Oracle® Sales Cloud Security Reference


Release 10

Part Number E61265-01



Title and Copyright Information


Oracle Sales Cloud Security Reference


Release 10

Part Number E61265-01


Copyright © 2015, Oracle and/or its affiliates. All rights reserved.


Authors: Mahesh Sabapathy, Nigel Smith


Oracle and Java are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.


This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.


The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.


If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:


U.S. GOVERNMENT RIGHTS

Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065.


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Contents


Preface

Introduction

What's New

New Duties

New Aggregate Privileges

New Privileges

Abstract Role: Anonymous User

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Business Practices Director

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Channel Account Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Channel Partner Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Channel Partner Portal Administrator

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Channel Sales Director

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Channel Sales Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Abstract Role: Contingent Worker

Duties

Role Hierarchy and required role membership

Aggregate Privileges

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Corporate Marketing Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Customer Contract Administrator

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Customer Contract Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Abstract Role: Customer Contract Team Member

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Customer Data Steward

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Customer Relationship Management Application Administrator

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Customer Relationship Management Integration Specialist

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Job Role: Data Steward Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Abstract Role: Employee

Duties

Role Hierarchy and required role membership

Aggregate Privileges

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Job Role: Enterprise Contract Administrator

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Enterprise Contract Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Abstract Role: Enterprise Contract Team Member

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Abstract Role: Line Manager

Duties

Role Hierarchy and required role membership

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Marketing Analyst

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Abstract Role: Marketing Approver

Aggregate Privileges

Privileges

Job Role: Marketing Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Marketing Operations Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Marketing VP

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Partner Administrator

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Partner Sales Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Partner Sales Representative

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Product Data Steward

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Segregation of Duties Policies Respected

Abstract Role: Resource

Role Hierarchy

Aggregate Privileges

Privileges

Job Role: Sales Administrator

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Privacy

Job Role: Sales Analyst

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Sales Catalog Administrator

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Sales Lead Qualifier

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Sales Manager

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Sales Representative

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

Job Role: Sales VP

Duties

Role Hierarchy

Aggregate Privileges

Privileges

Data Security Policies

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, Aggregate Privileges and Privileges.

New Duties

Duty Role

Description

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Person Communication Methods Management

Grants access to the employee, contingent worker and Human Resource Specialist to manage the phones, emails and other communication methods in the portrait.

Person Communication Methods View

Grants access to the employee, contingent worker and Human Resource Specialist to view the phones, emails and other communication methods in the portrait.

Product Common Management

Creates and manages items including item attributes, catalogs, item structures, packs, associations, relationships, and catalog assignments common to the Product Manager and Product Data Steward.

Requisition Viewing

View requisition and associated documents.

Upload data for Deal Registration

Allows to upload data file to import deal registration related data.

New Aggregate Privileges

Aggregate Privilege

Description

Manage Individual Compensation

Privilege to manage individual compensation awards for workers within the user's security profile.

New Privileges

Granted Role

Privilege

Description

Channel Account Manager

Access BI Mobile Application Designer

Allows access to BI Mobile Application Designer from the Navigator Menu.

View Opportunity Deal Registration

Allows viewing of partner deal registration, such as registration type, number, and expiration.

Channel Deal Registration Management

Approve Deal Registration Extension

Allows approving, rejecting a deal registration extension request.

Approve Partner Deal

Allows approving, rejecting or returning a submitted deal registration.

Check for Duplicate Opportunities

Allows checking for duplicate opportunities.

Convert Partner Deal to Opportunity

Allows converting deal registration to a opportunity.

Match Accounts and Contacts

Allowing finding duplicate accounts and contacts.

Update Deal Registration Extension

Allows updating a deal registration extension request.

View Partner Deal Social Tab

Controls the social tab in the deal registration UI

Channel Sales Manager

Access BI Mobile Application Designer

Allows access to BI Mobile Application Designer from the Navigator Menu.

View Opportunity Deal Registration

Allows viewing of partner deal registration, such as registration type, number, and expiration.

Contingent Worker

Manage Development Goal

Allows management of development goals of direct reports.

Manage Favorite Colleagues

Allows management of favorite colleagues identified by users for career guidance.

Manage Mentorship

Manage mentorship

Manage Reputation Overview

Manage reputation overview

Manage Reputation Scores

Manage reputation scores

Manage Social Roles

Manage social roles

View Team Schedule

Allows viewing of team schedule from the time calendar.

View Time by Calendar

Allows view of personal schedule in time calendar.

Customer Data Steward

Manage Legal Contact Preferences

Allows managing contact preferences restricted for legal reasons.

Customer Relationship Management Application Administrator

Approve Deal Registration Extension

Allows approving, rejecting a deal registration extension request.

Approve Partner Deal

Allows approving, rejecting or returning a submitted deal registration.

Check for Duplicate Opportunities

Allows checking for duplicate opportunities.

Convert Lead to Partner Deal

Allows converting lead to a deal registration.

Convert Partner Deal to Opportunity

Allows converting deal registration to a opportunity.

Create Partner Deal

Allows creating a deal registration.

Extend Deal Registration

Allows requesting extension on a deal registration including creating the extension and submitting.

Manage Sales Audit Policies

Allows administrators to manage audit policies for Sales related objects.

Manage Web Service Information

Allows extraction, loading, and discovery of application Web service information on an Oracle Sales Cloud instance.

Match Accounts and Contacts

Allowing finding duplicate accounts and contacts.

Register Partner Deal

Allows submitting the deal registration for approval.

Review Deal Registration Extension Details

Allows reviewing extension details on a deal registration.

Review Partner Deal

Allows view of all tabs in the deal registration UI with the exception of the social tab.

Update Deal Registration Extension

Allows updating a deal registration extension request.

Update Partner Deal Activites

Allows updating deal registration activities.

Update Partner Deal Details

Allows updating a deal registration summary details.

Update Partner Deal Notes

Allows updating deal registration notes.

View Partner Deal Social Tab

Controls the social tab in the deal registration UI

View Sales Audit History

Allows to view audit history of Sales related objects.

Withdraw Deal Registration

Allows withdrawing deal registration.

Data Steward Manager

Manage Legal Contact Preferences

Allows managing contact preferences restricted for legal reasons.

Employee

Manage Development Goal

Allows management of development goals of direct reports.

Manage Favorite Colleagues

Allows management of favorite colleagues identified by users for career guidance.

Manage Mentorship

Manage mentorship

Manage My Wellness

Allows management of employee's own wellness.

Manage Reputation Overview

Manage reputation overview

Manage Reputation Scores

Manage reputation scores

Manage Social Roles

Manage social roles

View Team Schedule

Allows viewing of team schedule from the time calendar.

View Time by Calendar

Allows view of personal schedule in time calendar.

Line Manager

Analytical view of team's compliance violations

Analytical view of team's compliance violations

Manage Social Network Connections

Manage social connections

Manage Team Compliance Violations List View

Manage and view team's compliance violations list view

Manage Team Reputation Scores List View

Manage and view team's reputation scores list view

Manage Team Reputation Tasks

Manage team reputation tasks

Manager Suggest Mentorship Relationships

Suggest mentorship relationships

Manager's View of Employee's Reputation Scores

Manager's view of employee's reputation scores

Manager's View of Employee's Social Roles

Manager's view of employee's social roles

View Employee Social Connections

View employee social connections

View Team Compliance Outlier Reports

View team's compliance outlier reports

View Team Reputation Outlier Reports

View team's reputation outlier reports

View Team Reputation Scores Analytic View

Analytical view of team's reputation scores

Partner Deal Registration Management

Convert Lead to Partner Deal

Allows converting lead to a deal registration.

Create Partner Deal

Allows creating a deal registration.

Extend Deal Registration

Allows requesting extension on a deal registration including creating the extension and submitting.

Register Partner Deal

Allows submitting the deal registration for approval.

Resubmit Failed Deal Registration

Allows resubmitting a failed deal registration for approval

Review Deal Registration Extension Details

Allows reviewing extension details on a deal registration.

Review Partner Deal

Allows view of all tabs in the deal registration UI with the exception of the social tab.

Update Partner Deal Activites

Allows updating deal registration activities.

Update Partner Deal Details

Allows updating a deal registration summary details.

Update Partner Deal Notes

Allows updating deal registration notes.

Withdraw Deal Registration

Allows withdrawing deal registration.

Product Data Steward

Manage Product Custom Objects

Allows access to application composer for products.

Sales Administrator

Access BI Mobile Application Designer

Allows access to BI Mobile Application Designer from the Navigator Menu.

Sales Manager

Access BI Mobile Application Designer

Allows access to BI Mobile Application Designer from the Navigator Menu.

Sales Representative

Access BI Mobile Application Designer

Allows access to BI Mobile Application Designer from the Navigator Menu.

Sales VP

Access BI Mobile Application Designer

Allows access to BI Mobile Application Designer from the Navigator Menu.


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

CRM Stage Write

Allows uploading CRM content to stage area on content server


Role Hierarchy

Roles inherited directly and indirectly by the abstract role Anonymous User


Inherited Roles

Anonymous User

                              CRM Stage Write

          Attachments User

                    CRM Stage Write



Aggregate Privileges

Aggregate Privileges assigned directly and indirectly to the abstract role Anonymous User


Aggregate Privilege

Description


Privileges

Privileges granted to duties of the abstract role Anonymous User.


Granted Role

Granted Role Description

Privilege

Anonymous User

Maps to OPSS system Anonymous Role

Create Self Service Partner Registration

Register Supplier


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

Application Attachment

An Anonymous User can delete application attachment for the supplier category from supplier

Role: Anonymous User

Privilege: Delete Application Attachment

Resource: Application Attachment

An Anonymous User can delete application attachment for the supplier qualification response category including from supplier

Role: Anonymous User

Privilege: Delete Application Attachment

Resource: Application Attachment

An Anonymous User can read application attachment for the supplier category from supplier

Role: Anonymous User

Privilege: Read Application Attachment

Resource: Application Attachment

An Anonymous User can read application attachment for the supplier category to supplier

Role: Anonymous User

Privilege: Read Application Attachment

Resource: Application Attachment

An Anonymous User can read application attachment for the supplier qualification question category including to supplier

Role: Anonymous User

Privilege: Read Application Attachment

Resource: Application Attachment

An Anonymous User can read application attachment for the supplier qualification response category including from supplier

Role: Anonymous User

Privilege: Read Application Attachment

Resource: Application Attachment

An Anonymous User can update application attachment for the supplier category from supplier

Role: Anonymous User

Privilege: Update Application Attachment

Resource: Application Attachment

An Anonymous User can update application attachment for the supplier qualification response category including from supplier

Role: Anonymous User

Privilege: Update Application Attachment

Resource: Application Attachment

Trading Community Organization Party

An Anonymous User can view partner for all organizations in the enterprise with usage partner

Role: Anonymous User

Privilege: View Partner (Data)

Resource: Trading Community Organization Party


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

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

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

Functional Setups

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

Item Inquiry

Queries and views items in the enterprise.

