
Appointment Assignee Export Object |
A Customer Relationship Management Application Administrator can view appointment assignee export object for all appointment assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Assignee Export Object (Data) Resource: Appointment Assignee Export Object |
|
Appointment Category Export Object |
A Customer Relationship Management Application Administrator can view appointment category export object for all appointment category export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Category Export Object (Data) Resource: Appointment Category Export Object |
|
Appointment Contact Export Object |
A Customer Relationship Management Application Administrator can view appointment contact export object for all appointment contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Contact Export Object (Data) Resource: Appointment Contact Export Object |
|
Appointment Export Object |
A Customer Relationship Management Application Administrator can view appointment export object for all appointment export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Export Object (Data) Resource: Appointment Export Object |
|
Appointment Note |
A Customer Relationship Management Application Administrator can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Customer Relationship Management Application Administrator can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Customer Relationship Management Application Administrator can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Customer Relationship Management Application Administrator can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Assignment Grade |
A Customer Relationship Management Application Administrator can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Bookmark |
A Customer Relationship Management Application Administrator can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Business Unit |
A Customer Relationship Management Application Administrator can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Consumer File Import Activity |
A Customer Relationship Management Application Administrator can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Customer Relationship Management Application Administrator can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Customer Relationship Management Application Administrator can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Customer Relationship Management Application Administrator can manage agent connector settings for all contact center agent in the enterprise |
Role: Real Time Communication Administration Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
A Customer Relationship Management Application Administrator can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
||
Contact Center Agent Connector Parameters File Import Activity |
A Customer Relationship Management Application Administrator can view contact center agent connector parameters file import activity object type for all file import activities of type contact center agent connector parameters in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent Connector Parameters File Import Activity Object Type (Data) Resource: Contact Center Agent Connector Parameters File Import Activity |
|
Contact Center Agent Connector Parameters File Import Mapping |
A Customer Relationship Management Application Administrator can view contact center agent connector parameters file import mapping object type for all file import mappings of type contact center agent connector parameters in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent Connector Parameters File Import Mapping Object Type (Data) Resource: Contact Center Agent Connector Parameters File Import Mapping |
|
Contact Center Agent Connector Parameters File Import Object |
A Customer Relationship Management Application Administrator can view contact center agent connector parameters file import object type for all file import objects of type contact center agent connector parameters in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent Connector Parameters File Import Object Type (Data) Resource: Contact Center Agent Connector Parameters File Import Object |
|
Contact Center Agent File Import Activity |
A Customer Relationship Management Application Administrator can view contact center agent file import activity object type for all file import activities of type contact center agent in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent File Import Activity Object Type (Data) Resource: Contact Center Agent File Import Activity |
|
Contact Center Agent File Import Mapping |
A Customer Relationship Management Application Administrator can view contact center agent file import mapping object type for all file import mappings of type contact center agent in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent File Import Mapping Object Type (Data) Resource: Contact Center Agent File Import Mapping |
|
Contact Center Agent File Import Object |
A Customer Relationship Management Application Administrator can view contact center agent file import object type for all file import objects of type contact center agent in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent File Import Object Type (Data) Resource: Contact Center Agent File Import Object |
|
Contract |
A Customer Relationship Management Application Administrator can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Clause |
A Customer Relationship Management Application Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Contract Clause Folder |
A Customer Relationship Management Application Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Contract Expert Rule |
A Customer Relationship Management Application Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Contract Export Object |
A Customer Relationship Management Application Administrator can view contract export object for all the contract export objects |
Role: Contract Export Management Duty Privilege: View Contract Export Object (Data) Resource: Contract Export Object |
|
Contract File Import Object |
A Customer Relationship Management Application Administrator can view contract import for all the contract file import objects |
Role: Contract File Import Duty Privilege: View Contract Import (Data) Resource: Contract File Import Object |
|
Role: Contract Import from File Setup Duty Privilege: View Contract Import (Data) Resource: Contract File Import Object |
|||
Contract Note |
A Customer Relationship Management Application Administrator can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Contract Terms Template |
A Customer Relationship Management Application Administrator can manage contract terms library for the business units for which they are authorized |
Role: Contract Terms Library Administration Duty Privilege: Manage Contract Terms Library (Data) Resource: Business Unit |
|
Country Structure File Import Activity |
A Customer Relationship Management Application Administrator can view country structure file import activity object type for all country structure file import activities of object type country structure |
Role: Geography Administration Duty Privilege: View Country Structure File Import Activity Object Type (Data) Resource: Country Structure File Import Activity |
|
Country Structure File Import Mapping |
A Customer Relationship Management Application Administrator can view country structure file import mapping object type for all country structure file import mappings of object type country structure |
Role: Geography Administration Duty Privilege: View Country Structure File Import Mapping Object Type (Data) Resource: Country Structure File Import Mapping |
|
Country Structure File Import Object |
A Customer Relationship Management Application Administrator can view country structure file import object type for all country structure file import objects of object type country structure |
Role: Geography Administration Duty Privilege: View Country Structure File Import Object Type (Data) Resource: Country Structure File Import Object |
|
Customer Account |
A Customer Relationship Management Application Administrator can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Customer Relationship Management Application Administrator can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
A Customer Relationship Management Application Administrator can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Customer Relationship Management Application Administrator can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Customer Relationship Management Application Administrator can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Customer Relationship Management Application Administrator can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Customer Relationship Management Application Administrator can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Customer Relationship Management Application Administrator can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Customer Relationship Management Application Administrator can choose department for departments in their organization security profile |
Role: Department Selection Duty Privilege: Choose Department (Data) Resource: Department |
|
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|||
Employee Resource File Import Activity |
A Customer Relationship Management Application Administrator can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
|
Employee Resource File Import Mapping |
A Customer Relationship Management Application Administrator can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
|
Employee Resource File Import Object |
A Customer Relationship Management Application Administrator can view employee resource file import object type for all employee resource file import objects of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
|
File Export Batch |
A Customer Relationship Management Application Administrator can view file export batch for all export batches |
Role: CRM Export Management Duty Privilege: View File Export Batch (Data) Resource: File Export Batch |
|
File Export Object |
A Customer Relationship Management Application Administrator can manage export unit test for all export unit test objects |
Role: CRM Export Management Duty Privilege: Manage Export Unit Test (Data) Resource: File Export Object |
|
Geography File Import Activity |
A Customer Relationship Management Application Administrator can view geography file import activity object type for all geography file import activities of object type geography |
Role: Geography Administration Duty Privilege: View Geography File Import Activity Object Type (Data) Resource: Geography File Import Activity |
|
Geography File Import Mapping |
A Customer Relationship Management Application Administrator can view geography file import mapping object type for all geography file import mappings of object type geography |
Role: Geography Administration Duty Privilege: View Geography File Import Mapping Object Type (Data) Resource: Geography File Import Mapping |
|
Geography File Import Object |
A Customer Relationship Management Application Administrator can view geography file import object type for all geography file import objects of object type geography |
Role: Geography Administration Duty Privilege: View Geography File Import Object Type (Data) Resource: Geography File Import Object |
|
HR Job |
A Customer Relationship Management Application Administrator can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Role: Job Selection Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Help Topic |
A Customer Relationship Management Application Administrator can view secured custom help content for all secured help content they are authorized |
Role: View Secured Custom Help Duty Privilege: View Secured Custom Help Content Resource: Help Topic |
|
Hierarchy File Import Activity |
A Customer Relationship Management Application Administrator can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Customer Relationship Management Application Administrator can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Customer Relationship Management Application Administrator can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Customer Relationship Management Application Administrator can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Customer Relationship Management Application Administrator can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Customer Relationship Management Application Administrator can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Imported Agreement File Import Activity |
A Customer Relationship Management Application Administrator can view imported agreement file import activity object type for all imported agreement file import objects of object type 'agreement' |
Role: CRM Auxiliary Data File Import Management Duty Privilege: View Imported Agreement File Import Activity Object Type (Data) Resource: Imported Agreement File Import Activity |
|
Imported Agreement File Import Mapping |
A Customer Relationship Management Application Administrator can view imported agreement file import mapping object type for all imported agreement file import objects of object type 'agreement' |
Role: CRM Auxiliary Data File Import Management Duty Privilege: View Imported Agreement File Import Mapping Object Type (Data) Resource: Imported Agreement File Import Mapping |
|
Imported Agreement File Import Object |
A Customer Relationship Management Application Administrator can view imported agreement file import object type for all imported agreement file import objects of object type 'agreement' |
Role: CRM Auxiliary Data File Import Management Duty Privilege: View Imported Agreement File Import Object Type (Data) Resource: Imported Agreement File Import Object |
|
Imported Asset File Import Activity |
A Customer Relationship Management Application Administrator can view imported asset file import activity object type for all imported asset file import objects of object type 'asset' |
Role: CRM Auxiliary Data File Import Management Duty Privilege: View Imported Asset File Import Activity Object Type (Data) Resource: Imported Asset File Import Activity |
|
Imported Asset File Import Mapping |
A Customer Relationship Management Application Administrator can view imported asset file import mapping object type for all imported asset file import objects of object type 'asset' |
Role: CRM Auxiliary Data File Import Management Duty Privilege: View Imported Asset File Import Mapping Object Type (Data) Resource: Imported Asset File Import Mapping |
|
Imported Asset File Import Object |
A Customer Relationship Management Application Administrator can view imported asset file import object type for all imported asset file import objects of object type 'asset' |
Role: CRM Auxiliary Data File Import Management Duty Privilege: View Imported Asset File Import Object Type (Data) Resource: Imported Asset File Import Object |
|
Incentive Compensation Goal |
A Customer Relationship Management Application Administrator can manage incentive compensation goal for the business units for which they are authorized |
Role: Incentive Compensation Goal Management Duty Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
|
Interaction |
A Customer Relationship Management Application Administrator can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Customer Relationship Management Application Administrator can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
||
A Customer Relationship Management Application Administrator can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Customer Relationship Management Application Administrator can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
A Customer Relationship Management Application Administrator can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Customer Relationship Management Application Administrator can view interaction for all interactions in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
|||
Interaction Association Export Object |
A Customer Relationship Management Application Administrator can view interaction association export object for all interaction association export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Association Export Object (Data) Resource: Interaction Association Export Object |
|
Interaction Export Object |
A Customer Relationship Management Application Administrator can view interaction export object for all interaction export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Export Object (Data) Resource: Interaction Export Object |
|
Interaction Participant Export Object |
A Customer Relationship Management Application Administrator can view interaction participant export object for all interaction participant export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Participant Export Object (Data) Resource: Interaction Participant Export Object |
|
Item |
A Customer Relationship Management Application Administrator can create item class item for the item classes they have access to |
Role: Item Management Duty Privilege: Create Item Class Item (Data) Resource: Item |
|
Kudos |
A Customer Relationship Management Application Administrator can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Legal Employer |
A Customer Relationship Management Application Administrator can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Customer Relationship Management Application Administrator can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Customer Relationship Management Application Administrator can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Customer Relationship Management Application Administrator can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Customer Relationship Management Application Administrator can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing Advertising Activity Export Object |
A Customer Relationship Management Application Administrator can view marketing advertising activity export object for all marketing advertising activity export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Advertising Activity Export Object (Data) Resource: Marketing Advertising Activity Export Object |
|
Marketing Advertising Activity File Import Activity |
A Customer Relationship Management Application Administrator can view marketing advertising activity file import activity object type for all marketing advertising activity file import activities in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Advertising Activity File Import Activity Object Type (Data) Resource: Marketing Advertising Activity File Import Activity |
|
Marketing Advertising Activity File Import Mapping |
A Customer Relationship Management Application Administrator can view marketing advertising activity file import mapping object type for all marketing advertising activity file import mappings in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Advertising Activity File Import Mapping Object Type (Data) Resource: Marketing Advertising Activity File Import Mapping |
|
Marketing Advertising Activity File Import Object |
A Customer Relationship Management Application Administrator can view marketing advertising activity file import object type for all marketing advertising activity file import objects in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Advertising Activity File Import Object Type (Data) Resource: Marketing Advertising Activity File Import Object |
|
Marketing Budget |
A Customer Relationship Management Application Administrator can delete marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
|
A Customer Relationship Management Application Administrator can delete marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can delete marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can delete marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can update marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can update marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can update marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can update marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can view marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can view marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can view marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Customer Relationship Management Application Administrator can view marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
Marketing Budget Export Object |
A Customer Relationship Management Application Administrator can view marketing budget export object for all marketing budget export objects in the enterprise |
Role: Marketing Budget Export Management Duty Privilege: View Marketing Budget Export Object (Data) Resource: Marketing Budget Export Object |
|
Marketing Budget File Import Activity |
A Customer Relationship Management Application Administrator can view marketing budget file import activity object type for all marketing budget file import activities in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Budget File Import Activity Object Type (Data) Resource: Marketing Budget File Import Activity |
|
Marketing Budget File Import Mapping |
A Customer Relationship Management Application Administrator can view marketing budget file import mapping object type for all marketing budget file import mappings in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Budget File Import Mapping Object Type (Data) Resource: Marketing Budget File Import Mapping |
|
Marketing Budget File Import Object |
A Customer Relationship Management Application Administrator can view marketing budget file import object type for all marketing budget file import objects in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Budget File Import Object Type (Data) Resource: Marketing Budget File Import Object |
|
Marketing Budget Note |
A Customer Relationship Management Application Administrator can delete marketing budget note where they have delete access to the marketing budget |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Customer Relationship Management Application Administrator can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Customer Relationship Management Application Administrator can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
|||
A Customer Relationship Management Application Administrator can view marketing budget note for all internal or external marketing budget notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Customer Relationship Management Application Administrator can view marketing budget note where they are the author of the private marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Marketing Budget Team |
A Customer Relationship Management Application Administrator can update marketing budget team for all external and internal marketing budget team members |
Role: Marketing Fund Request and Claim Processing Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
|
A Customer Relationship Management Application Administrator can update marketing budget team for all external and internal marketing budget team members where they are the budget owner |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
A Customer Relationship Management Application Administrator can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
||
Marketing Campaign |
A Customer Relationship Management Application Administrator can delete marketing campaign for all marketing campaigns in the enterprise |
Role: Marketing Maintenance Duty Privilege: Delete Marketing Campaign (Data) Resource: Marketing Campaign |
|
A Customer Relationship Management Application Administrator can update marketing campaign for all marketing campaigns in the enterprise |
Role: Marketing Maintenance Duty Privilege: Update Marketing Campaign (Data) Resource: Marketing Campaign |
||
Marketing Campaign Export Object |
A Customer Relationship Management Application Administrator can view marketing campaign export object for all marketing campaign export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Campaign Export Object (Data) Resource: Marketing Campaign Export Object |
|
Marketing Campaign File Import Activity |
A Customer Relationship Management Application Administrator can view marketing campaign file import activity object type for all marketing campaign file import activities in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Campaign File Import Activity Object Type (Data) Resource: Marketing Campaign File Import Activity |
|
Marketing Campaign File Import Mapping |
A Customer Relationship Management Application Administrator can view marketing campaign file import mapping object type for all marketing campaign file import mappings in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Campaign File Import Mapping Object Type (Data) Resource: Marketing Campaign File Import Mapping |
|
Marketing Campaign File Import Object |
A Customer Relationship Management Application Administrator can view marketing campaign file import object type for all marketing campaign file import objects in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Campaign File Import Object Type (Data) Resource: Marketing Campaign File Import Object |
|
Marketing Campaign Resource Export Object |
A Customer Relationship Management Application Administrator can view marketing campaign resource export object for all marketing campaign resource export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Campaign Resource Export Object (Data) Resource: Marketing Campaign Resource Export Object |
|
Marketing Campaign Resource Team Export Object |
A Customer Relationship Management Application Administrator can view marketing campaign resource team export object for all marketing campaign resource team export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Campaign Resource Team Export Object (Data) Resource: Marketing Campaign Resource Team Export Object |
|
Marketing Campaign Stage Member Export Object |
A Customer Relationship Management Application Administrator can view marketing campaign stage member export object for all marketing campaign stage member export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Campaign Stage Member Export Object (Data) Resource: Marketing Campaign Stage Member Export Object |
|
Marketing Campaign Stage Member File Import Activity |
A Customer Relationship Management Application Administrator can view marketing campaign stage member file import activity object type for all marketing campaign stage member file import activities in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Campaign Stage Member File Import Activity Object Type (Data) Resource: Marketing Campaign Stage Member File Import Activity |
|
Marketing Campaign Stage Member File Import Mapping |
A Customer Relationship Management Application Administrator can view marketing campaign stage member file import mapping object type for all marketing campaign stage member file import mappings in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Campaign Stage Member File Import Mapping Object Type (Data) Resource: Marketing Campaign Stage Member File Import Mapping |
|
Marketing Campaign Stage Member File Import Object |
A Customer Relationship Management Application Administrator can view marketing campaign stage member file import object type for all marketing campaign stage member file import objects in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Campaign Stage Member File Import Object Type (Data) Resource: Marketing Campaign Stage Member File Import Object |
|
Marketing Claim |
A Customer Relationship Management Application Administrator can delete marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim (Data) Resource: Marketing Claim |
|
A Customer Relationship Management Application Administrator can update marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim (Data) Resource: Marketing Claim |
||
A Customer Relationship Management Application Administrator can view marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim (Data) Resource: Marketing Claim |
||
Marketing Claim Note |
A Customer Relationship Management Application Administrator can delete marketing claim note where they have delete access to the marketing claim |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Customer Relationship Management Application Administrator can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Customer Relationship Management Application Administrator can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
|||
A Customer Relationship Management Application Administrator can view marketing claim note for all internal or external marketing claim notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Customer Relationship Management Application Administrator can view marketing claim note where they are the author of the private marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Marketing Event Activity Export Object |
A Customer Relationship Management Application Administrator can view marketing event activity export object for all marketing event activity export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Event Activity Export Object (Data) Resource: Marketing Event Activity Export Object |
|
Marketing Event Activity File Import Activity |
A Customer Relationship Management Application Administrator can view marketing event activity file import activity object type for all marketing event activity file import activities in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Event Activity File Import Activity Object Type (Data) Resource: Marketing Event Activity File Import Activity |
|
Marketing Event Activity File Import Mapping |
A Customer Relationship Management Application Administrator can view marketing event activity file import mapping object type for all marketing event activity file import mappings in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Event Activity File Import Mapping Object Type (Data) Resource: Marketing Event Activity File Import Mapping |
|
Marketing Event Activity File Import Object |
A Customer Relationship Management Application Administrator can view marketing event activity file import object type for all marketing event activity file import objects in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Event Activity File Import Object Type (Data) Resource: Marketing Event Activity File Import Object |
|
Marketing Event Export Object |
A Customer Relationship Management Application Administrator can view marketing event export object for all marketing event export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Event Export Object (Data) Resource: Marketing Event Export Object |
|
Marketing Fund Request Note |
A Customer Relationship Management Application Administrator can delete marketing fund request note where they have delete access to the marketing fund request |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Customer Relationship Management Application Administrator can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Customer Relationship Management Application Administrator can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Maintenance Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|||
A Customer Relationship Management Application Administrator can view marketing fund request note for all internal or external marketing fund request notes in the enterprise |
Role: Marketing Budget Maintenance Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Customer Relationship Management Application Administrator can view marketing fund request note where they are the author of the private marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Marketing Interaction Activity Export Object |
A Customer Relationship Management Application Administrator can view marketing interaction activity export object for all marketing interaction activity export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Interaction Activity Export Object (Data) Resource: Marketing Interaction Activity Export Object |
|
Marketing Interaction Activity File Import Activity |
A Customer Relationship Management Application Administrator can view marketing interaction activity file import activity object type for all marketing interaction activity file import activities in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Interaction Activity File Import Activity Object Type (Data) Resource: Marketing Interaction Activity File Import Activity |
|
Marketing Interaction Activity File Import Mapping |
A Customer Relationship Management Application Administrator can view marketing interaction activity file import mapping object type for all marketing interaction activity file import mappings in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Interaction Activity File Import Mapping Object Type (Data) Resource: Marketing Interaction Activity File Import Mapping |
|
Marketing Interaction Activity File Import Object |
A Customer Relationship Management Application Administrator can view marketing interaction activity file import object type for all marketing interaction activity file import objects in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Interaction Activity File Import Object Type (Data) Resource: Marketing Interaction Activity File Import Object |
|
Marketing List |
A Customer Relationship Management Application Administrator can delete marketing list for all marketing lists in the enterprise |
Role: Marketing Maintenance Duty Privilege: Delete Marketing List (Data) Resource: Marketing List |
|
A Customer Relationship Management Application Administrator can update marketing list for all marketing lists in the enterprise |
Role: Marketing Maintenance Duty Privilege: Update Marketing List (Data) Resource: Marketing List |
||
Marketing List Contact Export Object |
A Customer Relationship Management Application Administrator can view marketing list contact export object for all marketing list contact export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing List Contact Export Object (Data) Resource: Marketing List Contact Export Object |
|
Marketing List Export Object |
A Customer Relationship Management Application Administrator can view marketing list export object for all marketing list export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing List Export Object (Data) Resource: Marketing List Export Object |
|
Marketing List File Import Activity |
A Customer Relationship Management Application Administrator can view marketing list file import activity object type for all marketing list file import activities in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing List File Import Activity Object Type (Data) Resource: Marketing List File Import Activity |
|
Marketing List File Import Mapping |
A Customer Relationship Management Application Administrator can view marketing list file import mapping object type for all marketing list file import mappings in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing List File Import Mapping Object Type (Data) Resource: Marketing List File Import Mapping |
|
Marketing List File Import Object |
A Customer Relationship Management Application Administrator can view marketing list file import object type for all marketing list file import objects in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing List File Import Object Type (Data) Resource: Marketing List File Import Object |
|
Marketing Response Export Object |
A Customer Relationship Management Application Administrator can view marketing response export object for all marketing response export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Response Export Object (Data) Resource: Marketing Response Export Object |
|
Marketing Response File Import Activity |
A Customer Relationship Management Application Administrator can view marketing response file import activity object type for all marketing response file import activities in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Response File Import Activity Object Type (Data) Resource: Marketing Response File Import Activity |
|
Marketing Response File Import Mapping |
A Customer Relationship Management Application Administrator can view marketing response file import mapping object type for all marketing response file import mappings in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Response File Import Mapping Object Type (Data) Resource: Marketing Response File Import Mapping |
|
Marketing Response File Import Object |
A Customer Relationship Management Application Administrator can view marketing response file import object type for all marketing response file import objects in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Response File Import Object Type (Data) Resource: Marketing Response File Import Object |
|
Marketing Response Log Export Object |
A Customer Relationship Management Application Administrator can view marketing response log export object for all marketing response log export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Response Log Export Object (Data) Resource: Marketing Response Log Export Object |
|
Marketing Response Product Export Object |
A Customer Relationship Management Application Administrator can view marketing response product export object for all marketing response product export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Response Product Export Object (Data) Resource: Marketing Response Product Export Object |
|
Marketing Treatment |
A Customer Relationship Management Application Administrator can delete marketing treatment for all marketing treatments in the enterprise |
Role: Marketing Maintenance Duty Privilege: Delete Marketing Treatment (Data) Resource: Marketing Treatment |
|
A Customer Relationship Management Application Administrator can update marketing treatment for all marketing treatments in the enterprise |
Role: Marketing Maintenance Duty Privilege: Update Marketing Treatment (Data) Resource: Marketing Treatment |
||
Marketing Treatment E-Mail Footer |
A Customer Relationship Management Application Administrator can view marketing treatment restricted e-mail footer for all marketing treatment e-mail footers marked as restricted visibility in the enterprise |
Role: Marketing Maintenance Duty Privilege: View Marketing Treatment Restricted E-Mail Footer (Data) Resource: Marketing Treatment E-Mail Footer |
|
Marketing Treatment Export Object |
A Customer Relationship Management Application Administrator can view marketing treatment export object for all marketing treatment export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Treatment Export Object (Data) Resource: Marketing Treatment Export Object |
|
Marketing Treatment Product Export Object |
A Customer Relationship Management Application Administrator can view marketing treatment product export object for all marketing treatment product export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Treatment Product Export Object (Data) Resource: Marketing Treatment Product Export Object |
|
Marketing Treatment Promotion Export Object |
A Customer Relationship Management Application Administrator can view marketing treatment promotion export object for all marketing treatment promotion export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Treatment Promotion Export Object (Data) Resource: Marketing Treatment Promotion Export Object |
|
Marketing Treatment URL Export Object |
A Customer Relationship Management Application Administrator can view marketing treatment url export object for all marketing treatment url export objects in the enterprise |
Role: Marketing Export Management Duty Privilege: View Marketing Treatment URL Export Object (Data) Resource: Marketing Treatment URL Export Object |
|
Message Board |
A Customer Relationship Management Application Administrator can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Customer Relationship Management Application Administrator can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Note |
A Customer Relationship Management Application Administrator can view note for all notes in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note (Data) Resource: Note |
|
Note Export Object |
A Customer Relationship Management Application Administrator can view note export object for all note export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note Export Object (Data) Resource: Note Export Object |
|
Opportunity |
A Customer Relationship Management Application Administrator can manage opportunity general profile for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Customer Relationship Management Application Administrator can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Customer Relationship Management Application Administrator can manage opportunity restricted profile for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Customer Relationship Management Application Administrator can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Customer Relationship Management Application Administrator can manage opportunity revenue for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Customer Relationship Management Application Administrator can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Customer Relationship Management Application Administrator can manage opportunity team for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Customer Relationship Management Application Administrator can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Customer Relationship Management Application Administrator can view opportunity for all opportunities having a partner organization |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
A Customer Relationship Management Application Administrator can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
Opportunity Competitor Export Object |
A Customer Relationship Management Application Administrator can view opportunity competitor export object for all opportunity competitor export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Competitor Export Object (Data) Resource: Opportunity Competitor Export Object |
|
Opportunity Contact Export Object |
A Customer Relationship Management Application Administrator can view opportunity contact export object for all opportunity contact export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Contact Export Object (Data) Resource: Opportunity Contact Export Object |
|
Opportunity Export Object |
A Customer Relationship Management Application Administrator can view opportunity export object for all opportunity export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Export Object (Data) Resource: Opportunity Export Object |
|
Opportunity Lead Export Object |
A Customer Relationship Management Application Administrator can view opportunity lead export object for all opportunity lead export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Lead Export Object (Data) Resource: Opportunity Lead Export Object |
|
Opportunity Note |
A Customer Relationship Management Application Administrator can manage opportunity note for all opportunities having a partner organization and the note is external |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Customer Relationship Management Application Administrator can manage opportunity note where they are an opportunity sales team member with full access and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Customer Relationship Management Application Administrator can manage opportunity note where they are the author of the note |
Role: Opportunity Channel Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Customer Relationship Management Application Administrator can view opportunity note for all opportunities having a partner organization and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Customer Relationship Management Application Administrator can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Customer Relationship Management Application Administrator can view opportunity note where they are the author of the note |
Role: Opportunity Channel Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Opportunity Reference Export Object |
A Customer Relationship Management Application Administrator can view opportunity reference export object for all opportunity reference export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Reference Export Object (Data) Resource: Opportunity Reference Export Object |
|
Opportunity Resource Export Object |
A Customer Relationship Management Application Administrator can view opportunity resource export object for all opportunity resource export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Resource Export Object (Data) Resource: Opportunity Resource Export Object |
|
Opportunity Revenue Export Object |
A Customer Relationship Management Application Administrator can view opportunity revenue export object for all opportunity revenue export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Revenue Export Object (Data) Resource: Opportunity Revenue Export Object |
|
Opportunity Revenue Partners Export Object |
A Customer Relationship Management Application Administrator can view opportunity revenue partners export object for all opportunity revenue partners export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Revenue Partners Export Object (Data) Resource: Opportunity Revenue Partners Export Object |
|
Opportunity Revenue Territories Export Object |
A Customer Relationship Management Application Administrator can view opportunity revenue territories export object for all opportunity revenue territories export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Revenue Territories Export Object (Data) Resource: Opportunity Revenue Territories Export Object |
|
Opportunity Source Export Object |
A Customer Relationship Management Application Administrator can view opportunity source export object for all opportunity source export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Source Export Object (Data) Resource: Opportunity Source Export Object |
|
Partner |
A Customer Relationship Management Application Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner |
|
Partner Account Team Export Object |
A Customer Relationship Management Application Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Account Team Export Object |
|
Partner Dimensions Member Export Object |
A Customer Relationship Management Application Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Dimensions Member Export Object |
|
Partner File Import Activity |
A Customer Relationship Management Application Administrator can view partner file import activity object type for all partner file import activities of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|||
Partner File Import Mapping |
A Customer Relationship Management Application Administrator can view partner file import mapping object type for all partner file import mappings of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|
Role: Resource Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|||
Partner File Import Object |
A Customer Relationship Management Application Administrator can view partner file import object type for all partner file import objects of object type 'partner company' |
Role: Partner Import Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|
Role: Resource Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|||
Partner Member File Import Activity |
A Customer Relationship Management Application Administrator can view partner member file import activity object type for all partner member file import activities of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|||
Partner Member File Import Mapping |
A Customer Relationship Management Application Administrator can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|||
Partner Member File Import Object |
A Customer Relationship Management Application Administrator can view partner member file import object type for all partner member file import objects of object type 'partner member' |
Role: Partner Import Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|
Role: Resource Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|||
Partner Note |
A Customer Relationship Management Application Administrator can manage partner note for all notes that are not private |
Role: Partner Account Administration Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
|
A Customer Relationship Management Application Administrator can manage partner note for all notes that are not private and where they are in the partner account team |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
A Customer Relationship Management Application Administrator can manage partner note where they are the author of the note |
Role: Partner Account Review Duty Privilege: Manage Partner Note (Data) Resource: Partner Note |
||
Partner Profile |
A Customer Relationship Management Application Administrator can manage partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: Manage Partner Account (Data) Resource: Partner Profile |
|
A Customer Relationship Management Application Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Account Administration Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
A Customer Relationship Management Application Administrator can view partner account where they are in the management chain of a resource who is on the partner account team |
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
A Customer Relationship Management Application Administrator can view partner account where they are in the partner account team |
Role: Partner Account Review Duty Privilege: View Partner Account (Data) Resource: Partner Profile |
||
Partner Profile Export Object |
A Customer Relationship Management Application Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Profile Export Object |
|
Partner Profile Multiple Values Fields Export Object |
A Customer Relationship Management Application Administrator can view partner account for all partner accounts in the enterprise |
Role: Partner Export Management Duty Privilege: View Partner Account (Data) Resource: Partner Profile Multiple Values Fields Export Object |
|
Partner Program |
A Customer Relationship Management Application Administrator can maintain partner program for all partner programs in the enterprise |
Role: Partner Program Maintain Duty Privilege: Maintain Partner Program (Data) Resource: Partner Program |
|
Partner Program Enrollment |
A Customer Relationship Management Application Administrator can manage partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
A Customer Relationship Management Application Administrator can view partner program enrollment for all partner program enrollments in the enterprise |
Role: Partner Program Enrollment View Duty Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
||
Person Assignment |
A Customer Relationship Management Application Administrator can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Customer Relationship Management Application Administrator can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Customer Relationship Management Application Administrator can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Customer Relationship Management Application Administrator can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Customer Relationship Management Application Administrator can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Product Group Details Export Object |
A Customer Relationship Management Application Administrator can view product group export object for all product group details export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Details Export Object |
|
Product Group File Import Activity |
A Customer Relationship Management Application Administrator can view product group file import activity object type for all authorized product group file import activities in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Activity Object Type (Data) Resource: Product Group File Import Activity |
|
Product Group File Import Mapping |
A Customer Relationship Management Application Administrator can view product group file import mapping object type for all product group file import mappings in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Mapping Object Type (Data) Resource: Product Group File Import Mapping |
|
Product Group File Import Object |
A Customer Relationship Management Application Administrator can view product group file import object type for all product group file import objects in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Object Type (Data) Resource: Product Group File Import Object |
|
Product Group Products Export Object |
A Customer Relationship Management Application Administrator can view product group export object for all product group products export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Products Export Object |
|
Product Group Subgroups Export Object |
A Customer Relationship Management Application Administrator can view product group export object for all product group subgroups export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Subgroups Export Object |
|
Product Group Translations Export Object |
A Customer Relationship Management Application Administrator can view product group export object for all product group translations export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Translations Export Object |
|
Program Enrollment Import Activity |
A Customer Relationship Management Application Administrator can view program enrollment import activity object type for all file import activities of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Activity Object Type (Data) Resource: Program Enrollment Import Activity |
|
Program Enrollment Import Mapping |
A Customer Relationship Management Application Administrator can view program enrollment import mapping object type for all file import mappings of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Mapping Object Type (Data) Resource: Program Enrollment Import Mapping |
|
Program Enrollment Import Object |
A Customer Relationship Management Application Administrator can view program enrollment import object type for all file import objects of type 'program enrollments' in the enterprise |
Role: Partner Import Administration Duty Privilege: View Program Enrollment Import Object Type (Data) Resource: Program Enrollment Import Object |
|
Promotion File Import Activity |
A Customer Relationship Management Application Administrator can view promotion file import activity object type for all promotion file import activities in all resource organizations for which they are authorized |
Role: Promotion Administration Duty Privilege: View Promotion File Import Activity Object Type (Data) Resource: Promotion File Import Activity |
|
Promotion File Import Mapping |
A Customer Relationship Management Application Administrator can view promotion file import mapping object type for all promotion file import mappings in all resource organizations for which they are authorized |
Role: Promotion Administration Duty Privilege: View Promotion File Import Mapping Object Type (Data) Resource: Promotion File Import Mapping |
|
Promotion File Import Object |
A Customer Relationship Management Application Administrator can view promotion file import object type for all promotion file import objects in all resource organizations for which they are authorized |
Role: Promotion Administration Duty Privilege: View Promotion File Import Object Type (Data) Resource: Promotion File Import Object |
|
Public Person |
A Customer Relationship Management Application Administrator can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Resource Team File Import Activity |
A Customer Relationship Management Application Administrator can view resource team file import activity object type for all resource team file import activities of object type 'resource team' |
Role: Resource Team Administration Duty Privilege: View Resource Team File Import Activity Object Type (Data) Resource: Resource Team File Import Activity |
|
Resource Team File Import Mapping |
A Customer Relationship Management Application Administrator can view resource team file import mapping object type for all resource team file import mappings of object type 'resource team' |
Role: Resource Team Administration Duty Privilege: View Resource Team File Import Mapping Object Type (Data) Resource: Resource Team File Import Mapping |
|
Resource Team File Import Object |
A Customer Relationship Management Application Administrator can view resource team file import object type for all resource team file import objects of object type 'resource team' |
Role: Resource Team Administration Duty Privilege: View Resource Team File Import Object Type (Data) Resource: Resource Team File Import Object |
|
Sales Account Profile Export Object |
A Customer Relationship Management Application Administrator can view sales account profile export object for all sales account profile export objects in the enterprise |
Role: Sales Party Export Management Duty Privilege: View Sales Account Profile Export Object (Data) Resource: Sales Account Profile Export Object |
|
Sales Account Team Export Object |
A Customer Relationship Management Application Administrator can view sales account team export object for all sales account team export objects in the enterprise |
Role: Sales Party Export Management Duty Privilege: View Sales Account Team Export Object (Data) Resource: Sales Account Team Export Object |
|
Sales Account Team File Import Activity |
A Customer Relationship Management Application Administrator can view sales account team file import activity object type for all sales account team file import activities in all resource organizations for which they are authorized |
Role: Sales Account Team File Import Duty Privilege: View Sales Account Team File Import Activity Object Type (Data) Resource: Sales Account Team File Import Activity |
|
Sales Account Team File Import Mapping |
A Customer Relationship Management Application Administrator can view sales account team file import mapping object type for all sales account team file import mappings in all resource organizations for which they are authorized |
Role: Sales Account Team File Import Duty Privilege: View Sales Account Team File Import Mapping Object Type (Data) Resource: Sales Account Team File Import Mapping |
|
Sales Account Team File Import Object |
A Customer Relationship Management Application Administrator can view sales account team file import object type for all sales account team file import objects in all resource organizations for which they are authorized |
Role: Sales Account Team File Import Duty Privilege: View Sales Account Team File Import Object Type (Data) Resource: Sales Account Team File Import Object |
|
Sales Forecast Adjustment |
A Customer Relationship Management Application Administrator can manage sales forecast adjustment for all territories in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|
Sales Forecast Adjustment Export Object |
A Customer Relationship Management Application Administrator can view sales forecast adjustment export object for all sales forecast adjustment export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Adjustment Export Object (Data) Resource: Sales Forecast Adjustment Export Object |
|
Sales Forecast Header Export Object |
A Customer Relationship Management Application Administrator can view sales forecast header export object for all sales forecast header export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Header Export Object (Data) Resource: Sales Forecast Header Export Object |
|
Sales Forecast Item |
A Customer Relationship Management Application Administrator can manage sales forecast item for all territories in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|
Sales Forecast Item Adjustment Export Object |
A Customer Relationship Management Application Administrator can view sales forecast item adjustment export object for all sales forecast item adjustment export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Item Adjustment Export Object (Data) Resource: Sales Forecast Item Adjustment Export Object |
|
Sales Forecast Item Export Object |
A Customer Relationship Management Application Administrator can view sales forecast item export object for all sales forecast item export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Item Export Object (Data) Resource: Sales Forecast Item Export Object |
|
Sales Forecast Participant |
A Customer Relationship Management Application Administrator can manage sales forecast participant for all territories in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|
Sales Forecast Participant Export Object |
A Customer Relationship Management Application Administrator can view sales forecast participant export object for all sales forecast participant export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Participant Export Object (Data) Resource: Sales Forecast Participant Export Object |
|
Sales Lead |
A Customer Relationship Management Application Administrator can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Customer Relationship Management Application Administrator can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Customer Relationship Management Application Administrator can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Customer Relationship Management Application Administrator can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Customer Relationship Management Application Administrator can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Customer Relationship Management Application Administrator can update sales lead all partners for all partner leads in the enterprise |
Role: Partner Lead Management Duty Privilege: Update Sales Lead All Partners (Data) Resource: Sales Lead |
||
A Customer Relationship Management Application Administrator can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can view sales lead all partners for all partner leads in the enterprise |
Role: Partner Lead Management Duty Privilege: View Sales Lead All Partners (Data) Resource: Sales Lead |
||
A Customer Relationship Management Application Administrator can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
A Customer Relationship Management Application Administrator can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
|||
Sales Lead Contact Export Object |
A Customer Relationship Management Application Administrator can view sales lead contact export object for all sales lead contact export objects in the enterprise |
Role: Sales Lead Export Management Duty Privilege: View Sales Lead Contact Export Object (Data) Resource: Sales Lead Contact Export Object |
|
Sales Lead Export Object |
A Customer Relationship Management Application Administrator can view sales lead export object for all sales lead export objects in the enterprise |
Role: Sales Lead Export Management Duty Privilege: View Sales Lead Export Object (Data) Resource: Sales Lead Export Object |
|
Sales Lead Note |
A Customer Relationship Management Application Administrator can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Customer Relationship Management Application Administrator can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Customer Relationship Management Application Administrator can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Customer Relationship Management Application Administrator can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Customer Relationship Management Application Administrator can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Customer Relationship Management Application Administrator can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Lead Product Export Object |
A Customer Relationship Management Application Administrator can view sales lead product export object for all sales lead product export objects in the enterprise |
Role: Sales Lead Export Management Duty Privilege: View Sales Lead Product Export Object (Data) Resource: Sales Lead Product Export Object |
|
Sales Lead Resource Access Level Export Object |
A Customer Relationship Management Application Administrator can view sales lead resource access level export object for all sales lead resource access level export objects in the enterprise |
Role: Sales Lead Export Management Duty Privilege: View Sales Lead Resource Access Level Export Object (Data) Resource: Sales Lead Resource Access Level Export Object |
|
Sales Lead Resource Export Object |
A Customer Relationship Management Application Administrator can view sales lead resource export object for all sales lead resource export objects in the enterprise |
Role: Sales Lead Export Management Duty Privilege: View Sales Lead Resource Export Object (Data) Resource: Sales Lead Resource Export Object |
|
Sales Lead Territory Export Object |
A Customer Relationship Management Application Administrator can view sales lead territory export object for all sales lead territory export objects in the enterprise |
Role: Sales Lead Export Management Duty Privilege: View Sales Lead Territory Export Object (Data) Resource: Sales Lead Territory Export Object |
|
Sales Party |
A Customer Relationship Management Application Administrator can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Customer Relationship Management Application Administrator can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|||
A Customer Relationship Management Application Administrator can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Customer Relationship Management Application Administrator can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Customer Relationship Management Application Administrator can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Customer Relationship Management Application Administrator can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Customer Relationship Management Application Administrator can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Customer Relationship Management Application Administrator can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
|||
A Customer Relationship Management Application Administrator can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Customer Relationship Management Application Administrator can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Customer Relationship Management Application Administrator can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Customer Relationship Management Application Administrator can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Sales Party Note |
A Customer Relationship Management Application Administrator can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Customer Relationship Management Application Administrator can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Customer Relationship Management Application Administrator can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Customer Relationship Management Application Administrator can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Customer Relationship Management Application Administrator can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Customer Relationship Management Application Administrator can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Customer Relationship Management Application Administrator can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Customer Relationship Management Application Administrator can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Customer Relationship Management Application Administrator can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Party Partner Territory Export Object |
A Customer Relationship Management Application Administrator can view sales party partner territory export object for all sales party partner territory export objects in the enterprise |
Role: Sales Party Export Management Duty Privilege: View Sales Party Partner Territory Export Object (Data) Resource: Sales Party Partner Territory Export Object |
|
Sales Quota Plan |
A Customer Relationship Management Application Administrator can view sales quota plan for all sales quota plans |
Role: Quota Export Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|
Role: Quota Management Setup Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|||
A Customer Relationship Management Application Administrator can view sales quota plan for all sales quota plans that are active |
Role: Quota Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
||
Sales Quota Plan Export Object |
A Customer Relationship Management Application Administrator can view sales quota plan export object for all sales quota plan export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Plan Export Object (Data) Resource: Sales Quota Plan Export Object |
|
Sales Quota Plan Options Export Object |
A Customer Relationship Management Application Administrator can view sales quota plan options export object for all sales quota plan options export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Plan Options Export Object (Data) Resource: Sales Quota Plan Options Export Object |
|
Sales Quota Prediction Formula Export Object |
A Customer Relationship Management Application Administrator can view sales quota prediction formula export object for all sales quota prediction formula export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Prediction Formula Export Object (Data) Resource: Sales Quota Prediction Formula Export Object |
|
Sales Quota Prediction Formula Parameter Export Object |
A Customer Relationship Management Application Administrator can view sales quota prediction formula parameter export object for all sales quota prediction formula parameters export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Prediction Formula Parameter Export Object (Data) Resource: Sales Quota Prediction Formula Parameter Export Object |
|
Sales Quota Seasonality Factor Export Object |
A Customer Relationship Management Application Administrator can view sales quota seasonality factor export object for all seasonality factor export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Seasonality Factor Export Object (Data) Resource: Sales Quota Seasonality Factor Export Object |
|
Sales Quota Seasonality Group Export Object |
A Customer Relationship Management Application Administrator can view sales quota seasonality group export object for all seasonality factor group export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Seasonality Group Export Object (Data) Resource: Sales Quota Seasonality Group Export Object |
|
Sales Quota Spread Formula Export Object |
A Customer Relationship Management Application Administrator can view sales quota spread formula export object for all spread formula export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Spread Formula Export Object (Data) Resource: Sales Quota Spread Formula Export Object |
|
Sales Quota Territory Prediction Formula Export Object |
A Customer Relationship Management Application Administrator can view sales quota territory prediction formula export object for all sales quota territory prediction formula export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Territory Prediction Formula Export Object (Data) Resource: Sales Quota Territory Prediction Formula Export Object |
|
Sales Quota Territory Prediction Formula Parameter Export Object |
A Customer Relationship Management Application Administrator can view sales quota territory prediction formula parameter export object for all sales quota territory prediction formula parameters export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Territory Prediction Formula Parameter Export Object (Data) Resource: Sales Quota Territory Prediction Formula Parameter Export Object |
|
Sales Reference Customer |
A Customer Relationship Management Application Administrator can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Sales Resource Quota |
A Customer Relationship Management Application Administrator can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
|
A Customer Relationship Management Application Administrator can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Customer Relationship Management Application Administrator can view sales resource quota for all sales resource quota objects in the enterprise |
Role: Quota Export Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Customer Relationship Management Application Administrator can view sales resource quota where they are assigned the quota |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Customer Relationship Management Application Administrator can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Customer Relationship Management Application Administrator can view sales resource quota where they are the owner of the territory to which the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
Sales Resource Quota Export Object |
A Customer Relationship Management Application Administrator can view sales resource quota export object for all sales resource quota export objects in the enterprise |
Role: Quota Export Management Duty Privilege: View Sales Resource Quota Export Object (Data) Resource: Sales Resource Quota Export Object |
|
Sales Resource Quota Time Period Export Object |
A Customer Relationship Management Application Administrator can view sales resource quota time period export object for all sales resource quota time period export objects |
Role: Quota Export Management Duty Privilege: View Sales Resource Quota Time Period Export Object (Data) Resource: Sales Resource Quota Time Period Export Object |
|
Sales Territory |
A Customer Relationship Management Application Administrator can manage sales territory for all territories in the enterprise |
Role: Territory Management Setup Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|
A Customer Relationship Management Application Administrator can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted |
Role: Territory Management Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
||
A Customer Relationship Management Application Administrator can view sales territory for all territories in the enterprise |
Role: Territory Management Setup Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Customer Relationship Management Application Administrator can view sales territory where they are a member of the territory team |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Customer Relationship Management Application Administrator can view sales territory where they are the owner of a parent territory in the territory hierarchy |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Customer Relationship Management Application Administrator can view sales territory where they are the territory owner |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
Sales Territory Dimensionality Export Object |
A Customer Relationship Management Application Administrator can view sales territory dimensionality export object for all sales territory dimensionality export objects in the enterprise |
Role: Territory Export Management Duty Privilege: View Sales Territory Dimensionality Export Object (Data) Resource: Sales Territory Dimensionality Export Object |
|
Sales Territory Export Object |
A Customer Relationship Management Application Administrator can view sales territory export object for all sales territory export objects in the enterprise |
Role: Territory Export Management Duty Privilege: View Sales Territory Export Object (Data) Resource: Sales Territory Export Object |
|
Sales Territory Partition |
A Customer Relationship Management Application Administrator can manage sales territory partition for all partitions in the enterprise |
Role: Territory Management Setup Duty Privilege: Manage Sales Territory Partition (Data) Resource: Sales Territory Partition |
|
A Customer Relationship Management Application Administrator can view sales territory partition for all partitions in the enterprise |
Role: Territory Management Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
||
Role: Territory Management Setup Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|||
Sales Territory Proposal |
A Customer Relationship Management Application Administrator can manage sales territory proposal for all proposals in the enterprise |
Role: Territory Management Setup Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|
A Customer Relationship Management Application Administrator can manage sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Customer Relationship Management Application Administrator can manage sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Customer Relationship Management Application Administrator can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Customer Relationship Management Application Administrator can view sales territory proposal where they are the owner of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Customer Relationship Management Application Administrator can view sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Customer Relationship Management Application Administrator can view sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
Sales Territory Proposal Export Object |
A Customer Relationship Management Application Administrator can view sales territory proposal export object for all sales territory proposal export objects in the enterprise |
Role: Territory Export Management Duty Privilege: View Sales Territory Proposal Export Object (Data) Resource: Sales Territory Proposal Export Object |
|
Sales Territory Quota Export Object |
A Customer Relationship Management Application Administrator can view sales territory quota export object for all sales territory quota export objects |
Role: Quota Export Management Duty Privilege: View Sales Territory Quota Export Object (Data) Resource: Sales Territory Quota Export Object |
|
Sales Territory Quota Time Period Export Object |
A Customer Relationship Management Application Administrator can view sales territory quota time period export object for all sales territory quota time period export objects |
Role: Quota Export Management Duty Privilege: View Sales Territory Quota Time Period Export Object (Data) Resource: Sales Territory Quota Time Period Export Object |
|
Sales Territory Resource Export Object |
A Customer Relationship Management Application Administrator can view sales territory resource export object for all sales territory resource export objects in the enterprise |
Role: Territory Export Management Duty Privilege: View Sales Territory Resource Export Object (Data) Resource: Sales Territory Resource Export Object |
|
Social Connection |
A Customer Relationship Management Application Administrator can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Customer Relationship Management Application Administrator can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Talent Profile |
A Customer Relationship Management Application Administrator can view talent profile model for jobs in their job security profile |
Role: Workforce Profile Administration Duty Privilege: View Talent Profile Model (Data) Resource: Talent Profile |
|
A Customer Relationship Management Application Administrator can view talent profile person for people and assignments in their person and assignment security profile |
Role: Workforce Profile Administration Duty Privilege: View Talent Profile Person (Data) Resource: Talent Profile |
||
Task Assignee Export Object |
A Customer Relationship Management Application Administrator can view task assignee export object for all task assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Assignee Export Object (Data) Resource: Task Assignee Export Object |
|
Task Contact Export Object |
A Customer Relationship Management Application Administrator can view task contact export object for all task contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Contact Export Object (Data) Resource: Task Contact Export Object |
|
Task Export Object |
A Customer Relationship Management Application Administrator can view task export object for all task export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Export Object (Data) Resource: Task Export Object |
|
Task Note |
A Customer Relationship Management Application Administrator can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Customer Relationship Management Application Administrator can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Customer Relationship Management Application Administrator can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Customer Relationship Management Application Administrator can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Customer Relationship Management Application Administrator can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Customer Relationship Management Application Administrator can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Customer Relationship Management Application Administrator can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Customer Relationship Management Application Administrator can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Customer Relationship Management Application Administrator can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Export |
A Customer Relationship Management Application Administrator can view trading community export object for all trading community export objects in the enterprise |
Role: Trading Community Export Management Duty Privilege: View Trading Community Export Object (Data) Resource: Trading Community Export |
|
Trading Community Org Address Email Contact Preference |
A Customer Relationship Management Application Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Customer Relationship Management Application Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Customer Relationship Management Application Administrator can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
A Customer Relationship Management Application Administrator can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
||
Trading Community Organization Address Contact Preference |
A Customer Relationship Management Application Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Customer Relationship Management Application Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Customer Relationship Management Application Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Customer Relationship Management Application Administrator can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Customer Relationship Management Application Administrator can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Customer Relationship Management Application Administrator can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Customer Relationship Management Application Administrator can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Person Address Contact Preference |
A Customer Relationship Management Application Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Customer Relationship Management Application Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Customer Relationship Management Application Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Customer Relationship Management Application Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Customer Relationship Management Application Administrator can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Customer Relationship Management Application Administrator can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Customer Relationship Management Application Administrator can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
A Customer Relationship Management Application Administrator can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Customer Relationship Management Application Administrator can remove trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
|
A Customer Relationship Management Application Administrator can update trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Customer Relationship Management Application Administrator can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Customer Relationship Management Application Administrator can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
||
Trading Community Resource Note |
A Customer Relationship Management Application Administrator can manage trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Customer Relationship Management Application Administrator can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
A Customer Relationship Management Application Administrator can view trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|||
Trading Community Resource Sales Representative Setup |
A Customer Relationship Management Application Administrator can manage trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
|
A Customer Relationship Management Application Administrator can view trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: View Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
||
Trading Community Resource Skill |
A Customer Relationship Management Application Administrator can manage trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Customer Relationship Management Application Administrator can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Customer Relationship Management Application Administrator can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Customer Relationship Management Application Administrator can view trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Customer Relationship Management Application Administrator can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Customer Relationship Management Application Administrator can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Customer Relationship Management Application Administrator
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
|||
Privilege |
Create Items |
Manage Item |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Customer Relationship Management Application Administrator
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Create Items |
Approve Cycle Count Sequences |
Create Cycle Count |
|
Create Interorganization Transfer |
|
Create Subinventory Transfer |
|
Cycle Counting |
|
Inventory Transactions |
|
Item Costing |
Create Items |
Pick Release Goods |
Identifies the person as an employee.
