Table 13. Access Levels for Related Information Items for the Partner Sales Representative Role
|
Related Information Items |
|
|
Accreditation |
Accreditation Attachments |
Read-Only |
Full |
Accreditation |
Accreditation Certifications |
Read-Only |
Full |
Accreditation |
Accreditation Product Categories |
Read-Only |
Full |
Accreditation |
Accreditation Products |
Read-Only |
Full |
Accreditation |
Accreditation Requests |
Inherit Primary |
View |
Accreditation |
Accreditation Solutions |
Read-Only |
Full |
Accreditation |
Accreditation Teams |
No Access |
Full |
Accreditation |
Books |
No Access |
Full |
Accreditation |
Related Accreditations |
Read-Only |
Full |
Application |
Activities |
No Access |
No Access |
Application |
Application Attachments |
No Access |
No Access |
Application |
Application Teams |
No Access |
No Access |
Application |
Audit Trail |
No Access |
No Access |
Application |
Books |
No Access |
No Access |
Business Plan |
Accreditation Requests |
No Access |
No Access |
Business Plan |
Activities |
No Access |
No Access |
Business Plan |
Business Plan Teams |
No Access |
No Access |
Business Plan |
Business Plans |
No Access |
No Access |
Business Plan |
Objectives |
No Access |
No Access |
Certification |
Accreditation Certifications |
Read-Only |
Full |
Certification |
Books |
No Access |
Full |
Certification |
Certification Attachments |
Read-Only |
Full |
Certification |
Certification Courses |
Read-Only |
Full |
Certification |
Certification Exams |
Read-Only |
Full |
Certification |
Certification Product Categories |
Read-Only |
Full |
Certification |
Certification Products |
Read-Only |
Full |
Certification |
Certification Requests |
Inherit Primary |
View |
Certification |
Certification Solutions |
Read-Only |
Full |
Certification |
Certification Teams |
No Access |
Full |
Certification |
Related Certifications |
Read-Only |
Full |
Contact |
Accreditations |
Read-Only |
Read-Only |
Contact |
Certification Requests |
Inherit Primary |
View |
Contact |
Certifications |
Read-Only |
Read-Only |
Contact |
Course Enrollments |
Inherit Primary |
View |
Contact |
Courses |
Read-Only |
Read-Only |
Contact |
Exam Registrations |
Inherit Primary |
View |
Contact |
Exams |
Read-Only |
Read-Only |
Course |
Books |
No Access |
Full |
Course |
Certification Courses |
Read-Only |
Full |
Course |
Course Attachments |
Read-Only |
Full |
Course |
Course Enrollments |
Inherit Primary |
View |
Course |
Course Exams |
Read-Only |
Full |
Course |
Course Partners |
Read-Only |
Full |
Course |
Course Product Categories |
Read-Only |
Full |
Course |
Course Products |
Read-Only |
Full |
Course |
Course Solutions |
Read-Only |
Full |
Course |
Course Teams |
No Access |
Full |
Course |
Related Courses |
Read-Only |
Full |
Deal Registration |
Activities |
View |
View |
Deal Registration |
Audit Trail |
Read-Only |
Read-Only |
Deal Registration |
Books |
No Access |
No Access |
Deal Registration |
Custom Objects (All) |
No Access |
No Access |
Deal Registration |
Deal Registration Product Revenues |
Read-Only |
Full |
Deal Registration |
Special Pricing Requests |
View |
View |
Exam |
Books |
No Access |
Full |
Exam |
Certification Exams |
Read-Only |
Full |
Exam |
Course Exams |
Read-Only |
Full |
Exam |
Courses |
Read-Only |
Read-Only |
Exam |
Exam Attachments |
Read-Only |
Full |
Exam |
Exam Partners |
Read-Only |
Full |
Exam |
Exam Product Categories |
Read-Only |
Full |
Exam |
Exam Products |
Read-Only |
Full |
Exam |
Exam Registrations |
Inherit Primary |
View |
Exam |
Exam Solutions |
Read-Only |
Full |
Exam |
Exam Teams |
No Access |
Full |
Exam |
Related Exams |
Read-Only |
Full |
Fund |
Activities |
View |
View |
Fund |
Attachments |
No Access |
No Access |
Fund |
Audit Trail |
No Access |
No Access |
Fund |
