Oracle® Sales Cloud Security Reference


Release 9

Part Number E23070-09


This guide also applies to on-premise implementations


Title and Copyright Information


Oracle Sales Cloud Security Reference


Release 9

Part Number E23070-09


Copyright © 2011-2014, 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.


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This guide also applies to on-premise implementations

Contents


Preface

Introduction

What's New

New Job and Abstract Roles

New Duties

New Privileges

Abstract Role: Anonymous User

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Business Practices Director

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Channel Account Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Channel Partner Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Channel Partner Portal Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Channel Sales Director

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Channel Sales Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Abstract Role: Contingent Worker

Duties

Role Hierarchy and required role membership

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Customer Contract Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Customer Contract Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Abstract Role: Customer Contract Team Member

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Customer Data Steward

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Customer Relationship Management Application Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Customer Relationship Management Integration Specialist

Duties

Role Hierarchy

Privileges

Job Role: Data Steward Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Abstract Role: Employee

Duties

Role Hierarchy and required role membership

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Enterprise Contract Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Enterprise Contract Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Abstract Role: Enterprise Contract Team Member

Duties

Role Hierarchy

Privileges

Data Security Policies

Abstract Role: Line Manager

Duties

Role Hierarchy and required role membership

Privileges

Data Security Policies

Job Role: Product Data Steward

Duties

Role Hierarchy

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Abstract Role: Resource

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Sales Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Sales Analyst

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Sales Catalog Administrator

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Sales Lead Qualifier

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Sales Manager

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Sales Representative

Duties

Role Hierarchy

Privileges

Data Security Policies

Job Role: Sales VP

Duties

Role Hierarchy

Privileges

Data Security Policies

Data Role Templates

Unassigned Duties



Preface

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.


Guides are designed for specific audiences:

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.

Functional Setup Manager User's 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.


Note: Limited content applicable to Oracle Cloud implementations.


For other guides, 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 details on 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 Oracle Enterprise Repository at http://fusionappsoer.oracle.com for:



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_grp@oracle.com. You can use Send Feedback to Oracle from the Settings and Actions menu in Oracle Fusion Applications Help.


Introduction

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.


For a mapping of duties and privileges to roles across all offerings, see Document ID 1459828.1 on My Oracle Support.


For information about how duty roles and privileges map to top-level menus, see Document ID 1460486.1 on My Oracle Support. 


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).



What's New

This release of the offering includes new Job and Abstract roles, Duties and Privileges.


New Job and Abstract Roles

Job or Abstract Role

Description


New Duties

Duty Role

Description

Activity Administration Duty

Manages the access to activities for administrators

Activity Management Duty

Manages the access to activities for managers

Activity Resource Duty

Manages the access to an activity for resources

Activity Template Management Duty

Manages the access to activity templates

Common Component Import Management Duty

Manages bulk import of activity objects.

FUSE Hiring Access Duty

Grants access to the FUSE Hiring page.

New Person Work Area Navigation As Line Manager Duty

Grants navigation access for line managers to the new person work area.

Portrait Career Planning Duty

Grants access to the career planning card in the portrait.

Portrait Current and Completed Tasks Duty

Grants access to the current and completed tasks card in the portrait, which includes HCM worklist tasks and user provisioning requests.

Portrait Development and Growth Duty

Grants access to the development and growth card in the portrait.

Portrait Experience and Qualifications Duty

Grants access to the experience and qualifications card in the portrait.

Shared Documents Administration Duty

Administer the documents for all users in Sales Lightbox.

Shared Documents Management Duty

Upload, Share and Delete documents in Sales Lightbox.

Shared Documents Viewing Duty

Download and View documents in Sales Lightbox.

Time and Labor Reporting Data Duty

Secures time and labor reporting data.

Time and Labor Transaction Analysis Duty

Analyzes Time and Labor transactional information.

Transaction Entry with Budgetary Control Duty

Manages the budgetary control tasks by job roles who perform transactions that are subject to budgetary control, such as accounts payable manager.

Vacancy Transaction Analysis Duty

Analyses Vacancy Transactional Information.

Workload Management Duty

Manages contract workload.


New Privileges

Duty Role

Privilege

Description

Activity Administration Duty

Create Activity

Allows creating activities.

Delete Activity

Allows deleting activities.

Update Activity

Allows editing activities.

View Activity

Allows viewing activities.

Activity Management Duty

Create Activity

Allows creating activities.

Delete Activity

Allows deleting activities.

Update Activity

Allows editing activities.

View Activity

Allows viewing activities.

Activity Resource Duty

Create Activity

Allows creating activities.

Delete Activity

Allows deleting activities.

Update Activity

Allows editing activities.

View Activity

Allows viewing activities.

Activity Template Management Duty

Manage Activity Template

Allows creating, editing and deleting activity templates.

FUSE Hiring Access Duty

Access FUSE Hiring Page

Allows access to the FUSE Hiring page.

New Person Work Area Navigation As Line Manager Duty

New Person Work Area As Line Manager

Allows line managers to access the New Person work area.

Shared Documents Administration Duty

Delete All User Documents

Allows a Sales Lightbox administrator to delete any document.

View All User Documents

Allows a Sales Lightbox administrator to view all documents.

Shared Documents Management Duty

Delete User Document

Allows a Sales Lightbox user to delete a document that they own.

Share User Document

Allows a Sales Lightbox user to share any document. The user is not necessarily owner of the document.

Upload User Document

Allows a Sales Lightbox user to upload a document.

Shared Documents Viewing Duty

Add Document to Cart

Allows a Sales Lightbox user to add a document to the cart.

Download User Document

Allows a Sales Lightbox user to download a document.

View User Document

Allows a Sales Lightbox user to view documents that they own.

Transaction Entry with Budgetary Control Duty

Check Funds

Check whether sufficient funds are available for a transactions

Reserve Funds

Check whether sufficient funds are available for a transactions, and if so, reserve the funds

Review Budget Period Statuses

Allows inquiry on the budget period status.

Transfer Budget Balances to Budget Cubes Continuously

Allows the submission of a process to continuously transfer budget balances to the budgetary control balances reporting multidimensional database.

View Funds Available Balances

Allows access to view the budgetary control validation results.

Workload Management Duty

Manage Workload


Abstract Role: Anonymous User

Maps to OPSS system Anonymous Role


Duties

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.

CRM Stage Write

Allows uploading CRM content to stage area on content server

Supplier Registration Attachment Management as Anonymous User Duty

Manage supplier registration attachments for the category: from supplier as an anonymous user.


Role Hierarchy

Roles inherited directly and indirectly by the abstract role Anonymous User


Inherited Roles

Anonymous User

          Anonymous Supplier User Duty

                    Attachments User

                              CRM Stage Write

                    Supplier Registration Attachment Management as Anonymous User Duty

          CRM Anonymous User Duty

                    All Partner Inquiry Duty



Privileges

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

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


Job Role: Business Practices Director

Defines and manages sales or procurement contract policies and standards. Ensures all corporate contracts conform to established guidelines and best practices.


Duties

Duties assigned directly and indirectly to the job role Business Practices Director


Duty Role

Description

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 Library Search and View Access Duty

Searches and views Contract Terms Library objects, including terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes.

Contract Terms and Conditions View Access for External User Duty

Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word in rich text format.

Contract View Access Duty

Views contracts for the assigned business units.

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 Terms Library Administration Duty

Manages sell intent Contract Terms Library objects.

Customer Contract Terms Library Search and View Access Duty

Searches and views sell intent Contract Terms Library objects.

Customer Contract View Access Duty

Views customer contracts for the assigned business units.

Functional Setups Duty

Uses the functional user overview, and assigned tasks, and task lists.

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.

Negotiation Viewing Duty

View the negotiation summary and details pages.

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.

Supplier Contract Terms Library Administration Duty

Manages buy intent Contract Terms Library objects.

Supplier Contract Terms Library Search and View Access Duty

Searches and views buy intent Contract Terms Library objects.

Supplier Contract View Access Duty

Views supplier contracts for the assigned business units.

Trading Community Confidential Personally Identifiable Information Inquiry Duty

Views personally identifiable information.


Role Hierarchy

Roles inherited directly and indirectly by the job role Business Practices Director


Inherited Roles

Business Practices Director

          Contract Terms and Conditions View Access for External User Duty

          Customer Contract Terms Library Administration Duty

                    Contract Terms Library Administration Duty

          Customer Contract Terms Library Search and View Access Duty

                    Contract Terms Library Search and View Access Duty

          Customer Contract View Access Duty

                    Contract View Access 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

          Functional Setups Duty

          Supplier Contract Terms Library Administration Duty

                    Contract Terms Library Administration Duty

          Supplier Contract Terms Library Search and View Access Duty

                    Contract Terms Library Search and View Access Duty

          Supplier Contract View Access Duty

                    Contract View Access 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



Privileges

Privileges granted to duties of the job role Business Practices Director.


