Configuring Roles

You can control the access each role has to various types of information, such as which tabs are accessible in Oracle CRM On Demand Marketing, which objects are accessible, which actions (such as performing a bulk deletion of contacts) are available, and so on. For example, the ability to launch programs is typically restricted to a few specific roles and is not generally available to all users.

When you add, copy, or edit roles you work with the Edit Roles page. The following procedure describes how to configure roles.

To configure roles

1. Click Admin in the upper-right corner of the screen.

2. In the Security Management section, click Roles, and then do one of the following:

   • To add a new role, click New Role.

   • To copy an existing role, click the Copy icon in the Action column.

   • To edit an existing role, click the Edit icon in the Action column.

3. Complete the Role Name and Role Description fields.

4. In the Tabs section, select the check boxes to indicate which tabs are visible for this role.

   The Standard Object Permissions section displays a matrix of objects on the vertical axis and actions on the horizontal axis.

5. In the matrix, select the check boxes to indicate which actions are permitted for each object.

6. In the Business Permissions section, select the check boxes to indicate the access permissions for this role.

7. In the Administrative Permissions section, select the check boxes to indicate which admin functions are available for this role.

   
   

   Note: Those users who have the Security Management permission can redefine their own role's configuration.

   
   

8. Click Save.