Duties assigned directly and indirectly to the abstract role Employee
Duty Role |
Description |
|---|---|
Approval Notification Duty |
Grants access to view product specific notification content. |
Approve Transactions Duty |
Allows ability to approve transactions |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Chinese Accounts View Duty |
Allows an employee within a Chinese legal employer to view their PHF and social insurance account numbers. |
Create Social Group Duty |
Creates social groups. |
Employee Absence Recording Duty |
Manages absence records. This role is used by employees. |
Employee Enrollment Duty |
Manages employee enrollments. |
Expense Bank Account Management Duty |
Manages employee's bank accounts. |
Expense Entry Duty |
Creates and updates expense items and expense reports. |
Gallery Access Duty |
Grants access to the portrait and gallery search duties. |
Goal Management Worker Duty |
Goal Management Worker - inherited by Worker |
HCM Information Comparison Duty |
Compares workers, jobs, positions, and any combinations of these objects. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
My Portrait Work Area Navigation Duty |
Grants navigation access to the my portrait work area. |
Negotiation Attachment Inquiry as Procurement Requester Duty |
Review supplier negotiation attachments as procurement requester. |
Negotiation Viewing as Procurement Requester Duty |
View a supplier negotiation and its details as a requester. |
Party Information Inquiry Duty |
Views trading community parties. |
Payables Invoice Inquiry Duty |
Views Oracle Fusion Payables invoices. |
Payee Bank Account Management Duty |
Manages supplier bank accounts and other payment details. |
Payroll Personal Payment Method Management Duty |
Manages payment methods used to pay a person and defines how the payments are split if multiple payment methods are specified. |
Payroll Personal Payment Method View Duty |
Views payment methods used to pay a person and how the payments are split if multiple payment methods are specified. |
Payroll View Payslip View Duty |
Views payslips. |
Performance Management Worker Duty |
Adds content to rate to performance document and evaluates self. |
Person Address Maintenance Duty |
Grants access to persons to manage their own address data. |
Person Gallery Work Area Navigation Duty |
Grants navigation access to the person gallery work area. |
Person Marital Status Maintenance Duty |
Grants access to a person to manage their own marital status and related data. |
Person Name Maintenance Duty |
Maintains persons' name related attributes. |
Person Name Maintenance Duty Obsolete |
Obsolete role. Do not use. |
Person National Identifier View Duty |
Grants access to persons to view national identifier. |
Personal Compensation Management Duty |
Manages contributions made towards savings and contribution type plans. |
Portrait Access Duty |
Grants access to the portrait maintenance and portrait view duties. |
Portrait Availability Duty |
Grants access to the availability card in the portrait, which includes schedule, absence, and accrual information. |
Portrait Benefits Duty |
Views benefits data for a worker in the portrait. |
Portrait Communication Methods Duty |
Grants access to the employee, contingent worker and Human Resource Specialist to view the person's photo, phones, emails and other communication methods in the portrait. |
Portrait Compensation Duty |
Views compensation data for a worker in the portrait. |
Portrait Contact Duty |
Grants access to view the contact card in the portrait, which includes phone number, e-mail, other communication methods, work location information, manager, directs and peers. |
Portrait Maintenance Duty |
Grants access to the portrait maintenance duties for the portrait cards. |
Portrait Personal and Employment Duty |
Grants access to a person's own personal and employment information in the portrait. |
Portrait View Duty |
Grants access to the portrait view duties for the portrait cards. |
Procurement Analysis Currency Preference |
This role is used to get the supported currencies in Procurement and Spend Analysis module. |
Public Person Selection Duty |
Grants access to select deferred persons. This is a single privilege duty because it is an isolated privilege that needs to be consumed by other teams. |
Purchase Order Attachment Inquiry as Procurement Requester Duty |
Review purchase order and referenced document attachments as a procurement requester. |
Purchase Order Attachment Management as Procurement Requester Duty |
Manage purchase order attachments as a procurement requester. |
Purchase Order Changes as Procurement Requester Duty |
Perform purchase order change management tasks as a procurement requester. |
Receiving Management Requester Duty |
Allows a requester in Oracle Fusion iProcurement to receive items, correct receipts, and return receipts. |
Requester Analysis Duty |
Duty role with limited access to view and analyze procurement cycle times related to requisitions processing within the Requisition BU that requester belongs to |
Requisition Attachment Management Duty |
Manages attachments on requisitions. |
Requisition Business Unit Data Security |
This role is used for Requisition Business Unit data security in the data warehouse |
Requisition Self Service User Duty |
Manages requisitions including creating, searching, and viewing requisitions, creating noncatalog requests, creating requisitions with one-time locations, and changing deliver-to locations on requisition lines. |
Requisition and Referenced Attachment Inquiry Duty |
Reviews attachments on requisitions. |
Review Inbound Shipment Details Duty |
Reviews inbound shipment details. |
Review Receipt Summary Duty |
Reviews receipt summary and receipt line details. |
Review Receiving Transaction History Duty |
Reviews transaction history associated with a receipt. |
Social Connection Worker Duty |
Performs all Oracle Fusion Social Connection employee duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Group Participation Duty |
Participates in social groups. |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Talent Worker Duty |
Performs all talent management duties as an employee or contingent worker. |
Task Management Duty |
Manages transaction tasks. |
Total Compensation Statements Worker Duty |
Views generated total compensation statements for themselves. |
US Employee Portrait Gallery Duty |
Allows an employee within a US legal employer to access US specific tasks. |
View Batch Jobs Duty |
View ESS Batch Jobs in Scheduled Processes workarea. |
View Employment Information Duty |
Views employment information. |
View Secured Custom Help Duty |
Views custom help containing the security lookup value Secured. |
Worker Availability Viewing Duty |
Views workers' availability based on their work schedules. |
Worker Document Management Duty |
Grants access to persons to manage their own document data. |
Worker Duty |
Performs worker related tasks. |
Worker Gallery Access Duty |
Restricts access to private data in the portrait to workers themselves and HR specialists. |
Worker Gallery Search Duty |
Searches worker deferred data and views the portrait page. |
Worker Information Sharing Duty |
Shares own employment information with line managers or external parties. |
Worker Onboarding Duty |
Duty role that permits newly hired workers to complete the onboarding tasks associated with an onboarding process. |
Worker Portrait Maintenance Duty |
Manages workers' addresses, e-mails, phones, and other personal information. |
Worker Processes Duty |
Grants access to persons to manage their own data including address, marital status, documents, onboarding processes, and information sharing. |
Worker Role Management Duty |
Manages worker roles. |
Worker Selection Duty |
Selects workers. |
Workforce Processes Work Area Navigation Duty |
Duty role that provides access to the Workforce Processes and Tasks work area |
Workforce Profile Worker Duty |
Performs workforce profile duties as an employee or contingent worker. |
Fusion applications ship the role memberships assuming you have deployed all offerings, options and features. Role memberships marked with a "+" in the "All" column are required for all options and features in this offering. If you are not deploying a particular offering, option or feature, remove those role memberships that are marked with a "*" for that offering, option or feature in Authorization Policy Manager.
If you are deploying other offerings, refer to the Security Reference Manual for those offerings before removing any role memberships.
Roles inherited directly and indirectly by the abstract role Employee
Inherited roles by Offering, Option and Feature |
Sales |
|---|---|
All |
|
Attachments User |
+ |
Employee Absence Recording Duty |
|
Payroll Personal Payment Method Management Duty |
|
Payee Bank Account Management Duty |
|
Party Information Inquiry Duty |
|
Payroll Personal Payment Method View Duty |
|
Payee Bank Account Management Duty |
|
Party Information Inquiry Duty |
|
Payroll View Payslip View Duty |
|
Chinese Accounts View Duty |
|
Procurement Requester |
|
Business Intelligence Applications Worker |
|
Business Intelligence Applications Analysis Duty |
|
Negotiation Attachment Inquiry as Procurement Requester Duty |
|
Negotiation Viewing as Procurement Requester Duty |
|
Payables Invoice Inquiry Duty |
|
Party Information Inquiry Duty |
|
Public Person Selection Duty |
+ |
Purchase Order Attachment Inquiry as Procurement Requester Duty |
|
Purchase Order Attachment Management as Procurement Requester Duty |
|
Purchase Order Changes as Procurement Requester Duty |
|
Receiving Management Requester Duty |
|
Item Inquiry Duty |
|
Requester Analysis Duty |
|
Business Intelligence Authoring Duty |
|
Procurement Analysis Currency Preference |
|
Requisition Business Unit Data Security |
|
Requisition Attachment Management Duty |
|
Requisition Self Service User Duty |
|
Internal Contact Relationship Information Inquiry Duty |
|
Party Information Inquiry Duty |
|
Requisition and Referenced Attachment Inquiry Duty |
|
Review Inbound Shipment Details Duty |
|
Item Inquiry Duty |
|
Review Receipt Summary Duty |
|
Internal Contact Relationship Information Inquiry Duty |
|
Item Inquiry Duty |
|
Party Information Inquiry Duty |
|
Review Receiving Transaction History Duty |
|
Public Person Selection Duty |
+ |
Worker Duty |
+ |
Approval Notification Duty |
+ |
Approve Transactions Duty |
+ |
Business Intelligence Consumer Duty |
+ |
Employee Enrollment Duty |
|
Expense Entry Duty |
|
Business Intelligence Consumer Duty |
+ |
Expense Bank Account Management Duty |
|
Party Information Inquiry Duty |
|
Payee Bank Account Management Duty |
|
Party Information Inquiry Duty |
|
Gallery Access Duty |
|
Portrait Access Duty |
|
Portrait Maintenance Duty |
|
Portrait View Duty |
|
Portrait Availability Duty |
|
Portrait Compensation Duty |
|
Portrait Contact Duty |
|
Worker Gallery Search Duty |
|
Internal Contact Relationship Information Inquiry Duty |
|
Party Information Inquiry Duty |
|
HCM Information Comparison Duty |
|
Public Person Selection Duty |
+ |
My Portrait Work Area Navigation Duty |
|
Person Gallery Work Area Navigation Duty |
|
Personal Compensation Management Duty |
|
Social Connection Worker Duty |
|
Social Group Participation Duty |
|
Create Social Group Duty |
|
Social Group Participation Core Duty |
|
Social Network Duty |
|
Social Network Core Duty |
|
Talent Worker Duty |
|
Goal Management Worker Duty |
|
Performance Management Worker Duty |
|
View Employment Information Duty |
|
Workforce Profile Worker Duty |
|
Total Compensation Statements Worker Duty |
|
View Batch Jobs Duty |
+ |
View Secured Custom Help Duty |
+ |
Worker Availability Viewing Duty |
|
Worker Gallery Access Duty |
|
Portrait Communication Methods Duty |
|
Worker Portrait Maintenance Duty |
|
Person National Identifier View Duty |
|
Portrait Benefits Duty |
|
Portrait Personal and Employment Duty |
|
Task Management Duty |
|
Worker Onboarding Duty |
|
Worker Processes Duty |
|
Person Address Maintenance Duty |
|
Person Marital Status Maintenance Duty |
|
Person Name Maintenance Duty |
|
Person Name Maintenance Duty Obsolete |
|
US Employee Portrait Gallery Duty |
|
Worker Document Management Duty |
|
Worker Information Sharing Duty |
|
Public Person Selection Duty |
+ |
Worker Role Management Duty |
+ |
Worker Selection Duty |
+ |
Workforce Processes Work Area Navigation Duty |
Privileges granted to duties of the abstract role Employee.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Approval Notification Duty |
Grants access to view product specific notification content. |
View Notification Details |
Approve Transactions Duty |
Allows ability to approve transactions |
Approve Transactions |
Chinese Accounts View Duty |
Allows an employee within a Chinese legal employer to view their PHF and social insurance account numbers. |
View Chinese PHF/SI Account Numbers |
Create Social Group Duty |
Creates social groups. |
Create Social Group |
Employee Absence Recording Duty |
Manages absence records. This role is used by employees. |
Manage Absence Records |
Employee Enrollment Duty |
Manages employee enrollments. |
Define Benefit Participant Enrollment Result |
Elect Benefits |
||
Maintain Plan Beneficiary Designation |
||
Maintain Primary Care Provider |
||
Review Benefit Participant Enrollment Result |
||
Expense Bank Account Management Duty |
Manages employee's bank accounts. |
Manage Bank Account for Expense Reimbursement |
Expense Entry Duty |
Creates and updates expense items and expense reports. |
Manage Expense Report |
Review Expense Reimbursement |
||
Goal Management Worker Duty |
Goal Management Worker - inherited by Worker |
Manage Performance Goal |
HCM Information Comparison Duty |
Compares workers, jobs, positions, and any combinations of these objects. |
Compare HCM Information |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
My Portrait Work Area Navigation Duty |
Grants navigation access to the my portrait work area. |
Manage My Portrait Work Area |
Negotiation Viewing as Procurement Requester Duty |
View a supplier negotiation and its details as a requester. |
View Supplier Negotiation |
Payables Invoice Inquiry Duty |
Views Oracle Fusion Payables invoices. |
View Payables Invoice |
Payee Bank Account Management Duty |
Manages supplier bank accounts and other payment details. |
Manage External Payee Payment Details |
Manage Third Party Bank Account |
||
View Third Party Bank Account |
||
Payroll Personal Payment Method Management Duty |
Manages payment methods used to pay a person and defines how the payments are split if multiple payment methods are specified. |
Manage Personal Payment Method |
Payroll Personal Payment Method View Duty |
Views payment methods used to pay a person and how the payments are split if multiple payment methods are specified. |
Manage Personal Payment Method |
Payroll View Payslip View Duty |
Views payslips. |
View Payslip |
Performance Management Worker Duty |
Adds content to rate to performance document and evaluates self. |
Create Performance Document by Worker |
Print Performance Document |
||
Provide Performance Evaluation Feedback |
||
Select Feedback Participants |
||
Track Participant Feedback Status |
||
View Performance Information on Worker Dashboard |
||
Person Address Maintenance Duty |
Grants access to persons to manage their own address data. |
Change Person Address |
Person Gallery Work Area Navigation Duty |
Grants navigation access to the person gallery work area. |
View Person Gallery Work Area |
Person Marital Status Maintenance Duty |
Grants access to a person to manage their own marital status and related data. |
Change Person Marital Status |
Personal Compensation Management Duty |
Manages contributions made towards savings and contribution type plans. |
Manage Variable Compensation Allocation by Worker |
Purchase Order Changes as Procurement Requester Duty |
Perform purchase order change management tasks as a procurement requester. |
Cancel Purchase Order as Procurement Requester |
Change Purchase Order as Procurement Requester |
||
View Purchase Order as Procurement Requester |
||
Receiving Management Requester Duty |
Allows a requester in Oracle Fusion iProcurement to receive items, correct receipts, and return receipts. |
Correct Self-Service Receiving Receipt |
Create Self-Service Receiving Receipt |
||
Manage Self-Service Receiving Receipt Return |
||
Monitor Self-Service Receiving Receipt Work Area |
||
Review Self-Service Receiving Receipt |
||
View Receiving Receipt Notification |
||
Requisition Self Service User Duty |
Manages requisitions including creating, searching, and viewing requisitions, creating noncatalog requests, creating requisitions with one-time locations, and changing deliver-to locations on requisition lines. |
Create Requisition with Changes to Deliver-to Location |
Create Requisition with Noncatalog Requests |
||
Create Requisition with One Time Location |
||
Manage Requisition |
||
View Requisition |
||
Review Inbound Shipment Details Duty |
Reviews inbound shipment details. |
Review Inbound Shipment Details |
Review Receipt Summary Duty |
Reviews receipt summary and receipt line details. |
Review Receiving Receipt Summary |
Review Receiving Transaction History Duty |
Reviews transaction history associated with a receipt. |
Review Receiving Transaction History |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Group Participation Duty |
Participates in social groups. |
Add Someone to Social Group |
Invite Someone to Social Group |
||
Link Social Group |
||
Unlink Social Group |
||
View Related Social Groups |
||
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
Total Compensation Statements Worker Duty |
Views generated total compensation statements for themselves. |
View Total Compensation Statement Already Generated |
US Employee Portrait Gallery Duty |
Allows an employee within a US legal employer to access US specific tasks. |
Update US W-4 |
View US End of Year Tax Form |
||
View Batch Jobs Duty |
View ESS Batch Jobs in Scheduled Processes workarea. |
Manage Scheduled Processes Work Area |
View Batch Jobs |
||
Worker Document Management Duty |
Grants access to persons to manage their own document data. |
Manage Person Documentation |
Worker Duty |
Performs worker related tasks. |
Manage My Portrait Work Area |
Worker Gallery Search Duty |
Searches worker deferred data and views the portrait page. |
Search Worker |
View Nonworker Portrait |
||
View Person Gallery Work Area |
||
View Worker Portrait |
||
Worker Information Sharing Duty |
Shares own employment information with line managers or external parties. |
Share Worker Information |
Worker Onboarding Duty |
Duty role that permits newly hired workers to complete the onboarding tasks associated with an onboarding process. |
Complete Onboarding |
Review Assignment |
||
Review Compensation |
||
Review Roles |
||
Verify Personal Information |
||
View Welcome Information |
||
Worker Portrait Maintenance Duty |
Manages workers' addresses, e-mails, phones, and other personal information. |
Print Worker Portrait |
Worker Role Management Duty |
Manages worker roles. |
Self Request Roles |
View Own Account Details |
||
Workforce Processes Work Area Navigation Duty |
Duty role that provides access to the Workforce Processes and Tasks work area |
Manage Workforce Processes Work Area |
Workforce Profile Worker Duty |
Performs workforce profile duties as an employee or contingent worker. |
Define Talent Profile |
Define Talent Profile Item |
||
Manage Model Talent Profile |
||
Manage Person Talent Profile |
||
Manage Talent Profile Interest List |
||
Match Talent Profile |
||
Update Talent Profile Item |
||
View Talent Profile |
Data security policies and their enforcement across analytics application for the abstract role Employee
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
An Employee can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
An Employee can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
An Employee can delete application attachment for the categories including miscellaneous, to supplier, to buyer, to receiver, to approver, and to payables |
Role: Purchase Order Attachment Management as Procurement Requester Duty Privilege: Delete Application Attachment Resource: Application Attachment |
|
An Employee can read application attachment for the categories including document, miscellaneous, to supplier, to buyer, to receiver, to approver, and to payables |
Role: Purchase Order Attachment Inquiry as Procurement Requester Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
An Employee can read application attachment for the categories including miscellaneous, to approver, to buyer, to payables, to receiver, and to supplier |
Role: Negotiation Attachment Inquiry as Procurement Requester Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
An Employee can update application attachment for the categories including miscellaneous, to supplier, to buyer, to receiver, to approver, and to payables |
Role: Purchase Order Attachment Management as Procurement Requester Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
Application Reference Territory |
An Employee can choose application reference territory for countries in their country security profile |
Role: Person Marital Status Maintenance Duty Privilege: Choose Application Reference Territory (Data) Resource: Application Reference Territory |
|
Beneficiary Organization |
An Employee can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Beneficiary Organization |
|
Benefit Authorization |
An Employee can view benefit authorization for themselves |
Role: Employee Enrollment Duty Privilege: View Benefit Authorization (Data) Resource: Benefit Authorization |
|
Benefit Covered Dependent |
An Employee can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Benefit Covered Dependent |
|
Benefit Participant Enrollment Action |
An Employee can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Benefit Participant Enrollment Action |
|
Benefit Participant Enrollment Result |
An Employee can review benefit participant enrollment result for themselves |
Role: Employee Enrollment Duty Privilege: Review Benefit Participant Enrollment Result (Data) Resource: Benefit Participant Enrollment Result |
|
An Employee can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Benefit Participant Enrollment Result |
||
Benefit Participant Rate |
An Employee can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Benefit Participant Rate |
|
Benefit Relation |
An Employee can manage benefit relation for themselves |
Role: Employee Enrollment Duty Privilege: Manage Benefit Relation (Data) Resource: Benefit Relation |
|
Bookmark |
An Employee can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Corporate Card Transaction Dispute Note |
An Employee can manage expense for themselves |
Role: Expense Entry Duty Privilege: Manage Expense (Data) Resource: Corporate Card Transaction Dispute Note |
|
Expense |
An Employee can manage expense for themselves |
Role: Expense Entry Duty Privilege: Manage Expense (Data) Resource: Expense |
|
Expense Report |
An Employee can manage expense report for themselves |
Role: Expense Entry Duty Privilege: Manage Expense Report (Data) Resource: Expense Report |
|
HR Job |
An Employee can choose hr job for jobs in their job security profile |
Role: HCM Information Comparison Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Help Topic |
An Employee can view secured custom help content for all secured help content they are authorized |
Role: View Secured Custom Help Duty Privilege: View Secured Custom Help Content Resource: Help Topic |
|
Item |
An Employee can maintain item asset maintenance group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Asset Maintenance Group (Data) Resource: Item |
|
An Employee can maintain item attribute for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Attribute (Data) Resource: Item |
||
An Employee can maintain item basic for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Basic (Data) Resource: Item |
||
An Employee can maintain item costing group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Costing Group (Data) Resource: Item |
||
An Employee can maintain item general planning group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item General Planning Group (Data) Resource: Item |
||
An Employee can maintain item inventory group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Inventory Group (Data) Resource: Item |
||
An Employee can maintain item invoicing group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Invoicing Group (Data) Resource: Item |
||
An Employee can maintain item lead times group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Lead Times Group (Data) Resource: Item |
||
An Employee can maintain item mrp and mps group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item MRP and MPS Group (Data) Resource: Item |
||
An Employee can maintain item order management group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Order Management Group (Data) Resource: Item |
||
An Employee can maintain item pack for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Pack (Data) Resource: Item |
||
An Employee can maintain item people for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item People (Data) Resource: Item |
||
An Employee can maintain item physical group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Physical Group (Data) Resource: Item |
||
An Employee can maintain item primary group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Primary Group (Data) Resource: Item |
||
An Employee can maintain item process manufacturing group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Process Manufacturing Group (Data) Resource: Item |
||
An Employee can maintain item purchasing group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Purchasing Group (Data) Resource: Item |
||
An Employee can maintain item receiving group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Receiving Group (Data) Resource: Item |
||
An Employee can maintain item revision for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Revision (Data) Resource: Item |
||
An Employee can maintain item service group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Service Group (Data) Resource: Item |
||
An Employee can maintain item structure for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Structure (Data) Resource: Item |
||
An Employee can maintain item structure group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Structure Group (Data) Resource: Item |
||
An Employee can maintain item web option group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Web Option Group (Data) Resource: Item |
||
An Employee can maintain item work in process group for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: Maintain Item Work in Process Group (Data) Resource: Item |
||
An Employee can view item attribute for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: View Item Attribute (Data) Resource: Item |
||
An Employee can view item basic for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: View Item Basic (Data) Resource: Item |
||
An Employee can view item pack for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: View Item Pack (Data) Resource: Item |
||
An Employee can view item structure for the items they have access to in item and inventory organizations |
Role: Worker Duty Privilege: View Item Structure (Data) Resource: Item |
||
Kudos |
An Employee can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Message Board |
An Employee can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
An Employee can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Payroll Personal Deduction |
An Employee can update US W-4 for themselves if they are employed by a US legal employer |
Role: US Employee Portrait Gallery Duty Privilege: Update US W-4 (Data) Resource: Payroll Personal Deduction |
|
An Employee can view chinese accounts for themselves if they are employed by a chinese legal employer |
Role: Chinese Accounts View Duty Privilege: View Chinese Accounts (Data) Resource: Payroll Personal Deduction |
||
Payroll Relationship |
An Employee can manage payroll person process results for themselves |
Role: Payroll View Payslip View Duty Privilege: Manage Payroll Person Process Results (Data) Resource: Payroll Relationship |
|
An Employee can manage payroll relationship for themselves |
Role: Payroll Personal Payment Method Management Duty Privilege: Manage Payroll Relationship (Data) Resource: Payroll Relationship |
||
An Employee can view payroll relationship for themselves |
Role: Payroll Personal Payment Method View Duty Privilege: View Payroll Relationship (Data) Resource: Payroll Relationship |
||
Person |
An Employee can change person address for themselves |
Role: Person Address Maintenance Duty Privilege: Change Person Address (Data) Resource: Person |
|
An Employee can change person marital status for themselves |
Role: Person Marital Status Maintenance Duty Privilege: Change Person Marital Status (Data) Resource: Person |
||
An Employee can manage worker public portrait for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Worker Public Portrait (Data) Resource: Person |
||
An Employee can print worker portrait for themselves |
Role: Portrait Maintenance Duty Privilege: Print Worker Portrait (Data) Resource: Person |
||
An Employee can share worker information for themselves |
Role: Worker Information Sharing Duty Privilege: Share Worker Information (Data) Resource: Person |
||
An Employee can view worker availability portrait card for themselves |
Role: Portrait Availability Duty Privilege: View Worker Availability Portrait Card (Data) Resource: Person |
||
An Employee can view worker personal and employment portrait card for themselves |
Role: Portrait Personal and Employment Duty Privilege: View Worker Personal and Employment Portrait Card (Data) Resource: Person |
||
Person Address |
An Employee can manage person private address details for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Private Address Details (Data) Resource: Person Address |
|
Person Assignment |
An Employee can view person assignment for persons and assignments in their person and assignment security profile |
Role: View Employment Information Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
|
Person Communication Method |
An Employee can manage person communication method for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Communication Method (Data) Resource: Person Communication Method |
|
An Employee can view person communication method for private communication methods granted to the user for persons in their person and assignment security profile |
Role: Portrait Communication Methods Duty Privilege: View Person Communication Method (Data) Resource: Person Communication Method |
||
Person Contact Relationship |
An Employee can manage person contact details for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Contact Details (Data) Resource: Person Contact Relationship |
|
An Employee can manage person private contact details for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Private Contact Details (Data) Resource: Person Contact Relationship |
||
Person Documentation |
An Employee can manage person documentation for document types in their document types security profile for themselves |
Role: Worker Document Management Duty Privilege: Manage Person Documentation (Data) Resource: Person Documentation |
|
Person Email |
An Employee can manage person email for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
An Employee can view person email for work e-mail addresses and private e-mail addresses granted to the user for persons in their person and assignment security profile |
Role: Portrait Communication Methods Duty Privilege: View Person Email (Data) Resource: Person Email |
||
Person Image |
An Employee can manage person image for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Image (Data) Resource: Person Image |
|
An Employee can view person image for public images for persons in their person and assignment security profile |
Role: Portrait Communication Methods Duty Privilege: View Person Image (Data) Resource: Person Image |
||
Person Life Event |
An Employee can manage person life event for themselves |
Role: Employee Enrollment Duty Privilege: Manage Person Life Event (Data) Resource: Person Life Event |
|
Person Name |
An Employee can change person name for themselves |
Role: Person Name Maintenance Duty Privilege: Change Person Name (Data) Resource: Person Name |
|
Person National Identifier |
An Employee can view person national identifier for themselves |
Role: Person National Identifier View Duty Privilege: View Person National Identifier (Data) Resource: Person National Identifier |
|
Person Phone |
An Employee can manage person phone for themselves |
Role: Worker Portrait Maintenance Duty Privilege: Manage Person Phone (Data) Resource: Person Phone |
|
An Employee can view person phone for work phone numbers and private phone numbers granted to the user for persons in their person and assignment security profile |
Role: Portrait Communication Methods Duty Privilege: View Person Phone (Data) Resource: Person Phone |
||
Personal Payment Method |
An Employee can manage payroll relationship for legislative data groups in their legislative data group security profile |
Role: Payroll Personal Payment Method Management Duty Privilege: Manage Payroll Relationship (Data) Resource: Personal Payment Method |
|
An Employee can view payroll relationship for legislative data groups in their legislative data group security profile |
Role: Payroll Personal Payment Method View Duty Privilege: View Payroll Relationship (Data) Resource: Personal Payment Method |
||
Plan Beneficiary Designation |
An Employee can view worker benefits portrait card for themselves |
Role: Portrait Benefits Duty Privilege: View Worker Benefits Portrait Card (Data) Resource: Plan Beneficiary Designation |
|
Portrait Private Note |
An Employee can manage portrait private note for themselves |
Role: Worker Processes Duty Privilege: Manage Portrait Private Note (Data) Resource: Portrait Private Note |
|
Position |
An Employee can choose position for positions in their position security profile |
Role: HCM Information Comparison Duty Privilege: Choose Position (Data) Resource: Position |
|
Primary Care Provider |
An Employee can define plan primary care provider for themselves |
Role: Employee Enrollment Duty Privilege: Define Plan Primary Care Provider (Data) Resource: Primary Care Provider |
|
Public Person |
An Employee can choose public person for persons and assignments in their person and assignment security profile |
Role: Public Person Selection Duty Privilege: Choose Public Person (Data) Resource: Public Person |
|
An Employee can search person deferred for persons and assignments in their person and assignment security profile |
Role: Worker Gallery Search Duty Privilege: Search Person Deferred (Data) Resource: Public Person |
||
An Employee can view worker contact portrait card for themselves |
Role: Portrait Contact Duty Privilege: View Worker Contact Portrait Card (Data) Resource: Public Person |
||
Requisition |
An Employee can manage requisition for themselves for the business units for which they are authorized |
Role: Requisition Self Service User Duty Privilege: Manage Requisition (Data) Resource: Business Unit |
|
An Employee can manage requisition for themselves for the financial business unit associated with their primary assignment |
Role: Requisition Self Service User Duty Privilege: Manage Requisition (Data) Resource: Business Unit |
||
Salary |
An Employee can view salary details for themselves |
Role: Personal Compensation Management Duty Privilege: View Salary Details (Data) Resource: Salary |
|
An Employee can view worker compensation portrait card for themselves |
Role: Portrait Compensation Duty Privilege: View Worker Compensation Portrait Card (Data) Resource: Salary |
||
Social Connection |
An Employee can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Group |
An Employee can view social group for themselves |
Role: Social Group Participation Duty Privilege: View Social Group (Data) Resource: Social Group |
|
Social Profile |
An Employee can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Talent Profile |
An Employee can match talent profile person for themselves |
Role: Workforce Profile Worker Duty Privilege: Match Talent Profile Person (Data) Resource: Talent Profile |
|
An Employee can view talent profile model for jobs in their job security profile |
Role: Workforce Profile Worker Duty Privilege: View Talent Profile Model (Data) Resource: Talent Profile |
||
An Employee can view talent profile person for themselves |
Role: Workforce Profile Worker Duty Privilege: View Talent Profile Person (Data) Resource: Talent Profile |
||
Talent Profile Item |
An Employee can view talent profile item worker for themselves |
Role: Workforce Profile Worker Duty Privilege: View Talent Profile Item Worker (Data) Resource: Talent Profile Item |
|
Task |
An Employee can manage tasks for themselves |
Role: Task Management Duty Privilege: Manage Tasks (Data) Resource: Task |
|
Total Compensation Statement |
An Employee can view total compensation statement already generated for themselves |
Role: Total Compensation Statements Worker Duty Privilege: View Total Compensation Statement Already Generated (Data) Resource: Total Compensation Statement |
|
Trading Community Org Address Email Contact Preference |
An Employee can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
An Employee can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
An Employee can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
An Employee can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
An Employee can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
An Employee can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
An Employee can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
An Employee can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
An Employee can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
An Employee can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
An Employee can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
An Employee can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
User Roles |
An Employee can self request roles for themselves |
Role: Worker Role Management Duty Privilege: Self Request Roles (Data) Resource: User Roles |
|
An Employee can view own account details for themselves |
Role: Worker Role Management Duty Privilege: View Own Account Details (Data) Resource: User Roles |
||
Variable Compensation Allocation |
An Employee can manage variable compensation allocation by worker for themselves |
Role: Personal Compensation Management Duty Privilege: Manage Variable Compensation Allocation by Worker (Data) Resource: Variable Compensation Allocation |
|
Worker |
An Employee can choose worker for people and assignments in their person and assignment security profile |
Role: Worker Selection Duty Privilege: Choose Worker (Data) Resource: Worker |
|
An Employee can compare worker employment information for themselves |
Role: HCM Information Comparison Duty Privilege: Compare Worker Employment Information (Data) Resource: Worker |
||
An Employee can review worker availability for themselves |
Role: Worker Availability Viewing Duty Privilege: Review Worker Availability (Data) Resource: Worker |
||
An Employee can view absence balance for themselves |
Role: Employee Absence Recording Duty Privilege: View Absence Balance (Data) Resource: Worker |
||
Worker Absence |
An Employee can manage absence records for themselves |
Role: Employee Absence Recording Duty Privilege: Manage Absence Records (Data) Resource: Worker Absence |
Segregation of duties policies respected during the development of duties for the abstract role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the abstract role Employee
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the abstract role Employee
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Identifies the person as a line manager.
Duties assigned directly and indirectly to the abstract role Line Manager
Duty Role |
Description |
|---|---|
Absence Management Reporting Data Duty |
Reports on the absence management data. |
Absence Management Transaction Analysis Duty |
Analyzes Workforce absences transactional information |
Absence Recording Duty |
Manages absence records. |
Absence and Leave Accrual Analysis Duty |
This duty role is used for analyzing employee historical and future planned absence trends and employee leave accrual balances |
Assignment Status Type Service Duty |
Allows the Assignment Status Type Service to be called |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
Compensation Analysis Duty |
This duty role is used for analyzing employee salary, salary range penetration and the correlation of pay and performance |
Contingent Worker Addition Duty |
Adds contingent workers. |
Corporate Card Transaction Review Duty |
Reviews outstanding corporate card transactions of employees in the reporting hierarchy. |
Employee Data Security |
This role is used for Employee dimension data security in the data warehouse |
Employee Expense Business Unit Data Security |
This role is used for Employee Expense Business Unit data security in the data warehouse |
Employee Hire Duty |
Hires employees. |
Employment Public Objects Management Duty |
Manages the public objects related to employment. |
Employment Services Management Duty |
Manages the services related to employment. |
Expense Analysis Duty |
Analyzes employee expenses and trends for the employees in their reporting hierarchy. |
Expense Approval Duty |
Approves expense reports of Oracle Fusion Expenses users. |
Financial Analysis Currency Preference |
This role is used to get the supported currencies in Financial Analysis module. |
Gallery Access Duty |
Grants access to the portrait and gallery search duties. |
Goal Management Line Manager Duty |
Goal Management Line Manager - inherited by Line Manager |
Goal Management Organization Owner Duty |
Goal Management Organization Owner for functional access to Organization Goals |
HCM Document Management Duty |
Manages documents. |
HCM Information Comparison Duty |
Compares workers, jobs, positions, and any combinations of these objects. |
HR Salary Management Duty |
Manages worker salary and views salary analytics. |
HR Specialist Compensation Management Duty |
Manages worker salary and off-cycle compensation for individual workers. |
Human Resources Analysis Currency Preference |
This role is used get the supported currencies in Human Resources Analysis module. |
Individual Compensation Management Duty |
Manages off-cycle compensation awards for individual workers. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Legislative Data Group Selection Duty |
Filters the legislative data group list of values based on the user's legislative data group security profile. |
Line Manager Compensation Budget Management Duty |
Manages compensation budgets by distributing and publishing budgets to lower manager. |
Line Manager Compensation Management Duty |
Manages compensation for workers in their organization by distributing budgets, awarding compensation to groups of workers on a periodic basis, or adjusting salary or awards for individual workers on an off-cycle basis, and viewing a worker's compensation in the portrait. |
Line Manager Expense Analysis Duty |
############################################################################################################################################################################################################################################################### |
Line Manager Workforce Compensation Management Duty |
Manages workforce compensation by allocating compensation, rating performance, and promoting workers on a periodic basis. |
Manager Gallery Access Duty |
Grants access to the worker and manager gallery cards. This role is associated with the HR specialist and line manager roles. |
Manager Gallery Cards Access Duty |
Restricts specific portrait cards to line managers or HR specialists only. |
Manager Transaction Dashboard Analysis Duty |
Grants access to the line manager transaction dashboard that contains analytics. |
Manager Transaction Dashboard Navigation Duty |
Grants navigation access to the manager transaction dashboard. |
Non Worker Addition Duty |
Adds nonworkers. |
Party Information Inquiry Duty |
Views trading community parties. |
Payroll Flow Submission Duty |
Submits new payroll flows. |
Pending Worker Addition Duty |
Adds pending workers. |
Pending Worker Hire Duty |
Hires pending workers. |
Performance Management Compensation Duty |
Views performance documents from compensation workarea. |
Performance Management Line Manager Duty |
Views performance documents from line manager dashboard. |
Person Gallery Work Area Navigation Duty |
Grants navigation access to the person gallery work area. |
Person Hiring Duty |
Hires employees and adds contingent workers and nonworkers. This role is also responsible for entering pending workers and hiring them. This role does not have any privileges associated directly but inherits the privileges from other duty roles. This role is associated with the HR specialist or line manager typically. |
Portrait Access Duty |
Grants access to the portrait maintenance and portrait view duties. |
Portrait Availability Duty |
Grants access to the availability card in the portrait, which includes schedule, absence, and accrual information. |
Portrait Compensation Duty |
Views compensation data for a worker in the portrait. |
Portrait Contact Duty |
Grants access to view the contact card in the portrait, which includes phone number, e-mail, other communication methods, work location information, manager, directs and peers. |
Portrait Employment Information Duty |
Grants access to view the employment card in the Portrait, which includes assignment and contract information. This role is associated with the line manager and HR specialist. |
Portrait Maintenance Duty |
Grants access to the portrait maintenance duties for the portrait cards. |
Portrait View Duty |
Grants access to the portrait view duties for the portrait cards. |
Position Lookup Service Duty |
Calls the position lookup service. |
Procurement Analysis Currency Preference |
This role is used to get the supported currencies in Procurement and Spend Analysis module. |
Public Person Selection Duty |
Grants access to select deferred persons. This is a single privilege duty because it is an isolated privilege that needs to be consumed by other teams. |
Question Management Duty |
Creates and maintains questions and responses. |
Questionnaire Line Manager Duty |
Performs all questionnaire duties as a line manager. |
Questionnaire Management Duty |
Creates and maintains questionnaires. |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Salary Management Duty |
Manages salary data for workers. |
Schedules and Exceptions Assignment Management Duty |
Manages the association of schedules to an assignment. This role is associated with the line manager or HR specialist. |
Supervisor Hierarchy Data Security |
This role is used for Supervisor Hierarchy data security in the data warehouse |
Supervisor Hierarchy Search Duty |
Searches supervisor hierarchy through services. |
Talent Line Manager Duty |
Performs all talent management duties as a line manager. |
Talent Review Participant Duty |
Manages the data utilized during the talent review meeting. |
US New Hire Reporting Duty |
Allows user to produce the New Hire State report. |
User Role Account Management Duty |
Manages user role accounts. |
User Role Management Duty |
Manages user roles. |
View Employment Information Duty |
Views employment information. |
Worker Availability Viewing Duty |
Views workers' availability based on their work schedules. |
Worker Checklist Management Duty |
Manages checklist definitions. |
Worker Employment Management Duty |
Hires, promotes, transfers, and terminates workers. Changes locations, working hours, and workers' managers. This role does not have any privileges associated directly but inherits privileges from other duty roles. This role is associated with the HR specialist or line manager typically. |
Worker Gallery Search Duty |
Searches worker deferred data and views the portrait page. |
Worker Information Sharing Duty |
Shares own employment information with line managers or external parties. |
Worker Location Change Duty |
Changes persons' locations. |
Worker Manager Change Duty |
Changes persons' managers. |
Worker Person Management Duty |
Manages workers' documents, schedules, checklists, and information shared information by line managers. |
Worker Preboarding Duty |
Duty role that permits line managers and others to complete the preboarding component of an onboarding process. |
Worker Prediction Reporting Duty |
This duty role is used to view worker predictions |
Worker Promotion Duty |
Promotes persons. |
Worker Service Creation Duty |
Creates workers through the worker service. |
Worker Termination Reporting Duty |
Reports on workers' termination data. |
Worker Transfer Duty |
Transfers persons. |
Worker Work Relationship Addition Duty |
Adds work relationships to persons. |
Worker Work Relationship Termination Duty |
Terminates work relationships. |
Worker Working Hours Change Duty |
Changes the working hours of persons. |
Workforce Business Process Analytics Line Manager Duty |
Duty role that provides managers access to the workforce business process analytics |
Workforce Business Process Start Duty |
Duty role that provides access to the Start Process menu on the Workforce Processes work area |
Workforce Deployment Analysis Duty |
This duty role is used for analyzing headcount staffing, employee turnover, workforce diversity, internal mobility and employee performance |
Workforce Processes Work Area Navigation Duty |
Duty role that provides access to the Workforce Processes and Tasks work area |
Workforce Profile Line Manager Duty |
Performs workforce profile duties as a line manager. |
Workforce Reporting Data Duty |
Secures workforce reporting data. |
Workforce Structures Reporting Data Duty |
Secures workforce structures reporting data. |
Workforce Transaction Analysis Duty |
Analyzes Workforce transactional information |
Fusion applications ship the role memberships assuming you have deployed all offerings, options and features. Role memberships marked with a "+" in the "All" column are required for all options and features in this offering. If you are not deploying a particular offering, option or feature, remove those role memberships that are marked with a "*" for that offering, option or feature in Authorization Policy Manager.