Duty Role

Duty Role Description

Privilege

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 Library Search and View Access Duty

Searches and views Contract Terms Library objects, including terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes.

Manage Contract Terms Library Work Area

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 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 for External User Duty

Views contract terms in a contract. Additionally, downloads contract terms to Microsoft Word in rich text format.

Download Contract for External Parties

Contract View Access Duty

Views contracts for the assigned business units.

Enable Administrator Access

View Contract

View Contract Template

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

View Customer Account Information

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 Terms Library Administration Duty

Manages sell intent Contract Terms Library objects.

Enable Sell Intent

Customer Contract Terms Library Search and View Access Duty

Searches and views sell intent Contract Terms Library objects.

Enable Sell Intent

Customer Contract View Access Duty

Views customer contracts for the assigned business units.

Enable Sell Intent

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

Negotiation Viewing Duty

View the negotiation summary and details pages.

Search Supplier Negotiation

View Supplier Negotiation

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

Supplier Contract Terms Library Administration Duty

Manages buy intent Contract Terms Library objects.

Enable Buy Intent

Supplier Contract Terms Library Search and View Access Duty

Searches and views buy intent Contract Terms Library objects.

Enable Buy Intent

Supplier Contract View Access Duty

Views supplier contracts for the assigned business units.

Enable Buy Intent


Data Security Policies

Data security policies and their enforcement across analytics application for the job role Business Practices Director


Business Object

Policy Description

Policy Store Implementation

Analytics Implementation

Activity

A Business Practices Director can view activity for all activities in the enterprise

Role: Interaction Management Duty

Privilege: View Activity (Data)

Resource: Activity

Application Attachment

A Business Practices 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

Contract

A Business Practices Director can view contract for the business units for which they are authorized

Role: Contract View Access Duty

Privilege: View Contract (Data)

Resource: Contract

Contract Expert Rule

A Business Practices Director 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: Contract Expert Rule

A Business Practices Director can view contract terms library for all the business units

Role: Contract Terms and Conditions View Access for External User Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

A Business Practices Director can view contract terms library for the business units for which they are authorized

Role: Contract Terms Library Administration Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

Role: Contract Terms Library Search and View Access Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

Contract Library Clause

A Business Practices Director can manage contract terms library for all nonstandard clauses irrespective of business unit

Role: Contract Terms and Conditions View Access for External User Duty

Privilege: Manage Contract Terms Library (Data)

Resource: Contract Library Clause

A Business Practices Director 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: Contract Library Clause

A Business Practices Director can view contract terms library for all business units

Role: Contract Terms and Conditions View Access for External User Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

A Business Practices Director can view contract terms library for the business units for which they are authorized

Role: Contract Terms Library Administration Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

Role: Contract Terms Library Search and View Access Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

Contract Note

A Business Practices Director can view contract note for notes that are not private or private notes where they are the author.

Role: Contract View Access Duty

Privilege: View Contract Note (Data)

Resource: Contract Note

Contract Terms Template

A Business Practices Director 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: Contract Terms Template

A Business Practices Director can view contract terms library for all global templates irrespective of business unit

Role: Contract Terms Library Administration Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Terms Template

Role: Contract Terms Library Search and View Access Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Terms Template

A Business Practices Director can view contract terms library for the business units for which they are authorized

Role: Contract Terms Library Administration Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Terms Template

Role: Contract Terms Library Search and View Access Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Terms Template

Customer Account

A Business Practices 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

Interaction

A Business Practices Director can delete interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: Delete Interaction (Data)

Resource: Interaction

A Business Practices Director can update interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: Update Interaction (Data)

Resource: Interaction

A Business Practices Director can view interaction for all interactions in the enterprise

Role: Interaction Management Duty

Privilege: View Interaction (Data)

Resource: Interaction

Trading Community Customer Account Relationship

A Business Practices 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 Business Practices 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 Business Practices 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 Business Practices 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 Business Practices 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 Business Practices 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 Business Practices 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 Business Practices 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 Business Practices 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 Business Practices Director can view trading community contact for all trading community persons in the enterprise except contacts created by partners.

Role: Internal Contact Relationship Information Inquiry Duty

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Person

A Business Practices 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 Business Practices Director can view trading community person for all people in the enterprise other than sales accounts and sales prospects.

Role: Party Information Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

A Business Practices Director can view trading community person for all resources 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 Business Practices 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 Business Practices 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 Business Practices 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 Business Practices 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 Business Practices 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


Job Role: Channel Account Manager

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 skill sets or qualify for programs.


Duties

Duties assigned directly and indirectly to the job role Channel Account Manager


Duty Role

Description

Activity Resource Duty

Manages the access to an activity for resources

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 Oracle Fusion Applications User.

Applications Common Reference Data Review Duty

Reviews Oracle Middleware Extensions for Oracle 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 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 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 Contracts Duty

Views all contracts across an enterprise.

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.

Group Information Management Duty

Manages group basic and child information.

Incentive Compensation Goal Management Duty

Maintain incentive compensation to quota management worklist notification using 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.

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 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 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 View Duty

Views opportunity data. This role is for viewing opportunities from the customer center.

Organization Information Inquiry Duty

Views organization basic information.

Organization Information Management Duty

Manages organization basic information.

Organization Relationships Inquiry Duty

Grants privileges to view organization relationship information

Organization Relationships Management Duty

Grants privileges to manage organization relationship information

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 Maintenance Territory Owner Duty

Manages information about partner organization when an owner on an assigned territory

Partner Account Maintenance Territory Resources Duty

Maintains information about partner organization when a resource on an assigned territory.

Partner Account Review Duty

Views a partner account, including viewing a partner's members, profile, and account team.

Partner Account Review Territory Resources Duty

Views information about partner organization when a resource on an assigned territory.

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 Relationship Duty

Maintains partner to partner relationship

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 Information Inquiry Duty

Views person basic information.

Person Information Management Duty

Manages person information.

Person Relationships Inquiry Duty

Grants privileges to view person Relationship information

Person Relationships Management Duty

Grants privileges to manage person Relationship information

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.

Quota Management Export Import Duty

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Read CRM documents on content server

Allows to read CRM documents from content server repository.

Real Time Communication Management Duty

Allows to manage real time communication.

Relationship Information Inquiry Duty

Grants privileges to view trading community relationships data.

Resource Administration Duty

Administers resource information.

Resource Directory Management Duty

Obsoleted Role. Not used anymore

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.

Territory Management Export Import Duty

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Trading Community Confidential Personally Identifiable Information Inquiry Duty

Views personally identifiable information.

Trading Community Hierarchy Management Duty

Manages hierarchies.

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

Upload data for Classification Code Import

Allows to upload data file to import classification code related data.

Upload data for Consumer Import

Allows to upload data file to import Consumer related data.

Upload data for Customer Hierarchy Import

Allows to upload data file to import Customer Hierarchy related data.

Upload data for Customer Hierarchy Member Import

Allows to upload data file to import Customer Hierarchy Member related data.

Upload data for Customer Import

Allows to upload data file to import Customer related data.

Upload data for Employee Resource Import

Allows to upload data file to import Employee Resource related data.

Upload data for Group Customer Import

Allows to upload data file to import group customer related data.

Upload data for Resource Team Import

Allows to upload data file to import Resource Team related data.

Upload data for Source System Reference Import

Allows to upload data file to import Source System Reference related data.

User Account and Roles View Duty

Views the user account and roles for a selected person.

User Name Creation and Linking Duty

Creates a new user name or links an existing user name for a person.

User Name Edit Duty

Updates the user name associated with a person.

User Password Reset Duty

Resets passwords of selected 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.