Negotiation Viewing

View the negotiation summary and details pages.


Role Hierarchy

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


Inherited Roles

Business Practices Director

          Contract Terms Library Administration

          Contract Terms Library Search and View Access

          Functional Setups

          Item Inquiry

          Negotiation Viewing



Aggregate Privileges

Aggregate Privileges assigned directly and indirectly to the job role Business Practices Director


Aggregate Privilege

Description


Privileges

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


Granted Role

Granted Role Description

Privilege

Business Practices Director

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

Download Contract for External Parties

Enable Administrator Access

Enable Buy Intent

Enable Sell Intent

Export Customer Account

Export Customer Account Contact

Export Customer Account Relationship

Manage Contract Terms Library Work Area

Search Clauses in the Contract Terms Library

Search Contract Expert Rules in the Contract Terms Library

Search Customer Account Relationships

Search Customer Account Site

Search Folders in the Contract Terms Library

Search Numbering Schemes in the Contract Terms Library

Search Purchase Agreement

Search Sections in the Contract Terms Library

Search Terms Templates in the Contract Terms Library

Search Trading Community Organization

Search Variables in the Contract Terms Library

View Clause in the Contract Terms Library

View Contract

View Contract Template

View Contract Terms

View Customer Account

View Customer Account Contact

View Customer Account Contact Responsibility

View Customer Account Information

View Customer Account Relationship

View Customer Account Relationships

View Customer Account Site

View Customer Account Site Use

View Folder in the Contract Terms Library

View Numbering Schemes in the Contract Terms Library

View Purchase Agreement

View Purchase Order

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 Administration

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

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

Functional Setups

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

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

View the negotiation summary and details pages.

Create Supplier Negotiation Online Message

Reply Supplier Negotiation Online Message

Search Supplier Negotiation

View Contract Terms

View Supplier Negotiation

View Supplier Negotiation Online Message


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: Business Practices Director

Privilege: View Activity (Data)

Resource: Activity

Application Attachment

A Business Practices Director can read application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing

Role: Business Practices Director

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: Business Practices Director

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: Business Practices Director

Privilege: Manage Contract Terms Library (Data)

Resource: Contract Expert Rule

Role: Contract Terms Library Administration

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: Business Practices Director

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: Business Practices Director

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

Role: Contract Terms Library Administration

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

Role: Contract Terms Library Search and View Access

Privilege: View Contract Terms Library (Data)

Resource: Contract Expert Rule

Contract Library Clause

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

Role: Business Practices Director

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: Business Practices Director

Privilege: Manage Contract Terms Library (Data)

Resource: Contract Library Clause

Role: Contract Terms Library Administration

Privilege: Manage Contract Terms Library (Data)

Resource: Contract Library Clause

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

Role: Business Practices Director

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: Business Practices Director

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

Role: Contract Terms Library Administration

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

Role: Contract Terms Library Search and View Access

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

Contract Library Clause Folder

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

Role: Business Practices Director

Privilege: Manage Contract Terms Library (Data)

Resource: Contract Library Clause Folder

Role: Contract Terms Library Administration

Privilege: Manage Contract Terms Library (Data)

Resource: Contract Library Clause Folder

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

Role: Business Practices Director

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause Folder

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

Role: Business Practices Director

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause Folder

Role: Contract Terms Library Administration

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause Folder

Role: Contract Terms Library Search and View Access

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause Folder

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: Business Practices Director

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: Business Practices Director

Privilege: Manage Contract Terms Library (Data)

Resource: Contract Terms Template

Role: Contract Terms Library Administration

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: Business Practices Director

Privilege: View Contract Terms Library (Data)

Resource: Contract Terms Template

Role: Contract Terms Library Administration

Privilege: View Contract Terms Library (Data)

Resource: Contract Terms Template

Role: Contract Terms Library Search and View Access

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: Business Practices Director

Privilege: View Contract Terms Library (Data)

Resource: Contract Terms Template

Role: Contract Terms Library Administration

Privilege: View Contract Terms Library (Data)

Resource: Contract Terms Template

Role: Contract Terms Library Search and View Access

Privilege: View Contract Terms Library (Data)

Resource: Contract Terms Template

Trading Community Customer Account

A Business Practices Director can view customer account for all customer accounts in the enterprise

Role: Business Practices Director

Privilege: View Customer Account (Data)

Resource: Trading Community Customer Account

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: Business Practices Director

Privilege: View Customer Account Relationship (Data)

Resource: Trading Community Customer Account Relationship

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: Business Practices Director

Privilege: View Customer Account Site (Data)

Resource: Trading Community Customer Account Site

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: Business Practices Director

Privilege: View Customer Account Site Use (Data)

Resource: Trading Community Customer Account Site Use

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: Business Practices Director

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: Business Practices Director

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

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: Business Practices Director

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: Business Practices Director

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Trading Community Organization Party

A Business Practices Director can view trading community organization for all organizations in the enterprise

Role: Business Practices Director

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

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: Business Practices Director

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Trading Community Party

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

Role: Business Practices Director

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

A Business Practices Director can view trading community person for all people in the enterprise

Role: Business Practices Director

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

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

Role: Business Practices Director

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

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

Role: Business Practices Director

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

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: Business Practices Director

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: Business Practices Director

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: Business Practices Director

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: Business Practices Director

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: Business Practices Director

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

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Business Intelligence Applications Analysis

Business Intelligence Applications Analysis Generic Duty

Business Intelligence Authoring

An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Channel Manager Dashboard

Provides channel roles a dashboard to manage their daily transactions.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Item Inquiry

Queries and views items in the enterprise.

Lead Registration Management

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

Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations.

Marketing Approval

Reviews and approves secured marketing campaigns by viewing detailed campaign, list, segment, and treatment information from the campaign, audience, and treatment work areas.

Marketing Budget Maintenance

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

Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities.

Marketing Fund Request and Claim Processing

Reviews and approves budget fund requests and claims to utilize budgeted funds for marketing activities. Includes reviewing and exporting budget information.

Negotiation Viewing

View the negotiation summary and details pages.

Opportunity Sales Manager

Manages all aspects of the application. This role is for sales managers.

Opportunity Sales Representative

Manages or views all aspects of the application. This role is for salespersons.

Opportunity Territory Resource

Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team.

Partner Account Administration

Maintains a partner account, including managing members and partner profile information.

Partner Account Maintenance

Maintains a partner account, including managing members and partner profile information. This role is for members of the partner account team and their management chain.

Partner Account Review

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

Partner Account Team Data Security

This role is used for Partner Account Team based data security for Partner Analysis including, but not limited to Partner, Leads, Opportunities, Enrollments and Programs

Partner Analysis Currency Preference

This role is used to get the supported currencies in Partner Analysis module.

Partner Channel Account Manager Analysis

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

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

This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to

Partner Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Partner Sales Party Management

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.

Quota Management

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

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.

Resource Administration

Administers resource information.

Resource Hierarchy Data Security

This role is used for Resource Hierarchy data security in the data warehouse

Resource Organization Administration

Administers resource organizations.

Sales Forecasting

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Social Connection Partner

Performs all Oracle Fusion Social Connection partner duties.

Territory Hierarchy Data Security

This role is used for Territory Hierarchy data security in the data warehouse

Territory Management

Manages sales territories, territory proposals, and quotas.

Territory Management Export Import

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

Trading Community Import Batch Management

Manages trading community data import batches.

Transactional Analysis

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.


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

                              Marketing Budget Utilization

                              Business Intelligence Authoring

                              Partner Analysis Currency Preference

                              Resource Hierarchy Data Security

                              Territory Hierarchy Data Security

                              Application World Reference Administration

                              Link User Name to Person

                              Manage Users

                                        Manage User Account

                                                  Link User Name to Person

                              Use User Details Service

                              Sales Party Review

                                        Contract View Access Across All Contracts

                                                  Item Inquiry

                                                  Negotiation Viewing

                              Trading Community Import Batch Management

                              Use User Details Service

                              Quota Management

                                        Manage Users

                                                  Manage User Account

                                                            Link User Name to Person

                                        Quota Management Export Import

                              Territory Management Export Import

          Channel Deal Registration Management

          Channel Manager Dashboard

          Lead Registration Management

          Lead Registration Submission

          Marketing Approval

          Marketing Approver

          Marketing Budget Maintenance

                    Marketing Budget Utilization

          Marketing Fund Request and Claim Processing

          Opportunity Sales Representative

          Opportunity Territory Resource

          Partner Account Administration

          Partner Account Maintenance

          Partner Account Review

          Partner Channel Account Manager Analysis

                    Business Intelligence Authoring

                    Partner Account Team Data Security

                    Partner Analysis Currency Preference

                    Resource Hierarchy Data Security

                    Territory Hierarchy Data Security

          Partner Channel Analysis

                    Business Intelligence Authoring

                    Partner Analysis Currency Preference

                    Resource Hierarchy Data Security

                    Territory Hierarchy Data Security

          Partner Channel Transaction Analysis

                    Business Intelligence Authoring

          Partner Deal Registration Management

          Partner Sales Party Management

          Read CRM documents on content server

          Resource

                    Use User Details Service

          Resource Administration

                    Application World Reference Administration

                    Link User Name to Person

                    Manage Users

                              Manage User Account

                                        Link User Name to Person

                    Use User Details Service

          Resource Organization Administration

          Sales Forecasting

          Sales Lead Follow Up

          Sales Party Management

                    Sales Party Review

                              Contract View Access Across All Contracts

                                        Item Inquiry

                                        Negotiation Viewing

                    Trading Community Import Batch Management

                    Use User Details Service

          Social Connection Partner

          Territory Management

                    Quota Management

                              Manage Users

                                        Manage User Account

                                                  Link User Name to Person

                              Quota Management Export Import

                    Territory Management Export Import

          Transactional Business Intelligence Worker

                    Transactional Analysis

          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



Aggregate Privileges

Aggregate Privileges assigned directly and indirectly to the job role Channel Account Manager


Aggregate Privilege

Description

Link User Name to Person

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


Privileges

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


Granted Role

Granted Role Description

Privilege

Application World Reference Administration

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

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.