If you are deploying other offerings, refer to the Security Reference Manual for those offerings before removing any role memberships.
Roles inherited directly and indirectly by the abstract role Line Manager
Inherited roles by Offering, Option and Feature |
Sales |
|---|---|
All |
|
Absence Management Transaction Analysis Duty |
|
Absence Management Reporting Data Duty |
|
Business Intelligence Authoring Duty |
|
Workforce Structures Reporting Data Duty |
|
Absence Recording Duty |
|
Absence and Leave Accrual Analysis Duty |
|
Business Intelligence Authoring Duty |
|
Employee Data Security |
|
Human Resources Analysis Currency Preference |
|
Supervisor Hierarchy Data Security |
|
Business Intelligence Applications Worker |
+ |
Business Intelligence Applications Analysis Duty |
|
Compensation Analysis Duty |
|
Business Intelligence Authoring Duty |
|
Employee Data Security |
|
Human Resources Analysis Currency Preference |
|
Supervisor Hierarchy Data Security |
|
Corporate Card Transaction Review Duty |
|
Party Information Inquiry Duty |
+ |
Employment Public Objects Management Duty |
+ |
Supervisor Hierarchy Search Duty |
|
Employment Services Management Duty |
+ |
Assignment Status Type Service Duty |
|
Position Lookup Service Duty |
|
Worker Service Creation Duty |
|
Expense Analysis Duty |
|
Expense Approval Duty |
|
Party Information Inquiry Duty |
+ |
HCM Information Comparison Duty |
|
Public Person Selection Duty |
|
Line Manager Compensation Management Duty |
|
HR Salary Management Duty |
|
Individual Compensation Management Duty |
|
Line Manager Compensation Budget Management Duty |
|
Line Manager Workforce Compensation Management Duty |
|
Performance Management Compensation Duty |
|
Portrait Compensation Duty |
|
Line Manager Expense Analysis Duty |
|
Business Intelligence Authoring Duty |
|
Employee Expense Business Unit Data Security |
|
Financial Analysis Currency Preference |
|
Procurement Analysis Currency Preference |
|
Manager Gallery Access Duty |
+ |
Gallery Access Duty |
|
Portrait Access Duty |
|
Portrait Maintenance Duty |
|
Portrait View Duty |
|
Portrait Availability Duty |
|
Portrait Compensation Duty |
|
Portrait Contact Duty |
|
Worker Gallery Search Duty |
|
Internal Contact Relationship Information Inquiry Duty |
|
Party Information Inquiry Duty |
+ |
Manager Gallery Cards Access Duty |
|
Portrait Employment Information Duty |
|
Manager Transaction Dashboard Analysis Duty |
|
Manager Transaction Dashboard Navigation Duty |
|
Party Information Inquiry Duty |
+ |
Payroll Flow Submission Duty |
|
Legislative Data Group Selection Duty |
|
Person Gallery Work Area Navigation Duty |
+ |
Relationship Information Inquiry Duty |
|
Talent Line Manager Duty |
+ |
Goal Management Line Manager Duty |
|
Goal Management Organization Owner Duty |
|
Performance Management Line Manager Duty |
|
Questionnaire Line Manager Duty |
|
Question Management Duty |
|
Questionnaire Management Duty |
|
Talent Review Participant Duty |
|
HR Specialist Compensation Management Duty |
|
HR Salary Management Duty |
|
Individual Compensation Management Duty |
|
Party Information Inquiry Duty |
+ |
Relationship Information Inquiry Duty |
|
Salary Management Duty |
|
View Employment Information Duty |
+ |
Workforce Profile Line Manager Duty |
+ |
User Role Account Management Duty |
+ |
User Role Management Duty |
+ |
Worker Employment Management Duty |
|
Australian Common Payroll and HR Reporting Duty |
|
French HR Reporting Duty |
|
Person Hiring Duty |
|
Contingent Worker Addition Duty |
|
Business Unit Selection Duty |
|
Legal Employer Selection Duty |
|
Employee Hire Duty |
|
Business Unit Selection Duty |
|
Legal Employer Selection Duty |
|
Non Worker Addition Duty |
|
Business Unit Selection Duty |
|
Legal Employer Selection Duty |
|
Pending Worker Addition Duty |
|
Business Unit Selection Duty |
|
Legal Employer Selection Duty |
|
Pending Worker Hire Duty |
|
Business Unit Selection Duty |
|
Legal Employer Selection Duty |
|
US New Hire Reporting Duty |
|
Worker Location Change Duty |
|
Worker Manager Change Duty |
|
Worker Promotion Duty |
|
Worker Termination Reporting Duty |
|
Worker Transfer Duty |
|
Worker Work Relationship Addition Duty |
|
Worker Work Relationship Termination Duty |
|
Worker Working Hours Change Duty |
|
Worker Person Management Duty |
|
HCM Document Management Duty |
|
Schedules and Exceptions Assignment Management Duty |
|
Worker Availability Viewing Duty |
|
Worker Checklist Management Duty |
|
Worker Information Sharing Duty |
|
Public Person Selection Duty |
|
Worker Preboarding Duty |
|
Worker Prediction Reporting Duty |
|
Workforce Business Process Analytics Line Manager Duty |
|
Workforce Business Process Start Duty |
|
Workforce Deployment Analysis Duty |
|
Business Intelligence Authoring Duty |
|
Employee Data Security |
|
Human Resources Analysis Currency Preference |
|
Supervisor Hierarchy Data Security |
|
Workforce Processes Work Area Navigation Duty |
|
Workforce Transaction Analysis Duty |
|
Business Intelligence Authoring Duty |
|
Workforce Reporting Data Duty |
|
Workforce Structures Reporting Data Duty |
Privileges granted to duties of the abstract role Line Manager.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Absence Recording Duty |
Manages absence records. |
Manage Absence Records |
View Absence Balance |
||
Assignment Status Type Service Duty |
Allows the Assignment Status Type Service to be called |
Use Assignment Status Type Service |
Contingent Worker Addition Duty |
Adds contingent workers. |
Add Contingent Worker |
Create User |
||
Renew Placement |
||
Corporate Card Transaction Review Duty |
Reviews outstanding corporate card transactions of employees in the reporting hierarchy. |
Manage Outstanding Corporate Card Transaction |
Employee Hire Duty |
Hires employees. |
Create User |
Hire Employee |
||
Rehire Employee |
||
Expense Approval Duty |
Approves expense reports of Oracle Fusion Expenses users. |
Approve Expense Report |
Approve Travel Authorization or Cash Advance |
||
Goal Management Line Manager Duty |
Goal Management Line Manager - inherited by Line Manager |
Assign Workers Goals Mass Process |
Manage Performance Goal |
||
Manage Performance Goal of Others |
||
Goal Management Organization Owner Duty |
Goal Management Organization Owner for functional access to Organization Goals |
Assign Performance Goal to Groups of Workers |
Assign Workers Goals Mass Process |
||
Manage Performance Goal |
||
Manage Performance Goal for Organization |
||
HCM Document Management Duty |
Manages documents. |
Manage Person Documentation |
Search Person Documentation |
||
HCM Information Comparison Duty |
Compares workers, jobs, positions, and any combinations of these objects. |
Compare HCM Information |
HR Salary Management Duty |
Manages worker salary and views salary analytics. |
Enter Salary Details |
View Salary Analytics |
||
Individual Compensation Management Duty |
Manages off-cycle compensation awards for individual workers. |
Enter Variable Compensation Allocation |
Line Manager Compensation Budget Management Duty |
Manages compensation budgets by distributing and publishing budgets to lower manager. |
Export Compensation Budget Data by Line Manager |
Manage Compensation Budget by Line Manager |
||
Manage Group Compensation and Budgets |
||
Model Compensation Distribution Model for Budgets by Line Manager |
||
Line Manager Workforce Compensation Management Duty |
Manages workforce compensation by allocating compensation, rating performance, and promoting workers on a periodic basis. |
Allocate Compensation Person Rate by Line Manager |
Approve and Submit Compensation Allocation by Line Manager |
||
Assign Compensation Performance Rating by Line Manager |
||
Award Compensation Promotion by Line Manager |
||
Create Compensation Distribution Model for Allocation by Line Manager |
||
Export Compensation Allocation Details to Spreadsheet by Line Manager |
||
Generate Compensation Allocation Statements by Line Manager |
||
Manage Group Compensation and Budgets |
||
Run Group Compensation Line Manager Reports by Line Manager |
||
Manager Gallery Cards Access Duty |
Restricts specific portrait cards to line managers or HR specialists only. |
Print Worker Portrait |
Manager Transaction Dashboard Analysis Duty |
Grants access to the line manager transaction dashboard that contains analytics. |
View Manager Transaction Dashboard |
Non Worker Addition Duty |
Adds nonworkers. |
Create Person Nonworker |
Create User |
||
Payroll Flow Submission Duty |
Submits new payroll flows. |
Submit Payroll Flow |
Pending Worker Hire Duty |
Hires pending workers. |
Add Worker Pending Hire |
Hire Pending Worker |
||
Performance Management Compensation Duty |
Views performance documents from compensation workarea. |
Print Performance Document |
View Worker Performance Management Document |
||
Performance Management Line Manager Duty |
Views performance documents from line manager dashboard. |
Approve Worker Performance Document |
Cancel Worker Performance Document by Manager |
||
Change Participant Due Date by Manager |
||
Complete Worker Performance Document by Manager |
||
Create Performance Document by Manager |
||
Delete Worker Performance Document by Manager |
||
Print Performance Document |
||
Reopen Performance Document by Manager |
||
Reset Worker Performance Evaluation Status by Manager |
||
Restore Performance Document by Manager |
||
Select Feedback Participants |
||
Track Participant Feedback Status |
||
Transfer Performance Document by Manager |
||
View Performance Information on Manager Dashboard |
||
View Performance Information on Worker Dashboard for Manager |
||
View Performance and Potential |
||
Person Gallery Work Area Navigation Duty |
Grants navigation access to the person gallery work area. |
View Person Gallery Work Area |
Position Lookup Service Duty |
Calls the position lookup service. |
Use Position lookup Service |
Question Management Duty |
Creates and maintains questions and responses. |
Manage Questions |
Questionnaire Management Duty |
Creates and maintains questionnaires. |
Manage Questionnaires |
Salary Management Duty |
Manages salary data for workers. |
Enter Salary Details |
Export Salary |
||
View Salary Analytics |
||
Schedules and Exceptions Assignment Management Duty |
Manages the association of schedules to an assignment. This role is associated with the line manager or HR specialist. |
Manage Work Schedule Assignment |
Supervisor Hierarchy Search Duty |
Searches supervisor hierarchy through services. |
Search Supervisor Hierarchy |
Talent Review Participant Duty |
Manages the data utilized during the talent review meeting. |
Manage Talent Review Content |
US New Hire Reporting Duty |
Allows user to produce the New Hire State report. |
Run US New Hire State Report |
User Role Account Management Duty |
Manages user role accounts. |
Map and Synchronize User Account Details |
View Person Account Details |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
Worker Checklist Management Duty |
Manages checklist definitions. |
Manage Person Allocated Checklist |
Run Checklist Events Process |
||
Worker Gallery Search Duty |
Searches worker deferred data and views the portrait page. |
Search Worker |
View Nonworker Portrait |
||
View Person Gallery Work Area |
||
View Worker Portrait |
||
Worker Information Sharing Duty |
Shares own employment information with line managers or external parties. |
Share Worker Information |
Worker Location Change Duty |
Changes persons' locations. |
Change Worker Location |
Worker Manager Change Duty |
Changes persons' managers. |
Change Worker Manager |
Worker Person Management Duty |
Manages workers' documents, schedules, checklists, and information shared information by line managers. |
New Person Work Area |
Worker Preboarding Duty |
Duty role that permits line managers and others to complete the preboarding component of an onboarding process. |
Complete Preboarding |
Review Worker Compensation |
||
Review Worker Employment |
||
Worker Prediction Reporting Duty |
This duty role is used to view worker predictions |
View Worker Prediction |
Worker Promotion Duty |
Promotes persons. |
Promote Worker |
Worker Termination Reporting Duty |
Reports on workers' termination data. |
View Conclude Placement Reports |
View Termination Reports |
||
Worker Transfer Duty |
Transfers persons. |
Transfer Worker |
Worker Work Relationship Addition Duty |
Adds work relationships to persons. |
Create Work Relationship |
Worker Work Relationship Termination Duty |
Terminates work relationships. |
Terminate Work Relationship |
Worker Working Hours Change Duty |
Changes the working hours of persons. |
Change Worker Working Hour |
Workforce Business Process Analytics Line Manager Duty |
Duty role that provides managers access to the workforce business process analytics |
View Workforce Business Process Analytics as Line Manager |
Workforce Business Process Start Duty |
Duty role that provides access to the Start Process menu on the Workforce Processes work area |
Start Workforce Business Process |
Workforce Processes Work Area Navigation Duty |
Duty role that provides access to the Workforce Processes and Tasks work area |
Manage Workforce Processes Work Area |
Workforce Profile Line Manager Duty |
Performs workforce profile duties as a line manager. |
Define Talent Profile |
Define Talent Profile Item |
||
Manage Model Talent Profile |
||
Manage Person Talent Profile |
||
Manage Talent Profile Interest List |
||
Match Talent Profile |
||
Update Talent Profile Item |
||
View Talent Profile |
Data security policies and their enforcement across analytics application for the abstract role Line Manager
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Applied Cash Advance |
A Line Manager can view employee expense for the employees for whom they are responsible |
Role: Expense Analysis Duty Privilege: View Employee Expense (Data) Resource: Applied Cash Advance |
|
Assignment Grade |
A Line Manager can choose assignment grade for grades in their grade security profile |
Role: Contingent Worker Addition Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Role: Employee Hire Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|||
Role: Non Worker Addition Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|||
Role: Pending Worker Addition Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|||
Role: Pending Worker Hire Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|||
Role: Worker Promotion Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|||
Role: Worker Transfer Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|||
Assignment Supervisor |
A Line Manager can search assignment supervisor hierarchy for persons and assignments in their person and assignment security profile |
Role: Supervisor Hierarchy Search Duty Privilege: Search Assignment Supervisor Hierarchy (Data) Resource: Assignment Supervisor |
|
Assignments |
A Line Manager can report person for organizations in their organization security profile |
Role: US New Hire Reporting Duty Privilege: Report Person (Data) Resource: Assignments |
|
Business Unit |
A Line Manager can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Cash Advance |
A Line Manager can view employee expense for the employees for whom they are responsible |
Role: Expense Analysis Duty Privilege: View Employee Expense (Data) Resource: Cash Advance |
|
Compensation Allocation |
A Line Manager can allocate compensation person rate by line manager for subordinates in their person and assignment security profile |
Role: Line Manager Workforce Compensation Management Duty Privilege: Allocate Compensation Person Rate by Line Manager (Data) Resource: Compensation Allocation |
|
A Line Manager can approve and submit compensation allocation by line manager for subordinates in their person and assignment security profile |
Role: Line Manager Workforce Compensation Management Duty Privilege: Approve and Submit Compensation Allocation by Line Manager (Data) Resource: Compensation Allocation |
||
Compensation Budget |
A Line Manager can manage compensation budget by line manager for subordinates in their person and assignment security profile |
Role: Line Manager Compensation Budget Management Duty Privilege: Manage Compensation Budget by Line Manager (Data) Resource: Compensation Budget |
|
Compensation Note |
A Line Manager can manage compensation note for public compensation notes for subordinates in their person and assignment security profile and for private compensation notes that they own |
Role: Line Manager Workforce Compensation Management Duty Privilege: Manage Compensation Note (Data) Resource: Compensation Note |
|
Compensation Performance Rating |
A Line Manager can assign compensation performance rating by line manager for subordinates in their person and assignment security profile |
Role: Line Manager Workforce Compensation Management Duty Privilege: Assign Compensation Performance Rating by Line Manager (Data) Resource: Compensation Performance Rating |
|
Compensation Promotion |
A Line Manager can award compensation promotion by line manager for subordinates in their person and assignment security profile |
Role: Line Manager Workforce Compensation Management Duty Privilege: Award Compensation Promotion by Line Manager (Data) Resource: Compensation Promotion |
|
Compensation Stock Grant |
A Line Manager can view compensation stock grant by line manager for subordinates in their person and assignment security profile |
Role: Line Manager Workforce Compensation Management Duty Privilege: View Compensation Stock Grant by Line Manager (Data) Resource: Compensation Stock Grant |
|
Corporate Card Transaction |
A Line Manager can manage outstanding corporate card transaction for the employees for whom they are responsible |
Role: Corporate Card Transaction Review Duty Privilege: Manage Outstanding Corporate Card Transaction (Data) Resource: Corporate Card Transaction |
Fact: Employee Expenses Corporate Card Dimension(s): Security Manager |
Department |
A Line Manager can choose department for departments in their organization security profile |
Role: Contingent Worker Addition Duty Privilege: Choose Department (Data) Resource: Department |
|
Role: Employee Hire Duty Privilege: Choose Department (Data) Resource: Department |
|||
Role: Non Worker Addition Duty Privilege: Choose Department (Data) Resource: Department |
|||
Role: Pending Worker Addition Duty Privilege: Choose Department (Data) Resource: Department |
|||
Role: Pending Worker Hire Duty Privilege: Choose Department (Data) Resource: Department |
|||
Role: Worker Promotion Duty Privilege: Choose Department (Data) Resource: Department |
|||
Role: Worker Transfer Duty Privilege: Choose Department (Data) Resource: Department |
|||
Expense |
A Line Manager can view employee expense for the employees for whom they are responsible |
Role: Expense Analysis Duty Privilege: View Employee Expense (Data) Resource: Expense |
Fact: Employee Expenses Overview Dimension(s): Security Manager |
Fact: Employee Expenses Violation Dimension(s): Security Manager |
|||
Expense Report |
A Line Manager can view employee expense for the employees for whom they are responsible |
Role: Expense Analysis Duty Privilege: View Employee Expense (Data) Resource: Expense Report |
|
Expense Report Approval Note |
A Line Manager can manage expense report approval note for the employees for whom they are responsible |
Role: Expense Approval Duty Privilege: Manage Expense Report Approval Note (Data) Resource: Expense Report Approval Note |
|
HR Checklist |
A Line Manager can manage hr checklist for persons and assignments in their person and assignment security profile |
Role: Worker Checklist Management Duty Privilege: Manage HR Checklist (Data) Resource: HR Checklist |
|
HR Job |
A Line Manager can choose hr job for jobs in their job security profile |
Role: Contingent Worker Addition Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Role: Employee Hire Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Role: HCM Information Comparison Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Role: Non Worker Addition Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Role: Pending Worker Addition Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Role: Pending Worker Hire Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Role: Worker Promotion Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Role: Worker Transfer Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Legal Employer |
A Line Manager can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legislative Data Group |
A Line Manager can choose legislative data group for legislative data groups in their legislative data group security profile |
Role: Legislative Data Group Selection Duty Privilege: Choose Legislative Data Group (Data) Resource: Legislative Data Group |
|
Location |
A Line Manager can choose location for locations in their location security profile |
Role: Contingent Worker Addition Duty Privilege: Choose Location (Data) Resource: Location |
|
Role: Employee Hire Duty Privilege: Choose Location (Data) Resource: Location |
|||
Role: Non Worker Addition Duty Privilege: Choose Location (Data) Resource: Location |
|||
Role: Pending Worker Addition Duty Privilege: Choose Location (Data) Resource: Location |
|||
Role: Pending Worker Hire Duty Privilege: Choose Location (Data) Resource: Location |
|||
Role: Worker Location Change Duty Privilege: Choose Location (Data) Resource: Location |
|||
Role: Worker Promotion Duty Privilege: Choose Location (Data) Resource: Location |
|||
Role: Worker Transfer Duty Privilege: Choose Location (Data) Resource: Location |
|||
Payroll Checklist |
A Line Manager can view payroll flow for legislative data groups in their legislative data group security profile and payroll flows in their payroll flow security profile |
Role: Payroll Flow Submission Duty Privilege: View Payroll Flow (Data) Resource: Payroll Checklist |
|
Payroll Checklist Annotation |
A Line Manager can view payroll flow for legislative data groups in their legislative data group security profile |
Role: Payroll Flow Submission Duty Privilege: View Payroll Flow (Data) Resource: Payroll Checklist Annotation |
|
Payroll Flow Definition |
A Line Manager can view payroll flow for legislative data groups in their legislative data group security profile and payroll flows in their payroll flow security profile |
Role: Payroll Flow Submission Duty Privilege: View Payroll Flow (Data) Resource: Payroll Flow Definition |
|
Payroll Flow Definition Parameter |
A Line Manager can view payroll flow for legislative data groups in their legislative data group security profile and payroll flows in their payroll flow security profile |
Role: Payroll Flow Submission Duty Privilege: View Payroll Flow (Data) Resource: Payroll Flow Definition Parameter |
|
Performance Document |
A Line Manager can create performance document for subordinates in their person and assignment security profile |
Role: Performance Management Line Manager Duty Privilege: Create Performance Document (Data) Resource: Performance Document |
|
A Line Manager can manage performance document for subordinates in their person and assignment security profile |
Role: Performance Management Line Manager Duty Privilege: Manage Performance Document (Data) Resource: Performance Document |
||
Person |
A Line Manager can compare person for subordinates in their person and assignment security profile |
Role: HCM Information Comparison Duty Privilege: Compare Person (Data) Resource: Person |
|
A Line Manager can hire pending worker for subordinates in their person and assignment security profile |
Role: Pending Worker Hire Duty Privilege: Hire Pending Worker (Data) Resource: Person |
||
A Line Manager can print worker portrait for subordinates in their person and assignment security profile |
Role: Portrait Maintenance Duty Privilege: Print Worker Portrait (Data) Resource: Person |
||
A Line Manager can rehire employee for subordinates in their person and assignment security profile |
Role: Employee Hire Duty Privilege: Rehire Employee (Data) Resource: Person |
||
A Line Manager can renew placement for subordinates in their person and assignment security profile |
Role: Contingent Worker Addition Duty Privilege: Renew Placement (Data) Resource: Person |
||
A Line Manager can report person for organizations in their organization security profile |
Role: US New Hire Reporting Duty Privilege: Report Person (Data) Resource: Person |
||
A Line Manager can search person live for subordinates in their person and assignment security profile |
Role: Manager Gallery Access Duty Privilege: Search Person Live (Data) Resource: Person |
||
A Line Manager can share worker information for subordinates in their person and assignment security profile |
Role: Worker Information Sharing Duty Privilege: Share Worker Information (Data) Resource: Person |
||
A Line Manager can view worker availability portrait card for subordinates in their person and assignment security profile |
Role: Portrait Availability Duty Privilege: View Worker Availability Portrait Card (Data) Resource: Person |
||
A Line Manager can view worker employment information portrait card for subordinates in their person and assignment security profile |
Role: Portrait Employment Information Duty Privilege: View Worker Employment Information Portrait Card (Data) Resource: Person |
||
Person Assignment |
A Line Manager can promote worker for subordinates in their person and assignment security profile |
Role: Worker Promotion Duty Privilege: Promote Worker (Data) Resource: Person Assignment |
|
A Line Manager can search worker for subordinates in their person and assignment security profile |
Role: Worker Promotion Duty Privilege: Search Worker (Data) Resource: Person Assignment |
||
Role: Worker Transfer Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|||
A Line Manager can transfer worker for subordinates in their person and assignment security profile |
Role: Worker Transfer Duty Privilege: Transfer Worker (Data) Resource: Person Assignment |
||
A Line Manager can view person assignment for persons and assignments in their person and assignment security profile |
Role: View Employment Information Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Checklist |
A Line Manager can manage person allocated checklist for subordinates in their person and assignment security profile |
Role: Worker Checklist Management Duty Privilege: Manage Person Allocated Checklist (Data) Resource: Person Checklist |
|
Person Documentation |
A Line Manager can manage person documentation for document types in their document types security profile belonging to subordinates in their person and assignment security profile |
Role: HCM Document Management Duty Privilege: Manage Person Documentation (Data) Resource: Person Documentation |
|
A Line Manager can search person documentation for document types in their document types security profile belonging to subordinates in their person and assignment security profile |
Role: HCM Document Management Duty Privilege: Search Person Documentation (Data) Resource: Person Documentation |
||
Person Email |
A Line Manager can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Line Manager can choose person type for person types in their person type security profile |
Role: Contingent Worker Addition Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Role: Employee Hire Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|||
Role: Non Worker Addition Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|||
Role: Pending Worker Addition Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|||
Role: Pending Worker Hire Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|||
Position |
A Line Manager can choose position for positions in their position security profile |
Role: Contingent Worker Addition Duty Privilege: Choose Position (Data) Resource: Position |
|
Role: Employee Hire Duty Privilege: Choose Position (Data) Resource: Position |
|||
Role: HCM Information Comparison Duty Privilege: Choose Position (Data) Resource: Position |
|||
Role: Non Worker Addition Duty Privilege: Choose Position (Data) Resource: Position |
|||
Role: Pending Worker Addition Duty Privilege: Choose Position (Data) Resource: Position |
|||
Role: Pending Worker Hire Duty Privilege: Choose Position (Data) Resource: Position |
|||
Role: Worker Promotion Duty Privilege: Choose Position (Data) Resource: Position |
|||
Role: Worker Transfer Duty Privilege: Choose Position (Data) Resource: Position |
|||
Public Person |
A Line Manager can choose public person for persons and assignments in their person and assignment security profile |
Role: Public Person Selection Duty Privilege: Choose Public Person (Data) Resource: Public Person |
|
A Line Manager can view worker contact portrait card for subordinates in their person and assignment security profile |
Role: Portrait Contact Duty Privilege: View Worker Contact Portrait Card (Data) Resource: Public Person |
||
Salary |
A Line Manager can enter salary details for subordinates in their person and assignment security profile |
Role: HR Salary Management Duty Privilege: Enter Salary Details (Data) Resource: Salary |
|
Role: Salary Management Duty Privilege: Enter Salary Details (Data) Resource: Salary |
|||
A Line Manager can view worker compensation portrait card for subordinates in their person and assignment security profile |
Role: Portrait Compensation Duty Privilege: View Worker Compensation Portrait Card (Data) Resource: Salary |
||
Schedule Assignment |
A Line Manager can manage work schedule assignment for subordinates in their person and assignment security profile |
Role: Schedules and Exceptions Assignment Management Duty Privilege: Manage Work Schedule Assignment (Data) Resource: Schedule Assignment |
|
Talent Profile |
A Line Manager can match talent profile person for subordinates in their person and assignment security profile |
Role: Workforce Profile Line Manager Duty Privilege: Match Talent Profile Person (Data) Resource: Talent Profile |
|
A Line Manager can view talent profile model for jobs in their job security profile |
Role: Workforce Profile Line Manager Duty Privilege: View Talent Profile Model (Data) Resource: Talent Profile |
||
A Line Manager can view talent profile person for subordinates in their person and assignment security profile |
Role: Workforce Profile Line Manager Duty Privilege: View Talent Profile Person (Data) Resource: Talent Profile |
||
Talent Profile Item |
A Line Manager can view talent profile item manager for subordinates in their person and assignment security profile |
Role: Workforce Profile Line Manager Duty Privilege: View Talent Profile Item Manager (Data) Resource: Talent Profile Item |
|
Talent Review Note |
A Line Manager can manage talent review content for people and assignments in their person and assignment security profile |
Role: Talent Review Participant Duty Privilege: Manage Talent Review Content (Data) Resource: Talent Review Note |
|
Trading Community Org Address Email Contact Preference |
A Line Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Line Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Line Manager can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Line Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Line Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Line Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Line Manager can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Line Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Line Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Line Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Line Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Line Manager can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Line Manager can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
User Roles |
A Line Manager can assign user roles for subordinates in their person and assignment security profile |
Role: User Role Management Duty Privilege: Assign User Roles (Data) Resource: User Roles |
|
A Line Manager can view person account details for subordinates in their person and assignment security profile |
Role: User Role Account Management Duty Privilege: View Person Account Details (Data) Resource: User Roles |
||
Variable Compensation Allocation |
A Line Manager can enter variable compensation allocation for subordinates in their person and assignment security profile |
Role: Individual Compensation Management Duty Privilege: Enter Variable Compensation Allocation (Data) Resource: Variable Compensation Allocation |
|
Work Relationship |
A Line Manager can terminate work relationship for subordinates in their person and assignment security profile |
Role: Worker Work Relationship Termination Duty Privilege: Terminate Work Relationship (Data) Resource: Work Relationship |
|
A Line Manager can view conclude placement reports for subordinates in their person and assignment security profile |
Role: Worker Termination Reporting Duty Privilege: View Conclude Placement Reports (Data) Resource: Work Relationship |
||
Worker |
A Line Manager can change worker location for subordinates in their person and assignment security profile |
Role: Worker Location Change Duty Privilege: Change Worker Location (Data) Resource: Worker |
|
A Line Manager can change worker manager for subordinates in their person and assignment security profile |
Role: Worker Manager Change Duty Privilege: Change Worker Manager (Data) Resource: Worker |
||
A Line Manager can change worker working hour for subordinates in their person and assignment security profile |
Role: Worker Working Hours Change Duty Privilege: Change Worker Working Hour (Data) Resource: Worker |
||
A Line Manager can compare worker employment information for subordinates in their person and assignment security profile |
Role: HCM Information Comparison Duty Privilege: Compare Worker Employment Information (Data) Resource: Worker |
||
A Line Manager can review worker availability for subordinates in their person and assignment security profile |
Role: Worker Availability Viewing Duty Privilege: Review Worker Availability (Data) Resource: Worker |
||
A Line Manager can search worker for persons and assignments in their person and assignment security profile |
Role: Worker Location Change Duty Privilege: Search Worker (Data) Resource: Worker |
||
A Line Manager can search worker for subordinates in their person and assignment security profile |
Role: Worker Manager Change Duty Privilege: Search Worker (Data) Resource: Worker |
||
Role: Worker Working Hours Change Duty Privilege: Search Worker (Data) Resource: Worker |
|||
A Line Manager can view absence balance for subordinates in their person and assignment security profile |
Role: Absence Recording Duty Privilege: View Absence Balance (Data) Resource: Worker |
||
A Line Manager can view manager transaction dashboard for subordinates in their person and assignment security profile |
Role: Manager Transaction Dashboard Analysis Duty Privilege: View Manager Transaction Dashboard (Data) Resource: Worker |
||
A Line Manager can view manager transaction dashboard for themselves |
Role: Manager Transaction Dashboard Analysis Duty Privilege: View Manager Transaction Dashboard (Data) Resource: Worker |
||
Worker Absence |
A Line Manager can manage absence records for subordinates in their person and assignment security profile |
Role: Absence Recording Duty Privilege: Manage Absence Records (Data) Resource: Worker Absence |
|
Worker Prediction |
A Line Manager can view worker prediction for persons and assignments in their person and assignment security profile |
Role: Worker Prediction Reporting Duty Privilege: View Worker Prediction (Data) Resource: Worker Prediction |
|
A Line Manager can view worker prediction for subordinates in their person and assignment security profile |
Role: Worker Prediction Reporting Duty Privilege: View Worker Prediction (Data) Resource: Worker Prediction |
||
Worker Service |
A Line Manager can create worker service for persons and assignments in their person and assignment security profile |
Role: Worker Service Creation Duty Privilege: Create Worker Service (Data) Resource: Worker Service |
|
Workforce Business Process |
A Line Manager can start workforce business process for workforce business processes in their workforce business process security profile |
Role: Workforce Business Process Start Duty Privilege: Start Workforce Business Process (Data) Resource: Workforce Business Process |
|
A Line Manager can view workforce business process analytics for subordinates in their person and assignment security profile |
Role: Workforce Business Process Analytics Line Manager Duty Privilege: View Workforce Business Process Analytics (Data) Resource: Workforce Business Process |
||
World Territory |
A Line Manager can choose world territory for countries in their country security profile |
Role: Contingent Worker Addition Duty Privilege: Choose World Territory (Data) Resource: World Territory |
|
Role: Employee Hire Duty Privilege: Choose World Territory (Data) Resource: World Territory |
|||
Role: Non Worker Addition Duty Privilege: Choose World Territory (Data) Resource: World Territory |
|||
Role: Pending Worker Addition Duty Privilege: Choose World Territory (Data) Resource: World Territory |
|||
Role: Pending Worker Hire Duty Privilege: Choose World Territory (Data) Resource: World Territory |
Registers the partner organization and program enrollment for the partner company. Manages the creation and removal of partner users and the users' privileges.
Duties assigned directly and indirectly to the job role Partner Administrator
Duty Role |
Description |
|---|---|
Application Tree Administration Duty |
Manages application trees and tree labels. |
Application Tree Structure Registration Duty |
Manages application tree structure. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Department Selection Duty |
Filters the department list of values based on the user's organization security profile. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Marketing Claim Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing claims. |
Marketing Fund Request Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing fund requests. |
Opportunity Partner Administration Duty |
Administers all aspects of the application, including some setup. This role is for partner administrators. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Administration Analysis Duty |
This BI duty role is for administrative access to all Partner Analytics of a Partner organization, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs. |
Partner Administrator Dashboard Duty |
Executes transactional items within the partner dashboard when belongs to an approved partner organization. This role is for an administrator. |
Partner Administrator Duty |
Enterprise Duty role that inherits all duties performed by Partner Administrator |
Partner Administrator Limited Dashboard Duty |
Views limited information based on a dashboard when a partner organization is in a status of registered or expired. This role is for the partner administrator. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Lead External Management Duty |
Views and updates all partner leads in the partner organization. |
Partner Management as Partner Administrator Duty |
Manages the partner account for their partner organization, including managing members, users, and profile information. This role is for the partner administrator. |
Partner Member Termination Duty |
Grants privileges to terminate partner members. |
Partner Org Transaction Analysis Duty |
This BI duty role is to analyze the partner's own performance |
Partner Organization Analysis Duty |
This BI duty role is to analyze the partner's own performance. |
Partner Organization Data Security |
This role is used for Partner Organization based data security for Partner Analysis including, but not limited to, Partner, Leads, and Opportunities |
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Person Self Information Inquiry Duty |
Views their own information. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Organization Administration Duty |
Administers resource organizations. |
Resource Organization Management Duty |
Manages resource organizations. |
Sales Lead Data Access Duty |
Views sales leads. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Roles inherited directly and indirectly by the job role Partner Administrator
Inherited Roles |
|---|
Partner Administrator Attachments User Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Partner Administration Analysis Duty Business Intelligence Consumer Duty Partner Analysis Currency Preference Partner Organization Data Security Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Administrator Duty Appointment Note Management Duty Contract Terms and Conditions View Access Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Utilization Duty Marketing Claim Attachment Management Duty Marketing Fund Request Attachment Management Duty Opportunity Partner Administration Duty Participant Interaction Management Duty Partner Administrator Dashboard Duty Partner Administrator Limited Dashboard Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Partner Lead External Management Duty Partner Management as Partner Administrator Duty Partner Member Termination Duty Partner Organization Analysis Duty Business Intelligence Consumer Duty Partner Program Enrollment Partner Duty Partner Program Questionnaire Response Duty Partner Program Review Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Real Time Communication Management Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Task Note Management Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Partner Org Transaction Analysis Duty Business Intelligence Consumer Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Partner Administrator.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Application Tree Structure Registration Duty |
Manages application tree structure. |
Manage Application Tree Structure |
Contract Terms and Conditions View Access Duty |
Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word. |
Download Contract for External Parties |
View Contract Terms |
||
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Create Marketing Claim |
Create Marketing Fund Request |
||
Delete Marketing Claim |
||
Delete Marketing Fund Request |
||
Manage Budgets Work Area |
||
Submit Marketing Claim |
||
Submit Marketing Fund Request |
||
Update Marketing Claim |
||
Update Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Opportunity Partner Administration Duty |
Administers all aspects of the application, including some setup. This role is for partner administrators. |
Close Opportunity |
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Partner Administrator Dashboard Duty |
Executes transactional items within the partner dashboard when belongs to an approved partner organization. This role is for an administrator. |
Manage Partner User Profile |
Select Partner Account |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Dashboard |
||
View Partner Dashboard as Administrator |
||
Partner Administrator Limited Dashboard Duty |
Views limited information based on a dashboard when a partner organization is in a status of registered or expired. This role is for the partner administrator. |
Manage Partner User Profile |
Select Partner Account |
||
View Partner Content |
||
View Partner Dashboard |
||
View Partner Dashboard as Administrator Limited |
||
Partner Lead External Management Duty |
Views and updates all partner leads in the partner organization. |
Update Sales Lead |
View Sales Lead |
||
Partner Management as Partner Administrator Duty |
Manages the partner account for their partner organization, including managing members, users, and profile information. This role is for the partner administrator. |
Create Partner Member |
Create Partner User |
||
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile as Partner Administrator Function |
||
View Partner Lead |
||
View Partner Member |
||
View Partner Opportunity |
||
View Partner Profile as Partner Administrator Function |
||
View Partner Program Enrollment |
||
Partner Member Termination Duty |
Grants privileges to terminate partner members. |
Edit Trading Community Resource Profile |
Remove Trading Community Resource |
||
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Apply Partner Program |
View Partner Program Enrollment |
||
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Organization Administration Duty |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Manage Trading Community Resource Organization Hierarchy |
||
Manage Trading Community Resource Organization Members |
||
Run Trading Community Resource Reporting Hierarchy Generation |
||
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
Data security policies and their enforcement across analytics application for the job role Partner Administrator
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Partner Administrator can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Partner Administrator can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Partner Administrator can delete application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
|
A Partner Administrator can delete application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
||
A Partner Administrator can read application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Partner Administrator can read application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Partner Administrator can update application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
A Partner Administrator can update application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
Appointment |
A Partner Administrator can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
Appointment Note |
A Partner Administrator can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Partner Administrator can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Partner Administrator can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Partner Administrator can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Bookmark |
A Partner Administrator can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Contact Center Agent |
A Partner Administrator can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Department |
A Partner Administrator can choose department for departments in their organization security profile |
Role: Department Selection Duty Privilege: Choose Department (Data) Resource: Department |
|
Interaction |
A Partner Administrator can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
|
A Partner Administrator can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Partner Administrator can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
Kudos |
A Partner Administrator can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Marketing Budget |
A Partner Administrator can view marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
|
A Partner Administrator can view marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Partner Administrator can view marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Partner Administrator can view marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
Marketing Budget Note |
A Partner Administrator can delete marketing budget note where they have delete access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|
A Partner Administrator can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Partner Administrator can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Partner Administrator can view marketing budget note where they are the author of the private marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Marketing Budget Team |
A Partner Administrator can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
|
Marketing Claim |
A Partner Administrator can delete marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim (Data) Resource: Marketing Claim |
|
A Partner Administrator can update marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim (Data) Resource: Marketing Claim |
||
A Partner Administrator can view marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim (Data) Resource: Marketing Claim |
||
Marketing Claim Note |
A Partner Administrator can delete marketing claim note where they have delete access to the marketing claim |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|
A Partner Administrator can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Partner Administrator can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Partner Administrator can view marketing claim note where they are the author of the private marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Marketing Fund Request Note |
A Partner Administrator can delete marketing fund request note where they have delete access to the marketing fund request |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|
A Partner Administrator can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Partner Administrator can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Partner Administrator can view marketing fund request note where they are the author of the private marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Message Board |
A Partner Administrator can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Partner Administrator can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Opportunity |
A Partner Administrator can manage opportunity general profile where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Partner Administrator can manage opportunity restricted profile where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Partner Administrator can manage opportunity revenue where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Partner Administrator can manage opportunity team where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Partner Administrator can view opportunity where they are a member of a partner resource organization whose partner organization is on the opportunity |
Role: Opportunity Partner Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
Opportunity Note |
A Partner Administrator can manage opportunity note where they are a member of a partner resource organization whose partner organization is on the opportunity and the note is external |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Partner Administrator can manage opportunity note where they are the author of the note |
Role: Opportunity Partner Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Partner Administrator can view opportunity note where they are a member of a partner resource organization whose partner organization is on the opportunity and the note is external |
Role: Opportunity Partner Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Partner Administrator can view opportunity note where they are the author of the note |
Role: Opportunity Partner Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Partner Profile |
A Partner Administrator can update partner profile as partner administrator where the user is a member of the partner organization |
Role: Partner Management as Partner Administrator Duty Privilege: Update Partner Profile as Partner Administrator Resource: Partner Profile |
|
A Partner Administrator can view partner profile as partner administrator where the user is a member of the partner organization |
Role: Partner Management as Partner Administrator Duty Privilege: View Partner Profile as Partner Administrator Resource: Partner Profile |
||
Partner Program Enrollment |
A Partner Administrator can manage partner program enrollment where the user is a member of the partner organization |
Role: Partner Management as Partner Administrator Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
Role: Partner Program Enrollment Partner Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|||
Sales Lead |
A Partner Administrator can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|
A Partner Administrator can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Partner Administrator can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Partner Administrator can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Partner Administrator can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Partner Administrator can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Partner Administrator can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Partner Administrator can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Administrator can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Administrator can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Administrator can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Sales Lead Note |
A Partner Administrator can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
A Partner Administrator can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Partner Administrator can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Partner Administrator can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Partner Administrator can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Sales Party |
A Partner Administrator can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
A Partner Administrator can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Partner Administrator can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Partner Administrator can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Partner Administrator can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Partner Administrator can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Partner Administrator can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Partner Administrator can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Social Connection |
A Partner Administrator can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Partner Administrator can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Task Note |
A Partner Administrator can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Partner Administrator can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Partner Administrator can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Partner Administrator can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Partner Administrator can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Partner Administrator can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Organization |
A Partner Administrator can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Person |
A Partner Administrator can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Partner Administrator can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Partner Administrator can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Relationship |
A Partner Administrator can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Partner Administrator can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Partner Administrator can remove trading community resource for all partner members of his partner company |
Role: Partner Member Termination Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
|
A Partner Administrator can update trading community resource for all partner members of his partner company |
Role: Partner Member Termination Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Partner Administrator can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
Views limited information when a partner organization is in a status of registered or expired. This role is for the partner sales representative or partner sales manager.