Role Hierarchy

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

                    Activity Resource Duty

                    Applications Common Application Impersonator Role

                    Applications Common Reference Data Review Duty

                    Appointment Note Management 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

                    Mobile CRM Sales Representative Duty

                    Opportunity Channel Account Manager Duty

                    Opportunity Sales Account Territory Resource Duty

                    Opportunity Sales Manager Duty

                    Opportunity Sales Representative Duty

                    Partner Account Maintenance Duty

                    Partner Account Maintenance Territory Owner Duty

                    Partner Account Maintenance Territory Resources Duty

                    Partner Account Review Duty

                    Partner Account Review Territory Resources Duty

                    Partner Channel Analysis 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 Relationship 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 Name Edit Duty

                                        User Password Reset Duty

                                        User Role Management Duty

                                                  User Account and Roles View Duty

                                                  User Name Creation and Linking 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 Contracts 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 Name Edit Duty

                                                  User Password Reset Duty

                                                  User Role Management Duty

                                                            User Account and Roles View Duty

                                                            User Name Creation and Linking Duty

                                                  View Person Details Duty

                                        Incentive Compensation Goal Management Duty

                                        Party Information Inquiry Duty

                                        Quota Management Export Import Duty

                                                  File Import Scheduling Duty

                                                            Applications Common Reference Data Review Duty

                              Territory Management Export Import Duty

                                        CRM Export Management Duty

                                        File Import Scheduling Duty

                                                  Applications Common Reference Data Review Duty

                    Trading Community Hierarchy Management Duty

                              Application Tree Administration Duty

                              Application Tree Structure Registration 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

                    Partner Account Team Data Security

                    Partner Analysis Currency Preference

                    Resource Hierarchy Data Security

                    Territory Hierarchy Data Security

          Partner Channel Transaction Analysis Duty

          Read CRM documents on content server

          Resource

                    Party Information Inquiry Duty

                    Resource Directory Management Duty

                              Group Information Management Duty

                              Organization Information Management Duty

                                        Organization Information Inquiry Duty

                                        Organization Relationships Inquiry Duty

                                        Organization Relationships Management Duty

                              Person Information Management Duty

                                        Person Information Inquiry Duty

                                        Person Relationships Inquiry Duty

                                        Person Relationships Management 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

          Upload data for Classification Code Import

          Upload data for Consumer Import

          Upload data for Customer Hierarchy Import

          Upload data for Customer Hierarchy Member Import

          Upload data for Customer Import

          Upload data for Employee Resource Import

          Upload data for Group Customer Import

          Upload data for Resource Team Import

          Upload data for Source System Reference Import



Privileges

Privileges granted to duties of the job role Channel Account Manager.


Duty Role

Duty Role Description

Privilege

Activity Resource Duty

Manages the access to an activity for resources

Create Activity

Delete Activity

Update Activity

View Activity

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 Oracle Fusion Applications User.

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

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

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 Contracts Duty

Views all contracts across an enterprise.

Enable Buy Intent

Enable Full Access

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

View Customer Account Information

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

Group Information Management Duty

Manages group basic and child information.

Manage Trading Community Group Addresses

Manage Trading Community Group Attachments

Manage Trading Community Group Classifications

Manage Trading Community Group Contact Points

Manage Trading Community Group Contact Preferences

Manage Trading Community Group Details

Manage Trading Community Group Identifiers

Manage Trading Community Group Interactions

Manage Trading Community Group Names

Manage Trading Community Group Notes

Manage Trading Community Group Relationships

Manage Trading Community Group Source System Mappings

Manage Trading Community Group Tasks

Incentive Compensation Goal Management Duty

Maintain incentive compensation to quota management worklist notification using 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

Allow Partners to claim Sales Lead

Create Sales Lead

Delete Sales Lead External Attributes

Manage Lead Qualification Work Area

Reject Sales Lead

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 Geography Information

View Trading Community Location

Locations Management Duty

Calls location web service.

Enter Trading Community Location

Remove Trading Community Location

Restore 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

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 Channel Account Manager Duty

Views all aspects of the application. This role is for channel account managers.

Manage Opportunity Partners

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 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

Delete Opportunity Revenue

Manage Opportunity Assessments

Manage Opportunity Competitors

Manage Opportunity Group Space

Manage Opportunity Leads

Manage Opportunity Nonrevenue Credits

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 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

View Reports and Analytics Accordion

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

Delete Opportunity Revenue

Manage Opportunity Assessments

Manage Opportunity Competitors

Manage Opportunity Group Space

Manage Opportunity Leads

Manage Opportunity Nonrevenue Credits

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 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

View Reports and Analytics Accordion

Opportunity View Duty

Views opportunity data. This role is for viewing opportunities from the customer center.

View Opportunity

Organization Information Inquiry Duty

Views organization basic information.

Search Trading Community Organization Additional Identifier

Search Trading Community Organization Additional Name

Search Trading Community Organization Address

Search Trading Community Organization Classification Code Assignment

Search Trading Community Organization Contact Point

View Trading Community Organization

View Trading Community Organization Additional Identifier

View Trading Community Organization Additional Name

View Trading Community Organization Address

View Trading Community Organization Address Use

View Trading Community Organization Classification Code Assignment

View Trading Community Organization Contact Point

View Trading Community Organization Contact Preference

View Trading Community Organization Source System Mapping

View Trading Community Organization Usage Assignment

Organization Information Management Duty

Manages organization basic information.

Add Trading Community Organization Additional Identifier

Add Trading Community Organization Additional Name

Add Trading Community Organization Address

Add Trading Community Organization Address Use

Add Trading Community Organization Classification Code Assignment

Add Trading Community Organization Contact

Add Trading Community Organization Contact Preference

Add Trading Community Organization Contact Responsibility

Add Trading Community Organization E-Mail

Add Trading Community Organization Instant Messenger

Add Trading Community Organization Phone

Add Trading Community Organization Web Page

Correct Trading Community Organization Address

Enter Trading Community Organization Information

Export Trading Community Organization

Export Trading Community Organization Additional Identifier

Export Trading Community Organization Additional Name

Export Trading Community Organization Addresses

Export Trading Community Organization Classification Code Assignment

Export Trading Community Organization Contact Points

Export Trading Community Organization Contact Preferences

Manage Organization Attachments

Manage Organization Interactions

Manage Organization Notes

Manage Trading Community Organization Source System Mapping

Manage Trading Community Organization Usage Assignment

Move Trading Community Organization Address

Remove Trading Community Organization Additional Identifier

Remove Trading Community Organization Additional Name

Remove Trading Community Organization Address

Remove Trading Community Organization Address Use

Remove Trading Community Organization Classification Code Assignment

Remove Trading Community Organization Contact

Remove Trading Community Organization Contact Preference

Remove Trading Community Organization Contact Responsibility

Remove Trading Community Organization E-Mail

Remove Trading Community Organization Instant Messenger

Remove Trading Community Organization Phone

Remove Trading Community Organization Web Page

Restore Trading Community Organization Additional Identifier

Restore Trading Community Organization Additional Name

Restore Trading Community Organization Address

Restore Trading Community Organization Address Use

Restore Trading Community Organization Classification Code Assignment

Restore Trading Community Organization Contact

Restore Trading Community Organization Contact Preference

Restore Trading Community Organization Contact Responsibility

Restore Trading Community Organization E-Mail

Restore Trading Community Organization Instant Messenger

Restore Trading Community Organization Phone

Search Trading Community Organization Additional Identifier

Search Trading Community Organization Additional Name

Search Trading Community Organization Address

Search Trading Community Organization Classification Code Assignment

Search Trading Community Organization Contact Point

Select Trading Community Organization Address as Primary for a Purpose

Select Trading Community Organization Contact Responsibility as Primary

Select Trading Community Organization Contact as Primary

Submit Organization Merge Request

Update Trading Community Organization

Update Trading Community Organization Additional Identifier

Update Trading Community Organization Additional Name

Update Trading Community Organization Address Use

Update Trading Community Organization Classification Code Assignment

Update Trading Community Organization Contact

Update Trading Community Organization Contact Preference

Update Trading Community Organization E-Mail

Update Trading Community Organization Instant Messenger

Update Trading Community Organization Phone

Update Trading Community Organization Web Page

View Trading Community Organization Additional Identifier

View Trading Community Organization Additional Name

View Trading Community Organization Address

View Trading Community Organization Address Use

View Trading Community Organization Classification Code Assignment

View Trading Community Organization Contact Point

View Trading Community Organization Contact Preference

View Trading Community Organization Source System Mapping

View Trading Community Organization Usage Assignment

Organization Relationships Inquiry Duty

Grants privileges to view organization relationship information

Export Trading Community Organization Relationship

Search Trading Community Organization Relationship

View Trading Community Organization Relationship

Organization Relationships Management Duty

Grants privileges to manage organization relationship information

Add Trading Community Organization Relationship

Remove Trading Community Organization Relationship

Restore Trading Community Organization Relationship

Update Trading Community Organization Relationship

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.