Books |
No Access |
No Access |
Fund |
Credits |
No Access |
No Access |
Fund |
Custom Objects (All) |
No Access |
No Access |
Fund |
Debits |
No Access |
No Access |
Fund |
Fund Requests |
No Access |
No Access |
Fund |
MDF Requests |
No Access |
No Access |
Fund |
Notes |
No Access |
No Access |
Fund |
Participants |
No Access |
No Access |
Fund |
Partner |
No Access |
No Access |
Fund |
Special Pricing Requests |
No Access |
No Access |
Fund Request |
Attachments |
Full |
Full |
Fund Request |
Audit Trail |
Read-Only |
Read-Only |
Fund Request |
Completed Activities |
View |
View |
Fund Request |
Custom Objects (All) |
No Access |
No Access |
Fund Request |
Notes |
Full |
Full |
Fund Request |
Open Activities |
View |
View |
Lead |
Attachments |
Full |
Full |
Lead |
Books |
No Access |
No Access |
Lead |
Completed Activities |
View |
View |
Lead |
Lead Assessment |
No Access |
No Access |
Lead |
Open Activities |
View |
View |
Lead |
Partner |
Full |
Full |
MDF Request |
Activities |
View |
View |
MDF Request |
Audit Trail |
Read-Only |
Read-Only |
MDF Request |
Books |
Read-Only |
Read-Only |
MDF Request |
Custom Objects (All) |
No Access |
No Access |
MDF Request |
MDF Request Attachments |
Read-Only |
Full |
MDF Request |
MDF Request Teams |
Read-Only |
Full |
Objective |
Accreditation Requests |
Read-Only |
View |
Objective |
Accreditations |
Read-Only |
View |
Objective |
Activities |
Read-Only |
View |
Objective |
Certification Requests |
Read-Only |
View |
Objective |
Certifications |
Read-Only |
View |
Objective |
Course Enrollments |
Read-Only |
View |
Objective |
Courses |
Read-Only |
View |
Objective |
Deal Registrations |
Read-Only |
View |
Objective |
Exam Registrations |
Read-Only |
View |
Objective |
Exams |
Read-Only |
View |
Objective |
Leads |
Read-Only |
View |
Objective |
MDF Requests |
Read-Only |
View |
Objective |
Objective Attachments |
No Access |
No Access |
Objective |
Objective Teams |
Read-Only |
Full |
Objective |
Objectives |
Read-Only |
View |
Objective |
Opportunities |
Read-Only |
View |
Objective |
Service Requests |
Read-Only |
View |
Objective |
Special Pricing Requests |
Read-Only |
View |
Opportunity |
Attachments |
Full |
Full |
Opportunity |
Audit Trail |
Read-Only |
Read-Only |
Opportunity |
Books |
Read-Only |
Read-Only |
Opportunity |
Completed Activities |
View |
View |
Opportunity |
Contacts |
Full |
Full |
Opportunity |
Custom Objects (All) |
No Access |
No Access |
Opportunity |
Deal Registrations |
View |
View |
Opportunity |
Leads |
View |
View |
Opportunity |
Notes |
Full |
Full |
Opportunity |
Open Activities |
View |
View |
Opportunity |
Opportunity Assessment |
No Access |
No Access |
Opportunity |
Opportunity Competitors |
Full |
Full |
Opportunity |
Opportunity Partners |
Full |
Full |
Opportunity |
Opportunity Team |
Full |
Full |
Opportunity |
Revenues |
Full |
Full |
Opportunity |
Special Pricing Requests |
View |
View |
Partner |
Account |
No Access |
No Access |
Partner |
Account (For the originating partner, use Partner Account instead of Accounts.) |
No Access |
No Access |
Partner |
Accreditation Requests |
Inherit Primary |
View |
Partner |
Addresses |
No Access |
No Access |
Partner |
Applications |
No Access |
No Access |
Partner |
Attachments |
No Access |
No Access |
Partner |
Audit Trail |
No Access |
No Access |
Partner |
Books |
No Access |
No Access |
Partner |
Completed Activities |
No Access |
No Access |
Partner |
Contacts |
No Access |
No Access |
Partner |
Course Enrollments |
Inherit Primary |
View |
Partner |
Course Partners |
Read-Only |
Read-Only |
Partner |
Custom Objects 01 |
No Access |
No Access |
Partner |
Custom Objects 02 |
No Access |
No Access |
Partner |
Custom Objects 03 |
No Access |
No Access |
Partner |