Access BI Mobile Application Designer

Access Mobile CRM

Apply Partner Program

Capture Partner Responses to Partner Program Enrollment Questionnaire

Create Activity

Delete Activity

Download Contract for External Parties

Impersonate User

Manage Application Tree

Manage Application Tree Label

Manage Application Tree Structure

Manage Enrollment Notes

Manage Opportunity Partner Registration

Manage Opportunity Partners

Manage Opportunity Work Area

Manage Partner Content

Manage Partner Program Enrollment

Manage Partner Relationship

Manage Partner User Profile

Manage Real Time Communication

Manage Sales Party Partner Territory

Manage Trading Community Hierarchy

Review Partner Program

Run File Import Scheduler

Run Trading Community Hierarchy Audit Job

Set Up File Import Activity

Update Activity

Update Customer Competitor Purchase

View Activity

View Channel Manager Dashboard

View Channel Manager Dashboard as Administrator

View Contract Terms

View Contracts for Party

View Customer Analytics

View Customer Competitor Purchase

View Nonworker Portrait

View Opportunity

View Opportunity Appointments

View Opportunity Competitors

View Opportunity Contacts

View Opportunity Deal Registration

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

View Partner Content

View Partner Profile

View Partner Program

View Partner Program Enrollment

View Partner Programs Summary

View Questions associated to Program

View Reports and Analytics Accordion

View Sales Competitor

View Sales Competitor Opportunities

View Sales Reference Customer

View Sales Reference Customer Opportunities

View Sales Representative Dashboard

View Territories and Forecasts

View Trading Community Hierarchy

View Worker Portrait

Channel Deal Registration Management

Reviews, accepts, and rejects deal registrations. Includes the ability to view deal registration details and update certain attributes.

Approve Deal Registration Extension

Approve Partner Deal

Check for Duplicate Opportunities

Convert Partner Deal to Opportunity

Match Accounts and Contacts

Update Deal Registration Extension

View Partner Deal Social Tab

Channel Manager Dashboard

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 View Access Across All Contracts

Views all contracts across an enterprise.

Enable Buy Intent

Enable Full Access

Enable Sell Intent

Export Customer Account

Export Customer Account Contact

Export Customer Account Relationship

Generate PDF Contract for Text Search

Search Customer Account Relationships

Search Customer Account Site

Search Purchase Agreement

Search Trading Community Organization

View Contract

View Contract Terms

View Customer Account

View Customer Account Contact

View Customer Account Contact Responsibility

View Customer Account Information

View Customer Account Relationship

View Customer Account Relationships

View Customer Account Site

View Customer Account Site Use

View Purchase Agreement

View Purchase Order

Item Inquiry

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 Management

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

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

Marketing Approval

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 Approver

Approves partner sales lead registrations submitted by external partners.

Approve Sales Lead

Marketing Budget Maintenance

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

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

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

Negotiation Viewing

View the negotiation summary and details pages.

Create Supplier Negotiation Online Message

Reply Supplier Negotiation Online Message

Search Supplier Negotiation

View Contract Terms

View Supplier Negotiation

View Supplier Negotiation Online Message

Opportunity Sales Manager

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 Forecast

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

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 Forecast

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 Territory Resource

Manages all aspects of the application. This role is for resources whose territories are on the opportunity territory team.

Assign Opportunity

Close Opportunity

Create Opportunity

Delete Opportunity

Delete Opportunity Revenue

Manage Opportunity Assessments

Manage Opportunity Competitors

Manage Opportunity Forecast

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

Partner Account Administration

Maintains a partner account, including managing members and partner profile information.

Assign Partner Account

Create Partner

Create Partner Member

Create Partner User

Import Partner

Manage Enrollment Notes

Manage Partner Account Team

Manage Partner User Security Role

Remove Partner Member

Run Purge Batch Assignment Information Process

Update Partner Member

Update Partner Profile

View Partner

View Partner Contract

Partner Account Maintenance

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 Review

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 Deal Registration Management

Creates and submits deal registrations. Includes the ability to create deal registrations, submit deal registrations and view updates.

Convert Lead to Partner Deal

Create Partner Deal

Extend Deal Registration

Register Partner Deal

Resubmit Failed Deal Registration

Review Deal Registration Extension Details

Review Partner Deal

Update Partner Deal Activites

Update Partner Deal Details

Update Partner Deal Notes

Withdraw Deal Registration

Partner Sales Party Management

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

Enter Trading Community Location

Manage Calendar Preferences

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

Remove Trading Community Location

Restore Trading Community Location

Search Trading Community Location

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

Update Trading Community Location

View All Customers

View All Parties

View All Sales Accounts

View Consumer

View Favorite Accounts

View Geography Information

View Opportunity

View Opportunity Revenue

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 Lead

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

View Trading Community Location

Quota Management

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

Customize Incentive Compensation Participant Goal

Export Sales Territory Quota

Manage Sales Quota Prediction Formula

Manage Sales Territory Quota

Revise Sales Territory Quota

View Sales Goal

Quota Management Export Import

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 File Import Scheduler

Run Import Quota Allocations Job

Set Up File Import Activity

View Sales Quota Import Status

View Sales Territory Quota Export Status

Resource

Identifies the person as front office personnel.

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 Relationship

Add Trading Community Organization Web Page

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 Relationship

Add Trading Community Person Web Page

Add Trading Community Resource to My Social Network

Contact Trading Community Resource

Correct Trading Community Organization Address

Correct Trading Community Person Address

Edit Trading Community Resource Profile

Enter Trading Community Organization Information

Enter Trading Community Person

Enter Trading Community Person Address

Export Trading Community Location

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

Export Trading Community Organization Relationship

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

Export Trading Community Person Relationship

Manage Application Tree

Manage Application Tree Label

Manage Organization Attachments

Manage Organization Interactions

Manage Organization Notes

Manage Person Attachments

Manage Person Interactions

Manage Person Notes

Manage Person Talent Profile

Manage Resource Organization Member Descriptive Flexfields

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

Manage Trading Community Organization Source System Mapping

Manage Trading Community Organization Usage Assignment

Manage Trading Community Person Source System Mapping

Manage Trading Community Person Usage Assignment

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

Move Trading Community Organization Address

Move Trading Community Person 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 Relationship

Remove Trading Community Organization Web Page

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 Relationship

Remove Trading Community Person 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

Restore Trading Community Organization Relationship

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 Relationship

Restore Trading Community Person Web Page

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

Search Trading Community Organization Relationship

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

Search Trading Community Person Relationship

Search Trading Community Resource

Search Trading Community Resource Organization

Search Trading Community Resource Organization Hierarchies

Search Trading Community Resource Team

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

Select Trading Community Person Address as Primary for a Purpose

Submit Organization Merge Request

Submit Person 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 Relationship

Update Trading Community Organization Web Page

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 Relationship

Update Trading Community Person Web Page

Upload Trading Community Resource Picture

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 Relationship

View Trading Community Organization Resource Members

View Trading Community Organization Source System Mapping

View Trading Community Organization Usage Assignment

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 Relationship

View Trading Community Person Source System Mapping

View Trading Community Person Usage Assignment

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

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 Memberships

View Trading Community Resource Organization Team Memberships

View Trading Community Resource Organization Usage Information

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

View Trading Community Resource Team Details

View Trading Community Resource Team Members

View Trading Community Resource Team Memberships

View Trading Community Resource Team Usages

Resource Administration

Administers resource information.

Add Trading Community Resource to My Social Network

Contact Trading Community Resource

Edit Trading Community Resource Profile

Enter Trading Community Resource Information

Identify Trading Community Person as a Trading Community Resource

Manage All Application Profile Values

Manage Application Attachment Category

Manage Application Attachment Entity

Manage Application Common Lookup

Manage Application Data Security Policy

Manage Application Database Resource

Manage Application Descriptive Flexfield

Manage Application Extensible Flexfield

Manage Application Flexfield Value Set

Manage Application Message

Manage Application Profile Category

Manage Application Profile Option

Manage Application Reference Data Set

Manage Application Reference Data Set Assignment

Manage Application Set-Enabled Lookup

Manage Application Standard Lookup

Manage Application Taxonomy

Manage Customer Data Management Foundation Custom Objects

Manage Goal Management Notifications

Manage My Application Profile Values

Manage Person Talent Profile

Manage Talent Education Establishment

Manage Talent Notifications

Manage Talent Profile Content Item

Manage Talent Profile Rating Model

Manage Talent Profile Sources

Manage Trading Community Resource

Manage Trading Community Resource Address

Manage Trading Community Resource Contact Information

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 Social Network

Manage Trading Community Resource Team Memberships

Remove Trading Community Resource

Reset Password

Search Trading Community Resource

Upload Trading Community Resource Picture

View Administration Link

View Trading Community Resource Address

View Trading Community Resource Administration Detail Information

View Trading Community Resource Collaboration Information

View Trading Community Resource Contact 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 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

Administers resource organizations.

Manage Application Tree

Manage Application Tree Label

Manage Application Tree Structure

Manage Resource Organization Member Descriptive Flexfields

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

View Trading Community Resource Organization Hierarchy Details

View Trading Community Resource Organization Team Memberships

View Trading Community Resource Organization Usage Information

View Trading Community Resource Overview Information

Sales Forecasting

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information.

Edit Sales Forecast Items

Export Sales Forecast Participant

Manage Sales Forecast Adjustments

Manage Sales Forecast Item Adjustments

Manage Sales Forecast Participant

Run Reject or Withdraw Process

View Sales Forecast Adjustments

View Sales Forecast Item Adjustments

View Sales Forecast Participant For Self

Sales Lead Follow Up

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

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.