Duties assigned directly and indirectly to the abstract role Partner Portal User
Duty Role |
Description |
|---|---|
All Partner Inquiry Duty |
Grants privileges to view all trading community partner data |
Partner Portal Dashboard Duty |
Views limited partner portal information. |
Partner Portal User Duty |
Enterprise Duty role that inherits all duties performed by Partner Portal User |
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Roles inherited directly and indirectly by the abstract role Partner Portal User
Inherited Roles |
|---|
Partner Portal User Attachments User Partner Portal User Duty All Partner Inquiry Duty Partner Portal Dashboard Duty Partner Program Enrollment Partner Duty Partner Program Questionnaire Response Duty Partner Program Review Duty |
Privileges granted to duties of the abstract role Partner Portal User.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Partner Portal Dashboard Duty |
Views limited partner portal information. |
View Partner Content |
View Partner Dashboard |
||
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Apply Partner Program |
View Partner Program Enrollment |
||
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Data security policies and their enforcement across analytics application for the abstract role Partner Portal User
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Partner Program Enrollment |
A Partner Portal User can manage partner program enrollment where the user is a member of the partner organization |
Role: Partner Program Enrollment Partner Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
Trading Community Organization |
A Partner Portal User can view partner for all organizations in the enterprise with usage partner |
Role: All Partner Inquiry Duty Privilege: View Partner (Data) Resource: Trading Community Organization |
Manages a set of partner sales representatives and has visibility into all of their teams' transacations and the ability to work with leads and opportunities. This role is for a partner sales manager.
Duties assigned directly and indirectly to the job role Partner Sales Manager
Duty Role |
Description |
|---|---|
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Marketing Claim Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing claims. |
Marketing Fund Request Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing fund requests. |
Opportunity Partner Sales Manager Duty |
Manages all aspects of the application. This role is for partner sales managers. |
Opportunity Partner Sales Representative Duty |
Manages all aspects of the application. This role is for partner salespersons. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Analysis Duty |
This BI duty role is for Partner Analytics, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs. |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Org Transaction Analysis Duty |
This BI duty role is to analyze the partner's own performance |
Partner Organization Analysis Duty |
This BI duty role is to analyze the partner's own performance. |
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Partner Sales Manager Dashboard Duty |
Maintains partner transactional data through the Partner Sales Manager Dashboard. This role is for a partner sales manager. |
Partner Sales Manager Duty |
Enterprise Duty role that inherits all duties performed by Partner Sales Manager |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Person Self Information Inquiry Duty |
Views their own information. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Sales Lead Data Access Duty |
Views sales leads. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Roles inherited directly and indirectly by the job role Partner Sales Manager
Inherited Roles |
|---|
Partner Sales Manager Attachments User Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Partner Analysis Duty Business Intelligence Consumer Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Org Transaction Analysis Duty Business Intelligence Consumer Duty Partner Sales Manager Duty Appointment Note Management Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Utilization Duty Marketing Claim Attachment Management Duty Marketing Fund Request Attachment Management Duty Opportunity Partner Sales Manager Duty Opportunity Partner Sales Representative Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Partner Organization Analysis Duty Business Intelligence Consumer Duty Partner Program Enrollment Partner Duty Partner Program Questionnaire Response Duty Partner Program Review Duty Partner Sales Manager Dashboard Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Real Time Communication Management Duty Task Note Management Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Partner Sales Manager.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Create Marketing Claim |
Create Marketing Fund Request |
||
Delete Marketing Claim |
||
Delete Marketing Fund Request |
||
Manage Budgets Work Area |
||
Submit Marketing Claim |
||
Submit Marketing Fund Request |
||
Update Marketing Claim |
||
Update Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Opportunity Partner Sales Manager Duty |
Manages all aspects of the application. This role is for partner sales managers. |
Close Opportunity |
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Partner Sales Representative Duty |
Manages all aspects of the application. This role is for partner salespersons. |
Close Opportunity |
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Apply Partner Program |
View Partner Program Enrollment |
||
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Partner Sales Manager Dashboard Duty |
Maintains partner transactional data through the Partner Sales Manager Dashboard. This role is for a partner sales manager. |
Manage Partner User Profile |
Select Partner Account |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Dashboard |
||
View Partner Dashboard as Manager |
||
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
Data security policies and their enforcement across analytics application for the job role Partner Sales Manager
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Partner Sales Manager can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Partner Sales Manager can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Partner Sales Manager can delete application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
|
A Partner Sales Manager can delete application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
||
A Partner Sales Manager can read application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Partner Sales Manager can read application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Partner Sales Manager can update application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
A Partner Sales Manager can update application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
Appointment |
A Partner Sales Manager can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
Appointment Note |
A Partner Sales Manager can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Partner Sales Manager can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Partner Sales Manager can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Partner Sales Manager can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Bookmark |
A Partner Sales Manager can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Contact Center Agent |
A Partner Sales Manager can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Interaction |
A Partner Sales Manager can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
|
A Partner Sales Manager can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Partner Sales Manager can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
Kudos |
A Partner Sales Manager can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Marketing Budget |
A Partner Sales Manager can view marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
|
A Partner Sales Manager can view marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Partner Sales Manager can view marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Partner Sales Manager can view marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
Marketing Budget Note |
A Partner Sales Manager can delete marketing budget note where they have delete access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|
A Partner Sales Manager can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Partner Sales Manager can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Partner Sales Manager can view marketing budget note where they are the author of the private marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Marketing Budget Team |
A Partner Sales Manager can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
|
Marketing Claim |
A Partner Sales Manager can delete marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim (Data) Resource: Marketing Claim |
|
A Partner Sales Manager can update marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim (Data) Resource: Marketing Claim |
||
A Partner Sales Manager can view marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim (Data) Resource: Marketing Claim |
||
Marketing Claim Note |
A Partner Sales Manager can delete marketing claim note where they have delete access to the marketing claim |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|
A Partner Sales Manager can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Partner Sales Manager can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Partner Sales Manager can view marketing claim note where they are the author of the private marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Marketing Fund Request Note |
A Partner Sales Manager can delete marketing fund request note where they have delete access to the marketing fund request |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|
A Partner Sales Manager can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Partner Sales Manager can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Partner Sales Manager can view marketing fund request note where they are the author of the private marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Message Board |
A Partner Sales Manager can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Partner Sales Manager can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Opportunity |
A Partner Sales Manager can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Partner Sales Manager can manage opportunity general profile where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Partner Sales Manager Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Partner Sales Manager can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Partner Sales Manager can manage opportunity restricted profile where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Partner Sales Manager Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Partner Sales Manager can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Partner Sales Manager can manage opportunity revenue where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Partner Sales Manager Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Partner Sales Manager can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Partner Sales Manager can manage opportunity team where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Partner Sales Manager Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Partner Sales Manager can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Partner Sales Representative Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
A Partner Sales Manager can view opportunity where they are in the management chain of an opportunity sales team member with view, edit, or full access |
Role: Opportunity Partner Sales Manager Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
Opportunity Note |
A Partner Sales Manager can manage opportunity note where they are an opportunity sales team member with full access and the note is external |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Partner Sales Manager can manage opportunity note where they are in the management chain of an opportunity sales team member with full access and the note is external |
Role: Opportunity Partner Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Partner Sales Manager can manage opportunity note where they are the author of the note |
Role: Opportunity Partner Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
A Partner Sales Manager can view opportunity note where they are an opportunity sales team member with view, edit, or full access, and the note is external |
Role: Opportunity Partner Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Partner Sales Manager can view opportunity note where they are in the management chain of an opportunity sales team member with view, edit, or full access, and the note is external |
Role: Opportunity Partner Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Partner Sales Manager can view opportunity note where they are the author of the note |
Role: Opportunity Partner Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Partner Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Partner Program Enrollment |
A Partner Sales Manager can manage partner program enrollment where the user is a member of the partner organization |
Role: Partner Program Enrollment Partner Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
Sales Lead |
A Partner Sales Manager can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|
A Partner Sales Manager can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Partner Sales Manager can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Partner Sales Manager can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Partner Sales Manager can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Partner Sales Manager can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Partner Sales Manager can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Manager can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Manager can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Manager can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Manager can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Manager can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Sales Lead Note |
A Partner Sales Manager can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
A Partner Sales Manager can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Partner Sales Manager can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Partner Sales Manager can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Partner Sales Manager can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Sales Party |
A Partner Sales Manager can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
A Partner Sales Manager can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Manager can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Manager can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Manager can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Manager can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Manager can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Manager can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Social Connection |
A Partner Sales Manager can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Partner Sales Manager can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Task Note |
A Partner Sales Manager can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Partner Sales Manager can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Partner Sales Manager can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Partner Sales Manager can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Partner Sales Manager can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Partner Sales Manager can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Organization |
A Partner Sales Manager can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Person |
A Partner Sales Manager can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Partner Sales Manager can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Partner Sales Manager can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Relationship |
A Partner Sales Manager can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Partner Sales Manager can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Partner Sales Manager can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
Maintains leads, registers leads, and manages partner opportunities.
Duties assigned directly and indirectly to the job role Partner Sales Representative
Duty Role |
Description |
|---|---|
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Budget Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing budgets. |
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Marketing Claim Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing claims. |
Marketing Fund Request Attachment Management Duty |
Manages secured file attachments of specific categories associated to marketing fund requests. |
Opportunity Partner Sales Representative Duty |
Manages all aspects of the application. This role is for partner salespersons. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Participant Appointment View Duty |
manages the view access for the participant owner's appointment data. |
Participant Interaction Management Duty |
Manages creating and reviewing the interaction data by a participant. |
Partner Analysis Currency Preference |
This role is used to get the supported currencies in Partner Analysis module. |
Partner Analysis Duty |
This BI duty role is for Partner Analytics, including but not limited to Partner, Leads, Opportunities, Territories, Enrollments and Programs. |
Partner Customer Contact Inquiry Duty |
Accesses partner customer contact information. |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Org Transaction Analysis Duty |
This BI duty role is to analyze the partner's own performance |
Partner Organization Analysis Duty |
This BI duty role is to analyze the partner's own performance. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Partner Sales Representative Dashboard Duty |
Maintains partner transactional data through the Partner Sales Representative Dashboard. This role is for a partner sales representative. |
Partner Sales Representative Duty |
Enterprise Duty role that inherits all duties performed by Partner Sales Representative |
Person Self Information Inquiry Duty |
Views their own information. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Sales Lead Data Access Duty |
Views sales leads. |
Social Connection Partner Duty |
Performs all Oracle Fusion Social Connection partner duties. |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Social Network Duty |
Participates in social networks. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
Roles inherited directly and indirectly by the job role Partner Sales Representative
Inherited Roles |
|---|
Partner Sales Representative Attachments User Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Partner Analysis Duty Business Intelligence Consumer Duty Partner Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Partner Org Transaction Analysis Duty Business Intelligence Consumer Duty Partner Sales Representative Duty Appointment Note Management Duty Lead Registration Submission Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Marketing Budget Attachment Management Duty Marketing Budget Utilization Duty Marketing Claim Attachment Management Duty Marketing Fund Request Attachment Management Duty Opportunity Partner Sales Representative Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Partner Organization Analysis Duty Business Intelligence Consumer Duty Partner Program Review Duty Partner Sales Party Management Duty Locations Management Duty Locations Inquiry Duty Opportunity Revenue View Duty Opportunity View Duty Participant Appointment View Duty Participant Interaction Management Duty Partner Customer Contact Inquiry Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Sales Lead Data Access Duty Partner Sales Representative Dashboard Duty Real Time Communication Management Duty Task Note Management Duty View Portrait Duty Social Connection Partner Duty Social Group Participation Core Duty Social Network Duty Social Network Core Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Partner Sales Representative.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Lead Registration Submission Duty |
Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations. |
Accept Sales Lead |
Create Sales Lead |
||
Delete Sales Lead External Attributes |
||
Manage Lead Qualification Work Area |
||
Reject Sales Lead |
||
Select Sales Lead Claimed Flag |
||
Select Sales Lead External Attributes |
||
Submit Sales Lead |
||
Update Sales Lead External Attributes |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Budget Utilization Duty |
Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities. |
Create Marketing Claim |
Create Marketing Fund Request |
||
Delete Marketing Claim |
||
Delete Marketing Fund Request |
||
Manage Budgets Work Area |
||
Submit Marketing Claim |
||
Submit Marketing Fund Request |
||
Update Marketing Claim |
||
Update Marketing Fund Request |
||
View Marketing Budget |
||
View Marketing Claim |
||
View Marketing Claim Settlement |
||
View Marketing Fund Request |
||
View Marketing Source Code |
||
Opportunity Partner Sales Representative Duty |
Manages all aspects of the application. This role is for partner salespersons. |
Close Opportunity |
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Partner Sales Party Management Duty |
Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Sales Account Team |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Task |
||
View Consumer |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Contact |
||
View Sales Party Interaction |
||
View Sales Party Task |
||
Partner Sales Representative Dashboard Duty |
Maintains partner transactional data through the Partner Sales Representative Dashboard. This role is for a partner sales representative. |
Manage Partner User Profile |
Select Partner Account |
||
View Customer Analytics |
||
View Partner Content |
||
View Partner Dashboard |
||
View Partner Dashboard as Representative |
||
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Social Group Participation Core Duty |
Groups participation tasks available in Oracle Fusion Global Human Resources |
Manage Social Group |
Social Network Core Duty |
Performs social network tasks in Oracle Fusion Global Human Resources |
Manage Social Bookmarks |
Social Network Duty |
Participates in social networks. |
Invite Social Connection |
Manage Kudos |
||
Manage Message Board |
||
Manage Social Connections |
||
Manage Social Self-descriptive Information |
||
View Activity Stream |
||
View Portrait Duty |
Grants access to the worker and nonworker portrait pages. |
View Nonworker Portrait |
View Worker Portrait |
Data security policies and their enforcement across analytics application for the job role Partner Sales Representative
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Activities and Interests |
A Partner Sales Representative can view activities and interests for themselves |
Role: Social Network Core Duty Privilege: View Activities and Interests (Data) Resource: Activities and Interests |
|
Activity Stream |
A Partner Sales Representative can view activity stream for themselves |
Role: Social Network Duty Privilege: View Activity Stream (Data) Resource: Activity Stream |
|
Application Attachment |
A Partner Sales Representative can delete application attachment for all application attachments of categories including budget reference, additional planning reference, and miscellaneous |
Role: Marketing Budget Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
|
A Partner Sales Representative can delete application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
||
A Partner Sales Representative can delete application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
||
A Partner Sales Representative can read application attachment for all application attachments of categories including budget reference, additional planning reference, and miscellaneous |
Role: Marketing Budget Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Partner Sales Representative can read application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Partner Sales Representative can read application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Partner Sales Representative can update application attachment for all application attachments of categories including budget reference, additional planning reference, and miscellaneous |
Role: Marketing Budget Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
A Partner Sales Representative can update application attachment for all application attachments of categories including marketing activity reference, additional justification, and miscellaneous |
Role: Marketing Claim Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
A Partner Sales Representative can update application attachment for all application attachments of categories including marketing activity reference, training reference, and miscellaneous |
Role: Marketing Fund Request Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
Appointment |
A Partner Sales Representative can participant view appointment where they are owner or participants of the appointment |
Role: Participant Appointment View Duty Privilege: Participant View Appointment (Data) Resource: Appointment |
|
Appointment Note |
A Partner Sales Representative can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Partner Sales Representative can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Partner Sales Representative can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Partner Sales Representative can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Bookmark |
A Partner Sales Representative can view bookmark for themselves |
Role: Social Network Core Duty Privilege: View Bookmark (Data) Resource: Bookmark |
|
Contact Center Agent |
A Partner Sales Representative can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Interaction |
A Partner Sales Representative can participant delete interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Delete Interaction (Data) Resource: Interaction |
|
A Partner Sales Representative can participant update interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant Update Interaction (Data) Resource: Interaction |
||
A Partner Sales Representative can participant view interaction where they are participants of the interaction |
Role: Participant Interaction Management Duty Privilege: Participant View Interaction (Data) Resource: Interaction |
||
Kudos |
A Partner Sales Representative can view kudos for themselves |
Role: Social Network Duty Privilege: View Kudos (Data) Resource: Kudos |
|
Marketing Budget |
A Partner Sales Representative can view marketing budget for all resource organizations and child resource organizations for which they are authorized |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
|
A Partner Sales Representative can view marketing budget where they are a manager in the management hierarchy of the budget owner |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Partner Sales Representative can view marketing budget where they are a resource in the marketing budget team |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
A Partner Sales Representative can view marketing budget where they are the owner of the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget (Data) Resource: Marketing Budget |
||
Marketing Budget Note |
A Partner Sales Representative can delete marketing budget note where they have delete access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
|
A Partner Sales Representative can delete marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Partner Sales Representative can update marketing budget note where they have view or update access to the marketing budget and where they are the author of the marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
A Partner Sales Representative can view marketing budget note where they are the author of the private marketing budget note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Budget Note (Data) Resource: Marketing Budget Note |
||
Marketing Budget Team |
A Partner Sales Representative can update marketing budget team for all external marketing budget team members who belong to their top-level resource organization or any of its child resource organizations |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Budget Team (Data) Resource: Marketing Budget Team |
|
Marketing Claim |
A Partner Sales Representative can delete marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim (Data) Resource: Marketing Claim |
|
A Partner Sales Representative can update marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim (Data) Resource: Marketing Claim |
||
A Partner Sales Representative can view marketing claim where they have view access to the marketing budget |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim (Data) Resource: Marketing Claim |
||
Marketing Claim Note |
A Partner Sales Representative can delete marketing claim note where they have delete access to the marketing claim |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
|
A Partner Sales Representative can delete marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Partner Sales Representative can update marketing claim note where they have view or update access to the marketing claim and where they are the author of the marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
A Partner Sales Representative can view marketing claim note where they are the author of the private marketing claim note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Claim Note (Data) Resource: Marketing Claim Note |
||
Marketing Fund Request Note |
A Partner Sales Representative can delete marketing fund request note where they have delete access to the marketing fund request |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
|
A Partner Sales Representative can delete marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: Delete Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Partner Sales Representative can update marketing fund request note where they have view or update access to the marketing fund request and where they are the author of the marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: Update Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
A Partner Sales Representative can view marketing fund request note where they are the author of the private marketing fund request note |
Role: Marketing Budget Utilization Duty Privilege: View Marketing Fund Request Note (Data) Resource: Marketing Fund Request Note |
||
Message Board |
A Partner Sales Representative can view message board for themselves |
Role: Social Network Duty Privilege: View Message Board (Data) Resource: Message Board |
|
Network Activities |
A Partner Sales Representative can view network activities for themselves |
Role: Social Network Duty Privilege: View Network Activities (Data) Resource: Network Activities |
|
Opportunity |
A Partner Sales Representative can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Partner Sales Representative can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Partner Sales Representative can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Partner Sales Representative can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Partner Sales Representative can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Partner Sales Representative Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
Opportunity Note |
A Partner Sales Representative can manage opportunity note where they are an opportunity sales team member with full access and the note is external |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Partner Sales Representative can manage opportunity note where they are the author of the note |
Role: Opportunity Partner Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Partner Sales Representative can view opportunity note where they are an opportunity sales team member with view, edit, or full access, and the note is external |
Role: Opportunity Partner Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Partner Sales Representative can view opportunity note where they are the author of the note |
Role: Opportunity Partner Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Sales Lead |
A Partner Sales Representative can update sales lead others where they are a resource in the lead sales team with full access |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|
A Partner Sales Representative can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Partner Sales Representative can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Partner Sales Representative can update sales lead others where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Partner Sales Representative can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Partner Sales Representative can update sales lead owner where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Partner Sales Representative can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Representative can view sales lead where they are a resource in the lead sales team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Representative can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Representative can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Representative can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Partner Sales Representative can view sales lead where they are the owner of the sales lead |
Role: Lead Registration Submission Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Sales Lead Note |
A Partner Sales Representative can delete sales lead note where they have delete access to the sales lead |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
A Partner Sales Representative can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Partner Sales Representative can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Lead Registration Submission Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Partner Sales Representative can view sales lead note for all external sales lead notes in the enterprise |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Partner Sales Representative can view sales lead note where they are the author of the private sales lead note |
Role: Lead Registration Submission Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Sales Party |
A Partner Sales Representative can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
A Partner Sales Representative can manage sales party where they are in the sales account team with full access |
Role: Partner Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Representative can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Representative can update sales party where they are in the sales account team with edit access |
Role: Partner Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Representative can view sales party where they are a member of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Representative can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Representative can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Partner Sales Representative can view sales party where they are in the sales account team |
Role: Partner Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Social Connection |
A Partner Sales Representative can view social connection for themselves |
Role: Social Network Duty Privilege: View Social Connection (Data) Resource: Social Connection |
|
Social Profile |
A Partner Sales Representative can view social profile for themselves |
Role: Social Network Duty Privilege: View Social Profile (Data) Resource: Social Profile |
|
Task Note |
A Partner Sales Representative can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Partner Sales Representative can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Partner Sales Representative can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Partner Sales Representative can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Partner Sales Representative can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Partner Sales Representative can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Organization |
A Partner Sales Representative can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Person |
A Partner Sales Representative can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Partner Sales Representative can view trading community person for all trading community persons that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
A Partner Sales Representative can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Relationship |
A Partner Sales Representative can view trading community relationship for all trading community relationships that are contacts and associated with their partner company organization |
Role: Partner Customer Contact Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Partner Sales Representative can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Partner Sales Representative can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
Views limited information when a partner organization is in a status of registered or expired. This is for the partner administrator.
Duties assigned directly and indirectly to the abstract role Prospective Partner Administrator
Duty Role |
Description |
|---|---|
All Partner Inquiry Duty |
Grants privileges to view all trading community partner data |
Partner Administrator Limited Dashboard Duty |
Views limited information based on a dashboard when a partner organization is in a status of registered or expired. This role is for the partner administrator. |
Partner Information Inquiry Duty |
Accesses partner company and partner member information. |
Partner Management as Prospective Partner Duty |
Provides limited access to the partner administrator when the partner organization is not an active partner. |
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Person Self Information Inquiry Duty |
Views their own information. |
Roles inherited directly and indirectly by the abstract role Prospective Partner Administrator
Inherited Roles |
|---|
Prospective Partner Administrator All Partner Inquiry Duty Attachments User Partner Administrator Limited Dashboard Duty Partner Information Inquiry Duty Person Self Information Inquiry Duty Partner Management as Prospective Partner Duty Partner Program Enrollment Partner Duty Partner Program Questionnaire Response Duty Partner Program Review Duty |
Privileges granted to duties of the abstract role Prospective Partner Administrator.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Partner Administrator Limited Dashboard Duty |
Views limited information based on a dashboard when a partner organization is in a status of registered or expired. This role is for the partner administrator. |
Manage Partner User Profile |
Select Partner Account |
||
View Partner Content |
||
View Partner Dashboard |
||
View Partner Dashboard as Administrator Limited |
||
Partner Management as Prospective Partner Duty |
Provides limited access to the partner administrator when the partner organization is not an active partner. |
Create Partner Member |
Remove Partner Member |
||
Update Partner Member |
||
Update Partner Profile as Partner Administrator Function |
||
View Partner Profile as Partner Administrator Function |
||
View Partner Program Enrollment |
||
Partner Program Enrollment Partner Duty |
Manages their partner enrollment data. This role is for a partner administrator. |
Apply Partner Program |
View Partner Program Enrollment |
||
Partner Program Questionnaire Response Duty |
Manages the capture of responses to the partner program enrollment questionnaire. |
Capture Partner Responses to Partner Program Enrollment Questionnaire |
Partner Program Review Duty |
Reviews the program details in the program catalog. |
Review Partner Program |
Data security policies and their enforcement across analytics application for the abstract role Prospective Partner Administrator
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Partner Program Enrollment |
A Prospective Partner Administrator can manage partner program enrollment where the user is a member of the partner organization |
Role: Partner Program Enrollment Partner Duty Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment |
|
Trading Community Organization |
A Prospective Partner Administrator can view partner for all organizations in the enterprise with usage partner |
Role: All Partner Inquiry Duty Privilege: View Partner (Data) Resource: Trading Community Organization |
|
A Prospective Partner Administrator can view trading community organization for a trading community organization that is a partner and the user is a member of the partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
||
Trading Community Person |
A Prospective Partner Administrator can view trading community person for all persons who are a member of their partner organization |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
A Prospective Partner Administrator can view trading community person for their trading community person record |
Role: Person Self Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
||
Trading Community Relationship |
A Prospective Partner Administrator can view trading community relationship for trading community partner contact relationships with their company |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
Trading Community Resource |
A Prospective Partner Administrator can view trading community resource for all trading community resources. |
Role: Partner Information Inquiry Duty Privilege: View Trading Community Resource (Data) Resource: Trading Community Resource |
Identifies the person as front office personnel.
Duties assigned directly and indirectly to the abstract role Resource
Duty Role |
Description |
|---|---|
Application Tree Administration Duty |
Manages application trees and tree labels. |
Party Information Inquiry Duty |
Views trading community parties. |
Resource Information Management Duty |
Manages resource information. |
Resource Organization Management Duty |
Manages resource organizations. |
Resource Team Management Duty |
Manages resource teams. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the abstract role Resource
Inherited Roles |
|---|
Resource Party Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Resource Organization Management Duty Application Tree Administration Duty Resource Team Management Duty |
Privileges granted to duties of the abstract role Resource.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Resource Team Management Duty |
Manages resource teams. |
Search Trading Community Resource Team |
View Trading Community Resource Overview Information |
||
View Trading Community Resource Team |
||
View Trading Community Resource Team Details |
||
View Trading Community Resource Team Members |
||
View Trading Community Resource Team Usages |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the abstract role Resource
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Public Person |
A Resource can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Trading Community Org Address Email Contact Preference |
A Resource can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Resource can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Resource can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Resource can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Resource can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Resource can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Resource can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Resource can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Resource can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Resource can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Resource can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Resource |
A Resource can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
|
Trading Community Resource Note |
A Resource can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Resource can view trading community resource note for all resource notes |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Trading Community Resource Skill |
A Resource can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Resource can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Resource can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Resource can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Manages sales department and personnel. Performs ongoing administrative tasks, corrects erroneous data, and customizes the application according to business needs.
Duties assigned directly and indirectly to the job role Sales Administrator
Duty Role |
Description |
|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Application Message Administration Duty |
Manages application messages. |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Application Tree Structure Registration Duty |
Manages application tree structure. |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Applications Common Application Impersonator Role |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment File Import Duty |
Manage the appointment file import objects, mappings, and activities. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Audit Trail Management Duty |
Duty role to allow the administrator to configure and view the audit history. |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Classification Administration Duty |
Manage classification setup |
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Customer Center Custom Object File Import Duty |
Manages file import of all top-level customer center custom objects. Unlike seeded customer center objects where they are individually secured by their unique object codes, all top-level customer center custom objects within the deployed customer center application are secured by a common object code. |
Customer Center UI Customization Duty |
Allows customization of Customer Center pages |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Department Selection Duty |
Filters the department list of values based on the user's organization security profile. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Goal Management All Profile Value Administration Duty |
Duty role for managing profile values for Goal Management |
Goal Management Descriptive Flexfield Administration Duty |
Duty role for managing descriptive flexfields for Goal Management |
Goal Management Implementation Duty |
Grant role for functional access to Goal Management Implementation |
Goal Management Lookup Administration Duty |
Duty role for managing lookups for Goal Management |
HCM Application Descriptive Flexfield Administration Duty |
Manages Human Capital Management application descriptive flexfields. |
HCM Application Flexfield Value Set Administration Duty |
Manages Human Capital Management application flexfield value sets. |
HCM Application Lookup Administration Duty |
Manages Human Capital Management application common, standard, and set-enabled lookups. |
HCM Application Profile Value Administration Duty |
Manages Human Capital Management application profile values. |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Interaction File Import Duty |
Manage interaction file import objects, mappings, activities. |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Job Selection Duty |
Filters the job list of values based on the user's job security profile. |
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Legal Contact Preferences Management Duty |
Grants privileges to manage legal contact preferences |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Analysis Currency Preference |
This role is used to get the supported currencies in Marketing Analysis module. |
Marketing Lead Analysis Duty |
BI duty role to analyze leads generated from sales and marketing campaigns. |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Mobile CRM Sales Representative Duty |
Manages customer relationship management data on mobile device. This role is for the salesperson using the mobile application. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Note File Import Duty |
Manages the note file import objects, mappings, and activities. |
Opportunity Administration Duty |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Opportunity Export Management Duty |
Manages bulk export of all opportunity-related objects. |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Oracle Fusion CRM for Microsoft Outlook Administration Duty |
Allows sales administrators to setup Oracle Fusion CRM for Microsoft Outlook. |
Party Information Inquiry Duty |
Views trading community parties. |
Person Information Inquiry Duty |
Views person basic information. |
Person Information Management Duty |
Manages person information. |
Person Relationships Management Duty |
Grants privileges to manage person Relationship information |
Personal Campaign Management Duty |
Manages secured personal campaigns used to promote products or events to specific customers. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Contact Information Management Duty |
Manages personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Personal Identifier Management Duty |
Manages social security number, tax registration identification numbers, and other personal identifiers. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Quota Export Management Duty |
Manages bulk export of all sales territory quota related objects. |
Quota Management Administration Duty |
Manages sales territory quotas, quota setups, territory quota formulas, spread formulas, and seasonality groups, and can view quota plans. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Quota Management Enterprise Administration Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Quota Management Setup Duty |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Quota Management UI Customization Duty |
Manages the customization of quota UIs. |
Rating Model Administration Duty |
Sets up and manages rating models. |
Real Time Communication Administration Duty |
This role allows real time communicate administration. |
Relationship Information Inquiry Duty |
Grants privileges to view trading communityrelationships data. |
Resource Administration Duty |
Administers resource information. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Resource Organization Administration Duty |
Administers resource organizations. |
Resource Organization Management Duty |
Manages resource organizations. |
Resource Role Administration Duty |
Defines resource roles. |
Resource Team Administration Duty |
Defines resource teams. |
Resource Team Management Duty |
Manages resource teams. |
Sales Account Team File Import Duty |
Manages sales account team file import objects, mappings, and activities. |
Sales Administration Duty |
Sets up various aspects of the sales application. |
Sales Administrative Analysis Duty |
BI duty role to administer analysis in all key areas in Sales, including but not limited to Revenue,Quota, Forecasting and Territory. |
Sales Administrative Transaction Analysis Duty |
BI duty role to administer analysis in all key areas in Sales, including but not limited to Revenue,Quota, Forecasting and Territory. Maps to Sales Administrator role |
Sales Administrator Duty |
This is the enterprise role that inherits all duties performed by sales administrators. |
Sales Analysis Currency Preference |
This role is used to get the supported currencies in Sales Analysis module. |
Sales Campaign Analysis Duty |
BI duty role to analyze effectiveness of sales campaign created in terms of responses, leads generation and revenue. |
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Sales Competitor Administration Duty |
Administers the sales competitor application, including creation and maintenance of sales competitors. |
Sales Custom Object File Import Duty |
Manages file import of all top-level sales custom objects. Unlike seeded sales objects where they are individually secured by their unique object codes, all top-level sales custom objects within the deployed sales application are secured by a common object code. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Forecasting Administration Duty |
Manages sales forecasting setup. Additional duties include delegated administration. |
Sales Forecasting Delegated Management Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Sales Forecasting Export Management Duty |
Manages bulk export of all sales forecasting related objects. |
Sales Forecasting Setup Duty |
Defines the sales forecast schedule, enables forecasting metrics, and determines the automatic forecasting criteria. Additional duties include defining lookups and profile options, and running sales forecasting jobs. |
Sales Forecasting UI Customization Duty |
Manages the customization of forecasting UIs. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Sales Lead Processing Duty |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Sales Manager Dashboard Duty |
Accesses the sales dashboard. This role is for sales managers. |
Sales Party Administration Duty |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Sales Party Export Management Duty |
Manages bulk export of all sales party-related objects. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Sales Predictor Administration Duty |
Manages recommendation configuration parameters and selects metadata entities and attributes. |
Sales Predictor UI Customization Duty |
Allows customization of sales prediction pages |
Sales Reference Customer Administration Duty |
Edits reference customer data. This role is for reference customer administrators. |
Sales Representative Dashboard Duty |
Access the sales dashboard. This role is for salespersons. |
Sales Setup Duty |
Configures the sales application.This role is typically for a one-time setup event. |
Sales UI Customization Duty |
Allows customization of Sales pages |
Setup Customer Center Duty |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Task File Import Duty |
Manage the task file import objects, mappings, and activities. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Export Management Duty |
Manages bulk export of all sales territory related objects. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Territory Management Administration Duty |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Territory Management Enterprise Administration Duty |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Territory Management Setup Duty |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Territory Management UI Customization Duty |
Manages the customization of territory UIs. |
Trading Community Confidential PII Management Duty |
Manages personally identifiable information. |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
Workforce Profile Administration Duty |
Performs administrative duties for workforce talent profiles. |
Workforce Profile Descriptive Flexfield Administration Duty |
Manages descriptive flexfields and value sets. |
Workforce Profile Lookup Administration Duty |
Provides the Fusion Search Crawl process with unrestricted access to workforce profile information when it builds a text-based index in the Oracle Fusion Search database deployed with Fusion Applications. |
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Zone Administration Duty |
Grants privileges to set up zones |
Roles inherited directly and indirectly by the job role Sales Administrator
Inherited Roles |
|---|
Sales Administrator Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Sales Administrative Analysis Duty Business Intelligence Authoring Duty Sales Analysis Currency Preference Sales Administrative Transaction Analysis Duty Business Intelligence Authoring Duty Sales Administrator Duty Administration Link View Duty Applications Common Application Impersonator Role Appointment File Import Duty Appointment Note Management Duty Appointment View Duty Asset and Recommendation View Duty Audit Trail Management Duty Audit Trail Report Viewing Duty CRM Collaboration Administration Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Functional Setups Duty Interaction File Import Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Lead Registration Processing Duty Locations Management Duty Locations Inquiry Duty Marketing Lead Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Mobile CRM Sales Representative Duty Note File Import Duty Opportunity Administration Duty Oracle Fusion CRM for Microsoft Outlook Administration Duty Person Information Management Duty Person Information Inquiry Duty Person Relationships Management Duty Personal Campaign Management Duty Rating Model Administration Duty Resource Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Attachment Administration Duty Application Data Security Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Message Administration Duty Application Profile Option Registration Duty Application Reference Data Sharing Administration Duty Application Taxonomy Administration Duty Application User Profile Value Administration Duty Application World Reference Administration Duty Customer Data Management Foundation Custom Objects Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Job Selection Duty Party Information Inquiry Duty Relationship Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty View Person Details Duty Workforce Profile Resource Administration Duty Talent Notifications Duty Workforce Profile Resource Manager Duty Resource Organization Administration Duty Application Tree Administration Duty Application Tree Structure Registration Duty Department Selection Duty Resource Organization Management Duty Application Tree Administration Duty Resource Role Administration Duty Job Selection Duty Resource Team Administration Duty Resource Team Management Duty Sales Administration Duty Sales Administrative Analysis Duty Business Intelligence Authoring Duty Sales Analysis Currency Preference Sales Campaign Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Sales Catalog Administration Duty Sales Competitor Administration Duty Sales Custom Object File Import Duty Sales Forecasting Administration Duty Administration Link View Duty Sales Catalog Administration Duty Sales Forecasting Delegated Management Duty Party Information Inquiry Duty Sales Forecasting Setup Duty Sales Forecasting Export Management Duty CRM Export Management Duty Sales Forecasting UI Customization Duty Sales Lead Follow Up Duty Sales Lead Follow Up Management Duty Sales Lead Processing Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Trading Community Import Batch Management Duty Trading Community Import Process Management Duty Sales Manager Dashboard Duty Sales Party Administration Duty Administration Link View Duty Application All Profile Value Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Profile Option Registration Duty Customer Center Custom Object File Import Duty Customer Center UI Customization Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Functional Setups Duty Legal Contact Preferences Management Duty Relationship Information Inquiry Duty Sales Account Team File Import Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Party Partner Territory Management Duty Trading Community Confidential PII Management Duty Personal Contact Information Management Duty Personal Identifier Management Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Trading Community Import Batch Management Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Predictor Administration Duty Business Intelligence Consumer Duty Sales Predictor UI Customization Duty Sales Reference Customer Administration Duty Sales Representative Dashboard Duty Sales Setup Duty Common Component Export Management Duty CRM Export Management Duty Opportunity Export Management Duty CRM Export Management Duty Real Time Communication Administration Duty Sales UI Customization Duty Setup Customer Center Duty Application All Profile Value Administration Duty Application Descriptive Flexfield Administration Duty Application Lookup Administration Duty Application Profile Option Registration Duty Audit Trail Management Duty Audit Trail Report Viewing Duty Functional Setups Duty Sales Party Export Management Duty CRM Export Management Duty Task File Import Duty Task Note Management Duty Territory Management Administration Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Administration Duty Administration Link View Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Party Information Inquiry Duty Territory Management Enterprise Administration Duty Administration Link View Duty Functional Setups Duty Quota Management Enterprise Administration Duty Administration Link View Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Quota Management Setup Duty Party Information Inquiry Duty Quota Export Management Duty CRM Export Management Duty Quota Management UI Customization Duty Territory Management Setup Duty Classification Administration Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Setup Duty Party Information Inquiry Duty Quota Export Management Duty CRM Export Management Duty Sales Catalog Administration Duty Territory Export Management Duty CRM Export Management Duty Quota Export Management Duty CRM Export Management Duty Zone Administration Duty Territory Management UI Customization Duty Workforce Profile Administration Duty Goal Management Implementation Duty Goal Management All Profile Value Administration Duty Application All Profile Value Administration Duty HCM Application Profile Value Administration Duty Goal Management Descriptive Flexfield Administration Duty Application Descriptive Flexfield Administration Duty HCM Application Descriptive Flexfield Administration Duty HCM Application Flexfield Value Set Administration Duty Goal Management Lookup Administration Duty Application Lookup Administration Duty HCM Application Lookup Administration Duty Talent Notifications Duty Talent Notifications Duty Workforce Profile Descriptive Flexfield Administration Duty Application Descriptive Flexfield Administration Duty HCM Application Descriptive Flexfield Administration Duty HCM Application Flexfield Value Set Administration Duty Workforce Profile Lookup Administration Duty Application Lookup Administration Duty HCM Application Lookup Administration Duty |
Privileges granted to duties of the job role Sales Administrator.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
View Administration Link |
Application All Profile Value Administration Duty |
Manages all application profile values. |
Manage All Application Profile Values |
Application Attachment Administration Duty |
Manages attachment categories and entities. |
Manage Application Attachment Category |
Manage Application Attachment Entity |
||
Application Data Security Administration Duty |
Manages data security policies and database resources. |
Manage Application Data Security Policy |
Manage Application Database Resource |
||
Application Descriptive Flexfield Administration Duty |
Manages descriptive and extensible flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
Application Lookup Administration Duty |
Manages application common lookups, set-enabled lookups, and standard lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
Application Message Administration Duty |
Manages application messages. |
Manage Application Message |
Application Profile Option Registration Duty |
Manages application profile categories and profile options. |
Manage Application Profile Category |
Manage Application Profile Option |
||
Application Reference Data Sharing Administration Duty |
Manage application reference data set and assignments. |
Manage Application Reference Data Set |
Manage Application Reference Data Set Assignment |
||
Application Taxonomy Administration Duty |
Manages application taxonomy. |
Manage Application Taxonomy |
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Application Tree Structure Registration Duty |
Manages application tree structure. |
Manage Application Tree Structure |
Application User Profile Value Administration Duty |
Manages my application user profile values. |
Manage My Application Profile Values |
Application World Reference Administration Duty |
Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language. |
Manage Application Reference Currency |
Manage Application Reference ISO Language |
||
Manage Application Reference Industry |
||
Manage Application Reference Language |
||
Manage Application Reference Natural Language |
||
Manage Application Reference Territory |
||
Manage Application Reference Timezone |
||
Applications Common Application Impersonator Role |
Enables User to Impersonate as other Fusion Apps User, after Impersonatee grants him the privilege. |
Impersonate User |
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Audit Trail Management Duty |
Duty role to allow the administrator to configure and view the audit history. |
Manage Audit Trail |
Audit Trail Report Viewing Duty |
Duty role to allow view of the audit history detail report |
View Audit Trail Report |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Run CRM Export Process |
Set Up CRM Objects for Export |
||
Classification Administration Duty |
Manage classification setup |
Manage Trading Community Classification Category |
Manage Trading Community Classification Category Group |
||
Manage Trading Community Classification Lookups |
||
Run Trading Community Classification Hierarchy Generation |
||
Common Component Export Management Duty |
Manages bulk export of all common components objects. |
Run Purge Recent Items |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
Customer Center UI Customization Duty |
Allows customization of Customer Center pages |
Customize Customer Center UI |
Customer Data Management Foundation Custom Objects Management Duty |
Manages custom objects in Customer Data Management Foundation. |
Manage Customer Data Management Foundation Custom Objects |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Execute Setup Tasks |
Review Applications Offering |
||
Review Setups Functional User Overview |
||
Setup and Maintain Applications |
||
Goal Management Implementation Duty |
Grant role for functional access to Goal Management Implementation |
Manage Performance Goal Process |
Manage Performance Goal Setup |
||
HCM Application Descriptive Flexfield Administration Duty |
Manages Human Capital Management application descriptive flexfields. |
Manage Application Descriptive Flexfield |
Manage Application Extensible Flexfield |
||
Manage Application Flexfield Value Set |
||
HCM Application Flexfield Value Set Administration Duty |
Manages Human Capital Management application flexfield value sets. |
Manage Application Flexfield Value Set |
HCM Application Lookup Administration Duty |
Manages Human Capital Management application common, standard, and set-enabled lookups. |
Manage Application Common Lookup |
Manage Application Set-Enabled Lookup |
||
Manage Application Standard Lookup |
||
HCM Application Profile Value Administration Duty |
Manages Human Capital Management application profile values. |
Manage All Application Profile Values |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Customize Incentive Compensation Participant Goal |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Accept Sales Lead |
Delete Sales Lead Internal Attributes |
||
Reject Sales Lead |
||
Select Sales Lead Internal Attributes |
||
Update Sales Lead Internal Attributes |
||
View Sales Lead Contextual Bin |
||
View Sales Lead Internal Tabs |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Mobile CRM Sales Representative Duty |
Manages customer relationship management data on mobile device. This role is for the salesperson using the mobile application. |
Access Mobile CRM |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Administration Duty |
Administers all aspects of the application, including some setup. This role is for opportunity administrators. |
Assign Opportunity |
Assign Opportunity Batch |
||
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Manual Assigned Territories |
||
Manage Opportunity Assessments |
||
Manage Opportunity Bulk Import |
||
Manage Opportunity Competitors |
||
Manage Opportunity Currency Reevaluation |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
Set Up Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Oracle Fusion CRM for Microsoft Outlook Administration Duty |
Allows sales administrators to setup Oracle Fusion CRM for Microsoft Outlook. |
Define Fusion CRM for Microsoft Outlook Integration |
Download Outlook Installer |
||
Person Information Inquiry Duty |
Views person basic information. |
Search Trading Community Person |
Search Trading Community Person Additional Identifier |
||
Search Trading Community Person Additional Name |
||
Search Trading Community Person Address |
||
Search Trading Community Person Classification |
||
Search Trading Community Person Contact Point |
||
View Trading Community Person |
||
View Trading Community Person Additional Identifier |
||
View Trading Community Person Additional Name |
||
View Trading Community Person Address |
||
View Trading Community Person Address Use |
||
View Trading Community Person Classification Code Assignment |
||
View Trading Community Person Contact Points |
||
View Trading Community Person Source System Mapping |
||
View Trading Community Person Usage Assignment |
||
Person Information Management Duty |
Manages person information. |
Add Trading Community Person Additional Identifier |
Add Trading Community Person Additional Name |
||
Add Trading Community Person Address Use |
||
Add Trading Community Person Classification Code Assignment |
||
Add Trading Community Person Contact Preference |
||
Add Trading Community Person Email |
||
Add Trading Community Person Instant Messenger |
||
Add Trading Community Person Phone |
||
Add Trading Community Person Web Page |
||
Correct Trading Community Person Address |
||
Enter Trading Community Person |
||
Enter Trading Community Person Address |
||
Export Trading Community Location |
||
Export Trading Community Person |
||
Export Trading Community Person Additional Identifier |
||
Export Trading Community Person Additional Name |
||
Export Trading Community Person Addresses |
||
Export Trading Community Person Classification Code Assignment |
||
Export Trading Community Person Contact Points |
||
Export Trading Community Person Contact Preferences |
||
Manage Person Attachments |
||
Manage Person Interactions |
||
Manage Person Notes |
||
Manage Trading Community Person Source System Mapping |
||
Manage Trading Community Person Usage Assignment |
||
Move Trading Community Person Address |
||
Remove Trading Community Person Additional Identifier |
||
Remove Trading Community Person Additional Name |
||
Remove Trading Community Person Address |
||
Remove Trading Community Person Address Use |
||
Remove Trading Community Person Classification Code Assignment |
||
Remove Trading Community Person Contact Preference |
||
Remove Trading Community Person Email |
||
Remove Trading Community Person Instant Messenger |
||
Remove Trading Community Person Phone |
||
Remove Trading Community Person Web Page |
||
Search Trading Community Person |
||
Search Trading Community Person Additional Identifier |
||
Search Trading Community Person Additional Name |
||
Search Trading Community Person Address |
||
Search Trading Community Person Classification |
||
Search Trading Community Person Contact Point |
||
Select Trading Community Person Address as Primary for a Purpose |
||
Submit Person Merge Request |
||
Update Trading Community Person |
||
Update Trading Community Person Additional Identifier |
||
Update Trading Community Person Additional Name |
||
Update Trading Community Person Address Use |
