About Roles

In Oracle CRM On Demand Marketing, you manage roles in the Roles list page and in the Edit Role page. A role is similar to a business function that a user performs within an organization, such as a sales executive function or a service manager function. Within your organization, your business function gives you certain privileges and permissions that are unique to your business function. Similarly, within the context of Oracle CRM On Demand Marketing, roles differentiate one business function from another, in the following ways:

By defining the features that a user has the privileges to use
By defining the set of permissions the user is given to work with protected information
By defining the user interface settings that display information

Prebuilt Roles

Oracle CRM On Demand Marketing provides several prebuilt roles that you can use as your starting point for setting up roles for your company. The prebuilt roles are:

Super user
Sales user
Marketing user

Guidelines for Setting Up Roles

The names of the prebuilt roles do not necessarily match your company's job titles. You must match job functions and tasks to the roles, not job titles. When setting up roles, follow these guidelines:

Determine how each employee or group of employees will use Oracle CRM On Demand Marketing.
Determine what tasks they must complete and which records they require access to.
Determine what kind of access they require to each type of record.
Determine if there are records or tabs that they must not be able to access.
Review the characteristics of each of the prebuilt roles to determine if these roles meet the needs of your employees.

To add a new role

To add a new role, click New Role. For more information, see Configuring Roles.

To copy an existing role

To copy a role, click the Copy icon in the Action column. For more information, see Configuring Roles.

To delete an existing role

To delete a role (except the super user role), click the Delete icon (X) in the Action column, and confirm the deletion.

To edit an existing role

To edit a role (except the super user role), click the Edit icon in the Action column. For more information, see Configuring Roles.