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Administering Oracle CRM On Demand > User Management and Access Controls > Book Management > Enabling Books for Your Company

Enabling Books for Your Company

When you have set up your book structures, you can enable books for your company. The following procedure describes how to enable books for your company.

To enable books for your company

1. In the upper-right corner of any page, click the Admin global link.
2. In the Company Administration section, click the Company Administration link.
3. In the Company Profile section, click the Company Profile link.
4. On the Company Profile page, set the following options. For more information about these options, see Setting Up Your Company Profile and Global Defaults.
   1. In the Company Settings section, ensure that the Global Search Method is set to Targeted Search. When Targeted Search is selected, the Book selector appears in the search section of the Action bar.
   2. In the Analytics Visibility Setting section, set the Historical Subject Areas option to Full Visibility. (This setting ensures that the data in books is synchronized with the data in the database that supports reports and dashboards.)
   3. In the Company Data Visibility Settings section, ensure that the following check boxes are selected:

      Setting	Purpose
      Enable Books	Use this field to control whether the Book selector displays custom books and user books. If the Enable Books check box is deselected, the Book selector displays only user books and books for delegates if delegates exist. NOTE: To see the Enable Books option in the Company Profile page, you must have the Manage Books privilege in your user role. CAUTION: You cannot deselect this check box after it has been selected. However, you can make changes to your book hierarchy after the option has been selected.
      Display Book Selector	Enables the Book selector that users can use to filter records by user, delegate, or custom book.