Add Trading Community Resource to My Social Network

Contact Trading Community Resource

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

Edit Trading Community Resource Profile

Enter Trading Community Location

Enter Trading Community Merge Request

Export Assets

Export Customer Account

Export Customer Account Contact

Manage Account Enrichment

Manage Calendar Preferences

Manage Contact Enrichment

Manage Customer Tree Options

Manage Original System References

Manage Person Talent Profile

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

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

Remove Trading Community Location

Restore Trading Community Location

Run File Import Scheduler

Search Customer Account Site

Search Trading Community Location

Search Trading Community Organization

Search Trading Community Resource

Set Up File Import Activity

Set Up File Import Object and Mapping

Submit Trading Community Merge Request

Update Consumer

Update Customer Competitor Purchase

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

Update Trading Community Location

Upload Trading Community Resource Picture

View All Customers

View All Parties

View All Sales Accounts

View Assets

View Customer Account

View Customer Account Contact

View Customer Account Contact Responsibility

View Customer Account Information

View Customer Account Site

View Customer Account Site Use

View Customer Asset

View Customer Competitor Purchase

View Favorite Accounts

View Geography Information

View Marketing Response

View Opportunity

View Opportunity Revenue

View Original System Reference

View Product Recommendation

View Sales Lead

View Sales Reference Customer

View Team and Territory Accounts

View Trading Community Location

View Trading Community Resource Address

View Trading Community Resource Collaboration Information

View Trading Community Resource Contact Information

View Trading Community Resource Details

View Trading Community Resource Note

View Trading Community Resource Organization Memberships

View Trading Community Resource Overview Information

View Trading Community Resource Profile

View Trading Community Resource Role Assignments

View Trading Community Resource Sales Representative Information

View Trading Community Resource Skills

View Trading Community Resource Social Network

View Trading Community Resource Team Memberships

Sales Party Review

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

Export Customer Account

Export Customer Account Contact

Manage Calendar Preferences

Manage Customers Work Area

Manage Original System References

Search Customer Account Site

Search Trading Community Organization

Update Customer Competitor Purchase

View All Customers

View All Parties

View All Sales Accounts

View Assets

View Billing Account

View Consumer

View Customer Account

View Customer Account Contact

View Customer Account Contact Responsibility

View Customer Account Information

View Customer Account Site

View Customer Account Site Use

View Customer Asset

View Customer Competitor Purchase

View Favorite Accounts

View Incident

View Marketing Response

View One Source Market Place Information

View Opportunity

View Opportunity Revenue

View Original System Reference

View Product Recommendation

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 Competitor

View Sales Competitor Opportunities

View Sales Group

View Sales Group Members

View Sales Lead

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 Sales Reference Customer

View Sales Reference Customer Opportunities

View Siebel Service Requests

View Team and Territory Accounts

Social Connection Partner

Performs all Oracle Fusion Social Connection partner duties.

Invite Social Connection

Manage Kudos

Manage Message Board

Manage Social Bookmarks

Manage Social Connections

Manage Social Group

Manage Social Self-descriptive Information

View Activity Stream

Territory Management

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 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

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 CRM Export Process

Run File Import Scheduler

Run Import Territory Definitions Job

Run Import Territory Extended Definitions Job

Set Up CRM Objects for Export

Set Up File Import Activity

View Sales Territory Export Status

View Sales Territory Import Status

Trading Community Import Batch Management

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


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 either the owner or a delegator of an activity.

Role: Channel Account Manager

Privilege: Delete Activity (Data)

Resource: Activity

A Channel Account Manager can update activity where they are either a resource or a delegator of a task or an owner or a delegator of an appointment or an owner or a delegator of a call report activity.

Role: Channel Account Manager

Privilege: Update Activity (Data)

Resource: Activity

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

Role: Channel Account Manager

Privilege: View Activity (Data)

Resource: Activity

Role: Contract View Access Across All Contracts

Privilege: View Activity (Data)

Resource: Activity

A Channel Account Manager can view activity where they are either a resource or a delegator of an activity.

Role: Channel Account Manager

Privilege: View Activity (Data)

Resource: Activity

Activity Note

A Channel Account Manager can delete activity note where they are the creator of the note or the note is not a private note

Role: Channel Account Manager

Privilege: Delete Activity Note (Data)

Resource: Activity Note

A Channel Account Manager can update activity note where they are the creator of the note or the note is not a private note

Role: Channel Account Manager

Privilege: Update Activity Note (Data)

Resource: Activity Note

A Channel Account Manager can view activity note where they are the creator of the note or the note is not a private note

Role: Channel Account Manager

Privilege: View Activity Note (Data)

Resource: Activity Note

Activity Resource

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

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: Read Application Attachment

Resource: Application Attachment

A Channel Account Manager can read application attachment for the purchase document categories including document, from supplier, miscellaneous, to supplier, to buyer, to receiver, to approver, to payables, and internal to purchasing

Role: Channel Account Manager

Privilege: Read Application Attachment

Resource: Application Attachment

Role: Contract View Access Across All Contracts

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: Delete Application Attachment

Resource: Application Attachment Category

A Channel Account Manager can read application attachment for all miscelleneous category attachments data

Role: Channel Account Manager

Privilege: Read Application Attachment

Resource: Application Attachment Category

A Channel Account Manager can update application attachment for all miscelleneous category attachments data

Role: Channel Account Manager

Privilege: Update Application Attachment

Resource: Application Attachment Category

Assignment Grade

A Channel Account Manager can choose assignment grade for grades in their grade security profile

Role: Channel Account Manager

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: Channel Account Manager

Privilege: Choose Business Unit Organization (Data)

Resource: Business Unit

Role: Resource Administration

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

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

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

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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

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

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

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: Channel Account Manager

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

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

Resource: Contact File Import Activity

Contact File Import Mapping

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

Role: Trading Community Import Batch Management

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

Resource: Contact File Import Mapping

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

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: Channel Account Manager

Privilege: View Contract (Data)

Resource: Contract

Role: Contract View Access Across All Contracts

Privilege: View Contract (Data)

Resource: Contract

Contract Expert Rule

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

Role: Channel Account Manager

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: Channel Account Manager

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause

Contract Library Clause Folder

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

Role: Channel Account Manager

Privilege: View Contract Terms Library (Data)

Resource: Contract Library Clause Folder

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: Channel Account Manager

Privilege: View Contract Note (Data)

Resource: Contract Note

Role: Contract View Access Across All Contracts

Privilege: View Contract Note (Data)

Resource: Contract Note

Customer Competitor Purchase

A Channel Account Manager can update customer competitor purchase where the customer party is a legal entity or sales prospect

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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

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

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

Privilege: View Customer File Import Object Type (Data)

Resource: Customer File Import Object

Deal Registration Note

A Channel Account Manager can manage deal registration note where they are the author of the note or notes that are not private created by their organization or external notes created by the deploying company or external notes created by partner where they belong to the deploying company

Role: Channel Account Manager

Privilege: Manage Deal Registration Note (Data)

Resource: Deal Registration Note

A Channel Account Manager can update deal registration note where they are the author of the note or notes that are not private created by their organization or external notes created by the deploying company or external notes created by partner where they belong to the deploying company

Role: Channel Account Manager

Privilege: Update Deal Registration Note (Data)

Resource: Deal Registration Note

A Channel Account Manager can view deal registration note where they are the author of the note or notes that are not private created by their organization or external notes created by the deploying company or external notes created by partner where they belong to the deploying company

Role: Channel Account Manager

Privilege: View Deal Registration Note (Data)

Resource: Deal Registration Note

Deal Registration Product

A Channel Account Manager can manage deal registration product where they are a resource on the deal team with edit or full access and deal status is draft, return or withdrawn

Role: Channel Account Manager

Privilege: Manage Deal Registration Product (Data)

Resource: Deal Registration Product

A Channel Account Manager can view deal registration product where they are a resource on the deal team with view, edit or full access

Role: Channel Account Manager

Privilege: View Deal Registration Product (Data)

Resource: Deal Registration Product

Deal Registration Summary

A Channel Account Manager can update deal registration approval details where they are a resource on the deal team with full access and deal status is pending approval

Role: Channel Account Manager

Privilege: Update Deal Registration Approval Details (Data)

Resource: Deal Registration Summary

A Channel Account Manager can update deal registration deal details where they are a resource on the deal team with edit or full access and deal status is draft, return or withdrawn

Role: Channel Account Manager

Privilege: Update Deal Registration Deal Details (Data)

Resource: Deal Registration Summary

A Channel Account Manager can update deal registration opportunity details where they are a resource on the deal team with edit or full access and deal status is pending approval or approved

Role: Channel Account Manager

Privilege: Update Deal Registration Opportunity Details (Data)

Resource: Deal Registration Summary

A Channel Account Manager can update deal registration partner details where they are a resource on the deal team with full access and deal status is draft, return or withdrawn and deal is created by internal resource

Role: Channel Account Manager

Privilege: Update Deal Registration Partner Details (Data)

Resource: Deal Registration Summary

A Channel Account Manager can view deal registration where they are a resource on the deal team with view, edit or full access

Role: Channel Account Manager

Privilege: View Deal Registration (Data)

Resource: Deal Registration Summary

Deal Registration Team

A Channel Account Manager can manage deal registration team where they are a resource on the deal team with full access

Role: Channel Account Manager

Privilege: Manage Deal Registration Team (Data)

Resource: Deal Registration Team

A Channel Account Manager can update deal registration team where they are a resource on the deal team with edit or full access

Role: Channel Account Manager

Privilege: Update Deal Registration Team (Data)

Resource: Deal Registration Team

A Channel Account Manager can view deal registration team where they are a resource on the deal team with view, edit or full access

Role: Channel Account Manager

Privilege: View Deal Registration Team (Data)

Resource: Deal Registration Team

Department

A Channel Account Manager can choose department for departments in their organization security profile

Role: Channel Account Manager

Privilege: Choose Department (Data)

Resource: Department

Role: Resource Organization Administration

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: Channel Account Manager

Privilege: View Employee Resource File Import Activity Object Type (Data)

Resource: Employee Resource File Import Activity

Role: Resource Administration

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: Channel Account Manager

Privilege: View Employee Resource File Import Mapping Object Type (Data)

Resource: Employee Resource File Import Mapping

Role: Resource Administration

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: Channel Account Manager

Privilege: View Employee Resource File Import Object Type (Data)

Resource: Employee Resource File Import Object

Role: Resource Administration

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: Channel Account Manager

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Account Manager can manage enrollment notes where i am the author of the enrollment note

Role: Channel Account Manager

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Account Manager can manage enrollment notes where the enrollment note is not private and i am on the partner account team with edit access