Assign Partner Account

Create Partner Member

Create Partner User

Import Partner

Manage Enrollment Notes

Manage Partner Account Team

Manage Partner Subsidiaries

Manage Partner User Security Role

Remove Partner Member

Update Partner Member

Update Partner Profile

View Partner Contract

Partner Account Maintenance Territory Owner Duty

Manages information about partner organization when an owner on an assigned territory

Manage Enrollment Notes

Partner Account Maintenance Territory Resources Duty

Maintains information about partner organization when a resource on an assigned territory.

Manage Enrollment Notes

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 Enrollment Notes

View Partner

View Partner Account Team

View Partner Activities

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 Subsidiaries

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

Review 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 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 Relationship Duty

Maintains partner to partner relationship

Manage Partner Relationship

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 Account

Create Sales Account Appointment

Create Sales Account Assessments

Create Sales Account Contact

Create Sales Account Interaction

Create Sales Account Note

Create Sales Account Task

Create Sales Group

Create Sales Group Members

Create Sales Organization

Create Sales Party Appointment

Create Sales Party Contact

Create Sales Party Interaction

Create Sales Party Task

Delete Sales Account Appointment

Delete Sales Account Assessments

Delete Sales Account Contact

Delete Sales Account Interaction

Delete Sales Account Note

Delete Sales Account Task

Delete Sales Group Members

Delete Sales Party Appointment

Delete Sales Party Contact

Delete Sales Party Interaction

Delete Sales Party Task

Manage Customer Tree Options

Manage Customers Work Area

Manage Original System References

Manage Sales Account Contact Hierarchy

Manage Sales Account Team

Manage Sales Party Team

Update Consumer

Update Sales Account Appointment

Update Sales Account Assessments

Update Sales Account Contact

Update Sales Account Interaction

Update Sales Account Note

Update Sales Account Task

Update Sales Group

Update Sales Group Members

Update Sales Organization

Update Sales Party Appointment

Update Sales Party Contact

Update Sales Party Interaction

Update Sales Party Task

View All Customers

View All Parties

View All Sales Accounts

View Consumer

View Favorite Accounts

View Original System Reference

View Sales Account

View Sales Account Appointment

View Sales Account Assessments

View Sales Account Contact

View Sales Account Contact Hierarchy

View Sales Account Interaction

View Sales Account Note

View Sales Account Team

View Sales Account task

View Sales Group

View Sales Group Members

View Sales Organization

View Sales Party

View Sales Party Appointment

View Sales Party Contact

View Sales Party Interaction

View Sales Party Task

View Sales Party Team

View Team and Territory Accounts

Party Contract View Access Duty

Views contracts for a party for the assigned business units.

View Contracts for Party

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 Contact Preference

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

Restore Trading Community Person Additional Identifier

Restore Trading Community Person Additional Name

Restore Trading Community Person Address

Restore Trading Community Person Address Use

Restore Trading Community Person Classification Code Assignment

Restore Trading Community Person Contact Preference

Restore Trading Community Person Email

Restore Trading Community Person Instant Messenger

Restore Trading Community Person Phone

Restore 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 Contact Preference

View Trading Community Person Source System Mapping

View Trading Community Person Usage Assignment

Person Relationships Inquiry Duty

Grants privileges to view person Relationship information

Export Trading Community Person Relationship

Search Trading Community Person Relationship

View Trading Community Person Relationship

Person Relationships Management Duty

Grants privileges to manage person Relationship information

Add Trading Community Person Relationship

Remove Trading Community Person Relationship

Restore Trading Community Person Relationship

Update Trading Community Person Relationship

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.

Audit Sales Territory Quota

Export Sales Territory Quota

Manage Sales Quota Prediction Formula

Manage Sales Territory Quota

Revise Sales Territory Quota

View Sales Goal

Quota Management Export Import Duty

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Export Sales Territory Quota

Import Sales Territory Quota

Run Import Quota Allocations Job

View Sales Quota Import Status

View Sales Territory Quota Export Status

Real Time Communication Management Duty

Allows to manage real time communication.

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

Export 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 Asset

Create Consumer

Create Incident

Create Sales Account

Create Sales Account Appointment

Create Sales Account Assessments

Create Sales Account Contact

Create Sales Account Interaction

Create Sales Account Note

Create Sales Account Task

Create Sales Group

Create Sales Group Members

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 Relationship

Create Sales Party Task

Delete Asset

Delete Sales Account Appointment

Delete Sales Account Assessments

Delete Sales Account Contact

Delete Sales Account Interaction

Delete Sales Account Note

Delete Sales Account Task

Delete Sales Group Members

Delete Sales Party Appointment

Delete Sales Party Assessment

Delete Sales Party Contact

Delete Sales Party Interaction

Delete Sales Party Note

Delete Sales Party Relationship

Delete Sales Party Task

Edit Asset

Export Assets

Manage Account Enrichment

Manage Contact Enrichment

Manage Customer Tree Options

Manage Original System References

Manage Reference Customer Profile

Manage Sales Account Contact Hierarchy

Manage Sales Account Team

Manage Sales Party Classifications

Manage Sales Party Contact Hierarchy

Manage Sales Party Forums

Manage Sales Party Team

Update Consumer

Update Incident

Update Sales Account Appointment

Update Sales Account Assessments

Update Sales Account Contact

Update Sales Account Interaction

Update Sales Account Note

Update Sales Account Task

Update Sales Group

Update Sales Group Members

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 Relationship

Update Sales Party Task

View All Customers

View All Parties

View All Sales Accounts

View Assets

View Favorite Accounts

View Original System Reference

View Team and Territory Accounts

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.

Export Assets

Manage Customers Work Area

Manage Original System References

View All Customers

View All Parties

View All Sales Accounts

View Assets

View Billing Account

View Consumer

View Favorite Accounts

View Incident

View One Source Market Place Information

View Original System Reference

View Revenue by Organization Hierarchy

View Sales Account

View Sales Account Appointment

View Sales Account Assessments

View Sales Account Contact

View Sales Account Contact Hierarchy

View Sales Account Interaction

View Sales Account Note

View Sales Account Snapshot

View Sales Account Team

View Sales Account task

View Sales Group

View Sales Group Members

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 Relationship

View Sales Party Snapshot

View Sales Party Subsidiaries

View Sales Party Task

View Sales Party Team

View Siebel Service Requests

View Team and Territory Accounts

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

Territory Management Export Import Duty

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Export Sales Territory

Import Sales Territory

Run Import Territory Definitions Job

Run Import Territory Extended Definitions Job

View Sales Territory Export Status

View Sales Territory Import Status

Trading Community Hierarchy Management Duty

Manages hierarchies.

Manage Trading Community Hierarchy

Run Trading Community Hierarchy Audit Job

View Trading Community Hierarchy

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 Account and Roles View Duty

Views the user account and roles for a selected person.

View User Account and Roles

User Name Creation and Linking Duty

Creates a new user name or links an existing user name for a person.

Create User Name

Link User Account

Send User Name Request to LDAP

User Name Edit Duty

Updates the user name associated with a person.

Edit User Name

User Password Reset Duty

Resets passwords of selected users.

Reset Password

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

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

Activity

A Channel Account Manager can delete activity where they are the owner for an activity.

Role: Activity Resource Duty

Privilege: Delete Activity (Data)

Resource: Activity

A Channel Account Manager can update activity where they are a resource for a task activity or they are an owner for an appointment activity.

Role: Activity Resource Duty

Privilege: Update Activity (Data)

Resource: Activity

A Channel Account Manager can view activity for all activities in the enterprise

Role: Interaction Management Duty

Privilege: View Activity (Data)

Resource: Activity

A Channel Account Manager can view activity where they are a resource for an activity.

Role: Activity Resource Duty

Privilege: View Activity (Data)

Resource: Activity

Activity Resource

A Channel Account Manager can update activity where they are a resource for an activity.