||
Update Trading Community Person Classification Code Assignment |
||
Update Trading Community Person Contact Preference |
||
Update Trading Community Person Email |
||
Update Trading Community Person Instant Messenger |
||
Update Trading Community Person Phone |
||
Update Trading Community Person Web Page |
||
View Trading Community Person Additional Identifier |
||
View Trading Community Person Additional Name |
||
View Trading Community Person Address |
||
View Trading Community Person Address Use |
||
View Trading Community Person Classification Code Assignment |
||
View Trading Community Person Contact Points |
||
View Trading Community Person Source System Mapping |
||
View Trading Community Person Usage Assignment |
||
Person Relationships Management Duty |
Grants privileges to manage person Relationship information |
Add Trading Community Person Relationship |
Remove Trading Community Person Relationship |
||
Update Trading Community Person Relationship |
||
Personal Campaign Management Duty |
Manages secured personal campaigns used to promote products or events to specific customers. |
Create Sales Campaign |
Delete Sales Campaign |
||
Manage Sales Campaign |
||
Run Marketing Campaign Scheduler |
||
Update Sales Campaign |
||
View Sales Campaign |
||
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Quota Management Administration Duty |
Manages sales territory quotas, quota setups, territory quota formulas, spread formulas, and seasonality groups, and can view quota plans. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Manage Sales Quota Prediction Formula |
Manage Sales Quota Prediction Formula Parameter |
||
Manage Sales Quota Seasonality Group |
||
Manage Sales Quota Spread Formula |
||
Manage Sales Territory Quota |
||
Manage Sales Territory Quota Setup |
||
View Sales Quota Plan |
||
Quota Management Enterprise Administration Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and quota management setup. |
Manage Sales Quota Prediction Formula |
Manage Sales Territory Quota |
||
Quota Management Setup Duty |
Manages sales territory quota setup, quota plans, prediction and spread formula parameters, and seasonality groups. Runs sales territory quota synchronization and sales quota plan activation and completion processes. Additional duties include party information inquiry. |
Manage Sales Quota Plan |
Manage Sales Quota Prediction Formula Parameter |
||
Manage Sales Quota Seasonality Group |
||
Manage Sales Quota Spread Formula |
||
Manage Sales Territory Quota Setup |
||
Run Sales Quota Plan Activation Job |
||
Run Sales Quota Plan Completion Job |
||
Run Sales Territory Quota Synchronization Job |
||
View Sales Quota Plan |
||
Quota Management UI Customization Duty |
Manages the customization of quota UIs. |
Customize Quota Management UI |
Rating Model Administration Duty |
Sets up and manages rating models. |
Manage Talent Profile Rating Model |
Resource Administration Duty |
Administers resource information. |
Contact Trading Community Resource |
Edit Trading Community Resource Profile |
||
Enter Trading Community Resource Information |
||
Identify Trading Community Person as a Trading Community Resource |
||
Manage Trading Community Resource |
||
Manage Trading Community Resource History |
||
Manage Trading Community Resource Lookups |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Note Descriptive Flexfields |
||
Manage Trading Community Resource Note Type |
||
Manage Trading Community Resource Note Type Mapping |
||
Manage Trading Community Resource Organization Memberships |
||
Manage Trading Community Resource Role Assignments |
||
Manage Trading Community Resource Sales Representative Information |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Team Memberships |
||
Remove Trading Community Resource |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Administration Detail Information |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource History |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Team Memberships |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Administration Duty |
Administers resource organizations. |
Manage Trading Community Resource Organization |
Manage Trading Community Resource Organization Hierarchy |
||
Manage Trading Community Resource Organization Members |
||
Run Trading Community Resource Reporting Hierarchy Generation |
||
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Resource Role Administration Duty |
Defines resource roles. |
Manage Resource Role Assignment Flexfields |
Manage Resource Role Descriptive Flexfields |
||
Manage Trading Community Resource Role |
||
Manage Trading Community Resource Role Lookups |
||
Resource Team Administration Duty |
Defines resource teams. |
Edit Trading Community Resource Team Basic Information |
Enter Trading Community Resource Team Information |
||
Manage Resource Team Descriptive Flexfields |
||
Manage Resource Team Member Descriptive Flexfields |
||
Manage Trading Community Resource Team |
||
Manage Trading Community Resource Team Members |
||
Manage Trading Community Resource Team Usages |
||
Remove Trading Community Resource Team |
||
Search Trading Community Resource Team |
||
View Trading Community Resource Team |
||
Resource Team Management Duty |
Manages resource teams. |
Search Trading Community Resource Team |
View Trading Community Resource Overview Information |
||
View Trading Community Resource Team |
||
View Trading Community Resource Team Details |
||
View Trading Community Resource Team Members |
||
View Trading Community Resource Team Usages |
||
Sales Administration Duty |
Sets up various aspects of the sales application. |
Set Up Sales Competitor |
Set Up Sales Note |
||
Set Up Sales Resource Organization |
||
Set Up Sales Task |
||
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Manage Product Eligibility Rules |
Manage Product Groups |
||
Sales Competitor Administration Duty |
Administers the sales competitor application, including creation and maintenance of sales competitors. |
Manage Sales Competitor |
Update Customer Competitor Purchase |
||
View Customer Competitor Purchase |
||
View Sales Competitor |
||
View Sales Competitor Opportunities |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Forecasting Administration Duty |
Manages sales forecasting setup. Additional duties include delegated administration. |
View Sales Forecast for Subordinates |
Sales Forecasting Delegated Management Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing forecasts on behalf of other users. |
Edit Sales Forecast Items |
Export Sales Forecast Participant |
||
Manage Sales Forecast Adjustments |
||
Manage Sales Forecast Item Adjustments |
||
Manage Sales Forecast Participant |
||
View Sales Forecast Item Adjustments |
||
View Sales Forecast Participant |
||
View Sales Forecast Participant For Self |
||
Sales Forecasting Setup Duty |
Defines the sales forecast schedule, enables forecasting metrics, and determines the automatic forecasting criteria. Additional duties include defining lookups and profile options, and running sales forecasting jobs. |
Define Sales Forecast |
Run Sales Forecast Jobs |
||
Sales Forecasting UI Customization Duty |
Manages the customization of forecasting UIs. |
Customize Sales Forecasting Management UI |
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Lead Processing Duty |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Create Sales Lead |
Delete Sales Lead |
||
Import Sales Lead |
||
Manage Lead Processing Work Area |
||
Manage Sales Lead |
||
Manage Sales Lead Processing |
||
Qualify Sales Lead |
||
Run Lead Processing Scheduler |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Manager Dashboard Duty |
Accesses the sales dashboard. This role is for sales managers. |
View Sales Manager Dashboard |
View Sales Representative Dashboard |
||
Sales Party Administration Duty |
Manages named sales accounts, sales account import scheduler and the flagging of existing accounts. Additional duties include managing sales parties, functional setups, customer center objects, and relationship information inquiries. |
Manage Named Sales Account |
Run Sales Account Import Scheduler |
||
Run Update Existing Account Flag Service |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Partner Territory Management Duty |
Manages sales account partner territory associations. |
Manage Sales Party Partner Territory |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Sales Predictor Administration Duty |
Manages recommendation configuration parameters and selects metadata entities and attributes. |
Manage Recommendation Configuration Parameter |
Select Metadata Entities and Attributes |
||
Sales Predictor UI Customization Duty |
Allows customization of sales prediction pages |
Customize Sales Predictor UI |
Sales Reference Customer Administration Duty |
Edits reference customer data. This role is for reference customer administrators. |
Manage Sales Reference Customer |
View Sales Reference Customer |
||
View Sales Reference Customer Opportunities |
||
Sales Representative Dashboard Duty |
Access the sales dashboard. This role is for salespersons. |
View Sales Representative Dashboard |
Sales Setup Duty |
Configures the sales application.This role is typically for a one-time setup event. |
Define Common CRM Configuration |
Set Up Sales Competitor |
||
Set Up Sales Note |
||
Set Up Sales Resource Organization |
||
Set Up Sales Task |
||
Sales UI Customization Duty |
Allows customization of Sales pages |
Customize Sales UI |
Setup Customer Center Duty |
Manages customer center set up, sales party creation and their related objects, such as appointments, assessments, interactions, notes and tasks. |
Manage Sales Party Appointments |
Manage Sales Party Assessments |
||
Manage Sales Party Interactions |
||
Manage Sales Party Notes |
||
Manage Sales Party Tasks |
||
Run Sales Party Batch Assignment |
||
Set Up Customer Center |
||
Set Up Sales Party Assignment |
||
Talent Notifications Duty |
Sets up and manages talent management notifications. |
Manage Goal Management Notifications |
Manage Talent Notifications |
||
Territory Management Administration Duty |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Inheritance |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Territory Management Enterprise Administration Duty |
Manages sales territories and territory proposals. Additional duties include territory management setup and quota management administration. |
Manage Sales Territory Inheritance |
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
View Sales Territory Proposal |
||
Territory Management Setup Duty |
Manages sales territory setup, including lookups, profile options, flexfields, and dimension data. Runs dimension synchronization, and visibility jobs. Additional duties include quota management setup. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Customer Size |
||
Manage Sales Territory Proposal |
||
Manage Sales Territory Proposal for Error Correction |
||
Manage Sales Territory Setup |
||
Run Territory Clear Stage Job |
||
Run Territory Dimension Member Visibility Update Job |
||
Run Territory Dimension Synchronization Job |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Stage Activation Job |
||
Run Territory Stage Synchronization Job |
||
Run Territory Validation Job |
||
Run Territory Visibility Environment Synchronization Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Territory Management UI Customization Duty |
Manages the customization of territory UIs. |
Customize Territory Management UI |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Modify Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
Workforce Profile Administration Duty |
Performs administrative duties for workforce talent profiles. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Content Type |
||
Manage Talent Profile Instance Qualifier |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Manage Talent Profile Type |
||
Workforce Profile Resource Administration Duty |
Performs administration duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Talent Education Establishment |
Manage Talent Profile Content Item |
||
Manage Talent Profile Rating Model |
||
Manage Talent Profile Sources |
||
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Zone Administration Duty |
Grants privileges to set up zones |
Manage Trading Community Zones |
Data security policies and their enforcement across analytics application for the job role Sales Administrator
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Application Attachment |
A Sales Administrator can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
|
Application Attachment Category |
A Sales Administrator can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Sales Administrator can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Sales Administrator can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Application Descriptive Flexfield |
A Sales Administrator can manage application descriptive flexfield for all hcm applications data |
Role: HCM Application Descriptive Flexfield Administration Duty Privilege: Manage Application Descriptive Flexfield (Data) Resource: Application Descriptive Flexfield |
|
Application Flexfield Value Set |
A Sales Administrator can manage application flexfield value set for all hcm applications data |
Role: HCM Application Flexfield Value Set Administration Duty Privilege: Manage Application Flexfield Value Set (Data) Resource: Application Flexfield Value Set |
|
Application Lookup Type |
A Sales Administrator can delete application lookup types for all hcm applications data |
Role: HCM Application Lookup Administration Duty Privilege: Delete Application Lookup Types (Data) Resource: Application Lookup Type |
|
A Sales Administrator can update application lookup types for all hcm applications data |
Role: HCM Application Lookup Administration Duty Privilege: Update Application Lookup Types (Data) Resource: Application Lookup Type |
||
Application Profile Value |
A Sales Administrator can delete application profile value for all hcm applications data |
Role: HCM Application Profile Value Administration Duty Privilege: Delete Application Profile Value (Data) Resource: Application Profile Value |
|
A Sales Administrator can update application profile value for all hcm applications data |
Role: HCM Application Profile Value Administration Duty Privilege: Update Application Profile Value (Data) Resource: Application Profile Value |
||
Appointment |
A Sales Administrator can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
|
Role: Common Component Export Management Duty Privilege: View Appointment (Data) Resource: Appointment |
|||
Appointment Assignee Export Object |
A Sales Administrator can view appointment assignee export object for all appointment assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Assignee Export Object (Data) Resource: Appointment Assignee Export Object |
|
Appointment Category Export Object |
A Sales Administrator can view appointment category export object for all appointment category export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Category Export Object (Data) Resource: Appointment Category Export Object |
|
Appointment Contact Export Object |
A Sales Administrator can view appointment contact export object for all appointment contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Contact Export Object (Data) Resource: Appointment Contact Export Object |
|
Appointment Export Object |
A Sales Administrator can view appointment export object for all appointment export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Appointment Export Object (Data) Resource: Appointment Export Object |
|
Appointment File Import Activity |
A Sales Administrator can view appointment file import activity object type for all appointment file import activities in all resource organizations for which they are authorized |
Role: Appointment File Import Duty Privilege: View Appointment File Import Activity Object Type (Data) Resource: Appointment File Import Activity |
|
Appointment File Import Mapping |
A Sales Administrator can view appointment file import mapping object type for all appointment file import mappings in all resource organizations for which they are authorized |
Role: Appointment File Import Duty Privilege: View Appointment File Import Mapping Object Type (Data) Resource: Appointment File Import Mapping |
|
Appointment File Import Object |
A Sales Administrator can view appointment file import object type for all appointment file import objects in all resource organizations for which they are authorized |
Role: Appointment File Import Duty Privilege: View Appointment File Import Object Type (Data) Resource: Appointment File Import Object |
|
Appointment Note |
A Sales Administrator can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Sales Administrator can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Sales Administrator can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Sales Administrator can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Assignment Grade |
A Sales Administrator can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Business Unit |
A Sales Administrator can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Competitor Note |
A Sales Administrator can manage sales competitor note for all notes that are not private |
Role: Sales Competitor Administration Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|
A Sales Administrator can manage sales competitor note where they are the author of the note |
Role: Sales Competitor Administration Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
||
A Sales Administrator can view sales competitor note for all notes that are not private |
Role: Sales Competitor Administration Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
A Sales Administrator can view sales competitor note where they are the author of the note |
Role: Sales Competitor Administration Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Consumer File Import Activity |
A Sales Administrator can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Sales Administrator can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Sales Administrator can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Sales Administrator can manage agent connector settings for all contact center agent in the enterprise |
Role: Real Time Communication Administration Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Contact Center Agent Connector Parameters File Import Activity |
A Sales Administrator can view contact center agent connector parameters file import activity object type for all file import activities of type contact center agent connector parameters in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent Connector Parameters File Import Activity Object Type (Data) Resource: Contact Center Agent Connector Parameters File Import Activity |
|
Contact Center Agent Connector Parameters File Import Mapping |
A Sales Administrator can view contact center agent connector parameters file import mapping object type for all file import mappings of type contact center agent connector parameters in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent Connector Parameters File Import Mapping Object Type (Data) Resource: Contact Center Agent Connector Parameters File Import Mapping |
|
Contact Center Agent Connector Parameters File Import Object |
A Sales Administrator can view contact center agent connector parameters file import object type for all file import objects of type contact center agent connector parameters in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent Connector Parameters File Import Object Type (Data) Resource: Contact Center Agent Connector Parameters File Import Object |
|
Contact Center Agent File Import Activity |
A Sales Administrator can view contact center agent file import activity object type for all file import activities of type contact center agent in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent File Import Activity Object Type (Data) Resource: Contact Center Agent File Import Activity |
|
Contact Center Agent File Import Mapping |
A Sales Administrator can view contact center agent file import mapping object type for all file import mappings of type contact center agent in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent File Import Mapping Object Type (Data) Resource: Contact Center Agent File Import Mapping |
|
Contact Center Agent File Import Object |
A Sales Administrator can view contact center agent file import object type for all file import objects of type contact center agent in the enterprise |
Role: Real Time Communication Administration Duty Privilege: View Contact Center Agent File Import Object Type (Data) Resource: Contact Center Agent File Import Object |
|
Contract |
A Sales Administrator can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Note |
A Sales Administrator can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Customer Account |
A Sales Administrator can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Sales Administrator can update customer competitor purchase for all customer parties in the business units that they are authorized within |
Role: Sales Competitor Administration Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
A Sales Administrator can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Administrator can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Administrator can view customer competitor purchase for all customer parties in the business units that they are authorized within |
Role: Sales Competitor Administration Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Administrator can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Administrator can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Sales Administrator can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Sales Administrator can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Sales Administrator can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Sales Administrator can choose department for departments in their organization security profile |
Role: Department Selection Duty Privilege: Choose Department (Data) Resource: Department |
|
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|||
Employee Resource File Import Activity |
A Sales Administrator can view employee resource file import activity object type for all employee resource file import activities of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Activity Object Type (Data) Resource: Employee Resource File Import Activity |
|
Employee Resource File Import Mapping |
A Sales Administrator can view employee resource file import mapping object type for all employee resource file import mappings of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Mapping Object Type (Data) Resource: Employee Resource File Import Mapping |
|
Employee Resource File Import Object |
A Sales Administrator can view employee resource file import object type for all employee resource file import objects of object type 'employee resource' |
Role: Resource Administration Duty Privilege: View Employee Resource File Import Object Type (Data) Resource: Employee Resource File Import Object |
|
File Export Batch |
A Sales Administrator can view file export batch for all export batches |
Role: CRM Export Management Duty Privilege: View File Export Batch (Data) Resource: File Export Batch |
|
File Export Object |
A Sales Administrator can manage export unit test for all export unit test objects |
Role: CRM Export Management Duty Privilege: Manage Export Unit Test (Data) Resource: File Export Object |
|
HR Job |
A Sales Administrator can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Role: Job Selection Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|||
Hierarchy File Import Activity |
A Sales Administrator can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Sales Administrator can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Sales Administrator can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Sales Administrator can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Sales Administrator can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Sales Administrator can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Incentive Compensation Goal |
A Sales Administrator can manage incentive compensation goal for the business units for which they are authorized |
Role: Incentive Compensation Goal Management Duty Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
|
Interaction |
A Sales Administrator can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Sales Administrator can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Sales Administrator can view interaction for all interactions in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
|||
Interaction Association Export Object |
A Sales Administrator can view interaction association export object for all interaction association export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Association Export Object (Data) Resource: Interaction Association Export Object |
|
Interaction Export Object |
A Sales Administrator can view interaction export object for all interaction export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Export Object (Data) Resource: Interaction Export Object |
|
Interaction File Import Activity |
A Sales Administrator can view interaction file import activity object type for all interaction file import activities in all resource organizations for which they are authorizedtion |
Role: Interaction File Import Duty Privilege: View Interaction File Import Activity Object Type (Data) Resource: Interaction File Import Activity |
|
Interaction File Import Mapping |
A Sales Administrator can view interaction file import mapping object type for all interaction file import mappings in all resource organizations for which they are authorized |
Role: Interaction File Import Duty Privilege: View Interaction File Import Mapping Object Type (Data) Resource: Interaction File Import Mapping |
|
Interaction File Import Object |
A Sales Administrator can view interaction file import object type for all interaction file import objects in all resource organizations for which they are authorized |
Role: Interaction File Import Duty Privilege: View Interaction File Import Object Type (Data) Resource: Interaction File Import Object |
|
Interaction Participant Export Object |
A Sales Administrator can view interaction participant export object for all interaction participant export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Interaction Participant Export Object (Data) Resource: Interaction Participant Export Object |
|
Legal Employer |
A Sales Administrator can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Sales Administrator can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Sales Administrator can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Sales Administrator can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Sales Administrator can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing List |
A Sales Administrator can delete marketing list where they are the owner of the marketing list |
Role: Personal Campaign Management Duty Privilege: Delete Marketing List (Data) Resource: Marketing List |
|
A Sales Administrator can update marketing list where they are the owner of the marketing list |
Role: Personal Campaign Management Duty Privilege: Update Marketing List (Data) Resource: Marketing List |
||
Marketing Treatment |
A Sales Administrator can delete marketing treatment where they are the owner of the marketing treatment |
Role: Personal Campaign Management Duty Privilege: Delete Marketing Treatment (Data) Resource: Marketing Treatment |
|
A Sales Administrator can update marketing treatment where they are the owner of the marketing treatment |
Role: Personal Campaign Management Duty Privilege: Update Marketing Treatment (Data) Resource: Marketing Treatment |
||
Marketing Treatment E-Mail Footer |
A Sales Administrator can view marketing treatment unrestricted e-mail footer for all marketing treatment e-mail footers marked as unrestricted visibility in the enterprise |
Role: Personal Campaign Management Duty Privilege: View Marketing Treatment Unrestricted E-Mail Footer (Data) Resource: Marketing Treatment E-Mail Footer |
|
Note |
A Sales Administrator can view note for all notes in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note (Data) Resource: Note |
|
Note Export Object |
A Sales Administrator can view note export object for all note export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Note Export Object (Data) Resource: Note Export Object |
|
Note File Import Activity |
A Sales Administrator can view note file import activity object type for all note file import activities in all resource organizations for which they are authorized |
Role: Note File Import Duty Privilege: View Note File Import Activity Object Type (Data) Resource: Note File Import Activity |
|
Note File Import Mapping |
A Sales Administrator can view note file import mapping object type for all note file import mappings in all resource organizations for which they are authorized |
Role: Note File Import Duty Privilege: View Note File Import Mapping Object Type (Data) Resource: Note File Import Mapping |
|
Note File Import Object |
A Sales Administrator can view note file import object type for all note file import objects in all resource organizations for which they are authorized |
Role: Note File Import Duty Privilege: View Note File Import Object Type (Data) Resource: Note File Import Object |
|
Opportunity |
A Sales Administrator can manage opportunity general profile for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Sales Administrator can manage opportunity restricted profile for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Sales Administrator can manage opportunity revenue for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Sales Administrator can manage opportunity team for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Sales Administrator can view opportunity for all opportunities in the business units that they are authorized within |
Role: Opportunity Administration Duty Privilege: View Opportunity (Data) Resource: Opportunity |
||
Opportunity Competitor Export Object |
A Sales Administrator can view opportunity competitor export object for all opportunity competitor export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Competitor Export Object (Data) Resource: Opportunity Competitor Export Object |
|
Opportunity Contact Export Object |
A Sales Administrator can view opportunity contact export object for all opportunity contact export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Contact Export Object (Data) Resource: Opportunity Contact Export Object |
|
Opportunity Export Object |
A Sales Administrator can view opportunity export object for all opportunity export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Export Object (Data) Resource: Opportunity Export Object |
|
Opportunity File Import Activity |
A Sales Administrator can view opportunity file import activity object type for all opportunity file import activities in the business units that they are authorized within |
Role: Opportunity Administration Duty Privilege: View Opportunity File Import Activity Object Type (Data) Resource: Opportunity File Import Activity |
|
Opportunity File Import Mapping |
A Sales Administrator can view opportunity file import mapping object type for all opportunity file import mappings in the business units that they are authorized within |
Role: Opportunity Administration Duty Privilege: View Opportunity File Import Mapping Object Type (Data) Resource: Opportunity File Import Mapping |
|
Opportunity File Import Object |
A Sales Administrator can view opportunity file import object type for all opportunity file import objects in the business units that they are authorized within |
Role: Opportunity Administration Duty Privilege: View Opportunity File Import Object Type (Data) Resource: Opportunity File Import Object |
|
Opportunity Lead Export Object |
A Sales Administrator can view opportunity lead export object for all opportunity lead export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Lead Export Object (Data) Resource: Opportunity Lead Export Object |
|
Opportunity Note |
A Sales Administrator can manage opportunity note for all notes that are not private |
Role: Opportunity Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Sales Administrator can manage opportunity note where they are the author of the note |
Role: Opportunity Administration Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Administrator can view opportunity note for all notes that are not private |
Role: Opportunity Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Administrator can view opportunity note where they are the author of the note |
Role: Opportunity Administration Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Opportunity Reference Export Object |
A Sales Administrator can view opportunity reference export object for all opportunity reference export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Reference Export Object (Data) Resource: Opportunity Reference Export Object |
|
Opportunity Resource Export Object |
A Sales Administrator can view opportunity resource export object for all opportunity resource export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Resource Export Object (Data) Resource: Opportunity Resource Export Object |
|
Opportunity Revenue Export Object |
A Sales Administrator can view opportunity revenue export object for all opportunity revenue export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Revenue Export Object (Data) Resource: Opportunity Revenue Export Object |
|
Opportunity Revenue Partners Export Object |
A Sales Administrator can view opportunity revenue partners export object for all opportunity revenue partners export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Revenue Partners Export Object (Data) Resource: Opportunity Revenue Partners Export Object |
|
Opportunity Revenue Territories Export Object |
A Sales Administrator can view opportunity revenue territories export object for all opportunity revenue territories export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Revenue Territories Export Object (Data) Resource: Opportunity Revenue Territories Export Object |
|
Opportunity Source Export Object |
A Sales Administrator can view opportunity source export object for all opportunity source export objects in the enterprise |
Role: Opportunity Export Management Duty Privilege: View Opportunity Source Export Object (Data) Resource: Opportunity Source Export Object |
|
Partner File Import Activity |
A Sales Administrator can view partner file import activity object type for all partner file import activities of object type 'partner company' |
Role: Resource Administration Duty Privilege: View Partner File Import Activity Object Type (Data) Resource: Partner File Import Activity |
|
Partner File Import Mapping |
A Sales Administrator can view partner file import mapping object type for all partner file import mappings of object type 'partner company' |
Role: Resource Administration Duty Privilege: View Partner File Import Mapping Object Type (Data) Resource: Partner File Import Mapping |
|
Partner File Import Object |
A Sales Administrator can view partner file import object type for all partner file import objects of object type 'partner company' |
Role: Resource Administration Duty Privilege: View Partner File Import Object Type (Data) Resource: Partner File Import Object |
|
Partner Member File Import Activity |
A Sales Administrator can view partner member file import activity object type for all partner member file import activities of object type 'partner member' |
Role: Resource Administration Duty Privilege: View Partner Member File Import Activity Object Type (Data) Resource: Partner Member File Import Activity |
|
Partner Member File Import Mapping |
A Sales Administrator can view partner member file import mapping object type for all partner member file import mappings of object type 'partner member' |
Role: Resource Administration Duty Privilege: View Partner Member File Import Mapping Object Type (Data) Resource: Partner Member File Import Mapping |
|
Partner Member File Import Object |
A Sales Administrator can view partner member file import object type for all partner member file import objects of object type 'partner member' |
Role: Resource Administration Duty Privilege: View Partner Member File Import Object Type (Data) Resource: Partner Member File Import Object |
|
Person Assignment |
A Sales Administrator can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Sales Administrator can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Sales Administrator can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Sales Administrator can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Sales Administrator can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Product Group Details Export Object |
A Sales Administrator can view product group export object for all product group details export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Details Export Object |
|
Product Group File Import Activity |
A Sales Administrator can view product group file import activity object type for all authorized product group file import activities in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Activity Object Type (Data) Resource: Product Group File Import Activity |
|
Product Group File Import Mapping |
A Sales Administrator can view product group file import mapping object type for all product group file import mappings in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Mapping Object Type (Data) Resource: Product Group File Import Mapping |
|
Product Group File Import Object |
A Sales Administrator can view product group file import object type for all product group file import objects in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Object Type (Data) Resource: Product Group File Import Object |
|
Product Group Products Export Object |
A Sales Administrator can view product group export object for all product group products export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Products Export Object |
|
Product Group Subgroups Export Object |
A Sales Administrator can view product group export object for all product group subgroups export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Subgroups Export Object |
|
Product Group Translations Export Object |
A Sales Administrator can view product group export object for all product group translations export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Translations Export Object |
|
Public Person |
A Sales Administrator can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Reference Customer Note |
A Sales Administrator can manage sales reference customer note for all notes that are not private |
Role: Sales Reference Customer Administration Duty Privilege: Manage Sales Reference Customer Note (Data) Resource: Reference Customer Note |
|
A Sales Administrator can manage sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Administration Duty Privilege: Manage Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
A Sales Administrator can view sales reference customer note for all notes that are not private |
Role: Sales Reference Customer Administration Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
A Sales Administrator can view sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Administration Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
Resource Team File Import Activity |
A Sales Administrator can view resource team file import activity object type for all resource team file import activities of object type 'resource team' |
Role: Resource Team Administration Duty Privilege: View Resource Team File Import Activity Object Type (Data) Resource: Resource Team File Import Activity |
|
Resource Team File Import Mapping |
A Sales Administrator can view resource team file import mapping object type for all resource team file import mappings of object type 'resource team' |
Role: Resource Team Administration Duty Privilege: View Resource Team File Import Mapping Object Type (Data) Resource: Resource Team File Import Mapping |
|
Resource Team File Import Object |
A Sales Administrator can view resource team file import object type for all resource team file import objects of object type 'resource team' |
Role: Resource Team Administration Duty Privilege: View Resource Team File Import Object Type (Data) Resource: Resource Team File Import Object |
|
Sales Account Profile Export Object |
A Sales Administrator can view sales account profile export object for all sales account profile export objects in the enterprise |
Role: Sales Party Export Management Duty Privilege: View Sales Account Profile Export Object (Data) Resource: Sales Account Profile Export Object |
|
Sales Account Team Export Object |
A Sales Administrator can view sales account team export object for all sales account team export objects in the enterprise |
Role: Sales Party Export Management Duty Privilege: View Sales Account Team Export Object (Data) Resource: Sales Account Team Export Object |
|
Sales Account Team File Import Activity |
A Sales Administrator can view sales account team file import activity object type for all sales account team file import activities in all resource organizations for which they are authorized |
Role: Sales Account Team File Import Duty Privilege: View Sales Account Team File Import Activity Object Type (Data) Resource: Sales Account Team File Import Activity |
|
Sales Account Team File Import Mapping |
A Sales Administrator can view sales account team file import mapping object type for all sales account team file import mappings in all resource organizations for which they are authorized |
Role: Sales Account Team File Import Duty Privilege: View Sales Account Team File Import Mapping Object Type (Data) Resource: Sales Account Team File Import Mapping |
|
Sales Account Team File Import Object |
A Sales Administrator can view sales account team file import object type for all sales account team file import objects in all resource organizations for which they are authorized |
Role: Sales Account Team File Import Duty Privilege: View Sales Account Team File Import Object Type (Data) Resource: Sales Account Team File Import Object |
|
Sales Campaign |
A Sales Administrator can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
|
A Sales Administrator can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales Administrator can update sales campaign where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Update Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales Administrator can view sales campaign where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales Administrator can view sales campaign where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
||
Sales Competitor |
A Sales Administrator can manage sales competitor for all sales competitors in the enterprise |
Role: Sales Competitor Administration Duty Privilege: Manage Sales Competitor (Data) Resource: Sales Competitor |
|
A Sales Administrator can view sales competitor for all sales competitors in the enterprise |
Role: Sales Competitor Administration Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
||
Sales Forecast Adjustment |
A Sales Administrator can manage sales forecast adjustment for all territories in the enterprise |
Role: Sales Forecasting Administration Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|
Role: Sales Forecasting Export Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|||
A Sales Administrator can manage sales forecast adjustment for child territories of territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales Administrator can manage sales forecast adjustment for the territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales Administrator can view sales forecast adjustment for child territories of territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales Administrator can view sales forecast adjustment for the territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
Sales Forecast Adjustment Export Object |
A Sales Administrator can view sales forecast adjustment export object for all sales forecast adjustment export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Adjustment Export Object (Data) Resource: Sales Forecast Adjustment Export Object |
|
Sales Forecast Header Export Object |
A Sales Administrator can view sales forecast header export object for all sales forecast header export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Header Export Object (Data) Resource: Sales Forecast Header Export Object |
|
Sales Forecast Item |
A Sales Administrator can manage sales forecast item for all territories in the enterprise |
Role: Sales Forecasting Administration Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|
Role: Sales Forecasting Export Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|||
A Sales Administrator can manage sales forecast item for child territories of territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Administrator can manage sales forecast item for the territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Administrator can view sales forecast item for child territories of territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Administrator can view sales forecast item for the territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
Sales Forecast Item Adjustment Export Object |
A Sales Administrator can view sales forecast item adjustment export object for all sales forecast item adjustment export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Item Adjustment Export Object (Data) Resource: Sales Forecast Item Adjustment Export Object |
|
Sales Forecast Item Export Object |
A Sales Administrator can view sales forecast item export object for all sales forecast item export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Item Export Object (Data) Resource: Sales Forecast Item Export Object |
|
Sales Forecast Participant |
A Sales Administrator can manage sales forecast participant for all territories in the enterprise |
Role: Sales Forecasting Administration Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|
Role: Sales Forecasting Export Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|||
A Sales Administrator can manage sales forecast participant for child territories of territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Administrator can manage sales forecast participant for the territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Administrator can view sales forecast participant for child territories of territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Administrator can view sales forecast participant for the territories where they are the delegated participant |
Role: Sales Forecasting Delegated Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Sales Forecast Participant Export Object |
A Sales Administrator can view sales forecast participant export object for all sales forecast participant export objects in the enterprise |
Role: Sales Forecasting Export Management Duty Privilege: View Sales Forecast Participant Export Object (Data) Resource: Sales Forecast Participant Export Object |
|
Sales Lead |
A Sales Administrator can convert sales lead where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Sales Administrator can convert sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can delete sales lead for all retired leads in the enterprise |
Role: Sales Lead Processing Duty Privilege: Delete Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead for all sales leads in the enterprise |
Role: Sales Lead Processing Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead others where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead others where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead others where they are a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead others where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead owner where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead owner where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Administrator can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can view sales lead for all sales leads in the enterprise |
Role: Sales Lead Processing Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can view sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can view sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales Administrator can view sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Sales Lead File Import Activity |
A Sales Administrator can view sales lead file import activity object type for all file import activities of type lead in the enterprise |
Role: Sales Lead Processing Duty Privilege: View Sales Lead File Import Activity Object Type (Data) Resource: Sales Lead File Import Activity |
|
Sales Lead File Import Mapping |
A Sales Administrator can view sales lead file import mapping object type for all file import mappings of type lead in the enterprise |
Role: Sales Lead Processing Duty Privilege: View Sales Lead File Import Mapping Object Type (Data) Resource: Sales Lead File Import Mapping |
|
Sales Lead File Import Object |
A Sales Administrator can view sales lead file import object type for all file import objects of type lead in the enterprise |
Role: Sales Lead Processing Duty Privilege: View Sales Lead File Import Object Type (Data) Resource: Sales Lead File Import Object |
|
Sales Lead Note |
A Sales Administrator can delete sales lead note where they have delete access to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Processing Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales Administrator can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Processing Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales Administrator can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Processing Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales Administrator can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Processing Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales Administrator can view sales lead note where they are the author of the private sales lead note |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Role: Sales Lead Processing Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Party |
A Sales Administrator can manage sales party for all sales parties in the enterprise |
Role: Sales Party Administration Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
A Sales Administrator can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can manage sales party where they are in the sales account team with full access |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can update sales party where they are in the sales account team with edit access |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can view sales party for all sales parties in the enterprise |
Role: Sales Party Administration Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can view sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Sales Administrator can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
A Sales Administrator can view sales party where they are in the sales account team |
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
|||
Sales Party Note |
A Sales Administrator can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Administration Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Administrator can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Administration Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Administrator can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Administration Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Administrator can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Administration Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Administrator can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Administration Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Administrator can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Administration Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Administrator can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Administration Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Administrator can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Administration Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Administrator can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Administration Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Party Partner Territory Export Object |
A Sales Administrator can view sales party partner territory export object for all sales party partner territory export objects in the enterprise |
Role: Sales Party Export Management Duty Privilege: View Sales Party Partner Territory Export Object (Data) Resource: Sales Party Partner Territory Export Object |
|
Sales Quota Plan |
A Sales Administrator can view sales quota plan for all sales quota plans |
Role: Quota Export Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|
Role: Quota Management Setup Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|||
A Sales Administrator can view sales quota plan for all sales quota plans that are new, pending activation, or active |
Role: Quota Management Administration Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
||
Sales Quota Plan Export Object |
A Sales Administrator can view sales quota plan export object for all sales quota plan export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Plan Export Object (Data) Resource: Sales Quota Plan Export Object |
|
Sales Quota Plan Options Export Object |
A Sales Administrator can view sales quota plan options export object for all sales quota plan options export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Plan Options Export Object (Data) Resource: Sales Quota Plan Options Export Object |
|
Sales Quota Prediction Formula Export Object |
A Sales Administrator can view sales quota prediction formula export object for all sales quota prediction formula export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Prediction Formula Export Object (Data) Resource: Sales Quota Prediction Formula Export Object |
|
Sales Quota Prediction Formula Parameter Export Object |
A Sales Administrator can view sales quota prediction formula parameter export object for all sales quota prediction formula parameters export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Prediction Formula Parameter Export Object (Data) Resource: Sales Quota Prediction Formula Parameter Export Object |
|
Sales Quota Seasonality Factor Export Object |
A Sales Administrator can view sales quota seasonality factor export object for all seasonality factor export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Seasonality Factor Export Object (Data) Resource: Sales Quota Seasonality Factor Export Object |
|
Sales Quota Seasonality Group Export Object |
A Sales Administrator can view sales quota seasonality group export object for all seasonality factor group export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Seasonality Group Export Object (Data) Resource: Sales Quota Seasonality Group Export Object |
|
Sales Quota Spread Formula Export Object |
A Sales Administrator can view sales quota spread formula export object for all spread formula export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Spread Formula Export Object (Data) Resource: Sales Quota Spread Formula Export Object |
|
Sales Quota Territory Prediction Formula Export Object |
A Sales Administrator can view sales quota territory prediction formula export object for all sales quota territory prediction formula export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Territory Prediction Formula Export Object (Data) Resource: Sales Quota Territory Prediction Formula Export Object |
|
Sales Quota Territory Prediction Formula Parameter Export Object |
A Sales Administrator can view sales quota territory prediction formula parameter export object for all sales quota territory prediction formula parameters export objects |
Role: Quota Export Management Duty Privilege: View Sales Quota Territory Prediction Formula Parameter Export Object (Data) Resource: Sales Quota Territory Prediction Formula Parameter Export Object |
|
Sales Reference Customer |
A Sales Administrator can manage sales reference customer for all sales reference customers in the enterprise |
Role: Sales Reference Customer Administration Duty Privilege: Manage Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
A Sales Administrator can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
||
Role: Sales Reference Customer Administration Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|||
Sales Resource Quota |
A Sales Administrator can manage sales resource quota for all quota assigned to salespeople in the enterprise |
Role: Quota Management Enterprise Administration Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
|
A Sales Administrator can manage sales resource quota where they are an administrator of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Administration Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Sales Administrator can manage sales resource quota where they are the administrator of the root territory, if the resource quota is for the root territory |
Role: Quota Management Administration Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Sales Administrator can view sales resource quota for all quota assigned to salespeople in the enterprise |
Role: Quota Management Enterprise Administration Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Sales Administrator can view sales resource quota for all sales resource quota objects in the enterprise |
Role: Quota Export Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Sales Administrator can view sales resource quota where they are an administrator of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Administration Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Sales Administrator can view sales resource quota where they are an administrator of the territory to which the quota is assigned |
Role: Quota Management Administration Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
Sales Resource Quota Export Object |
A Sales Administrator can view sales resource quota export object for all sales resource quota export objects in the enterprise |
Role: Quota Export Management Duty Privilege: View Sales Resource Quota Export Object (Data) Resource: Sales Resource Quota Export Object |
|
Sales Resource Quota Time Period Export Object |
A Sales Administrator can view sales resource quota time period export object for all sales resource quota time period export objects |
Role: Quota Export Management Duty Privilege: View Sales Resource Quota Time Period Export Object (Data) Resource: Sales Resource Quota Time Period Export Object |
|
Sales Territory |
A Sales Administrator can manage sales territory for all territories in the enterprise |
Role: Territory Management Enterprise Administration Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|
Role: Territory Management Setup Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|||
A Sales Administrator can manage sales territory where they are an administrator of a parent territory in the territory hierarchy, as long as the topmost territory they administer is not submitted |
Role: Territory Management Administration Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
||
A Sales Administrator can view sales territory for all territories in the enterprise |
Role: Territory Management Enterprise Administration Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
Role: Territory Management Setup Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
|||
A Sales Administrator can view sales territory where they are an administrator of a parent territory in the territory hierarchy |
Role: Territory Management Administration Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
A Sales Administrator can view sales territory where they are an administrator of the territory |
Role: Territory Management Administration Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
||
Sales Territory Dimensionality Export Object |
A Sales Administrator can view sales territory dimensionality export object for all sales territory dimensionality export objects in the enterprise |
Role: Territory Export Management Duty Privilege: View Sales Territory Dimensionality Export Object (Data) Resource: Sales Territory Dimensionality Export Object |
|
Sales Territory Export Object |
A Sales Administrator can view sales territory export object for all sales territory export objects in the enterprise |
Role: Territory Export Management Duty Privilege: View Sales Territory Export Object (Data) Resource: Sales Territory Export Object |
|
Sales Territory Partition |
A Sales Administrator can manage sales territory partition for all partitions in the enterprise |
Role: Territory Management Administration Duty Privilege: Manage Sales Territory Partition (Data) Resource: Sales Territory Partition |
|
Role: Territory Management Enterprise Administration Duty Privilege: Manage Sales Territory Partition (Data) Resource: Sales Territory Partition |
|||
Role: Territory Management Setup Duty Privilege: Manage Sales Territory Partition (Data) Resource: Sales Territory Partition |
|||
A Sales Administrator can view sales territory partition for all partitions in the enterprise |
Role: Territory Management Administration Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
||
Role: Territory Management Enterprise Administration Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|||
Role: Territory Management Setup Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|||
Sales Territory Proposal |
A Sales Administrator can manage sales territory proposal for all proposals in the enterprise |
Role: Territory Management Enterprise Administration Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|
Role: Territory Management Setup Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|||
A Sales Administrator can manage sales territory proposal where they are an administrator of a territory owned by the proposal owner |
Role: Territory Management Administration Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Administrator can manage sales territory proposal where they are the proposal owner |
Role: Territory Management Administration Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Administrator can view sales territory proposal for all proposals in the enterprise |
Role: Territory Management Enterprise Administration Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Administrator can view sales territory proposal where they are an administrator of a parent territory in the territory hierarchy of a published or submitted territory in the proposal |
Role: Territory Management Administration Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Administrator can view sales territory proposal where they are an administrator of a published or submitted territory in the proposal |
Role: Territory Management Administration Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Administrator can view sales territory proposal where they are an administrator of a territory owned by the proposal owner |
Role: Territory Management Administration Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Administrator can view sales territory proposal where they are the proposal owner |
Role: Territory Management Administration Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
Sales Territory Proposal Export Object |
A Sales Administrator can view sales territory proposal export object for all sales territory proposal export objects in the enterprise |
Role: Territory Export Management Duty Privilege: View Sales Territory Proposal Export Object (Data) Resource: Sales Territory Proposal Export Object |
|
Sales Territory Quota Export Object |
A Sales Administrator can view sales territory quota export object for all sales territory quota export objects |
Role: Quota Export Management Duty Privilege: View Sales Territory Quota Export Object (Data) Resource: Sales Territory Quota Export Object |
|
Sales Territory Quota Time Period Export Object |
A Sales Administrator can view sales territory quota time period export object for all sales territory quota time period export objects |
Role: Quota Export Management Duty Privilege: View Sales Territory Quota Time Period Export Object (Data) Resource: Sales Territory Quota Time Period Export Object |
|
Sales Territory Resource Export Object |
A Sales Administrator can view sales territory resource export object for all sales territory resource export objects in the enterprise |
Role: Territory Export Management Duty Privilege: View Sales Territory Resource Export Object (Data) Resource: Sales Territory Resource Export Object |
|
Talent Profile |
A Sales Administrator can view talent profile model for jobs in their job security profile |
Role: Workforce Profile Administration Duty Privilege: View Talent Profile Model (Data) Resource: Talent Profile |
|
A Sales Administrator can view talent profile person for people and assignments in their person and assignment security profile |
Role: Workforce Profile Administration Duty Privilege: View Talent Profile Person (Data) Resource: Talent Profile |
||
Task Assignee Export Object |
A Sales Administrator can view task assignee export object for all task assignee export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Assignee Export Object (Data) Resource: Task Assignee Export Object |
|
Task Contact Export Object |
A Sales Administrator can view task contact export object for all task contact export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Contact Export Object (Data) Resource: Task Contact Export Object |
|
Task Export Object |
A Sales Administrator can view task export object for all task export objects in the enterprise |
Role: Common Component Export Management Duty Privilege: View Task Export Object (Data) Resource: Task Export Object |
|
Task File Import Activity |
A Sales Administrator can view task file import activity object type for all task file import activities in all resource organizations for which they are authorized |
Role: Task File Import Duty Privilege: View Task File Import Activity Object Type (Data) Resource: Task File Import Activity |
|
Task File Import Mapping |
A Sales Administrator can view task file import mapping object type for all task file import mappings in all resource organizations for which they are authorized |
Role: Task File Import Duty Privilege: View Task File Import Mapping Object Type (Data) Resource: Task File Import Mapping |
|
Task File Import Object |
A Sales Administrator can view task file import object type for all task file import objects in all resource organizations for which they are authorized |
Role: Task File Import Duty Privilege: View Task File Import Object Type (Data) Resource: Task File Import Object |
|
Task Note |
A Sales Administrator can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Sales Administrator can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Sales Administrator can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales Administrator can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales Administrator can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Sales Administrator can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Sales Administrator can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Sales Administrator can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Sales Administrator can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences of type legal. |
Role: Legal Contact Preferences Management Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
||
Trading Community Org Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences of type legal. |
Role: Legal Contact Preferences Management Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
||
Trading Community Organization |
A Sales Administrator can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences of type legal. |
Role: Legal Contact Preferences Management Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
||
Trading Community Organization Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences of type legal. |
Role: Legal Contact Preferences Management Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
||
Trading Community Organization Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences of type legal. |
Role: Legal Contact Preferences Management Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
||
Trading Community Person |
A Sales Administrator can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences of type legal. |
Role: Legal Contact Preferences Management Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
||
Trading Community Person Address Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences of type legal. |
Role: Legal Contact Preferences Management Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
||
Trading Community Person Email Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences of type legal. |
Role: Legal Contact Preferences Management Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
||
Trading Community Person Phone Contact Preference |
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
A Sales Administrator can manage trading community legal contact preference for all trading community contact preferences of type legal. |
Role: Legal Contact Preferences Management Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
||
Trading Community Relationship |
A Sales Administrator can view trading community relationship for all trading community relationships in the enterprise |
Role: Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
A Sales Administrator can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
||
Trading Community Resource |
A Sales Administrator can remove trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource |
|
A Sales Administrator can update trading community resource for all resources in the enterprise |
Role: Resource Administration Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
A Sales Administrator can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
||
Trading Community Resource Note |
A Sales Administrator can manage trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Sales Administrator can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
A Sales Administrator can view trading community resource note for all resource notes |
Role: Resource Administration Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|||
Trading Community Resource Sales Representative Setup |
A Sales Administrator can manage trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: Manage Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
|
A Sales Administrator can view trading community salesperson setup for the reference data sets for which they are authorized |
Role: Resource Administration Duty Privilege: View Trading Community Salesperson Setup (Data) Resource: Reference Data Set |
||
Trading Community Resource Skill |
A Sales Administrator can manage trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Sales Administrator can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Administrator can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Administrator can view trading community resource skill for all resource skills |
Role: Resource Administration Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Administrator can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Administrator can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Sales Administrator
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Sales Administrator
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Identifies interesting sales trends and customer behavior insights useful to help the overall sales organization to target customers more effectively.