Role: Channel Account Manager

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Account Manager can view enrollment notes where the enrollment note is not private and i am on the partner account team with view access

Role: Channel Account Manager

Privilege: View Enrollment Notes (Data)

Resource: Enrollment Note

File Export Batch

A Channel Account Manager can view file export batch for all export batches

Role: Channel Account Manager

Privilege: View File Export Batch (Data)

Resource: File Export Batch

File Export Object

A Channel Account Manager can manage export unit test for all export unit test objects

Role: Channel Account Manager

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

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

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

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 all jobs in the enterprise

Role: Channel Account Manager

Privilege: Choose HR Job (Data)

Resource: HR Job

Role: Resource Administration

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

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

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

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

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

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

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: Channel Account Manager

Privilege: Manage Incentive Compensation Goal (Data)

Resource: Business Unit

Legal Employer

A Channel Account Manager can choose legal employer for legal employers in their organization security profile

Role: Channel Account Manager

Privilege: Choose Legal Employer (Data)

Resource: Legal Employer

Role: Resource Administration

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

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

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

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Marketing Budget (Data)

Resource: Marketing Budget

Marketing Budget Note

A Channel Account Manager can delete marketing budget note where they are the author of the marketing budget note

Role: Channel Account Manager

Privilege: Delete Marketing Budget Note (Data)

Resource: Marketing Budget Note

Role: Marketing Budget Maintenance

Privilege: Delete Marketing Budget Note (Data)

Resource: Marketing Budget Note

Role: Marketing Budget Utilization

Privilege: Delete Marketing Budget Note (Data)

Resource: Marketing Budget Note

A Channel Account Manager can update marketing budget note where they are the author of the marketing budget note

Role: Channel Account Manager

Privilege: Update Marketing Budget Note (Data)

Resource: Marketing Budget Note

Role: Marketing Budget Maintenance

Privilege: Update Marketing Budget Note (Data)

Resource: Marketing Budget Note

Role: Marketing Budget Utilization

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Marketing Budget Note (Data)

Resource: Marketing Budget Note

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Marketing Campaign (Data)

Resource: Marketing Campaign

Marketing Claim Note

A Channel Account Manager can delete marketing claim note where they are the author of the marketing claim note

Role: Channel Account Manager

Privilege: Delete Marketing Claim Note (Data)

Resource: Marketing Claim Note

Role: Marketing Budget Maintenance

Privilege: Delete Marketing Claim Note (Data)

Resource: Marketing Claim Note

Role: Marketing Budget Utilization

Privilege: Delete Marketing Claim Note (Data)

Resource: Marketing Claim Note

A Channel Account Manager can update marketing claim note where they are the author of the marketing claim note

Role: Channel Account Manager

Privilege: Update Marketing Claim Note (Data)

Resource: Marketing Claim Note

Role: Marketing Budget Maintenance

Privilege: Update Marketing Claim Note (Data)

Resource: Marketing Claim Note

Role: Marketing Budget Utilization

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: Channel Account Manager

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: Channel Account Manager

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 are the author of the marketing fund request note

Role: Channel Account Manager

Privilege: Delete Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

Role: Marketing Budget Maintenance

Privilege: Delete Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

Role: Marketing Budget Utilization

Privilege: Delete Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

A Channel Account Manager can update marketing fund request note where they are the author of the marketing fund request note

Role: Channel Account Manager

Privilege: Update Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

Role: Marketing Budget Maintenance

Privilege: Update Marketing Fund Request Note (Data)

Resource: Marketing Fund Request Note

Role: Marketing Budget Utilization

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Marketing Fund Request Note (Data)

Resource: Marketing Fund Request 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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Opportunity by 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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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

Resource: Partner File Import Activity

Role: Resource Administration

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: Channel Account Manager

Privilege: View Partner File Import Mapping Object Type (Data)

Resource: Partner File Import Mapping

Role: Resource Administration

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: Channel Account Manager

Privilege: View Partner File Import Object Type (Data)

Resource: Partner File Import Object

Role: Resource Administration

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: Channel Account Manager

Privilege: View Partner Member File Import Activity Object Type (Data)

Resource: Partner Member File Import Activity

Role: Resource Administration

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: Channel Account Manager

Privilege: View Partner Member File Import Mapping Object Type (Data)

Resource: Partner Member File Import Mapping

Role: Resource Administration

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: Channel Account Manager

Privilege: View Partner Member File Import Object Type (Data)

Resource: Partner Member File Import Object

Role: Resource Administration

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 where i am the author of the partner note

Role: Channel Account Manager

Privilege: Manage Partner Note (Data)

Resource: Partner Note

A Channel Account Manager can manage partner note where the partner note is not private and i am on the partner account team with edit access

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Person

A Channel Account Manager can manage users for persons and assignments in their person and assignment security profile

Role: Channel Account Manager

Privilege: Manage Users (Data)

Resource: Person

Person Assignment

A Channel Account Manager can search worker for persons and assignments in their person and assignment security profile

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: Choose Person Type (Data)

Resource: Person Type

Position

A Channel Account Manager can choose position for positions in their position security profile

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Sales Competitor (Data)

Resource: Sales Competitor

Sales Forecast Participant

A Channel Account Manager can manage sales forecast participant for child territories of territories that they own currently

Role: Channel Account Manager

Privilege: Manage Sales Forecast Participant (Data)

Resource: Sales Forecast Participant

A Channel Account Manager can manage sales forecast participant for child territories of the territories that they owned previously for which the active forecast is in progress

Role: Channel Account Manager

Privilege: Manage Sales Forecast Participant (Data)

Resource: Sales Forecast Participant

A Channel Account Manager can manage sales forecast participant for territories they owned previously for which the active forecast is in progress

Role: Channel Account Manager

Privilege: Manage Sales Forecast Participant (Data)

Resource: Sales Forecast Participant

A Channel Account Manager can manage sales forecast participant for the territories they own currently

Role: Channel Account Manager

Privilege: Manage Sales Forecast Participant (Data)

Resource: Sales Forecast Participant

Sales Lead

A Channel Account Manager can convert sales lead where they are a resource in the lead sales team

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: Update Sales Lead (Data)

Resource: Sales Lead

A Channel Account Manager can view descendant 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: Channel Account Manager

Privilege: View Descendant 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: Channel Account Manager

Privilege: View My Sales Leads (Data)

Resource: Sales Lead

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

Role: Channel Account Manager

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: Channel Account Manager

Privilege: View Territory Leads (Data)

Resource: Sales Lead

Sales Lead Note

A Channel Account Manager can delete sales lead note where they are the author of the sales lead note

Role: Channel Account Manager

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Lead Registration Management

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Lead Registration Submission

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up

Privilege: Delete Sales Lead Note (Data)

Resource: Sales Lead Note

A Channel Account Manager can update sales lead note where they are the author of the sales lead note

Role: Channel Account Manager

Privilege: Update Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Lead Registration Management

Privilege: Update Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Lead Registration Submission

Privilege: Update Sales Lead Note (Data)

Resource: Sales Lead Note

Role: Sales Lead Follow Up

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: Delete Sales Party (Data)

Resource: Sales Party

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

Role: Channel Account Manager

Privilege: Delete Sales Party (Data)

Resource: Sales Party

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

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: Manage Sales Party (Data)

Resource: Sales Party

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

Role: Channel Account Manager

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: Channel Account Manager

Privilege: Update Sales Party (Data)

Resource: Sales Party

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

Role: Channel Account Manager

Privilege: Update Sales Party (Data)

Resource: Sales Party

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

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: Update Sales Party (Data)

Resource: Sales Party

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

Role: Channel Account Manager

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: Channel Account Manager

Privilege: View Sales Party (Data)

Resource: Sales Party

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

Role: Channel Account Manager

Privilege: View Sales Party (Data)

Resource: Sales Party

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

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Sales Party (Data)

Resource: Sales Party

A Channel Account Manager can view sales party where they are in the account team

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: Delete Sales Party Note (Data)

Resource: Sales Party Note

A Channel Account Manager can delete sales party note where the sales party note is not private or i am the author of the private sales party note

Role: Channel Account Manager

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: Channel Account Manager

Privilege: Edit Sales Party Note (Data)

Resource: Sales Party Note

A Channel Account Manager can edit sales party note where the sales party note is not private or i am the author of the private sales party note

Role: Channel Account Manager

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: Channel Account Manager

Privilege: View Sales Party Note (Data)

Resource: Sales Party Note

A Channel Account Manager can view sales party note where the sales party note is not private or i am the author of the private sales party note

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Sales Territory (Data)

Resource: Sales Territory

A Channel Account Manager can view sales territory where they are the territory owner

Role: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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: Channel Account Manager

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

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

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

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

Resource: Source System Reference File Import Object

Trading Community Customer Account

A Channel Account Manager can view customer account for all customer accounts in the enterprise

Role: Channel Account Manager

Privilege: View Customer Account (Data)

Resource: Trading Community Customer Account

Role: Contract View Access Across All Contracts

Privilege: View Customer Account (Data)

Resource: Trading Community Customer Account

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: Channel Account Manager

Privilege: View Customer Account Relationship (Data)

Resource: Trading Community Customer Account Relationship

Role: Contract View Access Across All Contracts

Privilege: View Customer Account Relationship (Data)

Resource: Trading Community Customer Account Relationship

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: Channel Account Manager

Privilege: View Customer Account Site (Data)

Resource: Trading Community Customer Account Site

Role: Contract View Access Across All Contracts

Privilege: View Customer Account Site (Data)

Resource: Trading Community Customer Account Site

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: Channel Account Manager

Privilege: View Customer Account Site Use (Data)

Resource: Trading Community Customer Account Site Use

Role: Contract View Access Across All Contracts

Privilege: View Customer Account Site Use (Data)

Resource: Trading Community Customer Account Site Use

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: Channel Account Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Role: Resource

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Role: Resource Administration

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: Channel Account Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Role: Resource

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

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: Channel Account Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Role: Resource

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Role: Resource Administration

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: Channel Account Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Role: Resource

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Trading Community Organization Party

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: Channel Account Manager

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

A Channel Account Manager can view trading community organization for all organizations in the enterprise

Role: Contract View Access Across All Contracts

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

Role: Resource

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

Role: Resource Administration

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

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: Channel Account Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Role: Resource

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Role: Resource Administration

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Trading Community Party

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

Role: Channel Account Manager

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

Role: Contract View Access Across All Contracts

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

A Channel Account Manager can view trading community person for all people in the enterprise

Role: Channel Account Manager

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Contract View Access Across All Contracts

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Resource

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Resource Administration

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

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

Role: Channel Account Manager

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Contract View Access Across All Contracts

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Resource

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Resource Administration

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

A Channel Account Manager can view trading community person for all persons who are a member of their partner organization

Role: Channel Account Manager

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

A Channel Account Manager can view trading community person for all resources in the enterprise

Role: Channel Account Manager

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Contract View Access Across All Contracts

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Resource

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Resource Administration

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

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: Channel Account Manager

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

A Channel Account Manager can view trading community person for their trading community person record

Role: Channel Account Manager

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

A Channel Account Manager can view trading community resource for all trading community resources.