Role: Activity Resource Duty

Privilege: Update Activity (Data)

Resource: Activity Resource

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

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

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

Classification Code File Import Activity

A Channel Account Manager can view classification code file import activity object type for all classification code file import activities of object type 'classification code'

Role: Trading Community Import Batch Management Duty

Privilege: View Classification Code File Import Activity Object Type (Data)

Resource: Classification Code File Import Activity

Classification Code File Import Mapping

A Channel Account Manager can view classification code file import mapping object type for all classification code file import mappings of object type 'classification code'

Role: Trading Community Import Batch Management Duty

Privilege: View Classification Code File Import Mapping Object Type (Data)

Resource: Classification Code File Import Mapping

Classification Code File Import Object

A Channel Account Manager can view classification code file import object type for all classification code file import objects of object type 'classification code'

Role: Trading Community Import Batch Management Duty

Privilege: View Classification Code File Import Object Type (Data)

Resource: Classification Code File Import Object

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

Contact File Import Activity

A Channel Account Manager can view contact file import activity object type for all contact file import activities of object type 'contact'

Role: Trading Community Import Batch Management Duty

Privilege: View Contact File Import Activity Object Type (Data)

Resource: Contact File Import Activity

Contact File Import Object

A Channel Account Manager can view contact file import object type for all contact file import objects of object type 'contact'

Role: Trading Community Import Batch Management Duty

Privilege: View Contact File Import Object Type (Data)

Resource: Contact File Import Object

Contract

A Channel Account Manager can view contract for all business units

Role: Contract View Access Across All Contracts Duty

Privilege: View Contract (Data)

Resource: Contract

Contract Expert Rule

A Channel Account Manager can view contract terms library for all the business units

Role: Contract Terms and Conditions View Access Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

Contract Library Clause

A Channel Account Manager can view contract terms library for all business units

Role: Contract Terms and Conditions View Access Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

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 Contracts 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 they are a sales account team member

Role: Sales Competitor Sales Representative 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 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 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

Enrollment Note

A Channel Account Manager can manage enrollment notes for all notes  that are not private

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Account Manager can manage enrollment notes for all notes that are not private

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Account Manager can manage enrollment notes for all notes that are not private and where they are in the partner account team

Role: Partner Account Maintenance Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Account Manager can manage enrollment notes where they are the author of the note

Role: Partner Account Maintenance Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Account Manager can view enrollment notes for all notes that are not private and where they are in the partner account team

Role: Partner Account Review Duty

Privilege: View Enrollment Notes (Data)

Resource: Enrollment Note

File Export Object

A Channel Account 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

Group Customer File Import Activity

A Channel Account Manager can view group customer file import activity object type for all group customer file import activities of object type 'group customer'

Role: Trading Community Import Batch Management Duty

Privilege: View Group Customer File Import Activity Object Type (Data)

Resource: Group Customer File Import Activity

Group Customer File Import Mapping

A Channel Account Manager can view group customer file import mapping object type for all group customer file import mappings of object type 'group customer'

Role: Trading Community Import Batch Management Duty

Privilege: View Group Customer File Import Mapping Object Type (Data)

Resource: Group Customer File Import Mapping

Group Customer File Import Object

A Channel Account Manager can view group customer file import object type for all group customer file import objects of object type 'group customer'

Role: Trading Community Import Batch Management Duty

Privilege: View Group Customer File Import Object Type (Data)

Resource: Group Customer 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

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

Note

A Channel Account Manager can delete activity note can delete notes for all activities in the enterprise where they are the owner of the activity

Role: Activity Resource Duty

Privilege: Delete Activity Note (Data)

Resource: Note

A Channel Account Manager can update activity note can update notes for all activities in the enterprise where they are the resource for an activity task or they are the owner for the appointment and where they are the author of a note or the note is a public note

Role: Activity Resource Duty

Privilege: Update Activity Note (Data)

Resource: Note

A Channel Account Manager can view activity note can view notes for all activities in the enterprise where they are a resource for the activity and where they are the author of a note or the note is a public note

Role: Activity Resource Duty

Privilege: View Activity Note (Data)

Resource: Note

Opportunity

A Channel Account Manager can manage opportunity general profile where they are a member of the account team of a partner organization on the opportunity

Role: Opportunity Channel Account Manager Duty

Privilege: Manage Opportunity General Profile (Data)

Resource: Opportunity

A Channel Account 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 Account 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 Account Manager can manage opportunity restricted profile where they are a member of the account team of a partner organization on the opportunity

Role: Opportunity Channel Account Manager Duty

Privilege: Manage Opportunity Restricted Profile (Data)

Resource: Opportunity

A Channel Account 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 Account 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 Account Manager can manage opportunity revenue where they are a member of the account team of a partner organization on the opportunity

Role: Opportunity Channel Account Manager Duty

Privilege: Manage Opportunity Revenue (Data)

Resource: Opportunity

A Channel Account 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 Account 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 Account Manager can manage opportunity team where they are a member of the account team of a partner organization on the opportunity

Role: Opportunity Channel Account Manager Duty

Privilege: Manage Opportunity Team (Data)

Resource: Opportunity

A Channel Account 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 Account 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 Account Manager can view opportunity by owner where they selected records i own on the sales ui

Role: Opportunity Sales Representative Duty

Privilege: View Opportunity by Owner (Data)

Resource: Opportunity

A Channel Account Manager can view opportunity by sales team where they selected records where i am on the team on the sales ui

Role: Opportunity Sales Representative Duty

Privilege: View Opportunity by Sales Team (Data)

Resource: Opportunity

A Channel Account Manager can view opportunity by subordinate owner where they selected records my subordinates own on the sales ui

Role: Opportunity Sales Manager Duty

Privilege: View Opportunity by Subordinate Owner (Data)

Resource: Opportunity

A Channel Account Manager can view opportunity by subordinate sales team where they selected records where my subordinates are on the team on the sales ui

Role: Opportunity Sales Manager Duty

Privilege: View Opportunity by Subordinate Sales Team (Data)

Resource: 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

A Channel Account 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

A Channel Account 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

Opportunity Note

A Channel Account Manager can manage 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: Manage Opportunity Note (Data)

Resource: Opportunity Note

A Channel Account 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 Account 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 Account Manager can manage opportunity note where they are the author of the note

Role: Opportunity Channel Account Manager Duty

Privilege: Manage Opportunity Note (Data)

Resource: Opportunity 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

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 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 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 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 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

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

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 manage partner account where they are the member of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can manage partner account where they are the member of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can manage partner account where they are the owner of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can manage partner account where they are the owner of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner 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 update partner account where they are the member of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Update Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can update partner account where they are the member of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Update Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can update partner account where they are the owner of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Update Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can update partner account where they are the owner of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner 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):

A Channel Account Manager can view partner account where they are the member of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

Role: Partner Account Review Territory Resources Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can view partner account where they are the member of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

Role: Partner Account Review Territory Resources Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can view partner account where they are the owner of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

A Channel Account Manager can view partner account where they are the owner of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

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 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 descendent territory leads 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 Descendent Territory Leads (Data)

Resource: Sales Lead

Role: Lead Registration Submission Duty

Privilege: View Descendent Territory Leads (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: View Descendent Territory Leads (Data)

Resource: Sales Lead

A Channel Account Manager can view my sales leads where they are the owner of the sales lead

Role: Lead Registration Management Duty

Privilege: View My Sales Leads (Data)

Resource: Sales Lead

Role: Lead Registration Submission Duty

Privilege: View My Sales Leads (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: View My Sales Leads (Data)

Resource: Sales Lead

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 team leads where they are a resource in the lead sales team

Role: Lead Registration Management Duty

Privilege: View Sales Team Leads (Data)

Resource: Sales Lead

Role: Lead Registration Submission Duty

Privilege: View Sales Team Leads (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: View Sales Team Leads (Data)

Resource: Sales Lead

A Channel Account Manager can view territory leads where they are a resource in the territory assigned to the sales lead

Role: Lead Registration Management Duty

Privilege: View Territory Leads (Data)

Resource: Sales Lead

Role: Lead Registration Submission Duty

Privilege: View Territory Leads (Data)

Resource: Sales Lead

Role: Sales Lead Follow Up Duty

Privilege: View Territory Leads (Data)

Resource: Sales Lead

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 delete sales party for all custom types in the enterprise

Role: Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can delete sales party for all customer contacts where they are in the account team of at least one related account with full access

Role: Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can delete sales party for all prospects in the enterprise

Role: Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can delete sales party for all standalone contacts in the enterprise

Role: Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can delete sales party where they are in the account team with full access

Role: Partner Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can delete sales party where they are in the management chain of a resource who is on the account team with full access

Role: Partner Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can delete sales party where they are the owner of the territory associated with the account

Role: Partner Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can delete sales party where they are the owner of the territory that is an ancestor of the territory associated with the account

Role: Partner Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

Role: Sales Party Management Duty

Privilege: Delete Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can manage sales party for all customer contacts where they are in the account team of at least one related account with full access

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 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 management chain of a resource who is on the 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 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 account

Role: Sales Party Management Duty

Privilege: Manage Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can update sales party for all custom types in the enterprise

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can update sales party for all customer contacts where they are in the account team of at least one related account with edit access

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can update sales party for all prospects in the enterprise