Duties assigned directly and indirectly to the job role Sales Analyst
Duty Role |
Description |
|---|---|
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Party Information Inquiry Duty |
Views trading community parties. |
Product Recommendation Analysis Duty |
Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning. |
Sales Analysis Currency Preference |
This role is used to get the supported currencies in Sales Analysis module. |
Sales Analyst Duty |
All duties associated with the Sales Analyst job role |
Sales Lead Processing Duty |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Sales Operational Analysis Duty |
BI duty role to analyze predictive models and identify interesting sales trends and customer behavior insights useful to help overall sales organization target customers more effectively. |
Sales Operational Transaction Analysis Duty |
BI duty role to analyze predictive models and identify interesting sales trends and customer behavior insights useful to help overall sales organization target customers more effectively. Maps to Sales Analyst role |
Sales Predictor Administration Duty |
Manages recommendation configuration parameters and selects metadata entities and attributes. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Roles inherited directly and indirectly by the job role Sales Analyst
Inherited Roles |
|---|
Sales Analyst Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Sales Analyst Duty Product Recommendation Analysis Duty Business Intelligence Consumer Duty Party Information Inquiry Duty Sales Lead Processing Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Trading Community Import Batch Management Duty Trading Community Import Process Management Duty Sales Operational Analysis Duty Business Intelligence Authoring Duty Sales Analysis Currency Preference Sales Predictor Administration Duty Business Intelligence Consumer Duty Sales Operational Transaction Analysis Duty Business Intelligence Authoring Duty |
Privileges granted to duties of the job role Sales Analyst.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Product Recommendation Analysis Duty |
Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning. |
Analyze Product Recommendation |
Manage Recommendations Work Area |
||
Manage Rule and Product for Recommendation |
||
Schedule Predictive Model Learning |
||
Schedule Sales Lead Generation |
||
Sales Lead Processing Duty |
Processes sales leads including managing, importing, and assigning sales lead activities. |
Create Sales Lead |
Delete Sales Lead |
||
Import Sales Lead |
||
Manage Lead Processing Work Area |
||
Manage Sales Lead |
||
Manage Sales Lead Processing |
||
Qualify Sales Lead |
||
Run Lead Processing Scheduler |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Predictor Administration Duty |
Manages recommendation configuration parameters and selects metadata entities and attributes. |
Manage Recommendation Configuration Parameter |
Select Metadata Entities and Attributes |
||
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Import Process Management Duty |
Manages trading community data import batch processes. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Modify Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
Data security policies and their enforcement across analytics application for the job role Sales Analyst
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Application Attachment Category |
A Sales Analyst can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Sales Analyst can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Sales Analyst can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Consumer File Import Activity |
A Sales Analyst can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Sales Analyst can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Sales Analyst can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Customer File Import Activity |
A Sales Analyst can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Sales Analyst can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Sales Analyst can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Hierarchy File Import Activity |
A Sales Analyst can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Sales Analyst can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Sales Analyst can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Sales Analyst can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Sales Analyst can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Sales Analyst can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Legal Entity File Import Activity |
A Sales Analyst can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Sales Analyst can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Sales Analyst can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Sales Lead |
A Sales Analyst can delete sales lead for all retired leads in the enterprise |
Role: Sales Lead Processing Duty Privilege: Delete Sales Lead (Data) Resource: Sales Lead |
|
A Sales Analyst can update sales lead for all sales leads in the enterprise |
Role: Sales Lead Processing Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Sales Analyst can view sales lead for all sales leads in the enterprise |
Role: Sales Lead Processing Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Sales Lead File Import Activity |
A Sales Analyst can view sales lead file import activity object type for all file import activities of type lead in the enterprise |
Role: Sales Lead Processing Duty Privilege: View Sales Lead File Import Activity Object Type (Data) Resource: Sales Lead File Import Activity |
|
Sales Lead File Import Mapping |
A Sales Analyst can view sales lead file import mapping object type for all file import mappings of type lead in the enterprise |
Role: Sales Lead Processing Duty Privilege: View Sales Lead File Import Mapping Object Type (Data) Resource: Sales Lead File Import Mapping |
|
Sales Lead File Import Object |
A Sales Analyst can view sales lead file import object type for all file import objects of type lead in the enterprise |
Role: Sales Lead Processing Duty Privilege: View Sales Lead File Import Object Type (Data) Resource: Sales Lead File Import Object |
|
Sales Lead Note |
A Sales Analyst can delete sales lead note where they have delete access to the sales lead |
Role: Sales Lead Processing Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
A Sales Analyst can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Processing Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Sales Analyst can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Processing Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Sales Analyst can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Processing Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Sales Analyst can view sales lead note where they are the author of the private sales lead note |
Role: Sales Lead Processing Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Trading Community Org Address Email Contact Preference |
A Sales Analyst can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Sales Analyst can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Sales Analyst can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Sales Analyst can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Sales Analyst can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Sales Analyst can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Sales Analyst can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Sales Analyst can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Sales Analyst can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Sales Analyst can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Sales Analyst can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
Sets up and maintains sales catalogs for leads, opportunities, quotes and orders; sets up and maintains rollup catalog for the purpose of forecasting, territory management, and other purposes. Also associates products, promotions, and competitor products to catalogs, and defines eligibility rules. Also manages the bulk export and import of all product group-related objects.
Duties assigned directly and indirectly to the job role Sales Catalog Administrator
Duty Role |
Description |
|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Sales Catalog Administrator Duty |
Inherits all duties performed by the sales catalog administrator. |
Sales Catalog UI Customization Duty |
Allows customization of Sales Catalog pages |
Roles inherited directly and indirectly by the job role Sales Catalog Administrator
Inherited Roles |
|---|
Sales Catalog Administrator Sales Catalog Administrator Duty Administration Link View Duty CRM Export Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Functional Setups Duty Item Inquiry Duty Sales Catalog Administration Duty Sales Catalog UI Customization Duty |
Privileges granted to duties of the job role Sales Catalog Administrator.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Administration Link View Duty |
Provides access to the Administration Link on the UI Shell. |
View Administration Link |
CRM Export Management Duty |
Duty role to allow administrators to register CRM objects and schedule export process |
Run CRM Export Process |
Set Up CRM Objects for Export |
||
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Functional Setups Duty |
Uses the functional user overview, and assigned tasks, and task lists. |
Execute Setup Tasks |
Review Applications Offering |
||
Review Setups Functional User Overview |
||
Setup and Maintain Applications |
||
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Sales Catalog Administration Duty |
Manages product groups and product eligibility rules. |
Manage Product Eligibility Rules |
Manage Product Groups |
||
Sales Catalog UI Customization Duty |
Allows customization of Sales Catalog pages |
Customize Sales Catalog UI |
Data security policies and their enforcement across analytics application for the job role Sales Catalog Administrator
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Application Attachment Category |
A Sales Catalog Administrator can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Sales Catalog Administrator can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Sales Catalog Administrator can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
File Export Batch |
A Sales Catalog Administrator can view file export batch for all export batches |
Role: CRM Export Management Duty Privilege: View File Export Batch (Data) Resource: File Export Batch |
|
File Export Object |
A Sales Catalog Administrator can manage export unit test for all export unit test objects |
Role: CRM Export Management Duty Privilege: Manage Export Unit Test (Data) Resource: File Export Object |
|
Product Group Details Export Object |
A Sales Catalog Administrator can view product group export object for all product group details export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Details Export Object |
|
Product Group File Import Activity |
A Sales Catalog Administrator can view product group file import activity object type for all authorized product group file import activities in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Activity Object Type (Data) Resource: Product Group File Import Activity |
|
Product Group File Import Mapping |
A Sales Catalog Administrator can view product group file import mapping object type for all product group file import mappings in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Mapping Object Type (Data) Resource: Product Group File Import Mapping |
|
Product Group File Import Object |
A Sales Catalog Administrator can view product group file import object type for all product group file import objects in all resource organizations where they are authorized |
Role: Sales Catalog Administration Duty Privilege: View Product Group File Import Object Type (Data) Resource: Product Group File Import Object |
|
Product Group Products Export Object |
A Sales Catalog Administrator can view product group export object for all product group products export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Products Export Object |
|
Product Group Subgroups Export Object |
A Sales Catalog Administrator can view product group export object for all product group subgroups export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Subgroups Export Object |
|
Product Group Translations Export Object |
A Sales Catalog Administrator can view product group export object for all product group translations export objects in the enterprise |
Role: Sales Catalog Administration Duty Privilege: View Product Group Export Object (Data) Resource: Product Group Translations Export Object |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Sales Catalog Administrator
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Sales Catalog Administrator
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Identifies, generates and qualifies sales leads and ensures that they are successfully closed within established time objectives. Includes the ability to deliver reports, ensure a healthy sales pipeline volume, help shorten sales cycles, shape lead generation strategies, and provide effective guidance to the rest of the lead qualification team. Other supporting roles include territory development, event and webinar strategies.
Duties assigned directly and indirectly to the job role Sales Lead Qualifier
Duty Role |
Description |
|---|---|
Application Tree Administration Duty |
Manages application trees and tree labels. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Bussiness Process Engineering Human Taskflow Administration Duty |
This role grants a user the privilege to perform administrative actions in the workflow functionality via the worklist UI. A user in this role will be able to view all tasks in the system, recover errored (incorrectly assigned) tasks, create approval groups and edit task configuration / rules DT@RT UI (both AMX functionality) This is a business administrator type role. This role is granted to SOAAdmin. |
CRM Delete Duty |
UCM application role required by CRM to get delete access to CRM uploaded non attachments. |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Fusion Opportunity Landscape Analysis Duty |
BI duty role to access warehouse data for Fusion Opportunity Landscape(SPD). This duty role is built exclusively for SPD |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Analysis Currency Preference |
This role is used to get the supported currencies in Marketing Analysis module. |
Marketing Campaign Data Review Duty |
Views marketing campaigns and treatments across the enterprise. |
Marketing Lead Analysis Duty |
BI duty role to analyze leads generated from sales and marketing campaigns. |
Marketing Lead Transaction Analysis Duty |
BI duty role to analyze leads generated from sales and marketing campaigns. Maps to Sales Lead Qualifier role |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Marketing Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts. |
Marketing Source Code Data Review Duty |
Reviews marketing source codes that represent a combination of treatment, segment, list, and campaign information. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Landscape Access Duty |
Reviews prospective accounts for Sales targetting and accesses leads from Opportunity landscape tool. |
Opportunity Landscape Transaction Analysis Duty |
BI Duty role to be used for Opportunity Landscape analysis |
Party Information Inquiry Duty |
Views trading community parties. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Resource Organization Management Duty |
Manages resource organizations. |
Resource Team Management Duty |
Manages resource teams. |
Review Customer Duty |
Role that carries the duty for read only access to customers |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Lead Attachment Management Duty |
Manages secured file attachments of specific categories associated to sales leads. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Qualification Duty |
Qualifies sales leads to determine the sales readiness of the lead. |
Sales Lead Qualifier Duty |
Inherits all duties performed by sales lead qualifiers. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
View Person Details Duty |
Creates or updates users during person synchronizations. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Sales Lead Qualifier
Inherited Roles |
|---|
Sales Lead Qualifier Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Business Process Human Taskflow Administration Duty Bussiness Process Engineering Human Taskflow Administration Duty Fusion Opportunity Landscape Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Marketing Lead Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Marketing Lead Transaction Analysis Duty Business Intelligence Authoring Duty Opportunity Landscape Transaction Analysis Duty Business Intelligence Authoring Duty Resource Party Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Resource Organization Management Duty Application Tree Administration Duty Resource Team Management Duty Sales Lead Qualifier Duty Appointment Note Management Duty Internal Contact Relationship Information Inquiry Duty Lead Registration Processing Duty Marketing Campaign Data Review Duty Marketing Lead Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Marketing Sales Party Management Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Locations Management Duty Locations Inquiry Duty Marketing Response Data Review Duty Party Information Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Marketing Source Code Data Review Duty Opportunity Landscape Access Duty Real Time Communication Management Duty Review Customer Duty Sales Lead Attachment Management Duty Sales Lead Qualification Duty Task Note Management Duty |
Privileges granted to duties of the job role Sales Lead Qualifier.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Application Tree Administration Duty |
Manages application trees and tree labels. |
Manage Application Tree |
Manage Application Tree Label |
||
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Accept Sales Lead |
Delete Sales Lead Internal Attributes |
||
Reject Sales Lead |
||
Select Sales Lead Internal Attributes |
||
Update Sales Lead Internal Attributes |
||
View Sales Lead Contextual Bin |
||
View Sales Lead Internal Tabs |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Campaign Data Review Duty |
Views marketing campaigns and treatments across the enterprise. |
View Marketing Campaign |
View Marketing Treatment |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Marketing Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Customers Work Area |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Marketing Source Code Data Review Duty |
Reviews marketing source codes that represent a combination of treatment, segment, list, and campaign information. |
View Marketing Source Code |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Landscape Access Duty |
Reviews prospective accounts for Sales targetting and accesses leads from Opportunity landscape tool. |
Identify Sales Lead |
View Sales Lead |
||
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Resource Organization Management Duty |
Manages resource organizations. |
Manage Resource Organization Member Descriptive Flexfields |
Search Trading Community Resource Organization |
||
Search Trading Community Resource Organization Hierarchies |
||
View Trading Community Organization Resource Members |
||
View Trading Community Resource Organization |
||
View Trading Community Resource Organization Details |
||
View Trading Community Resource Organization Hierarchies |
||
View Trading Community Resource Organization Hierarchy |
||
View Trading Community Resource Organization Hierarchy Details |
||
View Trading Community Resource Organization Team Memberships |
||
View Trading Community Resource Organization Usage Information |
||
View Trading Community Resource Overview Information |
||
Resource Team Management Duty |
Manages resource teams. |
Search Trading Community Resource Team |
View Trading Community Resource Overview Information |
||
View Trading Community Resource Team |
||
View Trading Community Resource Team Details |
||
View Trading Community Resource Team Members |
||
View Trading Community Resource Team Usages |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Qualification Duty |
Qualifies sales leads to determine the sales readiness of the lead. |
Create Sales Lead |
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Manage Sales Lead |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Sales Lead Qualifier
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Application Attachment |
A Sales Lead Qualifier can delete application attachment for all application attachments of categories including sales lead document and miscellaneous |
Role: Sales Lead Attachment Management Duty Privilege: Delete Application Attachment Resource: Application Attachment |
|
A Sales Lead Qualifier can read application attachment for all application attachments of categories including sales lead document and miscellaneous |
Role: Sales Lead Attachment Management Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Sales Lead Qualifier can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
||
A Sales Lead Qualifier can update application attachment for all application attachments of categories including sales lead document and miscellaneous |
Role: Sales Lead Attachment Management Duty Privilege: Update Application Attachment Resource: Application Attachment |
||
Appointment |
A Sales Lead Qualifier can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
|
Appointment Note |
A Sales Lead Qualifier can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Sales Lead Qualifier can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Sales Lead Qualifier can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Sales Lead Qualifier can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Consumer File Import Activity |
A Sales Lead Qualifier can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Sales Lead Qualifier can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Sales Lead Qualifier can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Sales Lead Qualifier can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Contract |
A Sales Lead Qualifier can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Note |
A Sales Lead Qualifier can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Customer Account |
A Sales Lead Qualifier can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Sales Lead Qualifier can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
A Sales Lead Qualifier can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Lead Qualifier can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Lead Qualifier can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Sales Lead Qualifier can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Sales Lead Qualifier can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Sales Lead Qualifier can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Hierarchy File Import Activity |
A Sales Lead Qualifier can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Sales Lead Qualifier can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Sales Lead Qualifier can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Sales Lead Qualifier can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Sales Lead Qualifier can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Sales Lead Qualifier can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Interaction |
A Sales Lead Qualifier can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Sales Lead Qualifier can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Sales Lead Qualifier can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Legal Entity File Import Activity |
A Sales Lead Qualifier can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Sales Lead Qualifier can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Sales Lead Qualifier can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Marketing Campaign |
A Sales Lead Qualifier can view marketing campaign for all marketing campaigns in the enterprise |
Role: Marketing Campaign Data Review Duty Privilege: View Marketing Campaign (Data) Resource: Marketing Campaign |
|
Marketing Treatment |
A Sales Lead Qualifier can view marketing treatment for all marketing treatments in the enterprise |
Role: Marketing Campaign Data Review Duty Privilege: View Marketing Treatment (Data) Resource: Marketing Treatment |
|
Public Person |
A Sales Lead Qualifier can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Sales Lead |
A Sales Lead Qualifier can update sales lead others where they are a resource in the lead sales team with full access |
Role: Sales Lead Qualification Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
|
A Sales Lead Qualifier can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Qualification Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Lead Qualifier can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Qualification Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Lead Qualifier can update sales lead others where they are the owner of the sales lead |
Role: Sales Lead Qualification Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Lead Qualifier can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Qualification Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Lead Qualifier can update sales lead owner where they are the owner of the sales lead |
Role: Sales Lead Qualification Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Lead Qualifier can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Qualification Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Sales Lead Qualifier can view sales lead where they are a resource in the lead sales team |
Role: Sales Lead Qualification Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Lead Qualifier can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Qualification Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Lead Qualifier can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Qualification Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Lead Qualifier can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Qualification Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Lead Qualifier can view sales lead where they are the owner of the sales lead |
Role: Sales Lead Qualification Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Sales Lead Note |
A Sales Lead Qualifier can delete sales lead note where they have delete access to the sales lead |
Role: Sales Lead Qualification Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
A Sales Lead Qualifier can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Qualification Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Sales Lead Qualifier can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Qualification Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Sales Lead Qualifier can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Qualification Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Sales Lead Qualifier can view sales lead note where they are the author of the private sales lead note |
Role: Sales Lead Qualification Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Sales Party |
A Sales Lead Qualifier can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Marketing Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
A Sales Lead Qualifier can manage sales party where they are in the sales account team with full access |
Role: Marketing Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can manage sales party where they are the owner of the territory associated with the sales account |
Role: Marketing Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Marketing Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can update sales party where they are a member of the territory associated with the sales account |
Role: Marketing Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Marketing Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Marketing Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can update sales party where they are in the sales account team with edit access |
Role: Marketing Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can view sales party where they are a member of the territory associated with the sales account |
Role: Marketing Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Marketing Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Marketing Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
A Sales Lead Qualifier can view sales party where they are in the sales account team |
Role: Marketing Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
||
Sales Party Note |
A Sales Lead Qualifier can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Marketing Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Sales Lead Qualifier can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Marketing Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Lead Qualifier can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Marketing Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Lead Qualifier can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Marketing Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Lead Qualifier can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Marketing Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Lead Qualifier can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Marketing Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Lead Qualifier can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Marketing Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Lead Qualifier can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Marketing Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Lead Qualifier can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Marketing Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Sales Reference Customer |
A Sales Lead Qualifier can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Task Note |
A Sales Lead Qualifier can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Sales Lead Qualifier can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Sales Lead Qualifier can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales Lead Qualifier can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales Lead Qualifier can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Sales Lead Qualifier can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Sales Lead Qualifier can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Sales Lead Qualifier can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Sales Lead Qualifier can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Sales Lead Qualifier can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Sales Lead Qualifier can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Sales Lead Qualifier can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Sales Lead Qualifier can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Sales Lead Qualifier can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Sales Lead Qualifier can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Sales Lead Qualifier can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Sales Lead Qualifier can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Sales Lead Qualifier can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Sales Lead Qualifier can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Sales Lead Qualifier can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Sales Lead Qualifier can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
Trading Community Resource |
A Sales Lead Qualifier can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
|
Trading Community Resource Note |
A Sales Lead Qualifier can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Sales Lead Qualifier can view trading community resource note for all resource notes |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Trading Community Resource Skill |
A Sales Lead Qualifier can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Sales Lead Qualifier can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Lead Qualifier can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Lead Qualifier can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Sales Lead Qualifier
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Sales Lead Qualifier
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Manages salespersons within the organization. Generates revenue within a territory, builds pipline, manages territory forecasts, and assists salespersons in closing deals.
Duties assigned directly and indirectly to the job role Sales Manager
Duty Role |
Description |
|---|---|
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
CRM Delete Duty |
UCM application role required by CRM to get delete access to CRM uploaded non attachments. |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Fusion Opportunity Landscape Analysis Duty |
BI duty role to access warehouse data for Fusion Opportunity Landscape(SPD). This duty role is built exclusively for SPD |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Incentive Compensation Participant Management Duty |
Monitor, for directs and self, incentive transactions, payments, and plans |
Incentive Compensation Participation Duty |
Review incentive reports, plans, disputes incentive transactions, and payments for self |
Incentive Compensation Transaction Analysis Duty |
Analyzes Incentive Compensation transactional information |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Analysis Currency Preference |
This role is used to get the supported currencies in Marketing Analysis module. |
Marketing Lead Analysis Duty |
BI duty role to analyze leads generated from sales and marketing campaigns. |
Marketing Lead Transaction Analysis Duty |
BI duty role to analyze leads generated from sales and marketing campaigns. Maps to Sales Lead Qualifier role |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Mobile CRM Sales Representative Duty |
Manages customer relationship management data on mobile device. This role is for the salesperson using the mobile application. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Landscape Transaction Analysis Duty |
BI Duty role to be used for Opportunity Landscape analysis |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity Sales Account Sales Manager Duty |
Views all aspects of the application. This role is for managers of sales account team members. |
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
Opportunity Sales Manager Duty |
Manages all aspects of the application. This role is for sales managers. |
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Oracle Fusion CRM for Microsoft Outlook Sales Manager Duty |
This role allows sales managers to access Oracle Fusion CRM for Microsoft Outlook application functionality. |
Party Information Inquiry Duty |
Views trading community parties. |
Person Information Inquiry Duty |
Views person basic information. |
Person Information Management Duty |
Manages person information. |
Person Relationships Management Duty |
Grants privileges to manage person Relationship information |
Personal Campaign Management Duty |
Manages secured personal campaigns used to promote products or events to specific customers. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Product Recommendation Analysis Duty |
Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Quota Viewing Duty |
Provides viewing access to sales resource quotas. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Sales Analysis Currency Preference |
This role is used to get the supported currencies in Sales Analysis module. |
Sales Campaign Analysis Duty |
BI duty role to analyze effectiveness of sales campaign created in terms of responses, leads generation and revenue. |
Sales Campaign Transaction Analysis Duty |
BI duty role to analyze effectiveness of sales campaign created in terms of responses, leads generation and revenue. Maps to Sales Representative and Sales Manager roles |
Sales Competitor Sales Account Territory Resource Duty |
Views secure customer competitor purchase data. This role is for members of the sales account territory team. |
Sales Competitor Sales Manager Duty |
Views secure customer competitor purchase data. This role is for sales managers. |
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Forecasting Management Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing subordinates forecasts. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Sales Manager Dashboard Duty |
Accesses the sales dashboard. This role is for sales managers. |
Sales Manager Duty |
This is the enterprise role that inherits all duties performed by sales managers. |
Sales Managerial Analysis Duty |
BI duty role to analyze sales team performance against targets. |
Sales Managerial Transaction Analysis Duty |
BI duty role to analyze sales team performance against targets. Maps to Sales Manager role |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Sales Manager
Inherited Roles |
|---|
Sales Manager Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Fusion Opportunity Landscape Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Marketing Lead Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Marketing Lead Transaction Analysis Duty Business Intelligence Authoring Duty Opportunity Landscape Transaction Analysis Duty Business Intelligence Authoring Duty Quota Viewing Duty Sales Campaign Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Sales Campaign Transaction Analysis Duty Business Intelligence Authoring Duty Sales Manager Duty Appointment Note Management Duty Appointment View Duty Asset and Recommendation View Duty Incentive Compensation Participant Management Duty Incentive Compensation Participation Duty Incentive Compensation Transaction Analysis Duty Business Intelligence Authoring Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Lead Registration Processing Duty Locations Management Duty Locations Inquiry Duty Marketing Lead Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Mobile CRM Sales Representative Duty Opportunity Sales Account Sales Manager Duty Opportunity Sales Account Territory Resource Duty Opportunity Sales Manager Duty Opportunity Sales Representative Duty Opportunity Territory Resource Duty Oracle Fusion CRM for Microsoft Outlook Sales Manager Duty Person Information Management Duty Person Information Inquiry Duty Person Relationships Management Duty Personal Campaign Management Duty Product Recommendation Analysis Duty Business Intelligence Consumer Duty Party Information Inquiry Duty Sales Campaign Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Sales Competitor Sales Account Territory Resource Duty Sales Competitor Sales Manager Duty Sales Competitor Sales Representative Duty Sales Forecasting Management Duty Party Information Inquiry Duty Sales Lead Follow Up Duty Sales Lead Follow Up Management Duty Sales Manager Dashboard Duty Sales Managerial Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Territory Hierarchy Data Security Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Reference Customer Sales Representative Duty Task Note Management Duty Territory Management Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Party Information Inquiry Duty Sales Managerial Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Territory Hierarchy Data Security Sales Managerial Transaction Analysis Duty Business Intelligence Authoring Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Sales Manager.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Customize Incentive Compensation Participant Goal |
Incentive Compensation Participant Management Duty |
Monitor, for directs and self, incentive transactions, payments, and plans |
Create Incentive Compensation Dispute |
Dispute Incentive Compensation Transaction |
||
Review Incentive Compensation Dispute |
||
Review Incentive Compensation Team Attainment |
||
Review Incentive Compensation Transaction |
||
Verify Incentive Compensation Transaction |
||
Verify Participant Earnings and Attainment Report |
||
Incentive Compensation Participation Duty |
Review incentive reports, plans, disputes incentive transactions, and payments for self |
Create Incentive Compensation Dispute |
Dispute Incentive Compensation Transaction |
||
Review Incentive Compensation Dispute |
||
Review Incentive Compensation Transaction |
||
Verify Incentive Compensation Transaction |
||
Verify Participant Earnings and Attainment Report |
||
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Accept Sales Lead |
Delete Sales Lead Internal Attributes |
||
Reject Sales Lead |
||
Select Sales Lead Internal Attributes |
||
Update Sales Lead Internal Attributes |
||
View Sales Lead Contextual Bin |
||
View Sales Lead Internal Tabs |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Mobile CRM Sales Representative Duty |
Manages customer relationship management data on mobile device. This role is for the salesperson using the mobile application. |
Access Mobile CRM |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity Sales Account Sales Manager Duty |
Views all aspects of the application. This role is for managers of sales account team members. |
Manage Opportunity Work Area |
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
View Opportunity Appointments |
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Manager Duty |
Manages all aspects of the application. This role is for sales managers. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Oracle Fusion CRM for Microsoft Outlook Sales Manager Duty |
This role allows sales managers to access Oracle Fusion CRM for Microsoft Outlook application functionality. |
Download Outlook Installer |
Person Information Inquiry Duty |
Views person basic information. |
Search Trading Community Person |
Search Trading Community Person Additional Identifier |
||
Search Trading Community Person Additional Name |
||
Search Trading Community Person Address |
||
Search Trading Community Person Classification |
||
Search Trading Community Person Contact Point |
||
View Trading Community Person |
||
View Trading Community Person Additional Identifier |
||
View Trading Community Person Additional Name |
||
View Trading Community Person Address |
||
View Trading Community Person Address Use |
||
View Trading Community Person Classification Code Assignment |
||
View Trading Community Person Contact Points |
||
View Trading Community Person Source System Mapping |
||
View Trading Community Person Usage Assignment |
||
Person Information Management Duty |
Manages person information. |
Add Trading Community Person Additional Identifier |
Add Trading Community Person Additional Name |
||
Add Trading Community Person Address Use |
||
Add Trading Community Person Classification Code Assignment |
||
Add Trading Community Person Contact Preference |
||
Add Trading Community Person Email |
||
Add Trading Community Person Instant Messenger |
||
Add Trading Community Person Phone |
||
Add Trading Community Person Web Page |
||
Correct Trading Community Person Address |
||
Enter Trading Community Person |
||
Enter Trading Community Person Address |
||
Export Trading Community Location |
||
Export Trading Community Person |
||
Export Trading Community Person Additional Identifier |
||
Export Trading Community Person Additional Name |
||
Export Trading Community Person Addresses |
||
Export Trading Community Person Classification Code Assignment |
||
Export Trading Community Person Contact Points |
||
Export Trading Community Person Contact Preferences |
||
Manage Person Attachments |
||
Manage Person Interactions |
||
Manage Person Notes |
||
Manage Trading Community Person Source System Mapping |
||
Manage Trading Community Person Usage Assignment |
||
Move Trading Community Person Address |
||
Remove Trading Community Person Additional Identifier |
||
Remove Trading Community Person Additional Name |
||
Remove Trading Community Person Address |
||
Remove Trading Community Person Address Use |
||
Remove Trading Community Person Classification Code Assignment |
||
Remove Trading Community Person Contact Preference |
||
Remove Trading Community Person Email |
||
Remove Trading Community Person Instant Messenger |
||
Remove Trading Community Person Phone |
||
Remove Trading Community Person Web Page |
||
Search Trading Community Person |
||
Search Trading Community Person Additional Identifier |
||
Search Trading Community Person Additional Name |
||
Search Trading Community Person Address |
||
Search Trading Community Person Classification |
||
Search Trading Community Person Contact Point |
||
Select Trading Community Person Address as Primary for a Purpose |
||
Submit Person Merge Request |
||
Update Trading Community Person |
||
Update Trading Community Person Additional Identifier |
||
Update Trading Community Person Additional Name |
||
Update Trading Community Person Address Use |
||
Update Trading Community Person Classification Code Assignment |
||
Update Trading Community Person Contact Preference |
||
Update Trading Community Person Email |
||
Update Trading Community Person Instant Messenger |
||
Update Trading Community Person Phone |
||
Update Trading Community Person Web Page |
||
View Trading Community Person Additional Identifier |
||
View Trading Community Person Additional Name |
||
View Trading Community Person Address |
||
View Trading Community Person Address Use |
||
View Trading Community Person Classification Code Assignment |
||
View Trading Community Person Contact Points |
||
View Trading Community Person Source System Mapping |
||
View Trading Community Person Usage Assignment |
||
Person Relationships Management Duty |
Grants privileges to manage person Relationship information |
Add Trading Community Person Relationship |
Remove Trading Community Person Relationship |
||
Update Trading Community Person Relationship |
||
Personal Campaign Management Duty |
Manages secured personal campaigns used to promote products or events to specific customers. |
Create Sales Campaign |
Delete Sales Campaign |
||
Manage Sales Campaign |
||
Run Marketing Campaign Scheduler |
||
Update Sales Campaign |
||
View Sales Campaign |
||
Product Recommendation Analysis Duty |
Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning. |
Analyze Product Recommendation |
Manage Recommendations Work Area |
||
Manage Rule and Product for Recommendation |
||
Schedule Predictive Model Learning |
||
Schedule Sales Lead Generation |
||
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Manage Sales Quota Prediction Formula |
Manage Sales Territory Quota |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Sales Competitor Sales Account Territory Resource Duty |
Views secure customer competitor purchase data. This role is for members of the sales account territory team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
Sales Competitor Sales Manager Duty |
Views secure customer competitor purchase data. This role is for sales managers. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
View Sales Competitor Opportunities |
||
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
View Sales Competitor Opportunities |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Forecasting Management Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing subordinates forecasts. |
Edit Sales Forecast Items |
Export Sales Forecast Participant |
||
Manage Sales Forecast Adjustments |
||
Manage Sales Forecast Item Adjustments |
||
Manage Sales Forecast Participant |
||
View Sales Forecast Item Adjustments |
||
View Sales Forecast Participant |
||
View Sales Forecast Participant For Self |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Manager Dashboard Duty |
Accesses the sales dashboard. This role is for sales managers. |
View Sales Manager Dashboard |
View Sales Representative Dashboard |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
View Sales Reference Customer |
View Sales Reference Customer Opportunities |
||
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Sales Manager
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Application Attachment |
A Sales Manager can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
|
Application Attachment Category |
A Sales Manager can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Sales Manager can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Sales Manager can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Appointment |
A Sales Manager can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
|
Appointment Note |
A Sales Manager can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Sales Manager can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Sales Manager can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Sales Manager can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Assignment Grade |
A Sales Manager can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Business Unit |
A Sales Manager can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Competitor Note |
A Sales Manager can manage sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|
Role: Sales Competitor Sales Manager Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|||
Role: Sales Competitor Sales Representative Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|||
A Sales Manager can view sales competitor note for all notes that are not private |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Role: Sales Competitor Sales Manager Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
A Sales Manager can view sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Role: Sales Competitor Sales Manager Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
Consumer File Import Activity |
A Sales Manager can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Sales Manager can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Sales Manager can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contract |
A Sales Manager can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Note |
A Sales Manager can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Customer Account |
A Sales Manager can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Sales Manager can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
Role: Sales Competitor Sales Manager Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Sales Manager can update customer competitor purchase where the customer party is a sales account and they are a resource of a territory or a resource of an ancestor territory of a territory in the sales account territory team |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Manager can update customer competitor purchase where the customer party is a sales account and they are a sales account team member with edit or full access |
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Manager can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Competitor Sales Manager Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Sales Manager can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Role: Sales Competitor Sales Manager Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Sales Manager can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Manager can view customer competitor purchase where the customer party is a sales account and they are a resource of a territory or a resource of an ancestor territory of a territory in the sales account territory team |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Manager can view customer competitor purchase where the customer party is a sales account and they are a sales account team member |
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Manager can view customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member |
Role: Sales Competitor Sales Manager Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Sales Manager can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Sales Manager can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Sales Manager can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Sales Manager can choose department for departments in their organization security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|
HR Job |
A Sales Manager can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Hierarchy File Import Activity |
A Sales Manager can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Sales Manager can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Sales Manager can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Sales Manager can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Sales Manager can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Sales Manager can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Incentive Compensation Dispute |
A Sales Manager can create incentive compensation dispute for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Create Incentive Compensation Dispute (Data) Resource: Incentive Compensation Dispute |
|
A Sales Manager can create incentive compensation dispute for themselves |
Role: Incentive Compensation Participation Duty Privilege: Create Incentive Compensation Dispute (Data) Resource: Incentive Compensation Dispute |
||
Incentive Compensation Goal |
A Sales Manager can manage incentive compensation goal for the business units for which they are authorized |
Role: Incentive Compensation Goal Management Duty Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
|
Incentive Compensation Measure |
A Sales Manager can review incentive compensation measure for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Measure (Data) Resource: Incentive Compensation Measure |
|
A Sales Manager can review incentive compensation measure for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Measure (Data) Resource: Incentive Compensation Measure |
||
Incentive Compensation Participant |
A Sales Manager can review incentive compensation participant for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Participant (Data) Resource: Incentive Compensation Participant |
|
A Sales Manager can review incentive compensation participant for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant (Data) Resource: Incentive Compensation Participant |
||
Incentive Compensation Participant Attainment Balance |
A Sales Manager can review incentive compensation participant attainment balance for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Participant Attainment Balance (Data) Resource: Incentive Compensation Participant Attainment Balance |
|
A Sales Manager can review incentive compensation participant attainment balance for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant Attainment Balance (Data) Resource: Incentive Compensation Participant Attainment Balance |
||
Incentive Compensation Participant Earning Balance |
A Sales Manager can review incentive compensation participant earning balance for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Participant Earning Balance (Data) Resource: Incentive Compensation Participant Earning Balance |
|
A Sales Manager can review incentive compensation participant earning balance for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant Earning Balance (Data) Resource: Incentive Compensation Participant Earning Balance |
||
Incentive Compensation Participant Subledger |
A Sales Manager can review incentive compensation participant subledger for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Participant Subledger (Data) Resource: Incentive Compensation Participant Subledger |
|
A Sales Manager can review incentive compensation participant subledger for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant Subledger (Data) Resource: Incentive Compensation Participant Subledger |
||
Incentive Compensation Payment Plan |
A Sales Manager can review incentive compensation payment plan for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Payment Plan (Data) Resource: Incentive Compensation Payment Plan |
|
A Sales Manager can review incentive compensation payment plan for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Payment Plan (Data) Resource: Incentive Compensation Payment Plan |
||
Incentive Compensation Payment Transaction |
A Sales Manager can review incentive compensation payment transaction for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Payment Transaction (Data) Resource: Incentive Compensation Payment Transaction |
|
A Sales Manager can review incentive compensation payment transaction for themselves and the paysheet that is at least submitted |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Payment Transaction (Data) Resource: Incentive Compensation Payment Transaction |
||
Incentive Compensation Paysheet |
A Sales Manager can review incentive compensation paysheet for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Paysheet (Data) Resource: Incentive Compensation Paysheet |
|
A Sales Manager can review incentive compensation paysheet for themselves and the paysheet that is at least submitted |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Paysheet (Data) Resource: Incentive Compensation Paysheet |
||
Incentive Compensation Plan |
A Sales Manager can review incentive compensation plan for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Plan (Data) Resource: Incentive Compensation Plan |
|
A Sales Manager can review incentive compensation plan for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Plan (Data) Resource: Incentive Compensation Plan |
||
Incentive Compensation Plan Component |
A Sales Manager can review incentive compensation plan component for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Plan Component (Data) Resource: Incentive Compensation Plan Component |
|
A Sales Manager can review incentive compensation plan component for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Plan Component (Data) Resource: Incentive Compensation Plan Component |
||
Incentive Compensation Transaction |
A Sales Manager can review incentive compensation transaction for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Transaction (Data) Resource: Incentive Compensation Transaction |
|
A Sales Manager can review incentive compensation transaction for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Transaction (Data) Resource: Incentive Compensation Transaction |
||
Interaction |
A Sales Manager can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Sales Manager can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Sales Manager can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Legal Employer |
A Sales Manager can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Sales Manager can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Sales Manager can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Sales Manager can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Sales Manager can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing List |
A Sales Manager can delete marketing list where they are the owner of the marketing list |
Role: Personal Campaign Management Duty Privilege: Delete Marketing List (Data) Resource: Marketing List |
|
A Sales Manager can update marketing list where they are the owner of the marketing list |
Role: Personal Campaign Management Duty Privilege: Update Marketing List (Data) Resource: Marketing List |
||
Marketing Treatment |
A Sales Manager can delete marketing treatment where they are the owner of the marketing treatment |
Role: Personal Campaign Management Duty Privilege: Delete Marketing Treatment (Data) Resource: Marketing Treatment |
|
A Sales Manager can update marketing treatment where they are the owner of the marketing treatment |
Role: Personal Campaign Management Duty Privilege: Update Marketing Treatment (Data) Resource: Marketing Treatment |
||
Marketing Treatment E-Mail Footer |
A Sales Manager can view marketing treatment unrestricted e-mail footer for all marketing treatment e-mail footers marked as unrestricted visibility in the enterprise |
Role: Personal Campaign Management Duty Privilege: View Marketing Treatment Unrestricted E-Mail Footer (Data) Resource: Marketing Treatment E-Mail Footer |
|
Opportunity |
A Sales Manager can manage opportunity general profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Sales Manager can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity general profile where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity restricted profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity restricted profile where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity revenue where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity revenue where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity team where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Sales Manager can manage opportunity team where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Sales Manager can view opportunity where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales Manager can view opportunity where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales Manager can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales Manager can view opportunity where they are in the management chain of an opportunity sales account team member |
Role: Opportunity Sales Account Sales Manager Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales Manager can view opportunity where they are in the management chain of an opportunity sales team member with view, edit, or full access |
Role: Opportunity Sales Manager Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
Opportunity Note |
A Sales Manager can manage opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Sales Manager can manage opportunity note where they are an opportunity sales team member with full access and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Manager can manage opportunity note where they are in the management chain of an opportunity sales team member with full access and the note is not private |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Manager can manage opportunity note where they are the author of the note |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
A Sales Manager can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Manager can view opportunity note where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team and the note is not private |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Manager can view opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Manager can view opportunity note where they are in the management chain of an opportunity sales account team member and the note is not private |
Role: Opportunity Sales Account Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Manager can view opportunity note where they are in the management chain of an opportunity sales team member with view, edit, or full access, and the note is not private |
Role: Opportunity Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Manager can view opportunity note where they are the author of the note |
Role: Opportunity Sales Account Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Outlook Edition Metadata Package |
A Sales Manager can access outlook configuration package where they have been granted access to a single record by unique identifier. |
Role: Oracle Fusion CRM for Microsoft Outlook Sales Manager Duty Privilege: Access Outlook Configuration Package (Data) Resource: Outlook Edition Metadata Package |
|
Person Assignment |
A Sales Manager can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Sales Manager can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Sales Manager can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Sales Manager can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Sales Manager can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Public Person |
A Sales Manager can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Reference Customer Note |
A Sales Manager can manage sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: Manage Sales Reference Customer Note (Data) Resource: Reference Customer Note |
|
A Sales Manager can view sales reference customer note for all notes that are not private |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
A Sales Manager can view sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
Sales Campaign |
A Sales Manager can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
|
A Sales Manager can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales Manager can update sales campaign where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Update Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales Manager can view sales campaign where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales Manager can view sales campaign where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
||
Sales Competitor |
A Sales Manager can view sales competitor for all sales competitors in the enterprise |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|
Role: Sales Competitor Sales Manager Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|||
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|||
Sales Forecast Adjustment |
A Sales Manager can manage sales forecast adjustment for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|
A Sales Manager can manage sales forecast adjustment for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales Manager can manage sales forecast adjustment for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales Manager can manage sales forecast adjustment for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales Manager can view sales forecast adjustment for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
A Sales Manager can view sales forecast adjustment for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
A Sales Manager can view sales forecast adjustment for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
A Sales Manager can view sales forecast adjustment for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
Sales Forecast Item |
A Sales Manager can manage sales forecast item for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|
A Sales Manager can manage sales forecast item for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Manager can manage sales forecast item for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Manager can manage sales forecast item for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Manager can manage sales forecast item for which they are the owner |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Manager can view sales forecast item for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales Manager can view sales forecast item for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales Manager can view sales forecast item for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales Manager can view sales forecast item for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales Manager can view sales forecast item for which they are the owner |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
Sales Forecast Participant |
A Sales Manager can manage sales forecast participant for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|
A Sales Manager can manage sales forecast participant for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Manager can manage sales forecast participant for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Manager can manage sales forecast participant for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Manager can view sales forecast participant for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Manager can view sales forecast participant for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Manager can view sales forecast participant for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Manager can view sales forecast participant for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Sales Lead |
A Sales Manager can convert sales lead where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Sales Manager can convert sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Manager can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Manager can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Manager can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Manager can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Manager can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead others where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead others where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead others where they are a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead others where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead owner where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead owner where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Manager can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Sales Manager can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Manager can view sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Manager can view sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Manager can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Manager can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Manager can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Manager can view sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Sales Lead Note |
A Sales Manager can delete sales lead note where they have delete access to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales Manager can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales Manager can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales Manager can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales Manager can view sales lead note where they are the author of the private sales lead note |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Party |
A Sales Manager can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
A Sales Manager can manage sales party where they are in the sales account team with full access |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Manager can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Manager can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Manager can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Manager can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Manager can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Manager can update sales party where they are in the sales account team with edit access |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Manager can view sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Manager can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Manager can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
||
A Sales Manager can view sales party where they are in the sales account team |
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
||
Sales Party Note |
A Sales Manager can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Sales Manager can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Manager can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Manager can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Manager can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Manager can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Manager can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Manager can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Manager can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Quota Plan |
A Sales Manager can view sales quota plan for all sales quota plans that are active |
Role: Quota Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|
Sales Reference Customer |
A Sales Manager can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|||
Sales Resource Quota |
A Sales Manager can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
|
A Sales Manager can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Sales Manager can view sales resource quota where they are assigned the quota |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Fact: CRM - Resource Quota Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM Resource Quota Historical Dimension(s): Security - Territory Based |
|||
Role: Quota Viewing Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Fact: CRM - Resource Quota Dimension(s): Security - Resource Based OR Security - Territory Based |
||
Fact: CRM Resource Quota Historical Dimension(s): Security - Territory Based |
|||
A Sales Manager can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Fact: CRM - Resource Quota Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM Resource Quota Historical Dimension(s): Security - Territory Based |
|||
A Sales Manager can view sales resource quota where they are the owner of the territory to which the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Fact: CRM - Resource Quota Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM Resource Quota Historical Dimension(s): Security - Territory Based |
|||
Sales Territory |
A Sales Manager can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted |
Role: Territory Management Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|
A Sales Manager can view sales territory where they are a member of the territory team |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
Fact: CRM Territory Quota Dimension(s): Security - Territory Based |
|
Fact: CRM Territory Quota Historical Dimension(s): Security - Territory Based |
|||
A Sales Manager can view sales territory where they are the owner of a parent territory in the territory hierarchy |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
Fact: CRM Territory Quota Dimension(s): Security - Territory Based |
|
Fact: CRM Territory Quota Historical Dimension(s): Security - Territory Based |
|||
A Sales Manager can view sales territory where they are the territory owner |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
Fact: CRM Territory Quota Dimension(s): Security - Territory Based |
|
Fact: CRM Territory Quota Historical Dimension(s): Security - Territory Based |
|||
Sales Territory Partition |
A Sales Manager can view sales territory partition for all partitions in the enterprise |
Role: Territory Management Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|
Sales Territory Proposal |
A Sales Manager can manage sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|
A Sales Manager can manage sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Manager can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Manager can view sales territory proposal where they are the owner of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Manager can view sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales Manager can view sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
Task Note |
A Sales Manager can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Sales Manager can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Sales Manager can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales Manager can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales Manager can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Sales Manager can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Sales Manager can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Sales Manager can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Sales Manager can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Sales Manager can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Sales Manager can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Sales Manager can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Sales Manager can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
Trading Community Resource |
A Sales Manager can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
|
Trading Community Resource Note |
A Sales Manager can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Sales Manager can view trading community resource note for all resource notes |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Trading Community Resource Skill |
A Sales Manager can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Sales Manager can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Manager can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Manager can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Sales Manager
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Sales Manager
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Represents the business to sell its products. Maintains relationships with customers and contacts, builds pipeline, manages leads and opportunities and performs sales forecasting.