Role: Channel Account Manager

Privilege: View Trading Community Resource (Data)

Resource: Trading Community Party

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: Channel Account Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Role: Resource

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Role: Resource Administration

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: Channel Account Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Role: Resource

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Role: Resource Administration

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: Channel Account Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Role: Resource

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Role: Resource Administration

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: Channel Account Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Role: Contract View Access Across All Contracts

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Role: Resource

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Role: Resource Administration

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: Channel Account Manager

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Role: Resource Administration

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: Channel Account Manager

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Role: Contract View Access Across All Contracts

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: Channel Account Manager

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: Channel Account Manager

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

Trading Community Resource Note

A Channel Account Manager can manage trading community resource notes for all resource notes

Role: Channel Account Manager

Privilege: Manage Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

Role: Resource Administration

Privilege: Manage Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

A Channel Account Manager can manage trading community resource notes for the resource notes for which they are the owner

Role: Channel Account Manager

Privilege: Manage Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

Role: Resource

Privilege: Manage Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

Role: Resource Administration

Privilege: Manage Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

A Channel Account Manager can manage trading community resource notes where they are the author of the resource note

Role: Resource

Privilege: Manage Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

A Channel Account Manager can view trading community resource notes for all resource notes

Role: Resource

Privilege: View Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

Role: Resource Administration

Privilege: View Trading Community Resource Notes (Data)

Resource: Trading Community Resource Note

Trading Community Resource Profile

A Channel Account Manager can manage trading community resource address for their addresses

Role: Resource

Privilege: Manage Trading Community Resource Address (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can manage trading community resource contact point information for all resource contacts in the enterprise

Role: Resource Administration

Privilege: Manage Trading Community Resource Contact Point Information (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can manage trading community resource contact point information for their contacts

Role: Resource

Privilege: Manage Trading Community Resource Contact Point Information (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can manage trading community resource skill for all resource skills

Role: Channel Account Manager

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can manage trading community resource skill for the resource skills of persons who they manage

Role: Channel Account Manager

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can manage trading community resource skill for their resource skills

Role: Channel Account Manager

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: Manage Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can remove trading community resource for all resources in the enterprise

Role: Channel Account Manager

Privilege: Remove Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: Remove Trading Community Resource (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can update trading community resource for all resources in the enterprise

Role: Channel Account Manager

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can update trading community resource for their resource record

Role: Channel Account Manager

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Role: Resource

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: Update Trading Community Resource (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can view trading community resource contact point information for all resource contacts in the enterprise

Role: Resource Administration

Privilege: View Trading Community Resource Contact Point Information (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can view trading community resource contact point information for their contacts

Role: Channel Account Manager

Privilege: View Trading Community Resource Contact Point Information (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: View Trading Community Resource Contact Point Information (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can view trading community resource skill for all resource skills

Role: Channel Account Manager

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can view trading community resource skill for the resource skills of persons who they manage

Role: Channel Account Manager

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

A Channel Account Manager can view trading community resource skill for their resource skills

Role: Channel Account Manager

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

Role: Resource Administration

Privilege: View Trading Community Resource Skill (Data)

Resource: Trading Community Resource Profile

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: Channel Account Manager

Privilege: Manage Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

Role: Resource Administration

Privilege: Manage Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

A Channel Account Manager can view trading community salesperson setup for the reference data sets for which they are authorized

Role: Channel Account Manager

Privilege: View Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

Role: Resource Administration

Privilege: View Trading Community Salesperson Setup (Data)

Resource: Trading Community Resource Sales Representative Setup

User

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

Role: Channel Account Manager

Privilege: Create User Name (Data)

Resource: User

A Channel Account Manager can create user name for subordinates in their person security profile.

Role: Channel Account Manager

Privilege: Create User Name (Data)

Resource: User

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

Role: Channel Account Manager

Privilege: Edit User Name (Data)

Resource: User

A Channel Account Manager can link user account for persons in their person security profile.

Role: Channel Account Manager

Privilege: Link User Account (Data)

Resource: User

A Channel Account Manager can link user account for subordinates in their person security profile.

Role: Channel Account Manager

Privilege: Link User Account (Data)

Resource: User

A Channel Account Manager can manage users for persons and assignments in their person and assignment security profile

Role: Channel Account Manager

Privilege: Manage Users (Data)

Resource: User

User Role

A Channel Account Manager can assign user roles for persons and assignments in their person and assignment security profile

Role: Channel Account Manager

Privilege: Assign User Roles (Data)

Resource: User Role

A Channel Account Manager can assign user roles for subordinates in their person and assignment security profile

Role: Channel Account Manager

Privilege: Assign User Roles (Data)

Resource: User Role


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

Business Intelligence Applications Analysis

Business Intelligence Applications Analysis Generic Duty

Business Intelligence Authoring

An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.

Channel Manager Dashboard

Provides channel roles a dashboard to manage their daily transactions.

Item Management

Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments.

Partner Analysis Currency Preference

This role is used to get the supported currencies in Partner Analysis module.

Partner Channel Analysis

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

This BI duty role is to analyze overall partner performance that entails complete visibility into all the transactions the partner is associated to

Quota Management

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

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.

Resource Hierarchy Data Security

This role is used for Resource Hierarchy data security in the data warehouse

Sales Forecasting

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information.

Social Connection Partner

Performs all Oracle Fusion Social Connection partner duties.

Territory Hierarchy Data Security

This role is used for Territory Hierarchy data security in the data warehouse

Territory Management

Manages sales territories, territory proposals, and quotas.

Territory Management Export Import

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

Transactional Analysis

This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users


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

          Channel Manager Dashboard

                              Business Intelligence Authoring

                              Partner Analysis Currency Preference

                              Resource Hierarchy Data Security

                              Territory Hierarchy Data Security

                              Quota Management

                                        Manage Users

                                                  Manage User Account

                                                            Link User Name to Person

                                        Quota Management Export Import

                              Territory Management Export Import

          Item Management

          Partner Channel Analysis

                    Business Intelligence Authoring

                    Partner Analysis Currency Preference

                    Resource Hierarchy Data Security

                    Territory Hierarchy Data Security

          Partner Channel Transaction Analysis

                    Business Intelligence Authoring

          Read CRM documents on content server

          Sales Forecasting

          Social Connection Partner

          Territory Management

                    Quota Management

                              Manage Users

                                        Manage User Account

                                                  Link User Name to Person

                              Quota Management Export Import

                    Territory Management Export Import

          Transactional Business Intelligence Worker

                    Transactional Analysis



Aggregate Privileges

Aggregate Privileges assigned directly and indirectly to the job role Channel Partner Manager


Aggregate Privilege

Description

Link User Name to Person

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


Privileges

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


Granted Role

Granted Role Description

Privilege

Channel Manager Dashboard

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

Channel Partner Manager

Defines new channel partner programs.

Access Mobile CRM

Associate Question to Partner Program

Capture Partner Responses to Partner Program Enrollment Questionnaire

Create Activity

Define Contract Expert Question for Programs

Delete Activity

Download Contract for External Parties

Maintain Partner Program

Manage Enrollment Notes

Manage Partner Relationship

Manage Partner User Profile

Manage Sales Party Partner Territory

Review Partner Program

Search Contract Expert Question for Programs

Update Activity

View Activity

View Channel Manager Dashboard

View Channel Manager Dashboard as Administrator

View Contract Terms

View Contract Terms Template by Web Service

View Contract Type by Web Service

View Customer Analytics

View Nonworker Portrait

View Partner Content

View Partner Profile

View Partner Program

View Partner Program Enrollment

View Partner Programs Summary

View Territories and Forecasts

View Worker Portrait

Item Management

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 Manufacturer

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

View Trading Partner Item

Quota Management

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

Customize Incentive Compensation Participant Goal

Export Sales Territory Quota

Manage Sales Quota Prediction Formula

Manage Sales Territory Quota

Revise Sales Territory Quota

View Sales Goal

Quota Management Export Import

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 File Import Scheduler

Run Import Quota Allocations Job

Set Up File Import Activity

View Sales Quota Import Status

View Sales Territory Quota Export Status

Sales Forecasting

Manages sales forecasts, sales forecast items, sales forecast adjustments, and sales forecast item adjustments. Additional duties include exporting forecast information.

Edit Sales Forecast Items

Export Sales Forecast Participant

Manage Sales Forecast Adjustments

Manage Sales Forecast Item Adjustments

Manage Sales Forecast Participant

Run Reject or Withdraw Process

View Sales Forecast Adjustments

View Sales Forecast Item Adjustments

View Sales Forecast Participant For Self

Social Connection Partner

Performs all Oracle Fusion Social Connection partner duties.

Invite Social Connection

Manage Kudos

Manage Message Board

Manage Social Bookmarks

Manage Social Connections

Manage Social Group

Manage Social Self-descriptive Information

View Activity Stream

Territory Management

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 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

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 CRM Export Process

Run File Import Scheduler

Run Import Territory Definitions Job

Run Import Territory Extended Definitions Job

Set Up CRM Objects for Export

Set Up File Import Activity

View Sales Territory Export Status

View Sales Territory Import Status


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 either the owner or a delegator of an activity.

Role: Channel Partner Manager

Privilege: Delete Activity (Data)

Resource: Activity

A Channel Partner Manager can update activity where they are either a resource or a delegator of a task or an owner or a delegator of an appointment or an owner or a delegator of a call report activity.

Role: Channel Partner Manager

Privilege: Update Activity (Data)

Resource: Activity

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

Role: Channel Partner Manager

Privilege: View Activity (Data)

Resource: Activity

A Channel Partner Manager can view activity where they are either a resource or a delegator of an activity.