Role: Sales Party Management Duty

Privilege: Update Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can update sales party for all standalone contacts in the enterprise

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 associated with the 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 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 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 management chain of a resource who is on the 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 for all custom types in the enterprise

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can view sales party for all customer contacts where they are in the account team of at least one related account

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can view sales party for all customers in the enterprise

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can view sales party for all prospects in the enterprise

Role: Sales Party Review Duty

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can view sales party for all standalone contacts in the enterprise

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 associated with the 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 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 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 management chain of a resource who is on the 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 Period Quota File Import

A Channel Account Manager can view sales resource period quota file import for all sales resource period quota file imports of object type resource period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Period Quota File Import (Data)

Resource: Sales Resource Period Quota File Import

Sales Resource Period Quota File Import Mapping

A Channel Account Manager can view sales resource period quota file import mapping for all sales resource period quota file import mappings of object type resource period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Period Quota File Import Mapping (Data)

Resource: Sales Resource Period Quota File Import Mapping

Sales Resource Period Quota File Import Metadata

A Channel Account Manager can view sales resource period quota file import metadata for all sales resource period quota file import metadata of object type resource period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Period Quota File Import Metadata

Resource: Sales Resource Period Quota File Import Metadata

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 Resource Quota Export Object

A Channel Account Manager can view sales resource quota export object for all sales resource quota export objects in the enterprise

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota Export Object (Data)

Resource: Sales Resource Quota Export Object

Sales Resource Quota File Import

A Channel Account Manager can view sales resource quota file import for all sales resource quota file imports of object type resource quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota File Import (Data)

Resource: Sales Resource Quota File Import

Sales Resource Quota File Import Mapping

A Channel Account Manager can view sales resource quota file import mapping for all sales resource quota file import mappings of object type resource quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota File Import Mapping (Data)

Resource: Sales Resource Quota File Import Mapping

Sales Resource Quota File Import Metadata

A Channel Account Manager can view sales resource quota file import metadata for all sales resource quota file import metadata of object type resource quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota File Import Metadata

Resource: Sales Resource Quota File Import Metadata

Sales Resource Quota Time Period Export Object

A Channel Account Manager can view sales resource quota time period export object for all sales resource quota period export objects in the enterprise

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota Time Period Export Object (Data)

Resource: Sales Resource Quota Time Period Export Object

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 Dimensionality Export Object

A Channel Account Manager can view sales territory dimensionality export object for all sales territory dimensionality export objects in the enterprise

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Dimensionality Export Object (Data)

Resource: Sales Territory Dimensionality Export Object

Sales Territory Dimensionality File Import

A Channel Account Manager can view sales territory dimensionality file import for all sales territory dimensionality file imports of object type mot_sales_territory_dimensionality_export_object

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Dimensionality File Import (Data)

Resource: Sales Territory Dimensionality File Import

Sales Territory Dimensionality File Import Mapping

A Channel Account Manager can view sales territory dimensionality file import mapping for all sales territory dimensionality file import mappings of object type mot_sales_territory_dimensionality_export_object

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Dimensionality File Import Mapping (Data)

Resource: Sales Territory Dimensionality File Import Mapping

Sales Territory Dimensionality File Import Metadata

A Channel Account Manager can view sales territory dimensionality file import metadata for all sales territory dimensionality file import metadata of object type mot_sales_territory_dimensionality_export_object

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Dimensionality File Import Metadata

Resource: Sales Territory Dimensionality File Import Metadata

Sales Territory Export Object

A Channel Account Manager can view sales territory export object for all sales territory export objects in the enterprise

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Export Object (Data)

Resource: Sales Territory Export Object

Sales Territory File Import

A Channel Account Manager can view sales territory file import for all sales territory file imports of object type mot_sales_territory

Role: Territory Management Export Import Duty

Privilege: View Sales Territory File Import (Data)

Resource: Sales Territory File Import

Sales Territory File Import Mapping

A Channel Account Manager can view sales territory file import mapping for all sales territory file import mappings of object type mot_sales_territory

Role: Territory Management Export Import Duty

Privilege: View Sales Territory File Import Mapping (Data)

Resource: Sales Territory File Import Mapping

Sales Territory File Import Metadata

A Channel Account Manager can view sales territory file import metadata for all sales territory file import metadata of object type mot_sales_territory

Role: Territory Management Export Import Duty

Privilege: View Sales Territory File Import Metadata

Resource: Sales Territory File Import Metadata

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 Period Quota File Import

A Channel Account Manager can view sales territory period quota file import for all sales territory period quota file imports of object type territory period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Period Quota File Import (Data)

Resource: Sales Territory Period Quota File Import

Sales Territory Period Quota File Import Mapping

A Channel Account Manager can view sales territory period quota file import mapping for all sales territory period quota file import mappings of object type territory period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Period Quota File Import Mapping (Data)

Resource: Sales Territory Period Quota File Import Mapping

Sales Territory Period Quota File Import Metadata

A Channel Account Manager can view sales territory period quota file import metadata for all sales territory period quota file import metadata of object type territory period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Period Quota File Import Metadata

Resource: Sales Territory Period Quota File Import Metadata

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

Sales Territory Quota Export Object

A Channel Account Manager can view sales territory quota export object for all sales territory quota export objects in the enterprise

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Quota Export Object (Data)

Resource: Sales Territory Quota Export Object

Sales Territory Quota File Import

A Channel Account Manager can view sales territory quota file import for all sales territory quota file imports of object type territory quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Quota File Import (Data)

Resource: Sales Territory Quota File Import

Sales Territory Quota File Import Mapping

A Channel Account Manager can view sales territory quota file import mapping for all sales territory quota file import mappings of object type territory quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Quota File Import Mapping (Data)

Resource: Sales Territory Quota File Import Mapping

Sales Territory Quota File Import Metadata

A Channel Account Manager can view sales territory quota file import metadata for all sales territory quota file import metadata of object type territory quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Quota File Import Metadata

Resource: Sales Territory Quota File Import Metadata

Sales Territory Quota Time Period Export Object

A Channel Account Manager can view sales territory quota time period export object for all sales territory period quota export objects in the enterprise

Role: Quota Management Export Import 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 Channel Account Manager can view sales territory resource export object for all sales territory resource export objects in the enterprise

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Resource Export Object (Data)

Resource: Sales Territory Resource Export Object

Sales Territory Resource File Import

A Channel Account Manager can view sales territory resource file import for all sales territory resource file imports of object type mot_sales_territory_resource

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Resource File Import (Data)

Resource: Sales Territory Resource File Import

Sales Territory Resource File Import Mapping

A Channel Account Manager can view sales territory resource file import mapping for all sales territory resource file import mappings of object type mot_sales_territory_resource

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Resource File Import Mapping (Data)

Resource: Sales Territory Resource File Import Mapping

Sales Territory Resource File Import Metadata

A Channel Account Manager can view sales territory resource file import metadata for all sales territory resource file import metadata of object type mot_sales_territory_resource

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Resource File Import Metadata

Resource: Sales Territory Resource File Import Metadata

Source System Reference File Import Activity

A Channel Account Manager can view source system reference file import activity object type for all source system reference file import activities of object type 'source system reference'

Role: Trading Community Import Batch Management Duty

Privilege: View Source System Reference File Import Activity Object Type (Data)

Resource: Source System Reference File Import Activity

Source System Reference File Import Mapping

A Channel Account Manager can view source system reference file import mapping object type for all source system reference file import mapping of object type 'source system reference'

Role: Trading Community Import Batch Management Duty

Privilege: View Source System Reference File Import Mapping Object Type (Data)

Resource: Source System Reference File Import Mapping

Source System Reference File Import Object

A Channel Account Manager can view source system reference file import object type for all source system reference file import objects of object type 'source system reference'

Role: Trading Community Import Batch Management Duty

Privilege: View Source System Reference File Import Object Type (Data)

Resource: Source System Reference File Import Object

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 contact for all trading community persons in the enterprise except contacts created by other partner or internal organizations.

Role: Partner Customer Contact Inquiry Duty

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Person

Role: Partner Information Inquiry Duty

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Person

A Channel Account Manager can view trading community contact for all trading community persons in the enterprise except contacts created by partners.

Role: Internal Contact Relationship Information Inquiry Duty

Privilege: View Trading Community Contact (Data)

Resource: 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 people in the enterprise other than sales accounts and sales prospects.

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 resources 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 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

User

A Channel Account Manager can edit user name for persons in their person security profile.