Duties assigned directly and indirectly to the job role Sales Representative
Duty Role |
Description |
|---|---|
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
CRM Delete Duty |
UCM application role required by CRM to get delete access to CRM uploaded non attachments. |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Fusion Opportunity Landscape Analysis Duty |
BI duty role to access warehouse data for Fusion Opportunity Landscape(SPD). This duty role is built exclusively for SPD |
Incentive Compensation Participation Duty |
Review incentive reports, plans, disputes incentive transactions, and payments for self |
Incentive Compensation Transaction Analysis Duty |
Analyzes Incentive Compensation transactional information |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Analysis Currency Preference |
This role is used to get the supported currencies in Marketing Analysis module. |
Marketing Lead Analysis Duty |
BI duty role to analyze leads generated from sales and marketing campaigns. |
Marketing Lead Transaction Analysis Duty |
BI duty role to analyze leads generated from sales and marketing campaigns. Maps to Sales Lead Qualifier role |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Mobile CRM Sales Representative Duty |
Manages customer relationship management data on mobile device. This role is for the salesperson using the mobile application. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Landscape Access Duty |
Reviews prospective accounts for Sales targetting and accesses leads from Opportunity landscape tool. |
Opportunity Landscape Transaction Analysis Duty |
BI Duty role to be used for Opportunity Landscape analysis |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity Sales Account Sales Representative Duty |
Views all aspects of the application. This role is for members of the sales account team. |
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Oracle Fusion CRM for Microsoft Outlook Sales Representative Duty |
This role allows salespersons to access Oracle Fusion CRM for Microsoft Outlook application functionality. |
Party Information Inquiry Duty |
Views trading community parties. |
Person Information Inquiry Duty |
Views person basic information. |
Person Information Management Duty |
Manages person information. |
Person Relationships Management Duty |
Grants privileges to manage person Relationship information |
Personal Campaign Management Duty |
Manages secured personal campaigns used to promote products or events to specific customers. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Quota Viewing Duty |
Provides viewing access to sales resource quotas. |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Sales Analysis Currency Preference |
This role is used to get the supported currencies in Sales Analysis module. |
Sales Campaign Analysis Duty |
BI duty role to analyze effectiveness of sales campaign created in terms of responses, leads generation and revenue. |
Sales Campaign Transaction Analysis Duty |
BI duty role to analyze effectiveness of sales campaign created in terms of responses, leads generation and revenue. Maps to Sales Representative and Sales Manager roles |
Sales Competitor Sales Account Territory Resource Duty |
Views secure customer competitor purchase data. This role is for members of the sales account territory team. |
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Forecasting Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
Sales Representative Dashboard Duty |
Access the sales dashboard. This role is for salespersons. |
Sales Representative Duty |
This is the enterprise role that inherits all duties performed by sales representatives. |
Sales Transaction Analysis Duty |
BI duty role to analyze personal performance against quota and also opportunity pipeline, customer buying patterns, etc., to better cross sell and up sell. Maps to Sales Representative role |
Sales Transactional Analysis Duty |
BI duty role to analyze personal performance against quota and also opportunity pipeline, customer buying patterns, etc., to better cross sell and up sell. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
View Person Details Duty |
Creates or updates users during person synchronizations. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Sales Representative
Inherited Roles |
|---|
Sales Representative Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Fusion Opportunity Landscape Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Marketing Lead Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Marketing Lead Transaction Analysis Duty Business Intelligence Authoring Duty Opportunity Landscape Transaction Analysis Duty Business Intelligence Authoring Duty Quota Viewing Duty Sales Campaign Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Sales Campaign Transaction Analysis Duty Business Intelligence Authoring Duty Sales Representative Duty Appointment Note Management Duty Appointment View Duty Asset and Recommendation View Duty Incentive Compensation Participation Duty Incentive Compensation Transaction Analysis Duty Business Intelligence Authoring Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Lead Registration Processing Duty Locations Management Duty Locations Inquiry Duty Marketing Lead Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Mobile CRM Sales Representative Duty Opportunity Landscape Access Duty Opportunity Sales Account Sales Representative Duty Opportunity Sales Account Territory Resource Duty Opportunity Sales Representative Duty Opportunity Territory Resource Duty Oracle Fusion CRM for Microsoft Outlook Sales Representative Duty Person Information Management Duty Person Information Inquiry Duty Person Relationships Management Duty Personal Campaign Management Duty Real Time Communication Management Duty Sales Campaign Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Sales Competitor Sales Account Territory Resource Duty Sales Competitor Sales Representative Duty Sales Forecasting Duty Party Information Inquiry Duty Sales Lead Follow Up Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Sales Reference Customer Sales Representative Duty Sales Representative Dashboard Duty Sales Transactional Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Territory Hierarchy Data Security Task Note Management Duty Sales Transaction Analysis Duty Business Intelligence Authoring Duty Sales Transactional Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Territory Hierarchy Data Security Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Sales Representative.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Incentive Compensation Participation Duty |
Review incentive reports, plans, disputes incentive transactions, and payments for self |
Create Incentive Compensation Dispute |
Dispute Incentive Compensation Transaction |
||
Review Incentive Compensation Dispute |
||
Review Incentive Compensation Transaction |
||
Verify Incentive Compensation Transaction |
||
Verify Participant Earnings and Attainment Report |
||
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Accept Sales Lead |
Delete Sales Lead Internal Attributes |
||
Reject Sales Lead |
||
Select Sales Lead Internal Attributes |
||
Update Sales Lead Internal Attributes |
||
View Sales Lead Contextual Bin |
||
View Sales Lead Internal Tabs |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Mobile CRM Sales Representative Duty |
Manages customer relationship management data on mobile device. This role is for the salesperson using the mobile application. |
Access Mobile CRM |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Landscape Access Duty |
Reviews prospective accounts for Sales targetting and accesses leads from Opportunity landscape tool. |
Identify Sales Lead |
View Sales Lead |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity Sales Account Sales Representative Duty |
Views all aspects of the application. This role is for members of the sales account team. |
Manage Opportunity Work Area |
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
View Opportunity Appointments |
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Oracle Fusion CRM for Microsoft Outlook Sales Representative Duty |
This role allows salespersons to access Oracle Fusion CRM for Microsoft Outlook application functionality. |
Download Outlook Installer |
Person Information Inquiry Duty |
Views person basic information. |
Search Trading Community Person |
Search Trading Community Person Additional Identifier |
||
Search Trading Community Person Additional Name |
||
Search Trading Community Person Address |
||
Search Trading Community Person Classification |
||
Search Trading Community Person Contact Point |
||
View Trading Community Person |
||
View Trading Community Person Additional Identifier |
||
View Trading Community Person Additional Name |
||
View Trading Community Person Address |
||
View Trading Community Person Address Use |
||
View Trading Community Person Classification Code Assignment |
||
View Trading Community Person Contact Points |
||
View Trading Community Person Source System Mapping |
||
View Trading Community Person Usage Assignment |
||
Person Information Management Duty |
Manages person information. |
Add Trading Community Person Additional Identifier |
Add Trading Community Person Additional Name |
||
Add Trading Community Person Address Use |
||
Add Trading Community Person Classification Code Assignment |
||
Add Trading Community Person Contact Preference |
||
Add Trading Community Person Email |
||
Add Trading Community Person Instant Messenger |
||
Add Trading Community Person Phone |
||
Add Trading Community Person Web Page |
||
Correct Trading Community Person Address |
||
Enter Trading Community Person |
||
Enter Trading Community Person Address |
||
Export Trading Community Location |
||
Export Trading Community Person |
||
Export Trading Community Person Additional Identifier |
||
Export Trading Community Person Additional Name |
||
Export Trading Community Person Addresses |
||
Export Trading Community Person Classification Code Assignment |
||
Export Trading Community Person Contact Points |
||
Export Trading Community Person Contact Preferences |
||
Manage Person Attachments |
||
Manage Person Interactions |
||
Manage Person Notes |
||
Manage Trading Community Person Source System Mapping |
||
Manage Trading Community Person Usage Assignment |
||
Move Trading Community Person Address |
||
Remove Trading Community Person Additional Identifier |
||
Remove Trading Community Person Additional Name |
||
Remove Trading Community Person Address |
||
Remove Trading Community Person Address Use |
||
Remove Trading Community Person Classification Code Assignment |
||
Remove Trading Community Person Contact Preference |
||
Remove Trading Community Person Email |
||
Remove Trading Community Person Instant Messenger |
||
Remove Trading Community Person Phone |
||
Remove Trading Community Person Web Page |
||
Search Trading Community Person |
||
Search Trading Community Person Additional Identifier |
||
Search Trading Community Person Additional Name |
||
Search Trading Community Person Address |
||
Search Trading Community Person Classification |
||
Search Trading Community Person Contact Point |
||
Select Trading Community Person Address as Primary for a Purpose |
||
Submit Person Merge Request |
||
Update Trading Community Person |
||
Update Trading Community Person Additional Identifier |
||
Update Trading Community Person Additional Name |
||
Update Trading Community Person Address Use |
||
Update Trading Community Person Classification Code Assignment |
||
Update Trading Community Person Contact Preference |
||
Update Trading Community Person Email |
||
Update Trading Community Person Instant Messenger |
||
Update Trading Community Person Phone |
||
Update Trading Community Person Web Page |
||
View Trading Community Person Additional Identifier |
||
View Trading Community Person Additional Name |
||
View Trading Community Person Address |
||
View Trading Community Person Address Use |
||
View Trading Community Person Classification Code Assignment |
||
View Trading Community Person Contact Points |
||
View Trading Community Person Source System Mapping |
||
View Trading Community Person Usage Assignment |
||
Person Relationships Management Duty |
Grants privileges to manage person Relationship information |
Add Trading Community Person Relationship |
Remove Trading Community Person Relationship |
||
Update Trading Community Person Relationship |
||
Personal Campaign Management Duty |
Manages secured personal campaigns used to promote products or events to specific customers. |
Create Sales Campaign |
Delete Sales Campaign |
||
Manage Sales Campaign |
||
Run Marketing Campaign Scheduler |
||
Update Sales Campaign |
||
View Sales Campaign |
||
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Real Time Communication Management Duty |
Allows to manage real time communcation. |
Manage Real Time Communication |
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Sales Competitor Sales Account Territory Resource Duty |
Views secure customer competitor purchase data. This role is for members of the sales account territory team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
View Sales Competitor Opportunities |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Forecasting Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information. |
Edit Sales Forecast Items |
Export Sales Forecast Participant |
||
Manage Sales Forecast Adjustments |
||
Manage Sales Forecast Item Adjustments |
||
Manage Sales Forecast Participant |
||
View Sales Forecast Adjustments |
||
View Sales Forecast Item Adjustments |
||
View Sales Forecast Participant For Self |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
View Sales Reference Customer |
View Sales Reference Customer Opportunities |
||
Sales Representative Dashboard Duty |
Access the sales dashboard. This role is for salespersons. |
View Sales Representative Dashboard |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Sales Representative
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Application Attachment |
A Sales Representative can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
|
Application Attachment Category |
A Sales Representative can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Sales Representative can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Sales Representative can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Appointment |
A Sales Representative can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
|
Appointment Note |
A Sales Representative can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Sales Representative can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Sales Representative can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Sales Representative can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Competitor Note |
A Sales Representative can manage sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|
Role: Sales Competitor Sales Representative Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|||
A Sales Representative can view sales competitor note for all notes that are not private |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
A Sales Representative can view sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
Consumer File Import Activity |
A Sales Representative can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Sales Representative can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Sales Representative can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contact Center Agent |
A Sales Representative can manage agent connector settings where they are the assignee of the contact center agent |
Role: Real Time Communication Management Duty Privilege: Manage Agent Connector Settings (Data) Resource: Contact Center Agent |
|
Contract |
A Sales Representative can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Note |
A Sales Representative can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Customer Account |
A Sales Representative can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Sales Representative can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Sales Representative can update customer competitor purchase where the customer party is a sales account and they are a resource of a territory or a resource of an ancestor territory of a territory in the sales account territory team |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Representative can update customer competitor purchase where the customer party is a sales account and they are a sales account team member with edit or full access |
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Representative can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Representative can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Sales Representative can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Representative can view customer competitor purchase where the customer party is a sales account and they are a resource of a territory or a resource of an ancestor territory of a territory in the sales account territory team |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales Representative can view customer competitor purchase where the customer party is a sales account and they are a sales account team member |
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Sales Representative can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Sales Representative can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Sales Representative can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Hierarchy File Import Activity |
A Sales Representative can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Sales Representative can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Sales Representative can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Sales Representative can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Sales Representative can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Sales Representative can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Incentive Compensation Dispute |
A Sales Representative can create incentive compensation dispute for themselves |
Role: Incentive Compensation Participation Duty Privilege: Create Incentive Compensation Dispute (Data) Resource: Incentive Compensation Dispute |
|
Incentive Compensation Measure |
A Sales Representative can review incentive compensation measure for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Measure (Data) Resource: Incentive Compensation Measure |
|
Incentive Compensation Participant |
A Sales Representative can review incentive compensation participant for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant (Data) Resource: Incentive Compensation Participant |
|
Incentive Compensation Participant Attainment Balance |
A Sales Representative can review incentive compensation participant attainment balance for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant Attainment Balance (Data) Resource: Incentive Compensation Participant Attainment Balance |
|
Incentive Compensation Participant Earning Balance |
A Sales Representative can review incentive compensation participant earning balance for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant Earning Balance (Data) Resource: Incentive Compensation Participant Earning Balance |
|
Incentive Compensation Participant Subledger |
A Sales Representative can review incentive compensation participant subledger for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant Subledger (Data) Resource: Incentive Compensation Participant Subledger |
|
Incentive Compensation Payment Plan |
A Sales Representative can review incentive compensation payment plan for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Payment Plan (Data) Resource: Incentive Compensation Payment Plan |
|
Incentive Compensation Payment Transaction |
A Sales Representative can review incentive compensation payment transaction for themselves and the paysheet that is at least submitted |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Payment Transaction (Data) Resource: Incentive Compensation Payment Transaction |
|
Incentive Compensation Paysheet |
A Sales Representative can review incentive compensation paysheet for themselves and the paysheet that is at least submitted |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Paysheet (Data) Resource: Incentive Compensation Paysheet |
|
Incentive Compensation Plan |
A Sales Representative can review incentive compensation plan for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Plan (Data) Resource: Incentive Compensation Plan |
|
Incentive Compensation Plan Component |
A Sales Representative can review incentive compensation plan component for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Plan Component (Data) Resource: Incentive Compensation Plan Component |
|
Incentive Compensation Transaction |
A Sales Representative can review incentive compensation transaction for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Transaction (Data) Resource: Incentive Compensation Transaction |
|
Interaction |
A Sales Representative can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Sales Representative can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Sales Representative can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Legal Entity File Import Activity |
A Sales Representative can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Sales Representative can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Sales Representative can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Marketing List |
A Sales Representative can delete marketing list where they are the owner of the marketing list |
Role: Personal Campaign Management Duty Privilege: Delete Marketing List (Data) Resource: Marketing List |
|
A Sales Representative can update marketing list where they are the owner of the marketing list |
Role: Personal Campaign Management Duty Privilege: Update Marketing List (Data) Resource: Marketing List |
||
Marketing Treatment |
A Sales Representative can delete marketing treatment where they are the owner of the marketing treatment |
Role: Personal Campaign Management Duty Privilege: Delete Marketing Treatment (Data) Resource: Marketing Treatment |
|
A Sales Representative can update marketing treatment where they are the owner of the marketing treatment |
Role: Personal Campaign Management Duty Privilege: Update Marketing Treatment (Data) Resource: Marketing Treatment |
||
Marketing Treatment E-Mail Footer |
A Sales Representative can view marketing treatment unrestricted e-mail footer for all marketing treatment e-mail footers marked as unrestricted visibility in the enterprise |
Role: Personal Campaign Management Duty Privilege: View Marketing Treatment Unrestricted E-Mail Footer (Data) Resource: Marketing Treatment E-Mail Footer |
|
Opportunity |
A Sales Representative can manage opportunity general profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Sales Representative can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Sales Representative can manage opportunity restricted profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Sales Representative can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Sales Representative can manage opportunity revenue where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Sales Representative can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Sales Representative can manage opportunity team where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Sales Representative can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Sales Representative can view opportunity where they are a member of the opportunity sales account team |
Role: Opportunity Sales Account Sales Representative Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales Representative can view opportunity where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales Representative can view opportunity where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales Representative can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
Opportunity Note |
A Sales Representative can manage opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Sales Representative can manage opportunity note where they are an opportunity sales team member with full access and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Representative can manage opportunity note where they are the author of the note |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
A Sales Representative can view opportunity note where they are a member of opportunity sales account team and the note is not private |
Role: Opportunity Sales Account Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Representative can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Representative can view opportunity note where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team and the note is not private |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Representative can view opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales Representative can view opportunity note where they are the author of the note |
Role: Opportunity Sales Account Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Outlook Edition Metadata Package |
A Sales Representative can access outlook configuration package where they have been granted access to a single record by unique identifier. |
Role: Oracle Fusion CRM for Microsoft Outlook Sales Representative Duty Privilege: Access Outlook Configuration Package (Data) Resource: Outlook Edition Metadata Package |
|
Public Person |
A Sales Representative can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Reference Customer Note |
A Sales Representative can manage sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: Manage Sales Reference Customer Note (Data) Resource: Reference Customer Note |
|
A Sales Representative can view sales reference customer note for all notes that are not private |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
A Sales Representative can view sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
Sales Campaign |
A Sales Representative can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
|
A Sales Representative can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales Representative can update sales campaign where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Update Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales Representative can view sales campaign where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales Representative can view sales campaign where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
||
Sales Competitor |
A Sales Representative can view sales competitor for all sales competitors in the enterprise |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|||
Sales Forecast Adjustment |
A Sales Representative can manage sales forecast adjustment for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|
A Sales Representative can manage sales forecast adjustment for the territories they own currently |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales Representative can view sales forecast adjustment for child territories of territories that they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
A Sales Representative can view sales forecast adjustment for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
A Sales Representative can view sales forecast adjustment for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
A Sales Representative can view sales forecast adjustment for the territories they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
Sales Forecast Item |
A Sales Representative can manage sales forecast item for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|
A Sales Representative can manage sales forecast item for the territories they own currently |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Representative can manage sales forecast item for which they are the owner |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Representative can view sales forecast item for child territories of territories that they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales Representative can view sales forecast item for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales Representative can view sales forecast item for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales Representative can view sales forecast item for the territories they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales Representative can view sales forecast item for which they are the owner |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
Sales Forecast Participant |
A Sales Representative can manage sales forecast participant for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|
A Sales Representative can manage sales forecast participant for the territories they own currently |
Role: Sales Forecasting Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Representative can view sales forecast participant for child territories of territories that they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Representative can view sales forecast participant for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Representative can view sales forecast participant for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales Representative can view sales forecast participant for the territories they own currently |
Role: Sales Forecasting Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Sales Lead |
A Sales Representative can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Sales Representative can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Representative can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Representative can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Representative can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales Representative can update sales lead others where they are a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Representative can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Representative can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Representative can update sales lead others where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales Representative can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Representative can update sales lead owner where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales Representative can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Sales Representative can view sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Representative can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales Representative can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Representative can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Representative can view sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Sales Lead Note |
A Sales Representative can delete sales lead note where they have delete access to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
A Sales Representative can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Sales Representative can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Sales Representative can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
A Sales Representative can view sales lead note where they are the author of the private sales lead note |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Sales Party |
A Sales Representative can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
A Sales Representative can manage sales party where they are in the sales account team with full access |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Representative can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Representative can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales Representative can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Representative can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Representative can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Representative can update sales party where they are in the sales account team with edit access |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales Representative can view sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Representative can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales Representative can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
||
A Sales Representative can view sales party where they are in the sales account team |
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
||
Sales Party Note |
A Sales Representative can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Sales Representative can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Representative can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Representative can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Representative can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Representative can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales Representative can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Representative can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales Representative can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Reference Customer |
A Sales Representative can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|||
Sales Resource Quota |
A Sales Representative can view sales resource quota where they are assigned the quota |
Role: Quota Viewing Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Fact: CRM - Resource Quota Dimension(s): Security - Resource Based OR Security - Territory Based |
Fact: CRM Resource Quota Historical Dimension(s): Security - Territory Based |
|||
Task Note |
A Sales Representative can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Sales Representative can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Sales Representative can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales Representative can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales Representative can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Sales Representative can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Sales Representative can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Sales Representative can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Sales Representative can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Sales Representative can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Sales Representative can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Sales Representative can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Sales Representative can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
Trading Community Resource |
A Sales Representative can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
|
Trading Community Resource Note |
A Sales Representative can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Sales Representative can view trading community resource note for all resource notes |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Trading Community Resource Skill |
A Sales Representative can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Sales Representative can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Representative can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales Representative can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Sales Representative
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Sales Representative
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
Manages sales managers within the organization. Responsible for account planning, territory and quota management, and managing sales forecasts for the territory.
Duties assigned directly and indirectly to the job role Sales VP
Duty Role |
Description |
|---|---|
Applications Common Reference Data Review Duty |
Reviews Oracle Middleware Extensions for Fusion Applications application reference data. |
Appointment Note Management Duty |
Manages creating and maintaining appointment notes. |
Appointment View Duty |
Manages viewing of appointment data. |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
Business Intelligence Applications Analysis Duty |
Business Intelligence Applications Analysis Generic Duty |
Business Intelligence Authoring Duty |
An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. |
Business Intelligence Consumer Duty |
A role required to allow reporting from Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area. |
Business Unit Selection Duty |
Grants access to a data security privilege that enables users to select a business unit, enabled for assignments and work terms, from a secured list determined by the organization security profile. |
CRM Delete Duty |
UCM application role required by CRM to get delete access to CRM uploaded non attachments. |
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Fusion Opportunity Landscape Analysis Duty |
BI duty role to access warehouse data for Fusion Opportunity Landscape(SPD). This duty role is built exclusively for SPD |
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Incentive Compensation Participant Management Duty |
Monitor, for directs and self, incentive transactions, payments, and plans |
Incentive Compensation Participation Duty |
Review incentive reports, plans, disputes incentive transactions, and payments for self |
Incentive Compensation Transaction Analysis Duty |
Analyzes Incentive Compensation transactional information |
Interaction Management Duty |
Manages creating and reviewing of interaction data. Interactions record inbound and outbound communications. |
Internal Contact Relationship Information Inquiry Duty |
Views trading community contact relationship data not created by partners. |
Item Inquiry Duty |
Queries and views items in the enterprise. |
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Legal Employer Selection Duty |
Grants access to a data security privilege Choose Legal Employer Duty that allows the ability to select a Legal Employer from a secured list as defined in the organization security profile. |
Locations Inquiry Duty |
Calls location web service. |
Locations Management Duty |
Calls location web service. |
Marketing Analysis Currency Preference |
This role is used to get the supported currencies in Marketing Analysis module. |
Marketing Lead Analysis Duty |
BI duty role to analyze leads generated from sales and marketing campaigns. |
Marketing Lead Transaction Analysis Duty |
BI duty role to analyze leads generated from sales and marketing campaigns. Maps to Sales Lead Qualifier role |
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
Mobile CRM Sales Representative Duty |
Manages customer relationship management data on mobile device. This role is for the salesperson using the mobile application. |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Opportunity Landscape Transaction Analysis Duty |
BI Duty role to be used for Opportunity Landscape analysis |
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
Opportunity Sales Account Sales Manager Duty |
Views all aspects of the application. This role is for managers of sales account team members. |
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
Opportunity Sales Manager Duty |
Manages all aspects of the application. This role is for sales managers. |
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
Oracle Fusion CRM for Microsoft Outlook Sales Manager Duty |
This role allows sales managers to access Oracle Fusion CRM for Microsoft Outlook application functionality. |
Party Information Inquiry Duty |
Views trading community parties. |
Person Information Inquiry Duty |
Views person basic information. |
Person Information Management Duty |
Manages person information. |
Person Relationships Management Duty |
Grants privileges to manage person Relationship information |
Personal Campaign Management Duty |
Manages secured personal campaigns used to promote products or events to specific customers. |
Personal Contact Information Inquiry Duty |
Views personal contact information such as home phone, home address, and personal e-mail. |
Personal Identifier Inquiry Duty |
Views social security number, tax registration identification numbers, and other personal identifiers. |
Product Recommendation Analysis Duty |
Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning. |
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Purchase Document Attachment Inquiry Duty |
Review purchase order, purchase agreement, and referenced document attachments. |
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Quota Viewing Duty |
Provides viewing access to sales resource quotas. |
Resource Hierarchy Data Security |
This role is used for Resource Hierarchy data security in the data warehouse |
Resource Information Management Duty |
Manages resource information. |
Sales Analysis Currency Preference |
This role is used to get the supported currencies in Sales Analysis module. |
Sales Campaign Analysis Duty |
BI duty role to analyze effectiveness of sales campaign created in terms of responses, leads generation and revenue. |
Sales Campaign Transaction Analysis Duty |
BI duty role to analyze effectiveness of sales campaign created in terms of responses, leads generation and revenue. Maps to Sales Representative and Sales Manager roles |
Sales Competitor Sales Account Territory Resource Duty |
Views secure customer competitor purchase data. This role is for members of the sales account territory team. |
Sales Competitor Sales Manager Duty |
Views secure customer competitor purchase data. This role is for sales managers. |
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Sales Executive Analysis Duty |
BI duty role to monitor sales effectiveness and analyze sales performance of the entire sales organization. |
Sales Executive Transaction Analysis Duty |
BI duty role to monitor sales effectiveness and analyze sales performance of the entire sales organization. Maps to Sales VP role |
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Sales Forecasting Management Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing subordinates forecasts. |
Sales Lead Data Access Duty |
Views sales leads. |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Sales Manager Dashboard Duty |
Accesses the sales dashboard. This role is for sales managers. |
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
Sales VP Duty |
This is the enterprise role that inherits all duties performed by sales VPs. |
Task Note Management Duty |
Manages creating and reviewing of task notes data. Task notes record additional information about the specific task. |
Territory Hierarchy Data Security |
This role is used for Territory Hierarchy data security in the data warehouse |
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Trading Community Confidential Personally Identifiable Information Inquiry Duty |
Views personally identifiable information. |
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Transactional Analysis Duty |
This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users |
User Role Management Duty |
Manages user roles. |
View Person Details Duty |
Creates or updates users during person synchronizations. |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Roles inherited directly and indirectly by the job role Sales VP
Inherited Roles |
|---|
Sales VP Business Intelligence Applications Worker Business Intelligence Applications Analysis Duty Fusion Opportunity Landscape Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Marketing Lead Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Marketing Lead Transaction Analysis Duty Business Intelligence Authoring Duty Opportunity Landscape Transaction Analysis Duty Business Intelligence Authoring Duty Quota Viewing Duty Sales Campaign Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Sales Campaign Transaction Analysis Duty Business Intelligence Authoring Duty Sales Executive Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Territory Hierarchy Data Security Sales Executive Transaction Analysis Duty Business Intelligence Authoring Duty Sales VP Duty Appointment Note Management Duty Appointment View Duty Asset and Recommendation View Duty Incentive Compensation Participant Management Duty Incentive Compensation Participation Duty Incentive Compensation Transaction Analysis Duty Business Intelligence Authoring Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Lead Registration Processing Duty Locations Management Duty Locations Inquiry Duty Marketing Lead Analysis Duty Business Intelligence Authoring Duty Marketing Analysis Currency Preference Resource Hierarchy Data Security Territory Hierarchy Data Security Mobile CRM Sales Representative Duty Opportunity Sales Account Sales Manager Duty Opportunity Sales Account Territory Resource Duty Opportunity Sales Manager Duty Opportunity Sales Representative Duty Opportunity Territory Resource Duty Oracle Fusion CRM for Microsoft Outlook Sales Manager Duty Person Information Management Duty Person Information Inquiry Duty Person Relationships Management Duty Personal Campaign Management Duty Product Recommendation Analysis Duty Business Intelligence Consumer Duty Party Information Inquiry Duty Sales Campaign Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Sales Competitor Sales Account Territory Resource Duty Sales Competitor Sales Manager Duty Sales Competitor Sales Representative Duty Sales Executive Analysis Duty Business Intelligence Authoring Duty Resource Hierarchy Data Security Sales Analysis Currency Preference Territory Hierarchy Data Security Sales Extension Management Duty Sales Forecasting Management Duty Party Information Inquiry Duty Sales Lead Follow Up Duty Sales Lead Follow Up Management Duty Sales Manager Dashboard Duty Sales Party Management Duty File Import Management Duty File Import Scheduling Duty Applications Common Reference Data Review Duty Locations Management Duty Locations Inquiry Duty Resource Information Management Duty View Person Details Duty Workforce Profile Resource Manager Duty Sales Party Review Duty Appointment View Duty Asset and Recommendation View Duty Contract View Access Across All Business Units Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Customer Account Relationships Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Item Inquiry Duty Negotiation Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Party Information Inquiry Duty Purchase Agreement Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Purchase Document Attachment Inquiry Duty Purchase Order Viewing Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Trading Community Confidential Personally Identifiable Information Inquiry Duty Personal Contact Information Inquiry Duty Personal Identifier Inquiry Duty Customer Account Addresses Inquiry Duty Customer Account Contacts Inquiry Duty Customer Account Information Inquiry Duty Interaction Management Duty Internal Contact Relationship Information Inquiry Duty Marketing Response Data Review Duty Opportunity Revenue View Duty Opportunity View Duty Party Information Inquiry Duty Sales Extension Management Duty Sales Lead Data Access Duty Trading Community Import Batch Management Duty Trading Community Merge Request Management Duty Sales Reference Customer Sales Representative Duty Task Note Management Duty Territory Management Duty Internal Contact Relationship Information Inquiry Duty Party Information Inquiry Duty Quota Management Duty Foundation User and Roles Management Duty Business Unit Selection Duty Legal Employer Selection Duty User Role Management Duty View Person Details Duty Incentive Compensation Goal Management Duty Party Information Inquiry Duty Transactional Business Intelligence Worker Transactional Analysis Duty |
Privileges granted to duties of the job role Sales VP.