Role: Channel Partner Manager

Privilege: View Activity (Data)

Resource: Activity

Activity Note

A Channel Partner Manager can delete activity note where they are the creator of the note or the note is not a private note

Role: Channel Partner Manager

Privilege: Delete Activity Note (Data)

Resource: Activity Note

A Channel Partner Manager can update activity note where they are the creator of the note or the note is not a private note

Role: Channel Partner Manager

Privilege: Update Activity Note (Data)

Resource: Activity Note

A Channel Partner Manager can view activity note where they are the creator of the note or the note is not a private note

Role: Channel Partner Manager

Privilege: View Activity Note (Data)

Resource: Activity Note

Activity Resource

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

Role: Channel Partner Manager

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: Channel Partner Manager

Privilege: Delete Application Attachment

Resource: Application Attachment Category

A Channel Partner Manager can read application attachment for all miscelleneous category attachments data

Role: Channel Partner Manager

Privilege: Read Application Attachment

Resource: Application Attachment Category

A Channel Partner Manager can update application attachment for all miscelleneous category attachments data

Role: Channel Partner Manager

Privilege: Update Application Attachment

Resource: Application Attachment Category

Application Objects

A Channel Partner Manager can manage application objects for all customer relationship management application objects

Role: Item Management

Privilege: Manage Application Objects (Data)

Resource: Application Objects

Assignment Grade

A Channel Partner Manager can choose assignment grade for grades in their grade security profile

Role: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

Privilege: Choose Department (Data)

Resource: Department

Enrollment Note

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

Role: Channel Partner Manager

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Partner Manager can manage enrollment notes where i am the author of the enrollment note

Role: Channel Partner Manager

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Partner Manager can manage enrollment notes where the enrollment note is not private and i am on the partner account team with edit access

Role: Channel Partner Manager

Privilege: Manage Enrollment Notes (Data)

Resource: Enrollment Note

A Channel Partner Manager can view enrollment notes where the enrollment note is not private and i am on the partner account team with view access

Role: Channel Partner Manager

Privilege: View Enrollment Notes (Data)

Resource: Enrollment Note

File Export Batch

A Channel Partner Manager can view file export batch for all export batches

Role: Channel Partner Manager

Privilege: View File Export Batch (Data)

Resource: File Export Batch

File Export Object

A Channel Partner Manager can manage export unit test for all export unit test objects

Role: Channel Partner Manager

Privilege: Manage Export Unit Test (Data)

Resource: File Export Object

HR Job

A Channel Partner Manager can choose hr job for all jobs in the enterprise

Role: Channel Partner Manager

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: Channel Partner Manager

Privilege: Manage Incentive Compensation Goal (Data)

Resource: Business Unit

Item

A Channel Partner Manager can create item class item for the item classes they have access to

Role: Channel Partner Manager

Privilege: Create Item Class Item (Data)

Resource: Item

Role: Item Management

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: Channel Partner Manager

Privilege: Choose Legal Employer (Data)

Resource: Legal Employer

Location

A Channel Partner Manager can choose location for locations in their location security profile

Role: Channel Partner Manager

Privilege: Choose Location (Data)

Resource: Location

Partner Profile

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

Role: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

Privilege: View Partner Program Enrollment (Data)

Resource: Partner Program Enrollment

Person

A Channel Partner Manager can manage users for persons and assignments in their person and assignment security profile

Role: Channel Partner Manager

Privilege: Manage Users (Data)

Resource: Person

Person Assignment

A Channel Partner Manager can search worker for persons and assignments in their person and assignment security profile

Role: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

Privilege: Choose Person Type (Data)

Resource: Person Type

Position

A Channel Partner Manager can choose position for positions in their position security profile

Role: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

Privilege: View Sales Territory (Data)

Resource: Sales Territory

A Channel Partner Manager can view sales territory where they are the territory owner

Role: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

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: Channel Partner Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Email Contact Preference

Role: Item Management

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: Channel Partner Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

Role: Item Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Org Address Phone Contact Preference

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: Channel Partner Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Address Contact Preference

Role: Item Management

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: Channel Partner Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Role: Item Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Email Contact Preference

Trading Community Organization Party

A Channel Partner Manager can view trading community organization for all organizations in the enterprise

Role: Channel Partner Manager

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

Role: Item Management

Privilege: View Trading Community Organization (Data)

Resource: Trading Community Organization Party

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: Channel Partner Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Role: Item Management

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Organization Phone Contact Preference

Trading Community Party

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

Role: Channel Partner Manager

Privilege: View Trading Community Contact (Data)

Resource: Trading Community Party

A Channel Partner Manager can view trading community person for all people in the enterprise

Role: Channel Partner Manager

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Item Management

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

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

Role: Channel Partner Manager

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Item Management

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

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

Role: Channel Partner Manager

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

Role: Item Management

Privilege: View Trading Community Person (Data)

Resource: Trading Community Party

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: Channel Partner Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Contact Preference

Role: Item Management

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: Channel Partner Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Address Phone Contact Preference

Role: Item Management

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: Channel Partner Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Email Contact Preference

Role: Item Management

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: Channel Partner Manager

Privilege: Manage Trading Community Legal Contact Preference (Data)

Resource: Trading Community Person Phone Contact Preference

Role: Item Management

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: Channel Partner Manager

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: Channel Partner Manager

Privilege: View Trading Community Relationship (Data)

Resource: Trading Community Relationship

User

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

Role: Channel Partner Manager

Privilege: Create User Name (Data)

Resource: User

A Channel Partner Manager can create user name for subordinates in their person security profile.

Role: Channel Partner Manager

Privilege: Create User Name (Data)

Resource: User

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

Role: Channel Partner Manager

Privilege: Edit User Name (Data)

Resource: User

A Channel Partner Manager can link user account for persons in their person security profile.

Role: Channel Partner Manager

Privilege: Link User Account (Data)

Resource: User

A Channel Partner Manager can link user account for subordinates in their person security profile.

Role: Channel Partner Manager

Privilege: Link User Account (Data)

Resource: User

A Channel Partner Manager can manage users for persons and assignments in their person and assignment security profile

Role: Channel Partner Manager

Privilege: Manage Users (Data)

Resource: User

User Role

A Channel Partner Manager can assign user roles for persons and assignments in their person and assignment security profile

Role: Channel Partner Manager

Privilege: Assign User Roles (Data)

Resource: User Role

A Channel Partner Manager can assign user roles for subordinates in their person and assignment security profile

Role: Channel Partner Manager

Privilege: Assign User Roles (Data)

Resource: User Role


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

Application World Reference Administration

Manages application reference industry, territory, time zone, currency, and language, including natural and ISO language.

Business Intelligence Applications Analysis

Business Intelligence Applications Analysis Generic Duty

Business Intelligence Authoring

An author of Business Intellgence reports as presented in the web catalog. The role allows authoring within Business Intellgence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.

CRM Administrative Analysis

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 Stage Write

Allows uploading CRM content to stage area on content server

Channel Manager Dashboard

Provides channel roles a dashboard to manage their daily transactions.

Contract Setup

Contract Setup

Contract Terms Library Administration

Manages the Contract Terms Library, including defining and maintaining terms templates, clauses, Contract Expert rules, sections, variables, folders, questions, constants, and numbering schemes.

Contract View Access Across All Contracts

Views all contracts across an enterprise.

Delete Partner Management documents on content server

Allows to delete Partner Management documents on content server.

Functional Setups

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

Item Inquiry

Queries and views items in the enterprise.

Item Management

Creates and manages items including item attributes, item structures, packs, associations, relationships, and catalog assignments.

Lead Registration Management

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

Submits sales lead registrations to the enterprise and manages sales lead attributes. Includes the ability to create, accept, and reject sales lead registrations.

Marketing Budget Utilization

Reviews marketing budgets and creates and manages budget fund requests and claims to utilize budgeted funds for marketing activities.

Negotiation Viewing

View the negotiation summary and details pages.

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Opportunity Partner Administration

Administers all aspects of the application, including some setup. This role is for partner administrators.

Partner Account Administration

Maintains a partner account, including managing members and partner profile information.

Partner Account Review

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

Partner Administrator Dashboard

Executes transactional items within the partner dashboard when belongs to an approved partner organization. This role is for an administrator.

Partner Analysis Currency Preference

This role is used to get the supported currencies in Partner Analysis module.

Partner Channel Administrative Analysis

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

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 Import Administration

Partner Import Administration Duty role. This duty will allow for administration activities of Partner Import

Partner Management as Partner Administrator

Manages the partner account for their partner organization, including managing members, users, and profile information. This role is for the partner administrator.

Partner Sales Party Management

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

Read CRM documents on content server

Allows to read CRM documents from content server repository.

Resource Administration

Administers resource information.

Resource Hierarchy Data Security

This role is used for Resource Hierarchy data security in the data warehouse

Resource Organization Administration

Administers resource organizations.

Sales Analysis Currency Preference

This role is used to get the supported currencies in Sales Analysis module.

Sales Lead Follow Up

Processes sales lead for follow up actions including the qualification and conversion of sales lead to revenue opportunities.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

Social Connection Partner

Performs all Oracle Fusion Social Connection partner duties.

Territory Hierarchy Data Security

This role is used for Territory Hierarchy data security in the data warehouse

Trading Community Import Batch Management

Manages trading community data import batches.

Trading Community Import Process Management

Manages trading community data import batch processes.

Transactional Analysis

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 Partner Contact Import

Allows to upload data file to import Partner Contact related data.

Upload data for Partner Import

Allows to upload data file to import Partner related data.

Upload data for Product Group Import

Allows to upload data file to import Product Group related data.

Upload data for Program Enrollments Import

Allows to upload data file to import Program Enrollments 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.