Deal Registrations (Originating Partner) |
No Access |
No Access |
Partner |
Deal Registrations (Owner Partner) |
No Access |
No Access |
Partner |
Deal Registrations (Principal Partner) |
No Access |
No Access |
Partner |
Exam Partners |
Read-Only |
Read-Only |
Partner |
Exam Registrations |
Inherit Primary |
View |
Partner |
Fund |
No Access |
No Access |
Partner |
Fund Requests |
No Access |
No Access |
Partner |
Fund Requests (Owner Partner) |
No Access |
No Access |
Partner |
Fund Requests (Principal Partner) |
No Access |
No Access |
Partner |
Lead |
No Access |
No Access |
Partner |
Lead (Originating Partner) |
No Access |
No Access |
Partner |
Lead (Owner partner) |
No Access |
No Access |
Partner |
MDF Requests |
No Access |
No Access |
Partner |
MDF Requests (Originating Partner) |
No Access |
No Access |
Partner |
MDF Requests (Principal Partner) |
No Access |
No Access |
Partner |
Notes |
No Access |
No Access |
Partner |
Open Activities |
No Access |
No Access |
Partner |
Opportunity |
No Access |
No Access |
Partner |
Opportunity (Origination Partners) |
No Access |
No Access |
Partner |
Opportunity (Owner Partner) |
No Access |
No Access |
Partner |
Partner Campaigns |
No Access |
No Access |
Partner |
Partner Organization Books |
No Access |
No Access |
Partner |
Partner Plans |
No Access |
No Access |
Partner |
Partner Relationships |
No Access |
No Access |
Partner |
Partner Special Pricing Requests |
No Access |
No Access |
Partner |
Partner Teams |
No Access |
No Access |
Partner |
Partner Types |
No Access |
No Access |
Partner |
Partners |
No Access |
No Access |
Partner |
Policies |
No Access |
No Access |
Partner |
Program Membership |
No Access |
No Access |
Partner |
Special Pricing Requests |
No Access |
No Access |
Partner |
Special Pricing Requests (Owner Partner) |
No Access |
No Access |
Partner |
Special Pricing Requests (Principal partners) |
No Access |
No Access |
Partner Program |
Audit Trail |
Read-Only |
Read-Only |
Partner Program |
Books |
No Access |
No Access |
Partner Program |
Deal Registrations |
No Access |
No Access |
Partner Program |
Fund Requests |
No Access |
No Access |
Partner Program |
MDF Requests |
No Access |
No Access |
Partner Program |
Opportunities |
No Access |
No Access |
Partner Program |
Partner Program Attachments |
No Access |
No Access |
Partner Program |
Program Membership |
No Access |
No Access |
Partner Program |
Special Pricing Requests |
No Access |
No Access |
Program Membership |
Attachments |
Read-Only |
Read-Only |
Service Request |
Attachments |
Read-Only |
Full |
Service Request |
Audit Trail |
Read-Only |
Read-Only |
Service Request |
Books |
Read-Only |
Full |
Service Request |
Completed Activities |
Read-Only |
View |
Service Request |
Notes |
Read-Only |
Full |
Service Request |
Open Activities |
Read-Only |
View |
Service Request |
Service Request Teams |
Read-Only |
Full |
Service Request |
Solutions |
View |
View |
Service Request |
SR Assessment |
Read-Only |
View |
Solution |
Attachments |
Full |
Full |
Solution |
Custom Objects (All) |
No Access |
No Access |
Solution |
Related Solutions |
View |
View |
Solution |
Service Requests |
View |
View |
Solution |
Solution Product |
View |
View |
Special Pricing Request |
Activities |
Read-Only |
View |
Special Pricing Request |
Audit Trail |
Read-Only |
Read-Only |
Special Pricing Request |
Books |
Read-Only |
Read-Only |
Special Pricing Request |
Custom Objects (All) |
No Access |
No Access |
Special Pricing Request |
Partner Special Pricing Requests |
No Access |
No Access |
Special Pricing Request |
Special Pricing Products |
Read-Only |
Full |
Special Pricing Request |
Special Pricing Request Attachments |
Read-Only |
Full |
Special Pricing Request |
Special Pricing Request Teams |
Read-Only |
Full |