Role: User Name Edit Duty

Privilege: Edit User Name (Data)

Resource: User


Job Role: Channel Partner Manager

Defines new channel partner programs.


Duties

Duties assigned directly and indirectly to the job role Channel Partner Manager


Duty Role

Description

Activity Resource Duty

Manages the access to an activity for resources

Applications Common Reference Data Review Duty

Reviews Oracle Middleware Extensions for Oracle Fusion Applications application reference data.

Business Intelligence Applications Analysis Duty

Business Intelligence Applications Analysis Generic Duty

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 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.

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 using 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.

Mobile CRM Sales Representative Duty

Manages customer relationship management data on mobile device. This role is for the salesperson using the mobile application.

Partner Account Maintenance Territory Owner Duty

Manages information about partner organization when an owner on an assigned territory

Partner Account Maintenance Territory Resources Duty

Maintains information about partner organization when a resource on an assigned territory.

Partner Account Review Territory Resources Duty

Views information about partner organization when a resource on an assigned territory.

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.

Partner Relationship Duty

Maintains partner to partner relationship

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.

Quota Management Export Import Duty

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Read CRM documents on content server

Allows to read CRM documents from content server repository.

Relationship Information Inquiry Duty

Grants privileges to view trading community relationships 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.

Territory Management Export Import Duty

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

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 Account and Roles View Duty

Views the user account and roles for a selected person.

User Name Creation and Linking Duty

Creates a new user name or links an existing user name for a person.

User Name Edit Duty

Updates the user name associated with a person.

User Password Reset Duty

Resets passwords of selected 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.


Role Hierarchy

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

                    Activity Resource 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

                    Mobile CRM Sales Representative Duty

                    Partner Account Maintenance Territory Owner Duty

                    Partner Account Maintenance Territory Resources Duty

                    Partner Account Review Territory Resources Duty

                    Partner Channel Analysis 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

                    Partner Relationship 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 Name Edit Duty

                                                  User Password Reset Duty

                                                  User Role Management Duty

                                                            User Account and Roles View Duty

                                                            User Name Creation and Linking Duty

                                                  View Person Details Duty

                                        Incentive Compensation Goal Management Duty

                                        Party Information Inquiry Duty

                                        Quota Management Export Import Duty

                                                  File Import Scheduling Duty

                                                            Applications Common Reference Data Review Duty

                              Territory Management Export Import Duty

                                        CRM Export Management Duty

                                        File Import Scheduling Duty

                                                  Applications Common Reference Data Review Duty

                    View Portrait Duty

                              Social Connection Partner Duty

                                        Social Group Participation Core Duty

                                        Social Network Duty

                                                  Social Network Core Duty

          Partner Channel Analysis Duty

                    Partner Analysis Currency Preference

                    Resource Hierarchy Data Security

                    Territory Hierarchy Data Security

          Partner Channel Transaction Analysis Duty

          Read CRM documents on content server

          Transactional Business Intelligence Worker

                    Transactional Analysis Duty



Privileges

Privileges granted to duties of the job role Channel Partner Manager.


Duty Role

Duty Role Description

Privilege

Activity Resource Duty

Manages the access to an activity for resources

Create Activity

Delete Activity

Update Activity

View Activity

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

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

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 using 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.

Browse Item

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 Product Audit Trail Reports

Manage Trading Partner Item Reference

Monitor Item Summary

Monitor Item Work Area

View Development Structures

View Item

View Item Organization Association

View Item Relationship

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

Partner Account Maintenance Territory Owner Duty

Manages information about partner organization when an owner on an assigned territory

Manage Enrollment Notes

Partner Account Maintenance Territory Resources Duty

Maintains information about partner organization when a resource on an assigned territory.

Manage Enrollment Notes

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 Relationship Duty

Maintains partner to partner relationship

Manage Partner Relationship

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.

Audit Sales Territory Quota

Export Sales Territory Quota

Manage Sales Quota Prediction Formula

Manage Sales Territory Quota

Revise Sales Territory Quota

View Sales Goal

Quota Management Export Import Duty

Manages sales quota export and import. Provides users with the ability to export sales quota data, modify it offline and import.

Export Sales Territory Quota

Import Sales Territory Quota

Run Import Quota Allocations Job

View Sales Quota Import Status

View Sales Territory Quota Export Status

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

Territory Management Export Import Duty

Manages sales territory export and import. Provides users with the ability to export territory data, modify it offline and import.

Export Sales Territory

Import Sales Territory

Run Import Territory Definitions Job

Run Import Territory Extended Definitions Job

View Sales Territory Export Status

View Sales Territory Import Status

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 Account and Roles View Duty

Views the user account and roles for a selected person.

View User Account and Roles

User Name Creation and Linking Duty

Creates a new user name or links an existing user name for a person.

Create User Name

Link User Account

Send User Name Request to LDAP

User Name Edit Duty

Updates the user name associated with a person.

Edit User Name

User Password Reset Duty

Resets passwords of selected users.

Reset Password

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

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

Activity

A Channel Partner Manager can delete activity where they are the owner for an activity.

Role: Activity Resource Duty

Privilege: Delete Activity (Data)

Resource: Activity

A Channel Partner Manager can update activity where they are a resource for a task activity or they are an owner for an appointment activity.

Role: Activity Resource Duty

Privilege: Update Activity (Data)

Resource: Activity

A Channel Partner Manager can view activity for all activities in the enterprise

Role: Interaction Management Duty

Privilege: View Activity (Data)

Resource: Activity

A Channel Partner Manager can view activity where they are a resource for an activity.

Role: Activity Resource Duty

Privilege: View Activity (Data)

Resource: Activity

Activity Resource

A Channel Partner Manager can update activity where they are a resource for an activity.

Role: Activity Resource Duty

Privilege: Update Activity (Data)

Resource: Activity Resource

Application Attachment Category

A Channel Partner 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 Partner 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 Partner 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

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

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

Contract Expert Rule

A Channel Partner Manager can view contract terms library for all the business units

Role: Contract Terms and Conditions View Access Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

Contract Library Clause

A Channel Partner Manager can view contract terms library for all business units

Role: Contract Terms and Conditions View Access Duty

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

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

Enrollment Note

A Channel Partner Manager can manage enrollment notes for all notes  that are not private

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Partner Manager can manage enrollment notes for all notes that are not private

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Partner Manager can manage enrollment notes where they are the author of the note

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

File Export Object

A Channel Partner 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 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

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

Note

A Channel Partner Manager can delete activity note can delete notes for all activities in the enterprise where they are the owner of the activity

Role: Activity Resource Duty

Privilege: Delete Activity Note (Data)

Resource: Note

A Channel Partner Manager can update activity note can update notes for all activities in the enterprise where they are the resource for an activity task or they are the owner for the appointment and where they are the author of a note or the note is a public note

Role: Activity Resource Duty

Privilege: Update Activity Note (Data)

Resource: Note

A Channel Partner Manager can view activity note can view notes for all activities in the enterprise where they are a resource for the activity and where they are the author of a note or the note is a public note

Role: Activity Resource Duty

Privilege: View Activity Note (Data)

Resource: Note

Partner Profile

A Channel Partner Manager can manage partner account where they are the member of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can manage partner account where they are the member of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can manage partner account where they are the owner of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can manage partner account where they are the owner of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Manage Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can update partner account where they are the member of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Update Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can update partner account where they are the member of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: Update Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can update partner account where they are the owner of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Update Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can update partner account where they are the owner of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: Update Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can view partner account where they are the member of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

Role: Partner Account Review Territory Resources Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can view partner account where they are the member of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Resources Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

Role: Partner Account Review Territory Resources Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can view partner account where they are the owner of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

A Channel Partner Manager can view partner account where they are the owner of the territory that is an ancestor of the territory associated with the partner account

Role: Partner Account Maintenance Territory Owner Duty

Privilege: View Partner Account (Data)

Resource: Partner Profile

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 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 Period Quota File Import

A Channel Partner Manager can view sales resource period quota file import for all sales resource period quota file imports of object type resource period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Period Quota File Import (Data)

Resource: Sales Resource Period Quota File Import

Sales Resource Period Quota File Import Mapping

A Channel Partner Manager can view sales resource period quota file import mapping for all sales resource period quota file import mappings of object type resource period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Period Quota File Import Mapping (Data)

Resource: Sales Resource Period Quota File Import Mapping

Sales Resource Period Quota File Import Metadata

A Channel Partner Manager can view sales resource period quota file import metadata for all sales resource period quota file import metadata of object type resource period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Period Quota File Import Metadata