Duty Role |
Duty Role Description |
Privilege |
|---|---|---|
Appointment View Duty |
Manages viewing of appointment data. |
Manage Calendar Preferences |
Asset and Recommendation View Duty |
Views assets and recommendations in Customer Center. |
View Customer Asset |
View Product Recommendation |
||
Contract View Access Across All Business Units Duty |
Views contracts across all business units regardless of business unit assignment. |
Enable Buy Intent |
Enable Sell Intent |
||
Generate PDF Contract for Text Search |
||
View Contract |
||
View Contract Terms |
||
Customer Account Addresses Inquiry Duty |
Views customer account address information. |
Search Customer Account Site |
View Customer Account Site |
||
View Customer Account Site Use |
||
Customer Account Contacts Inquiry Duty |
Views customer account contact information. |
Export Customer Account Contact |
View Customer Account Contact |
||
View Customer Account Contact Responsibility |
||
Customer Account Information Inquiry Duty |
Views customer account basic information. |
Export Customer Account |
Search Trading Community Organization |
||
View Customer Account |
||
Customer Account Relationships Inquiry Duty |
Views customer account relationship information. |
Export Customer Account Relationship |
Search Customer Account Relationships |
||
View Customer Account Relationship |
||
View Customer Account Relationships |
||
File Import Management Duty |
Duty role to manage web-based file import object registration, import mapping and import activities, available to advanced user roles. |
Set Up File Import Object and Mapping |
File Import Scheduling Duty |
Duty role to create and schedule web-based file import activities, available to both novice and advanced user roles. |
Run File Import Scheduler |
Set Up File Import Activity |
||
Foundation User and Roles Management Duty |
Creates and updates users and assigns roles to users. |
Manage Users |
View Person Details |
||
Incentive Compensation Goal Management Duty |
Maintain incentive compensation to quota management worklist notification via quota management integration |
Customize Incentive Compensation Participant Goal |
Incentive Compensation Participant Management Duty |
Monitor, for directs and self, incentive transactions, payments, and plans |
Create Incentive Compensation Dispute |
Dispute Incentive Compensation Transaction |
||
Review Incentive Compensation Dispute |
||
Review Incentive Compensation Team Attainment |
||
Review Incentive Compensation Transaction |
||
Verify Incentive Compensation Transaction |
||
Verify Participant Earnings and Attainment Report |
||
Incentive Compensation Participation Duty |
Review incentive reports, plans, disputes incentive transactions, and payments for self |
Create Incentive Compensation Dispute |
Dispute Incentive Compensation Transaction |
||
Review Incentive Compensation Dispute |
||
Review Incentive Compensation Transaction |
||
Verify Incentive Compensation Transaction |
||
Verify Participant Earnings and Attainment Report |
||
Item Inquiry Duty |
Queries and views items in the enterprise. |
Manage Item Attachment |
Manage Item Catalog |
||
Manage Item Global Search |
||
Manage Trading Partner Item Reference |
||
View Item |
||
View Item Organization Association |
||
View Item Relationship |
||
Lead Registration Processing Duty |
Reviews, accepts, and rejects sales lead registrations. Includes the ability to view sales lead details and update internal attributes. |
Accept Sales Lead |
Delete Sales Lead Internal Attributes |
||
Reject Sales Lead |
||
Select Sales Lead Internal Attributes |
||
Update Sales Lead Internal Attributes |
||
View Sales Lead Contextual Bin |
||
View Sales Lead Internal Tabs |
||
Locations Inquiry Duty |
Calls location web service. |
Search Trading Community Location |
View Trading Community Location |
||
Locations Management Duty |
Calls location web service. |
Enter Trading Community Location |
Remove Trading Community Location |
||
Update Trading Community Location |
||
Marketing Response Data Review Duty |
Views responses to marketing campaigns. |
View Marketing Response |
Mobile CRM Sales Representative Duty |
Manages customer relationship management data on mobile device. This role is for the salesperson using the mobile application. |
Access Mobile CRM |
Negotiation Viewing Duty |
View the negotiation summary and details pages. |
Search Supplier Negotiation |
View Supplier Negotiation |
||
Opportunity Revenue View Duty |
Views revenue information. This role is for read-only access to revenue information. |
View Opportunity Revenue |
Opportunity Sales Account Sales Manager Duty |
Views all aspects of the application. This role is for managers of sales account team members. |
Manage Opportunity Work Area |
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Account Territory Resource Duty |
Views all aspects of the application. This role is for members of the sales account territory team. |
View Opportunity Appointments |
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Manager Duty |
Manages all aspects of the application. This role is for sales managers. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Sales Representative Duty |
Manages or views all aspects of the application. This role is for salespersons. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity Territory Resource Duty |
Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team. |
Assign Opportunity |
Close Opportunity |
||
Create Opportunity |
||
Delete Opportunity |
||
Manage Opportunity Assessments |
||
Manage Opportunity Competitors |
||
Manage Opportunity Group Space |
||
Manage Opportunity Leads |
||
Manage Opportunity Nonrevenue Credits |
||
Manage Opportunity Partner Registration |
||
Manage Opportunity Partners |
||
Manage Opportunity References |
||
Manage Opportunity Reports |
||
Manage Opportunity Revenue |
||
Manage Opportunity Revenue Credits |
||
Manage Opportunity Revenue Recommendations |
||
Manage Opportunity Revenue Recurrences |
||
Manage Opportunity Sales Account |
||
Manage Opportunity Sales Method |
||
Manage Opportunity Sources |
||
Manage Opportunity Work Area |
||
Mass Update Opportunity |
||
View Opportunity |
||
View Opportunity Appointments |
||
View Opportunity Competitors |
||
View Opportunity Contacts |
||
View Opportunity Group Space |
||
View Opportunity Interactions |
||
View Opportunity Leads |
||
View Opportunity Nonrevenue Credits |
||
View Opportunity Notes |
||
View Opportunity Partners |
||
View Opportunity References |
||
View Opportunity Revenue |
||
View Opportunity Revenue Credits |
||
View Opportunity Revenue Recurrences |
||
View Opportunity Sales Coach |
||
View Opportunity Similar Opportunities |
||
View Opportunity Sources |
||
View Opportunity Tasks |
||
View Opportunity Team |
||
Opportunity View Duty |
Views opportunity data. This role is for viewing opportunities from the customer center. |
View Opportunity |
Oracle Fusion CRM for Microsoft Outlook Sales Manager Duty |
This role allows sales managers to access Oracle Fusion CRM for Microsoft Outlook application functionality. |
Download Outlook Installer |
Person Information Inquiry Duty |
Views person basic information. |
Search Trading Community Person |
Search Trading Community Person Additional Identifier |
||
Search Trading Community Person Additional Name |
||
Search Trading Community Person Address |
||
Search Trading Community Person Classification |
||
Search Trading Community Person Contact Point |
||
View Trading Community Person |
||
View Trading Community Person Additional Identifier |
||
View Trading Community Person Additional Name |
||
View Trading Community Person Address |
||
View Trading Community Person Address Use |
||
View Trading Community Person Classification Code Assignment |
||
View Trading Community Person Contact Points |
||
View Trading Community Person Source System Mapping |
||
View Trading Community Person Usage Assignment |
||
Person Information Management Duty |
Manages person information. |
Add Trading Community Person Additional Identifier |
Add Trading Community Person Additional Name |
||
Add Trading Community Person Address Use |
||
Add Trading Community Person Classification Code Assignment |
||
Add Trading Community Person Contact Preference |
||
Add Trading Community Person Email |
||
Add Trading Community Person Instant Messenger |
||
Add Trading Community Person Phone |
||
Add Trading Community Person Web Page |
||
Correct Trading Community Person Address |
||
Enter Trading Community Person |
||
Enter Trading Community Person Address |
||
Export Trading Community Location |
||
Export Trading Community Person |
||
Export Trading Community Person Additional Identifier |
||
Export Trading Community Person Additional Name |
||
Export Trading Community Person Addresses |
||
Export Trading Community Person Classification Code Assignment |
||
Export Trading Community Person Contact Points |
||
Export Trading Community Person Contact Preferences |
||
Manage Person Attachments |
||
Manage Person Interactions |
||
Manage Person Notes |
||
Manage Trading Community Person Source System Mapping |
||
Manage Trading Community Person Usage Assignment |
||
Move Trading Community Person Address |
||
Remove Trading Community Person Additional Identifier |
||
Remove Trading Community Person Additional Name |
||
Remove Trading Community Person Address |
||
Remove Trading Community Person Address Use |
||
Remove Trading Community Person Classification Code Assignment |
||
Remove Trading Community Person Contact Preference |
||
Remove Trading Community Person Email |
||
Remove Trading Community Person Instant Messenger |
||
Remove Trading Community Person Phone |
||
Remove Trading Community Person Web Page |
||
Search Trading Community Person |
||
Search Trading Community Person Additional Identifier |
||
Search Trading Community Person Additional Name |
||
Search Trading Community Person Address |
||
Search Trading Community Person Classification |
||
Search Trading Community Person Contact Point |
||
Select Trading Community Person Address as Primary for a Purpose |
||
Submit Person Merge Request |
||
Update Trading Community Person |
||
Update Trading Community Person Additional Identifier |
||
Update Trading Community Person Additional Name |
||
Update Trading Community Person Address Use |
||
Update Trading Community Person Classification Code Assignment |
||
Update Trading Community Person Contact Preference |
||
Update Trading Community Person Email |
||
Update Trading Community Person Instant Messenger |
||
Update Trading Community Person Phone |
||
Update Trading Community Person Web Page |
||
View Trading Community Person Additional Identifier |
||
View Trading Community Person Additional Name |
||
View Trading Community Person Address |
||
View Trading Community Person Address Use |
||
View Trading Community Person Classification Code Assignment |
||
View Trading Community Person Contact Points |
||
View Trading Community Person Source System Mapping |
||
View Trading Community Person Usage Assignment |
||
Person Relationships Management Duty |
Grants privileges to manage person Relationship information |
Add Trading Community Person Relationship |
Remove Trading Community Person Relationship |
||
Update Trading Community Person Relationship |
||
Personal Campaign Management Duty |
Manages secured personal campaigns used to promote products or events to specific customers. |
Create Sales Campaign |
Delete Sales Campaign |
||
Manage Sales Campaign |
||
Run Marketing Campaign Scheduler |
||
Update Sales Campaign |
||
View Sales Campaign |
||
Product Recommendation Analysis Duty |
Manages business rules and recommendations about selling the right products to the right customers. Analyzes product recommendations and schedules sales lead generation and predictive model learning. |
Analyze Product Recommendation |
Manage Recommendations Work Area |
||
Manage Rule and Product for Recommendation |
||
Schedule Predictive Model Learning |
||
Schedule Sales Lead Generation |
||
Purchase Agreement Viewing Duty |
Search for and review purchase agreements. |
Search Purchase Agreement |
View Purchase Agreement |
||
Purchase Order Viewing Duty |
Search for and review purchase orders as a procurement agent. |
View Purchase Order |
Quota Management Duty |
Manages sales territory quotas and territory quota formulas. Additional duties include incentive compensation goal management, user and roles management, and party information inquiry. |
Manage Sales Quota Prediction Formula |
Manage Sales Territory Quota |
||
Resource Information Management Duty |
Manages resource information. |
Add Trading Community Resource to My Social Network |
Contact Trading Community Resource |
||
Edit Trading Community Resource Profile |
||
Manage Trading Community Resource Address |
||
Manage Trading Community Resource Contact Information |
||
Manage Trading Community Resource Note |
||
Manage Trading Community Resource Skills |
||
Manage Trading Community Resource Social Network |
||
Search Trading Community Resource |
||
Upload Trading Community Resource Picture |
||
View Trading Community Resource Address |
||
View Trading Community Resource Collaboration Information |
||
View Trading Community Resource Contact Information |
||
View Trading Community Resource Details |
||
View Trading Community Resource Note |
||
View Trading Community Resource Organization Memberships |
||
View Trading Community Resource Overview Information |
||
View Trading Community Resource Profile |
||
View Trading Community Resource Role Assignments |
||
View Trading Community Resource Sales Representative Information |
||
View Trading Community Resource Skills |
||
View Trading Community Resource Social Network |
||
View Trading Community Resource Team Memberships |
||
Sales Competitor Sales Account Territory Resource Duty |
Views secure customer competitor purchase data. This role is for members of the sales account territory team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
Sales Competitor Sales Manager Duty |
Views secure customer competitor purchase data. This role is for sales managers. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
View Sales Competitor Opportunities |
||
Sales Competitor Sales Representative Duty |
Views secure customer competitor purchase data. This role is for salespersons. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Competitor |
||
View Sales Competitor Opportunities |
||
Sales Extension Management Duty |
Views secure customer competitor purchase data. This role is for members of the sales account team. |
Update Customer Competitor Purchase |
View Customer Competitor Purchase |
||
View Sales Reference Customer |
||
Sales Forecasting Management Duty |
Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information and managing subordinates forecasts. |
Edit Sales Forecast Items |
Export Sales Forecast Participant |
||
Manage Sales Forecast Adjustments |
||
Manage Sales Forecast Item Adjustments |
||
Manage Sales Forecast Participant |
||
View Sales Forecast Item Adjustments |
||
View Sales Forecast Participant |
||
View Sales Forecast Participant For Self |
||
Sales Lead Data Access Duty |
Views sales leads. |
View Sales Lead |
Sales Lead Follow Up Duty |
Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Lead Follow Up Management Duty |
Manages sales lead follow up marketing activities from qualification and assessment of leads to reassignment to sales for follow up sales activities including the conversion of sales lead to revenue opportunities. |
Convert Sales Lead |
Create Sales Lead |
||
Identify Sales Lead |
||
Manage Lead Qualification Work Area |
||
Qualify Sales Lead |
||
Update Sales Lead |
||
View Sales Lead |
||
Sales Manager Dashboard Duty |
Accesses the sales dashboard. This role is for sales managers. |
View Sales Manager Dashboard |
View Sales Representative Dashboard |
||
Sales Party Management Duty |
Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. |
Create Consumer |
Create Sales Organization |
||
Create Sales Party Appointment |
||
Create Sales Party Assessment |
||
Create Sales Party Contact |
||
Create Sales Party Interaction |
||
Create Sales Party Note |
||
Create Sales Party Task |
||
Delete Sales Party Appointment |
||
Delete Sales Party Assessment |
||
Delete Sales Party Contact |
||
Delete Sales Party Interaction |
||
Delete Sales Party Note |
||
Delete Sales Party Task |
||
Manage Reference Customer Profile |
||
Manage Sales Account Team |
||
Manage Sales Party Classifications |
||
Manage Sales Party Contact Hierarchy |
||
Manage Sales Party Forums |
||
Update Consumer |
||
Update Sales Organization |
||
Update Sales Party Appointment |
||
Update Sales Party Assessment |
||
Update Sales Party Contact |
||
Update Sales Party Interaction |
||
Update Sales Party Note |
||
Update Sales Party Task |
||
Sales Party Review Duty |
Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features. |
Manage Customers Work Area |
View Billing Account |
||
View Consumer |
||
View One Source Market Place Information |
||
View Revenue by Organization Hierarchy |
||
View Sales Account Team |
||
View Sales Organization |
||
View Sales Party |
||
View Sales Party Analytics |
||
View Sales Party Appointment |
||
View Sales Party Assessment |
||
View Sales Party Classifications |
||
View Sales Party Contact |
||
View Sales Party Contact Hierarchy |
||
View Sales Party Forums |
||
View Sales Party Hierarchy |
||
View Sales Party Interaction |
||
View Sales Party Note |
||
View Sales Party Snapshot |
||
View Sales Party Subsidiaries |
||
View Sales Party Task |
||
View Siebel Service Requests |
||
Sales Reference Customer Sales Representative Duty |
Views reference customer note data. This role is for salespersons. |
View Sales Reference Customer |
View Sales Reference Customer Opportunities |
||
Territory Management Duty |
Manages sales territories, territory proposals, and quotas. |
Manage Sales Territory |
Manage Sales Territory Account Exclusions |
||
Manage Sales Territory Account Inclusions |
||
Manage Sales Territory Proposal |
||
Manage Territories, Forecasts and Quotas Work Area |
||
Run Territory Inheritance Recipient Update Job |
||
Run Territory Proposal Activation Job |
||
Run Territory Restore Job |
||
Run Territory Validation Job |
||
View Sales Territory |
||
View Sales Territory Proposal |
||
Trading Community Import Batch Management Duty |
Manages trading community data import batches. |
Enter Trading Community Import Batch Information |
Enter Trading Community Import Batch Process Information |
||
Purge Trading Community Import Batch |
||
Run Trading Community Import Batch Error Report |
||
Run Trading Community Import Batch Process |
||
View Trading Community Import Batch Details and Statistics |
||
View Trading Community Import Batch Errors and Details |
||
View Trading Community Import Batch Information |
||
Trading Community Merge Request Management Duty |
Grants privileges for end user to create merge requests |
Enter Trading Community Merge Request |
Submit Trading Community Merge Request |
||
User Role Management Duty |
Manages user roles. |
Assign Roles to User |
Copy Personal Data to LDAP |
||
Manage User Account and Roles |
||
View Person Details Duty |
Creates or updates users during person synchronizations. |
View Person Details |
Workforce Profile Resource Manager Duty |
Performs resource manager duties for workforce talent profiles, related to the use of profiles within the Resource Management component of Oracle Fusion Trading Community Model. |
Manage Person Talent Profile |
Data security policies and their enforcement across analytics application for the job role Sales VP
Business Object |
Policy Description |
Policy Store Implementation |
Analytics Implementation |
|---|---|---|---|
Application Attachment |
A Sales VP can read application attachment for the categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing |
Role: Purchase Document Attachment Inquiry Duty Privilege: Read Application Attachment Resource: Application Attachment |
|
Application Attachment Category |
A Sales VP can delete application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Delete Application Attachment Resource: Application Attachment Category |
|
A Sales VP can read application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Read Application Attachment Resource: Application Attachment Category |
||
A Sales VP can update application attachment for all miscelleneous category attachments data |
Role: Applications Common Reference Data Review Duty Privilege: Update Application Attachment Resource: Application Attachment Category |
||
Appointment |
A Sales VP can view appointment for all appointments in the enterprise |
Role: Appointment View Duty Privilege: View Appointment (Data) Resource: Appointment |
|
Appointment Note |
A Sales VP can delete appointment note where they have delete access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Delete Appointment Note (Data) Resource: Appointment Note |
|
A Sales VP can update appointment note where they have owner update access to the appointment and where they are the author of the appointment note |
Role: Appointment Note Management Duty Privilege: Update Appointment Note (Data) Resource: Appointment Note |
||
A Sales VP can view appointment note for all internal appointment notes in the enterprise |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
A Sales VP can view appointment note where they are the author of the private appointment note |
Role: Appointment Note Management Duty Privilege: View Appointment Note (Data) Resource: Appointment Note |
||
Assignment Grade |
A Sales VP can choose assignment grade for grades in their grade security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Assignment Grade (Data) Resource: Assignment Grade |
|
Business Unit |
A Sales VP can choose business unit organization for business units in their organization security profile |
Role: Business Unit Selection Duty Privilege: Choose Business Unit Organization (Data) Resource: Business Unit |
|
Competitor Note |
A Sales VP can manage sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|
Role: Sales Competitor Sales Manager Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|||
Role: Sales Competitor Sales Representative Duty Privilege: Manage Sales Competitor Note (Data) Resource: Competitor Note |
|||
A Sales VP can view sales competitor note for all notes that are not private |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Role: Sales Competitor Sales Manager Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
A Sales VP can view sales competitor note where they are the author of the note |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
||
Role: Sales Competitor Sales Manager Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor Note (Data) Resource: Competitor Note |
|||
Consumer File Import Activity |
A Sales VP can view consumer file import activity object type for all consumer file import activities of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Activity Object Type (Data) Resource: Consumer File Import Activity |
|
Consumer File Import Mapping |
A Sales VP can view consumer file import mapping object type for all consumer file import mappings of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Mapping Object Type (Data) Resource: Consumer File Import Mapping |
|
Consumer File Import Object |
A Sales VP can view consumer file import object type for all consumer file import objects of object type 'consumer' |
Role: Trading Community Import Batch Management Duty Privilege: View Consumer File Import Object Type (Data) Resource: Consumer File Import Object |
|
Contract |
A Sales VP can manage contract for all business units |
Role: Contract View Access Across All Business Units Duty Privilege: Manage Contract (Data) Resource: Contract |
|
Contract Note |
A Sales VP can view contract note for notes that are not private or private notes where they are the author. |
Role: Contract View Access Across All Business Units Duty Privilege: View Contract Note (Data) Resource: Contract Note |
|
Customer Account |
A Sales VP can view customer account for all customer accounts in the enterprise |
Role: Customer Account Information Inquiry Duty Privilege: View Customer Account (Data) Resource: Customer Account |
|
Customer Competitor Purchase |
A Sales VP can update customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|
Role: Sales Competitor Sales Manager Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Sales VP can update customer competitor purchase where the customer party is a sales account and they are a resource of a territory or a resource of an ancestor territory of a territory in the sales account territory team |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales VP can update customer competitor purchase where the customer party is a sales account and they are a sales account team member with edit or full access |
Role: Sales Competitor Sales Representative Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales VP can update customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member with edit or full access |
Role: Sales Competitor Sales Manager Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Role: Sales Extension Management Duty Privilege: Update Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Sales VP can view customer competitor purchase where the customer party is a legal entity or sales prospect |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Role: Sales Competitor Sales Manager Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
|||
A Sales VP can view customer competitor purchase where the customer party is a sales account and the user is in the management chain of a sales account team member |
Role: Sales Extension Management Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales VP can view customer competitor purchase where the customer party is a sales account and they are a resource of a territory or a resource of an ancestor territory of a territory in the sales account territory team |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales VP can view customer competitor purchase where the customer party is a sales account and they are a sales account team member |
Role: Sales Competitor Sales Representative Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
A Sales VP can view customer competitor purchase where the customer party is a sales account and they are in the management chain of a sales account team member |
Role: Sales Competitor Sales Manager Duty Privilege: View Customer Competitor Purchase (Data) Resource: Customer Competitor Purchase |
||
Customer File Import Activity |
A Sales VP can view customer file import activity object type for all customer file import activities of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Activity Object Type (Data) Resource: Customer File Import Activity |
|
Customer File Import Mapping |
A Sales VP can view customer file import mapping object type for all customer file import mappings of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Mapping Object Type (Data) Resource: Customer File Import Mapping |
|
Customer File Import Object |
A Sales VP can view customer file import object type for all customer file import objects of object type 'customer' |
Role: Trading Community Import Batch Management Duty Privilege: View Customer File Import Object Type (Data) Resource: Customer File Import Object |
|
Department |
A Sales VP can choose department for departments in their organization security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Department (Data) Resource: Department |
|
HR Job |
A Sales VP can choose hr job for jobs in their job security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose HR Job (Data) Resource: HR Job |
|
Hierarchy File Import Activity |
A Sales VP can view hierarchy file import activity object type for all hierarchy file import activities of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Activity Object Type (Data) Resource: Hierarchy File Import Activity |
|
Hierarchy File Import Mapping |
A Sales VP can view hierarchy file import mapping object type for all hierarchy file import mappings of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Mapping Object Type (Data) Resource: Hierarchy File Import Mapping |
|
Hierarchy File Import Object |
A Sales VP can view hierarchy file import object type for all hierarchy file import objects of object type 'hierarchy' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy File Import Object Type (Data) Resource: Hierarchy File Import Object |
|
Hierarchy Node File Import Activity |
A Sales VP can view hierarchy node file import activity object type for all hierarchy node file import activities of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Activity Object Type (Data) Resource: Hierarchy Node File Import Activity |
|
Hierarchy Node File Import Mapping |
A Sales VP can view hierarchy node file import mapping object type for all hierarchy node file import mappings of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Mapping Object Type (Data) Resource: Hierarchy Node File Import Mapping |
|
Hierarchy Node File Import Object |
A Sales VP can view hierarchy node file import object type for all hierarchy node file import objects of object type 'hierarchy node' |
Role: Trading Community Import Batch Management Duty Privilege: View Hierarchy Node File Import Object Type (Data) Resource: Hierarchy Node File Import Object |
|
Incentive Compensation Dispute |
A Sales VP can create incentive compensation dispute for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Create Incentive Compensation Dispute (Data) Resource: Incentive Compensation Dispute |
|
A Sales VP can create incentive compensation dispute for themselves |
Role: Incentive Compensation Participation Duty Privilege: Create Incentive Compensation Dispute (Data) Resource: Incentive Compensation Dispute |
||
Incentive Compensation Goal |
A Sales VP can manage incentive compensation goal for the business units for which they are authorized |
Role: Incentive Compensation Goal Management Duty Privilege: Manage Incentive Compensation Goal (Data) Resource: Business Unit |
|
Incentive Compensation Measure |
A Sales VP can review incentive compensation measure for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Measure (Data) Resource: Incentive Compensation Measure |
|
A Sales VP can review incentive compensation measure for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Measure (Data) Resource: Incentive Compensation Measure |
||
Incentive Compensation Participant |
A Sales VP can review incentive compensation participant for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Participant (Data) Resource: Incentive Compensation Participant |
|
A Sales VP can review incentive compensation participant for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant (Data) Resource: Incentive Compensation Participant |
||
Incentive Compensation Participant Attainment Balance |
A Sales VP can review incentive compensation participant attainment balance for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Participant Attainment Balance (Data) Resource: Incentive Compensation Participant Attainment Balance |
|
A Sales VP can review incentive compensation participant attainment balance for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant Attainment Balance (Data) Resource: Incentive Compensation Participant Attainment Balance |
||
Incentive Compensation Participant Earning Balance |
A Sales VP can review incentive compensation participant earning balance for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Participant Earning Balance (Data) Resource: Incentive Compensation Participant Earning Balance |
|
A Sales VP can review incentive compensation participant earning balance for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant Earning Balance (Data) Resource: Incentive Compensation Participant Earning Balance |
||
Incentive Compensation Participant Subledger |
A Sales VP can review incentive compensation participant subledger for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Participant Subledger (Data) Resource: Incentive Compensation Participant Subledger |
|
A Sales VP can review incentive compensation participant subledger for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Participant Subledger (Data) Resource: Incentive Compensation Participant Subledger |
||
Incentive Compensation Payment Plan |
A Sales VP can review incentive compensation payment plan for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Payment Plan (Data) Resource: Incentive Compensation Payment Plan |
|
A Sales VP can review incentive compensation payment plan for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Payment Plan (Data) Resource: Incentive Compensation Payment Plan |
||
Incentive Compensation Payment Transaction |
A Sales VP can review incentive compensation payment transaction for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Payment Transaction (Data) Resource: Incentive Compensation Payment Transaction |
|
A Sales VP can review incentive compensation payment transaction for themselves and the paysheet that is at least submitted |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Payment Transaction (Data) Resource: Incentive Compensation Payment Transaction |
||
Incentive Compensation Paysheet |
A Sales VP can review incentive compensation paysheet for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Paysheet (Data) Resource: Incentive Compensation Paysheet |
|
A Sales VP can review incentive compensation paysheet for themselves and the paysheet that is at least submitted |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Paysheet (Data) Resource: Incentive Compensation Paysheet |
||
Incentive Compensation Plan |
A Sales VP can review incentive compensation plan for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Plan (Data) Resource: Incentive Compensation Plan |
|
A Sales VP can review incentive compensation plan for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Plan (Data) Resource: Incentive Compensation Plan |
||
Incentive Compensation Plan Component |
A Sales VP can review incentive compensation plan component for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Plan Component (Data) Resource: Incentive Compensation Plan Component |
|
A Sales VP can review incentive compensation plan component for themselves |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Plan Component (Data) Resource: Incentive Compensation Plan Component |
||
Incentive Compensation Transaction |
A Sales VP can review incentive compensation transaction for subordinates in their person and assignment security profile |
Role: Incentive Compensation Participant Management Duty Privilege: Review Incentive Compensation Transaction (Data) Resource: Incentive Compensation Transaction |
|
A Sales VP can review incentive compensation transaction for themselves and the period enabled for reporting |
Role: Incentive Compensation Participation Duty Privilege: Review Incentive Compensation Transaction (Data) Resource: Incentive Compensation Transaction |
||
Interaction |
A Sales VP can delete interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Delete Interaction (Data) Resource: Interaction |
|
A Sales VP can update interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: Update Interaction (Data) Resource: Interaction |
||
A Sales VP can view interaction for all interactions in the enterprise |
Role: Interaction Management Duty Privilege: View Interaction (Data) Resource: Interaction |
||
Legal Employer |
A Sales VP can choose legal employer for legal employers in their organization security profile |
Role: Legal Employer Selection Duty Privilege: Choose Legal Employer (Data) Resource: Legal Employer |
|
Legal Entity File Import Activity |
A Sales VP can view legal entity file import activity object type for all legal entity file import activities of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Activity Object Type (Data) Resource: Legal Entity File Import Activity |
|
Legal Entity File Import Mapping |
A Sales VP can view legal entity file import mapping object type for all legal entity file import mappings of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Mapping Object Type (Data) Resource: Legal Entity File Import Mapping |
|
Legal Entity File Import Object |
A Sales VP can view legal entity file import object type for all legal entity file import objects of object type 'legal entity' |
Role: Trading Community Import Batch Management Duty Privilege: View Legal Entity File Import Object Type (Data) Resource: Legal Entity File Import Object |
|
Location |
A Sales VP can choose location for locations in their location security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Location (Data) Resource: Location |
|
Marketing List |
A Sales VP can delete marketing list where they are the owner of the marketing list |
Role: Personal Campaign Management Duty Privilege: Delete Marketing List (Data) Resource: Marketing List |
|
A Sales VP can update marketing list where they are the owner of the marketing list |
Role: Personal Campaign Management Duty Privilege: Update Marketing List (Data) Resource: Marketing List |
||
Marketing Treatment |
A Sales VP can delete marketing treatment where they are the owner of the marketing treatment |
Role: Personal Campaign Management Duty Privilege: Delete Marketing Treatment (Data) Resource: Marketing Treatment |
|
A Sales VP can update marketing treatment where they are the owner of the marketing treatment |
Role: Personal Campaign Management Duty Privilege: Update Marketing Treatment (Data) Resource: Marketing Treatment |
||
Marketing Treatment E-Mail Footer |
A Sales VP can view marketing treatment unrestricted e-mail footer for all marketing treatment e-mail footers marked as unrestricted visibility in the enterprise |
Role: Personal Campaign Management Duty Privilege: View Marketing Treatment Unrestricted E-Mail Footer (Data) Resource: Marketing Treatment E-Mail Footer |
|
Opportunity |
A Sales VP can manage opportunity general profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
|
A Sales VP can manage opportunity general profile where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity general profile where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity restricted profile where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity restricted profile where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity restricted profile where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity revenue where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity revenue where they are an opportunity sales team member with edit or full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity revenue where they are in the management chain of an opportunity sales team member with edit or full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity team where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity team where they are an opportunity sales team member with full access |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Sales VP can manage opportunity team where they are in the management chain of an opportunity sales team member with full access |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Team (Data) Resource: Opportunity |
||
A Sales VP can view opportunity where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales VP can view opportunity where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales VP can view opportunity where they are an opportunity sales team member with view, edit, or full access |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales VP can view opportunity where they are in the management chain of an opportunity sales account team member |
Role: Opportunity Sales Account Sales Manager Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
A Sales VP can view opportunity where they are in the management chain of an opportunity sales team member with view, edit, or full access |
Role: Opportunity Sales Manager Duty Privilege: View Opportunity (Data) Resource: Opportunity |
Fact: CRM - Pipleline Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM - Revenue Dimension(s): Security - Resource Based OR Security - Territory Based |
|||
Opportunity Note |
A Sales VP can manage opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|
A Sales VP can manage opportunity note where they are an opportunity sales team member with full access and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales VP can manage opportunity note where they are in the management chain of an opportunity sales team member with full access and the note is not private |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales VP can manage opportunity note where they are the author of the note |
Role: Opportunity Sales Manager Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Representative Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Territory Resource Duty Privilege: Manage Opportunity Note (Data) Resource: Opportunity Note |
|||
A Sales VP can view opportunity note where they are a member of the opportunity sales team with view, edit, or full access, and the note is not private |
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales VP can view opportunity note where they are a territory resource in the opportunity sales account territory team or a territory resource with a descendant territory in the opportunity sales account territory team and the note is not private |
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales VP can view opportunity note where they are a territory resource in the opportunity territory team or a territory resource with a descendant territory in the opportunity territory team and the note is not private |
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales VP can view opportunity note where they are in the management chain of an opportunity sales account team member and the note is not private |
Role: Opportunity Sales Account Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales VP can view opportunity note where they are in the management chain of an opportunity sales team member with view, edit, or full access, and the note is not private |
Role: Opportunity Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
A Sales VP can view opportunity note where they are the author of the note |
Role: Opportunity Sales Account Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
||
Role: Opportunity Sales Account Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Sales Manager Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Sales Representative Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Role: Opportunity Territory Resource Duty Privilege: View Opportunity Note (Data) Resource: Opportunity Note |
|||
Outlook Edition Metadata Package |
A Sales VP can access outlook configuration package where they have been granted access to a single record by unique identifier. |
Role: Oracle Fusion CRM for Microsoft Outlook Sales Manager Duty Privilege: Access Outlook Configuration Package (Data) Resource: Outlook Edition Metadata Package |
|
Person Assignment |
A Sales VP can search worker for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: Search Worker (Data) Resource: Person Assignment |
|
A Sales VP can view person assignment for persons and assignments in their person and assignment security profile |
Role: Foundation User and Roles Management Duty Privilege: View Person Assignment (Data) Resource: Person Assignment |
||
Person Email |
A Sales VP can manage person email for people and assignments in their person and assignment security profile |
Role: User Role Management Duty Privilege: Manage Person Email (Data) Resource: Person Email |
|
Person Type |
A Sales VP can choose person type for person types in their person type security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Person Type (Data) Resource: Person Type |
|
Position |
A Sales VP can choose position for positions in their position security profile |
Role: Foundation User and Roles Management Duty Privilege: Choose Position (Data) Resource: Position |
|
Public Person |
A Sales VP can view person deferred for persons and assignments in their person and assignment security profile |
Role: View Person Details Duty Privilege: View Person Deferred (Data) Resource: Public Person |
|
Reference Customer Note |
A Sales VP can manage sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: Manage Sales Reference Customer Note (Data) Resource: Reference Customer Note |
|
A Sales VP can view sales reference customer note for all notes that are not private |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
A Sales VP can view sales reference customer note where they are the author of the note |
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer Note (Data) Resource: Reference Customer Note |
||
Sales Campaign |
A Sales VP can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
|
A Sales VP can delete sales campaign for all sales campaigns in draft or scheduled execution status where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Delete Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales VP can update sales campaign where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: Update Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales VP can view sales campaign where they are a manager in the management hierarchy of the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
||
A Sales VP can view sales campaign where they are the owner of the sales campaign |
Role: Personal Campaign Management Duty Privilege: View Sales Campaign (Data) Resource: Sales Campaign |
||
Sales Competitor |
A Sales VP can view sales competitor for all sales competitors in the enterprise |
Role: Sales Competitor Sales Account Territory Resource Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|
Role: Sales Competitor Sales Manager Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|||
Role: Sales Competitor Sales Representative Duty Privilege: View Sales Competitor (Data) Resource: Sales Competitor |
|||
Sales Forecast Adjustment |
A Sales VP can manage sales forecast adjustment for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
|
A Sales VP can manage sales forecast adjustment for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales VP can manage sales forecast adjustment for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales VP can manage sales forecast adjustment for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
||
A Sales VP can view sales forecast adjustment for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
A Sales VP can view sales forecast adjustment for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
A Sales VP can view sales forecast adjustment for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
A Sales VP can view sales forecast adjustment for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Adjustment (Data) Resource: Sales Forecast Adjustment |
Fact: CRM Revenue Forecast Item Adjustment Dimension(s): Security - Territory Based |
|
Sales Forecast Item |
A Sales VP can manage sales forecast item for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
|
A Sales VP can manage sales forecast item for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales VP can manage sales forecast item for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales VP can manage sales forecast item for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales VP can manage sales forecast item for which they are the owner |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item |
||
A Sales VP can view sales forecast item for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales VP can view sales forecast item for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales VP can view sales forecast item for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales VP can view sales forecast item for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
A Sales VP can view sales forecast item for which they are the owner |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Item (Data) Resource: Sales Forecast Item |
Fact: CRM Revenue Forecast Item Dimension(s): Security - Territory Based |
|
Sales Forecast Participant |
A Sales VP can manage sales forecast participant for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
|
A Sales VP can manage sales forecast participant for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales VP can manage sales forecast participant for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales VP can manage sales forecast participant for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales VP can view sales forecast participant for child territories of territories that they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales VP can view sales forecast participant for child territories of the territories that they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales VP can view sales forecast participant for territories they owned previously for which the active forecast is in progress |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
A Sales VP can view sales forecast participant for the territories they own currently |
Role: Sales Forecasting Management Duty Privilege: View Sales Forecast Participant (Data) Resource: Sales Forecast Participant |
||
Sales Lead |
A Sales VP can convert sales lead where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
|
A Sales VP can convert sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can convert sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can convert sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can convert sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can convert sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can convert sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Convert Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead others where they are a manager in the management hierarchy of a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead others where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead others where they are a resource in the lead sales team with full access |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead others where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead others where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead others where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Others (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead owner where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead owner where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead owner where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Owner (Data) Resource: Sales Lead |
||
A Sales VP can update sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can view sales lead where they are a manager in the management hierarchy of a resource in the lead sales team |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales VP can view sales lead where they are a manager in the management hierarchy of the owner of the sales lead |
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
Fact: Marketing - Lead Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales VP can view sales lead where they are a resource in the lead sales team |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can view sales lead where they are a resource in the territory assigned to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can view sales lead where they are a territory resource in the sales lead territory team or a territory resource with a descendant territory in the sales lead territory team |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can view sales lead where they are an administrator of the resource organization in the primary assignment of the owner |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
A Sales VP can view sales lead where they are the owner of the sales lead |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead (Data) Resource: Sales Lead |
||
Sales Lead Note |
A Sales VP can delete sales lead note where they have delete access to the sales lead |
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales VP can delete sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Follow Up Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: Delete Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales VP can update sales lead note where they have view or update access to the sales lead and where they are the author of the sales lead note |
Role: Sales Lead Follow Up Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: Update Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales VP can view sales lead note for all internal sales lead notes in the enterprise |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
A Sales VP can view sales lead note where they are the author of the private sales lead note |
Role: Sales Lead Follow Up Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
||
Role: Sales Lead Follow Up Management Duty Privilege: View Sales Lead Note (Data) Resource: Sales Lead Note |
|||
Sales Party |
A Sales VP can manage sales party where they are in the management chain of a resource who is on the sales account team with full access |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
|
A Sales VP can manage sales party where they are in the sales account team with full access |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales VP can manage sales party where they are the owner of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales VP can manage sales party where they are the owner of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Manage Sales Party (Data) Resource: Sales Party |
||
A Sales VP can update sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales VP can update sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales VP can update sales party where they are in the management chain of a resource who is on the sales account team with edit access |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales VP can update sales party where they are in the sales account team with edit access |
Role: Sales Party Management Duty Privilege: Update Sales Party (Data) Resource: Sales Party |
||
A Sales VP can view sales party where they are a member of the territory associated with the sales account |
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales VP can view sales party where they are a member of the territory that is an ancestor of the territory associated with the sales account |
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
A Sales VP can view sales party where they are in the management chain of a resource who is on the sales account team |
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
||
A Sales VP can view sales party where they are in the sales account team |
Role: Sales Party Management Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Role: Sales Party Review Duty Privilege: View Sales Party (Data) Resource: Sales Party |
Fact: CRM - Sales Account Dimension(s): Security - Resource Based OR Security - Territory Based |
||
Sales Party Note |
A Sales VP can delete sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
|
A Sales VP can delete sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales VP can delete sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Delete Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales VP can edit sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales VP can edit sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales VP can edit sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: Edit Sales Party Note (Data) Resource: Sales Party Note |
||
A Sales VP can view sales party note all sales contact notes that are not private or private sales contact notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales VP can view sales party note all sales party appointment notes that are not private or private sales party appointment notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
A Sales VP can view sales party note all sales party notes that are not private or private sales organization notes where they are the author |
Role: Sales Party Management Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
||
Role: Sales Party Review Duty Privilege: View Sales Party Note (Data) Resource: Sales Party Note |
|||
Sales Quota Plan |
A Sales VP can view sales quota plan for all sales quota plans that are active |
Role: Quota Management Duty Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan |
|
Sales Reference Customer |
A Sales VP can view sales reference customer for all sales reference customers in the enterprise |
Role: Sales Extension Management Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|
Role: Sales Reference Customer Sales Representative Duty Privilege: View Sales Reference Customer (Data) Resource: Sales Reference Customer |
|||
Sales Resource Quota |
A Sales VP can manage sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
|
A Sales VP can manage sales resource quota where they are the owner of the root territory, if the resource quota is for the root territory |
Role: Quota Management Duty Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota |
||
A Sales VP can view sales resource quota where they are assigned the quota |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Fact: CRM - Resource Quota Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM Resource Quota Historical Dimension(s): Security - Territory Based |
|||
Role: Quota Viewing Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Fact: CRM - Resource Quota Dimension(s): Security - Resource Based OR Security - Territory Based |
||
Fact: CRM Resource Quota Historical Dimension(s): Security - Territory Based |
|||
A Sales VP can view sales resource quota where they are the owner of a parent territory in the territory hierarchy where the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Fact: CRM - Resource Quota Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM Resource Quota Historical Dimension(s): Security - Territory Based |
|||
A Sales VP can view sales resource quota where they are the owner of the territory to which the quota is assigned |
Role: Quota Management Duty Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota |
Fact: CRM - Resource Quota Dimension(s): Security - Resource Based OR Security - Territory Based |
|
Fact: CRM Resource Quota Historical Dimension(s): Security - Territory Based |
|||
Sales Territory |
A Sales VP can manage sales territory where they are the owner of a parent territory in the territory hierarchy, as long as the topmost territory they own is not submitted |
Role: Territory Management Duty Privilege: Manage Sales Territory (Data) Resource: Sales Territory |
|
A Sales VP can view sales territory where they are a member of the territory team |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
Fact: CRM Territory Quota Dimension(s): Security - Territory Based |
|
Fact: CRM Territory Quota Historical Dimension(s): Security - Territory Based |
|||
A Sales VP can view sales territory where they are the owner of a parent territory in the territory hierarchy |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
Fact: CRM Territory Quota Dimension(s): Security - Territory Based |
|
Fact: CRM Territory Quota Historical Dimension(s): Security - Territory Based |
|||
A Sales VP can view sales territory where they are the territory owner |
Role: Territory Management Duty Privilege: View Sales Territory (Data) Resource: Sales Territory |
Fact: CRM Territory Quota Dimension(s): Security - Territory Based |
|
Fact: CRM Territory Quota Historical Dimension(s): Security - Territory Based |
|||
Sales Territory Partition |
A Sales VP can view sales territory partition for all partitions in the enterprise |
Role: Territory Management Duty Privilege: View Sales Territory Partition (Data) Resource: Sales Territory Partition |
|
Sales Territory Proposal |
A Sales VP can manage sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
|
A Sales VP can manage sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales VP can view sales territory proposal where they are the owner of a parent territory in the territory hierarchy of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales VP can view sales territory proposal where they are the owner of a published or submitted territory in the proposal |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales VP can view sales territory proposal where they are the owner of a territory administered by the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
A Sales VP can view sales territory proposal where they are the proposal owner |
Role: Territory Management Duty Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
||
Task Note |
A Sales VP can delete task note where they have delete access to the task |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
|
A Sales VP can delete task note where they have delete access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Delete Task Note (Data) Resource: Task Note |
||
A Sales VP can update task note where they have update access to the task |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales VP can update task note where they have update access to the task and where they are the author of the private task note |
Role: Task Note Management Duty Privilege: Update Task Note (Data) Resource: Task Note |
||
A Sales VP can view task note for all internal task notes in the enterprise |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
A Sales VP can view task note where they are the author of the private task note |
Role: Task Note Management Duty Privilege: View Task Note (Data) Resource: Task Note |
||
Trading Community Customer Account Relationship |
A Sales VP can view customer account relationship for the reference data sets for which they are authorized |
Role: Customer Account Relationships Inquiry Duty Privilege: View Customer Account Relationship (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site |
A Sales VP can view customer account site for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site (Data) Resource: Reference Data Set |
|
Trading Community Customer Account Site Use |
A Sales VP can view customer account site use for the reference data sets for which they are authorized |
Role: Customer Account Addresses Inquiry Duty Privilege: View Customer Account Site Use (Data) Resource: Reference Data Set |
|
Trading Community Org Address Email Contact Preference |
A Sales VP can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Email Contact Preference |
|
Trading Community Org Address Phone Contact Preference |
A Sales VP can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Org Address Phone Contact Preference |
|
Trading Community Organization |
A Sales VP can view trading community organization for all organizations in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization |
|
Trading Community Organization Address Contact Preference |
A Sales VP can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Address Contact Preference |
|
Trading Community Organization Email Contact Preference |
A Sales VP can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Email Contact Preference |
|
Trading Community Organization Phone Contact Preference |
A Sales VP can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Organization Phone Contact Preference |
|
Trading Community Person |
A Sales VP can view trading community person for all people in the enterprise |
Role: Party Information Inquiry Duty Privilege: View Trading Community Person (Data) Resource: Trading Community Person |
|
Trading Community Person Address Contact Preference |
A Sales VP can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Contact Preference |
|
Trading Community Person Address Phone Contact Preference |
A Sales VP can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Address Phone Contact Preference |
|
Trading Community Person Email Contact Preference |
A Sales VP can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Email Contact Preference |
|
Trading Community Person Phone Contact Preference |
A Sales VP can manage trading community legal contact preference for all trading community contact preferences not of type legal. |
Role: Party Information Inquiry Duty Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Person Phone Contact Preference |
|
Trading Community Relationship |
A Sales VP can view trading community relationship for all trading community relationships in the enterprise except partner contact relationships, or relationships created by partners |
Role: Internal Contact Relationship Information Inquiry Duty Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship |
|
Trading Community Resource |
A Sales VP can update trading community resource for their resource record |
Role: Resource Information Management Duty Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource |
|
Trading Community Resource Note |
A Sales VP can manage trading community resource note for the resource notes for which they are the owner |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
|
A Sales VP can view trading community resource note for all resource notes |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Note (Data) Resource: Trading Community Resource Note |
||
Trading Community Resource Skill |
A Sales VP can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
|
A Sales VP can manage trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales VP can view trading community resource skill for the resource skills of persons who they manage |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
||
A Sales VP can view trading community resource skill for their resource skills |
Role: Resource Information Management Duty Privilege: View Trading Community Resource Skill (Data) Resource: Trading Community Resource Skill |
Segregation of duties policies respected during the development of duties for the job role.
GRC entitlements defined for the duty roles and privileges that should be segregated for the job role Sales VP
GRC Entitlement Type |
GRC Entitlement |
Duty Role |
Privilege |
|---|---|---|---|
Duty |
Pick Release Goods |
Pick Waves Management Duty |
Manage Item Attachment |
Manage Item Catalog |
|||
Manage Item Global Search |
|||
Manage Trading Partner Item Reference |
Segregation of duties policy is a toxic combination of GRC entitlements.
Segregation of duties policies respected during the development of duties for the job role Sales VP
GRC Entitlement |
Conflicting GRC Entitlement |
|---|---|
Item Costing |
Pick Release Goods |
You use data role templates to create new roles that are authorized to specific data.
For example, creating an Accounts Payable Manager authorized to the Suppliers, Invoices and Payments within a specific business unit. These types of roles are called data roles.
The data role template specifies which base roles to combine with which dimension values for a set of data security policies. The template generates the data roles using a naming convention specified by the template's naming rule. Data role templates are invoked automatically on the creation of a new dimension value.
Data role templates for the offering Sales.
Template Display Name |
Common CRM Template for Business Unit Security |
|---|---|
Template Name |
CrmZcaBusinessUnit |
Template Description |
Common CRM Template for Business Unit Security |
Dimension Column Names |
BU_ID, BUSINESS_UNIT_CODE, BUSINESS_UNIT_NAME |
Role Name Naming Rule |
ROLE_CODE || '_' || BUSINESS_UNIT_CODE |
Role Display Name Naming Rule |
ROLE_NAME || ' ' || BUSINESS_UNIT_NAME |
Role Description Naming Rule |
Role [ROLE_NAME] implementing business unit [BUSINESS_UNIT_NAME] |
Template Base Roles |
|---|
Customer Relationship Management Application Administrator |
Template Policy Business Object |
Template Policy Description |
|---|---|
Contract Clause |
A Customer Relationship Management Application Administrator can manage contract terms library for the business units for which they are authorized |
Contract Clause Folder |
A Customer Relationship Management Application Administrator can manage contract terms library for the business units for which they are authorized |
Contract Expert Rule |
A Customer Relationship Management Application Administrator can manage contract terms library for the business units for which they are authorized |
Contract Terms Template |
A Customer Relationship Management Application Administrator can manage contract terms library for the business units for which they are authorized |
Incentive Compensation Goal |
A Customer Relationship Management Application Administrator can manage incentive compensation goal for the business units for which they are authorized |
Template Display Name |
Common CRM Template for SetID |
|---|---|
Template Name |
CrmZcaSetId |
Template Description |
Common CRM Template for SetID |
Dimension Column Names |
SET_ID, SET_CODE, SET_NAME |
Role Name Naming Rule |
ROLE_CODE || '_' || SET_CODE |
Role Display Name Naming Rule |
ROLE_NAME || '_' || SET_NAME |
Role Description Naming Rule |
Role [ROLE_NAME] implementing Reference Data Set [SET_NAME] |
Template Base Roles |
|---|
Customer Relationship Management Application Administrator |
Template Policy Business Object |
Template Policy Description |
|---|---|
Trading Community Resource Sales Representative Setup |
A Customer Relationship Management Application Administrator can manage trading community salesperson setup for the reference data sets for which they are authorized |
Trading Community Resource Sales Representative Setup |
A Customer Relationship Management Application Administrator can view trading community salesperson setup for the reference data sets for which they are authorized |
Template Display Name |
Lead Management Template for Business Function Marketing |
|---|---|
Template Name |
Marketing |
Template Description |
Lead Management Template for Business Function Marketing |
Dimension Column Names |
, , |
Role Name Naming Rule |
ROLE_CODE || '_' || BUSINESS_UNIT_CODE |
Role Display Name Naming Rule |
ROLE_NAME || ' ' || BUSINESS_UNIT_NAME |
Role Description Naming Rule |
Role [ROLE_NAME] implementing business function || BFunc.bf_name || for business unit [BUSINESS_UNIT_NAME] |
Template Base Roles |
|---|
Corporate Marketing Manager Marketing Analyst Marketing Manager Marketing Operations Manager Marketing VP Sales Lead Qualifier |
Template Display Name |
Sales Prediction Engine Template for Business Function Sales |
|---|---|
Template Name |
Sales |
Template Description |
Sales Prediction Engine Template for Business Function Sales |
Dimension Column Names |
, , |
Role Name Naming Rule |
ROLE_CODE || '_' || BUSINESS_UNIT_CODE |
Role Display Name Naming Rule |
ROLE_NAME || ' ' || BUSINESS_UNIT_NAME |
Role Description Naming Rule |
Role [ROLE_NAME] implementing business function || BFunc.bf_name || for business unit [BUSINESS_UNIT_NAME] |
Template Base Roles |
|---|
Sales Administrator Sales Analyst Sales Manager Sales Representative Sales VP |
Template Display Name |
Sales Template for Business Function Sales |
|---|---|
Template Name |
Sales |
Template Description |
Sales Template for Business Function Sales |
Dimension Column Names |
, , |
Role Name Naming Rule |
ROLE_CODE || '_' || BUSINESS_UNIT_CODE |
Role Display Name Naming Rule |
ROLE_NAME || ' ' || BUSINESS_UNIT_NAME |
Role Description Naming Rule |
Role [ROLE_NAME] implementing business function || BFunc.bf_name || for business unit [BUSINESS_UNIT_NAME] |
Template Base Roles |
|---|
Sales Administrator Sales Analyst Sales Manager Sales Representative Sales VP |
Sales offering duties defined but not assigned to any job or abstract role in the reference implementation.
Duty Role |
Role Description |
|---|---|
Account Management Duty |
Manage CRUD operations on accounts of customer. |
Customer Management Duty |
Manage CRUD operations on customers, contacts and contact points. |
Email Management Menu Duty |
Role that carries the menu for the advanced email functions |
Oracle Fusion CRM for Microsoft Outlook Channel Manager Duty |
This role allows partners to access Oracle Fusion CRM for Microsoft Outlook application functionality. |
Setup Customer Duty |
Role that allows users to setup customer 360 |