Role Hierarchy

Roles inherited directly and indirectly by the job role Channel Partner Portal Administrator


Inherited Roles

Channel Partner Portal Administrator

          Attachments User

                    CRM Stage Write

          Business Intelligence Applications Worker

                    Business Intelligence Applications Analysis

          CRM Administrative Analysis

                    Business Intelligence Authoring

                    Sales Analysis Currency Preference

          Channel Manager Dashboard

                                        CRM Stage Write

                                        Business Intelligence Authoring

                                        Sales Analysis Currency Preference

                                        Business Intelligence Authoring

                                        Partner Analysis Currency Preference

                                        Partner Transaction Data Security

                                        Resource Hierarchy Data Security

                                        Territory Hierarchy Data Security

                                                            Resource Administration

                                                                      Application World Reference Administration

                                                                      Link User Name to Person

                                                                      Manage Users

                                                                                Manage User Account

                                                                                          Link User Name to Person

                                                                      Use User Details Service

                                        Application World Reference Administration

                                        Link User Name to Person

                                        Manage Users

                                                  Manage User Account

                                                            Link User Name to Person

                                        Use User Details Service

                                        Sales Party Review

                                                  Contract View Access Across All Contracts

                                                            Item Inquiry

                                                            Negotiation Viewing

                                        Trading Community Import Batch Management

                                        Use User Details Service

          Contract Setup

                    Resource Administration

                              Application World Reference Administration

                              Link User Name to Person

                              Manage Users

                                        Manage User Account

                                                  Link User Name to Person

                              Use User Details Service

          Contract Terms Library Administration

          Delete Partner Management documents on content server

          Functional Setups

          Item Management

          Lead Registration Management

          Lead Registration Submission

          Marketing Budget Utilization

          Opportunity Channel Administration

          Opportunity Partner Administration

          Partner Account Administration

          Partner Account Review

          Partner Administrator Dashboard

          Partner Channel Administrative Analysis

                    Business Intelligence Authoring

                    Partner Analysis Currency Preference

                    Partner Transaction Data Security

                    Resource Hierarchy Data Security

                    Territory Hierarchy Data Security

          Partner Channel Administrative Transaction Analysis

                    Business Intelligence Authoring

          Partner Import Administration

          Partner Management as Partner Administrator

          Partner Sales Party Management

          Read CRM documents on content server

          Resource Administration

                    Application World Reference Administration

                    Link User Name to Person

                    Manage Users

                              Manage User Account

                                        Link User Name to Person

                    Use User Details Service

          Resource Organization Administration

          Sales Lead Follow Up

          Sales Party Management

                    Sales Party Review

                              Contract View Access Across All Contracts

                                        Item Inquiry

                                        Negotiation Viewing

                    Trading Community Import Batch Management

                    Use User Details Service

          Social Connection Partner

          Trading Community Import Batch Management

          Trading Community Import Process Management

          Transactional Business Intelligence Worker

                    Transactional Analysis

          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 Partner Contact Import

          Upload data for Partner Import

          Upload data for Product Group Import

          Upload data for Program Enrollments Import

          Upload data for Resource Team Import

          Upload data for Source System Reference Import



Aggregate Privileges

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


Aggregate Privilege

Description

Link User Name to Person

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


Privileges

Privileges granted to duties of the job role Channel Partner Portal Administrator.


Granted Role

Granted Role Description

Privilege

Application World Reference Administration

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

Channel Manager Dashboard

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

Channel Partner Portal Administrator

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

Access Mobile CRM

Access Page Composer Source View

Apply Partner Program

Associate Question to Partner Program

Create Activity

Customize Activity UI

Customize Partner Center UI

Define Contract Expert Question for Programs

Delete Activity

Download Contract for External Parties

Edit Trading Community Resource Profile

Enable Sell Intent

Import Trading Community Person

Maintain Partner Program

Manage Activity Template

Manage All Application Profile Values

Manage Application Tree

Manage Application Tree Label

Manage Application Tree Structure

Manage Enrollment Notes

Manage Partner Content

Manage Partner Relationship

Manage Partner User Profile

Manage Product Eligibility Rules

Manage Product Groups

Manage Real Time Communication

Manage Trading Community Classification Category

Manage Trading Community Classification Category Group

Manage Trading Community Classification Lookups

Manage Trading Community Hierarchy

Manage Trading Community Import Lookups

Remove Trading Community Resource

Review Partner Program

Run CRM Export Process

Run File Import Scheduler

Run Purge Recent Items

Run Trading Community Classification Hierarchy Generation

Run Trading Community Hierarchy Audit Job

Search Contract Expert Question for Programs

Select Partner Account

Set Up CRM Objects for Export

Set Up File Import Activity

Set Up File Import Object and Mapping

Set Up Opportunity

Set Up Partner Management

Update Activity

Update Partner Portal UI Shell

Update Sales Lead

View Activity

View Administration Link

View Channel Manager Dashboard

View Channel Manager Dashboard as Administrator

View Contract Terms

View Contract Terms Template by Web Service

View Contract Type by Web Service

View Customer Analytics

View Nonworker Portrait

View Partner Content

View Partner Dashboard

View Partner Dashboard as Administrator Limited

View Partner Portal Customization Links

View Partner Portal Landing Page

View Partner Portal Registration Pages

View Partner Profile

View Partner Program

View Partner Programs Summary

View Sales Lead

View Territories and Forecasts

View Trading Community Hierarchy

View Worker Portrait

Contract Setup

Contract Setup

Build Keyword Search Index for the Contract Terms Library

Customize Contract UI

Define Project Contract Billing Configuration

Generate PDF Contract for Text Search

Manage All Application Profile Values

Manage Application Common Lookup

Manage Application Descriptive Flexfield

Manage Application Document Sequence

Manage Application Document Sequence Category

Manage Application Extensible Flexfield

Manage Application Flexfield Value Set

Manage Application Set-Enabled Lookup

Manage Application Standard Lookup

Manage Contract Currency Conversion Rate Types

Manage Contract Customer Account

Manage Contract Customer Account Site Usages

Manage Contract Global Employee

Manage Contract Interaction Reference Mapping

Manage Contract Layout Templates

Manage Contract Line Item

Manage Contract Line Type

Manage Contract Note Type Mapping

Manage Contract Organization Party

Manage Contract Party Contact

Manage Contract Party Location

Manage Contract Party Role and Contact Sources

Manage Contract Payment Terms

Manage Contract Person Party

Manage Contract Risk Event

Manage Contract Standard Clauses, Templates, and Contract Expert Rules

Manage Contract Type

Manage Contract and Pricing Integration

Manage Electronic Signature Setup

Manage Extensible Object

Manage User Statuses and Transitions

Specify Customer Contract Management Business Function Properties

Specify Procurement Contract Management Business Function Properties

Track Purchasing Activity for Contract Fulfillment Line

Update Contract Status

View Administration Link

View Contract Type

Contract Terms Library Administration

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 View Access Across All Contracts

Views all contracts across an enterprise.

Enable Buy Intent

Enable Full Access

Enable Sell Intent

Export Customer Account

Export Customer Account Contact

Export Customer Account Relationship

Generate PDF Contract for Text Search

Search Customer Account Relationships

Search Customer Account Site

Search Purchase Agreement

Search Trading Community Organization

View Contract

View Contract Terms

View Customer Account

View Customer Account Contact

View Customer Account Contact Responsibility

View Customer Account Information

View Customer Account Relationship

View Customer Account Relationships

View Customer Account Site

View Customer Account Site Use

View Purchase Agreement

View Purchase Order

Functional Setups

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

Queries and views items in the enterprise.

Manage Item Attachment

Manage Item Catalog

Manage Item Global Search

Manage Trading Partner Item Reference

View Item

View Item Organization Association

View Item Relationship

Item Management

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 Manufacturer

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

View Trading Partner Item

Lead Registration Management

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

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

Marketing Budget Utilization

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

Negotiation Viewing

View the negotiation summary and details pages.

Create Supplier Negotiation Online Message

Reply Supplier Negotiation Online Message

Search Supplier Negotiation

View Contract Terms

View Supplier Negotiation

View Supplier Negotiation Online Message

Opportunity Channel Administration

Administers all aspects of the application, including some setup. This role is for channel administrators.

Assign Opportunity

Close Opportunity

Create Opportunity

Delete Opportunity

Manage Opportunity Assessments

Manage Opportunity Competitors

Manage Opportunity Forecast

Manage Opportunity Group Space

Manage Opportunity Leads

Manage Opportunity Nonrevenue Credits

Manage Opportunity Partner Registration

Manage Opportunity Partners

Manage Opportunity References

Manage Opportunity Reports

Manage Opportunity Revenue

Manage Opportunity Revenue Credits

Manage Opportunity Revenue Recommendations

Manage Opportunity Revenue Recurrences

Manage Opportunity Sales Account

Manage Opportunity Sales Method

Manage Opportunity Sources

Manage Opportunity Work Area

Mass Update Opportunity

Set Up Opportunity

View Opportunity

View Opportunity Appointments

View Opportunity Competitors

View Opportunity Contacts

View Opportunity Deal Registration

View Opportunity Group Space

View Opportunity Interactions

View Opportunity Leads

View Opportunity Nonrevenue Credits

View Opportunity Notes

View Opportunity Partners

View Opportunity References

View Opportunity Revenue

View Opportunity Revenue Credits

View Opportunity Revenue Recurrences

View Opportunity Sales Coach

View Opportunity Similar Opportunities

View Opportunity Sources

View Opportunity Tasks

View Opportunity Team

Opportunity Partner Administration

Administers all aspects of the application, including some setup. This role is for partner administrators.

Close Opportunity

Create Opportunity

Delete Opportunity Revenue

Manage Opportunity Assessments

Manage Opportunity Revenue

Manage Opportunity Revenue Recurrences

Manage Opportunity Sales Account

Manage Opportunity Work Area

Mass Update Opportunity

View Opportunity

View Opportunity Appointments

View Opportunity Contacts

View Opportunity Deal Registration

View Opportunity Group Space

View Opportunity Interactions

View Opportunity Leads

View Opportunity Notes

View Opportunity Partners

View Opportunity Revenue

View Opportunity Revenue Recurrences

View Opportunity Sales Coach

View Opportunity Sources

View Opportunity Tasks

View Opportunity Team

Partner Account Administration

Maintains a partner account, including managing members and partner profile information.

Assign Partner Account

Create Partner

Create Partner Member

Create Partner User

Import Partner

Manage Enrollment Notes

Manage Partner Account Team

Manage Partner User Security Role

Remove Partner Member

Run Purge Batch Assignment Information Process

Update Partner Member

Update Partner Profile

View Partner

View Partner Contract

Partner Account Review

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 Administrator Dashboard

Executes transactional items within the partner dashboard when belongs to an approved partner organization. This role is for an administrator.

Manage Partner User Profile

Select Partner Account

View Customer Analytics

View Partner Content

View Partner Da