Resource: Sales Resource Period Quota File Import Metadata

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 Resource Quota Export Object

A Channel Partner Manager can view sales resource quota export object for all sales resource quota export objects in the enterprise

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota Export Object (Data)

Resource: Sales Resource Quota Export Object

Sales Resource Quota File Import

A Channel Partner Manager can view sales resource quota file import for all sales resource quota file imports of object type resource quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota File Import (Data)

Resource: Sales Resource Quota File Import

Sales Resource Quota File Import Mapping

A Channel Partner Manager can view sales resource quota file import mapping for all sales resource quota file import mappings of object type resource quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota File Import Mapping (Data)

Resource: Sales Resource Quota File Import Mapping

Sales Resource Quota File Import Metadata

A Channel Partner Manager can view sales resource quota file import metadata for all sales resource quota file import metadata of object type resource quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota File Import Metadata

Resource: Sales Resource Quota File Import Metadata

Sales Resource Quota Time Period Export Object

A Channel Partner Manager can view sales resource quota time period export object for all sales resource quota period export objects in the enterprise

Role: Quota Management Export Import Duty

Privilege: View Sales Resource Quota Time Period Export Object (Data)

Resource: Sales Resource Quota Time Period Export Object

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 Dimensionality Export Object

A Channel Partner Manager can view sales territory dimensionality export object for all sales territory dimensionality export objects in the enterprise

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Dimensionality Export Object (Data)

Resource: Sales Territory Dimensionality Export Object

Sales Territory Dimensionality File Import

A Channel Partner Manager can view sales territory dimensionality file import for all sales territory dimensionality file imports of object type mot_sales_territory_dimensionality_export_object

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Dimensionality File Import (Data)

Resource: Sales Territory Dimensionality File Import

Sales Territory Dimensionality File Import Mapping

A Channel Partner Manager can view sales territory dimensionality file import mapping for all sales territory dimensionality file import mappings of object type mot_sales_territory_dimensionality_export_object

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Dimensionality File Import Mapping (Data)

Resource: Sales Territory Dimensionality File Import Mapping

Sales Territory Dimensionality File Import Metadata

A Channel Partner Manager can view sales territory dimensionality file import metadata for all sales territory dimensionality file import metadata of object type mot_sales_territory_dimensionality_export_object

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Dimensionality File Import Metadata

Resource: Sales Territory Dimensionality File Import Metadata

Sales Territory Export Object

A Channel Partner Manager can view sales territory export object for all sales territory export objects in the enterprise

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Export Object (Data)

Resource: Sales Territory Export Object

Sales Territory File Import

A Channel Partner Manager can view sales territory file import for all sales territory file imports of object type mot_sales_territory

Role: Territory Management Export Import Duty

Privilege: View Sales Territory File Import (Data)

Resource: Sales Territory File Import

Sales Territory File Import Mapping

A Channel Partner Manager can view sales territory file import mapping for all sales territory file import mappings of object type mot_sales_territory

Role: Territory Management Export Import Duty

Privilege: View Sales Territory File Import Mapping (Data)

Resource: Sales Territory File Import Mapping

Sales Territory File Import Metadata

A Channel Partner Manager can view sales territory file import metadata for all sales territory file import metadata of object type mot_sales_territory

Role: Territory Management Export Import Duty

Privilege: View Sales Territory File Import Metadata

Resource: Sales Territory File Import Metadata

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 Period Quota File Import

A Channel Partner Manager can view sales territory period quota file import for all sales territory period quota file imports of object type territory period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Period Quota File Import (Data)

Resource: Sales Territory Period Quota File Import

Sales Territory Period Quota File Import Mapping

A Channel Partner Manager can view sales territory period quota file import mapping for all sales territory period quota file import mappings of object type territory period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Period Quota File Import Mapping (Data)

Resource: Sales Territory Period Quota File Import Mapping

Sales Territory Period Quota File Import Metadata

A Channel Partner Manager can view sales territory period quota file import metadata for all sales territory period quota file import metadata of object type territory period quota

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Period Quota File Import Metadata

Resource: Sales Territory Period Quota File Import Metadata

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

Sales Territory Quota Export Object

A Channel Partner Manager can view sales territory quota export object for all sales territory quota export objects in the enterprise

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Quota Export Object (Data)

Resource: Sales Territory Quota Export Object

Sales Territory Quota File Import

A Channel Partner Manager can view sales territory quota file import for all sales territory quota file imports of object type territory quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Quota File Import (Data)

Resource: Sales Territory Quota File Import

Sales Territory Quota File Import Mapping

A Channel Partner Manager can view sales territory quota file import mapping for all sales territory quota file import mappings of object type territory quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Quota File Import Mapping (Data)

Resource: Sales Territory Quota File Import Mapping

Sales Territory Quota File Import Metadata

A Channel Partner Manager can view sales territory quota file import metadata for all sales territory quota file import metadata of object type territory quota object

Role: Quota Management Export Import Duty

Privilege: View Sales Territory Quota File Import Metadata

Resource: Sales Territory Quota File Import Metadata

Sales Territory Quota Time Period Export Object

A Channel Partner Manager can view sales territory quota time period export object for all sales territory period quota export objects in the enterprise

Role: Quota Management Export Import 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 Channel Partner Manager can view sales territory resource export object for all sales territory resource export objects in the enterprise

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Resource Export Object (Data)

Resource: Sales Territory Resource Export Object

Sales Territory Resource File Import

A Channel Partner Manager can view sales territory resource file import for all sales territory resource file imports of object type mot_sales_territory_resource

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Resource File Import (Data)

Resource: Sales Territory Resource File Import

Sales Territory Resource File Import Mapping

A Channel Partner Manager can view sales territory resource file import mapping for all sales territory resource file import mappings of object type mot_sales_territory_resource

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Resource File Import Mapping (Data)

Resource: Sales Territory Resource File Import Mapping

Sales Territory Resource File Import Metadata

A Channel Partner Manager can view sales territory resource file import metadata for all sales territory resource file import metadata of object type mot_sales_territory_resource

Role: Territory Management Export Import Duty

Privilege: View Sales Territory Resource File Import Metadata

Resource: Sales Territory Resource File Import Metadata

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 contact for all trading community persons in the enterprise except contacts created by partners.

Role: Internal Contact Relationship Information Inquiry Duty

Privilege: View Trading Community Contact (Data)

Resource: 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

A Channel Partner Manager can view trading community person for all people in the enterprise other than sales accounts and sales prospects.

Role: Party Information Inquiry Duty

Privilege: View Trading Community Person (Data)

Resource: Trading Community Person

A Channel Partner Manager can view trading community person for all resources 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

User

A Channel Partner Manager can edit user name for persons in their person security profile.

Role: User Name Edit Duty

Privilege: Edit User Name (Data)

Resource: User


Segregation of Duties Policies Respected

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


GRC entitlements used above are mapped to Fusion applications roles or privileges as follows:


GRC Entitlement Type

GRC Entitlement

Duty Role

Privilege

Privilege

Create Items

Manage Item


Job Role: Channel Partner Portal Administrator

Maintains customization of all PRM portal pages, external, internal, and anonymous pages.


Duties

Duties assigned directly and indirectly to the job role Channel Partner Portal Administrator


Duty Role

Description

Activity Administration Duty

Manages the access to activities for administrators

Activity Template Management Duty

Manages the access to activity templates

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 Oracle 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 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

CRM Stage Write

Allows uploading CRM content to stage area on content server

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.

Classification Administration Duty

Manage classification setup

Common Component Export Management Duty

Manages bulk export of all common components objects.

Common Component Import Management Duty

Manages bulk import of activity 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 Contracts Duty

Views all contracts across an enterprise.

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.

Delete Partner Management documents on content server

Allows to delete Partner Management documents on content server.

Department Selection Duty

Filters the department list of values based on the user's organization security profile.

Electronic Signature Setup Duty

Duty role to setup electronic signature

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 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 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.

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 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 Maintenance Territory Owner Duty

Manages information about partner organization when an owner on an assigned territory

Partner Account Maintenance Territory Resources Duty

Maintains information about partner organization when a resource on an assigned territory.

Partner Account Review Duty

Views a partner account, including viewing a partner's members, profile, and account team.

Partner Account Review Territory Resources Duty

Views information about partner organization when a resource on an assigned territory.

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 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 Relationship Duty

Maintains partner to partner relationship

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.

Read CRM documents on content server

Allows to read CRM documents from content server repository.

Real Time Communication Management Duty

Allows to manage real time communication.

Relationship Information Inquiry Duty