Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Configuring Oracle CRM On Demand for Partner Relationship Management > Role Settings for the Partner Sales Representative Role >

Privileges for the Partner Sales Representative Role


Oracle CRM On Demand groups privileges together in categories. Table 19 shows the privileges settings that company administrators typically configure for the Partner Sales Representative role.

Table 19. Privileges for the Partner Sales Representative Role
Category
Privilege
Assign

Analytics

Access Analytics Dashboards

Selected

Analytics

Access Analytics Reports

Selected

Analytics

Access Analytics Reports View Prebuilt Analysis

Selected

CRM:Marketing

Archive Leads

Selected

CRM:Marketing

Convert Leads

Selected

CRM:Marketing

Partner Offerings

Selected

CRM:Marketing

Qualify Leads

Selected

CRM:Marketing

Reject Leads

Selected

CRM:Partners

Manage Fund Requests Access

Selected

CRM:Partners

Manage Funds Access

Selected

CRM

Share Calendar

Selected

Data Management: Export

List: Export All Fields

Selected

Data Management: Export

List: Export Displayed Fields

Selected

Data Management

Mass Update

Selected

Desktop/Mobile

Outlook/Notes Email Integration

Selected

Integration:Widgets

Embed CRM On Demand Widgets

Selected

My Setup

Personalize Homepages

Selected

My Setup

Reset Personal Password

Selected

PRM

Manage PRM Books and Workflows

Selected

PRM

Convert Deal Registrations

Not Selected

PRM

Manage PRM Access

Not Selected

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