37Privilege IDs and Names

Privilege IDs and Names

This appendix contains the following topic:

Privilege IDs and Their Corresponding Names and Descriptions

The following table lists the privilege IDs in the XML files, and their corresponding privilege names, privilege categories, and privilege descriptions as they appear in the English-American (ENU) user interface of Oracle CRM On Demand.

Table Privilege IDs and Their Corresponding Names and Descriptions in Oracle CRM On Demand ENU User Interface

Privilege Id Privilege Name (ENU) Privilege Category (ENU) Privilege Description (ENU)

ACCESS_ATT_EXPORT

Access all Export Request Attachments

Data Management: Export

Access attachments for all requests in the Export Queue.

ACCESS_ATT_IMPORT

Access all Import Request Attachments

Data Management: Import

Access attachments for all requests in the Import Queue.

ADMIN_ACTIONBAR_ PERSONALIZATION

Personalize Action Bar

My Setup

Access to Action bar personalization.

ADMIN_ADVANCED_FIELD_ MGMT

Advanced Field Management

Customization: Data

Set up advanced field management features such as advanced default values and custom field validation rules.

ADMIN_BATCH_ASSIGN_TEAM

Batch Assign Team Member

Data Management

Assign team member to multiple records in bulk.

ADMIN_BATCH_DELETE

Batch Delete and Restore

Data Management

Delete and restore lists of a record type in a batch.

ADMIN_CHILD_DISPLAY

Personalize Related Information Display Format

My Setup

User can choose the related information display format between tabs or lists.

ADMIN_COMP_AUDIT

Manage Company - Sign In and Company Audit

Admin: Company Administration

View the Sign In and Company audit trails.

ADMIN_COMP_PROFILE

Manage Company

Admin: Company Administration

Manage company profile, set security policies, activate languages, define fiscal calendars and create Homepage alerts.

ADMIN_CONT_MGMT

Manage Content

Admin: Content Management

Manage content areas such as Products and Assessments.

ADMIN_CUSTOM_ICONS

Manage Custom Icons

Admin: Content Management

Upload and manage custom icons.

ADMIN_DETAILPAGE_FIELDS_ PERSONALIZATION

Personalize Detail Page - Fields

My Setup

Access to detail page field personalization.

ADMIN_DETAILPAGE_ PERSONALIZATION

Personalize Detail Page - Related Information

My Setup

Access to detail page related information personalization.

ADMIN_DETAILPAGE_RECORDS_ IND_PERS

Personalize Detail Page - Records Indicator

My Setup

Access to enable or disable related information records indicator.

ADMIN_DYNAMIC_LAYOUT

Customize Application - Manage Dynamic Layouts

Customization: Layout

Define Dynamic Layouts and assign them to Roles.

ADMIN_EDIT_ACT_STATUS_ PICKLIST

Customize Application - Edit Activity ‘Status’ Picklist

Customization: Data

Edit the ‘Status’ picklist on the Activity object.

ADMIN_EDIT_SR_STATUS_ PICKLIST

Customize Application - Edit Service Request ‘Status’ Picklist

Customization: Data

Edit the ‘Status’ picklist on the Service Request object.

ADMIN_EXEC_REPORT_ IMMEDIATELY

Manage Homepage Custom Report Execution

Customization: Layout

Displays the Execute Report Immediately check box on the homepage custom report wizard.

ADMIN_EXPORT

Admin Export

Data Management: Export

Export all types of data.

ADMIN_FIELD_AUDIT

Administer Field Audit

Customization: Data

Add, edit or remove fields from the list of Audited fields for supported objects.

ADMIN_HOMEPAGE_ CUSTOMIZATION

Customize Application - Manage Homepage Customization

Customization: Layout

Create and manage custom homepages and assign them to Roles

ADMIN_HOMEPAGE_ PERSONALIZATION

Personalize Homepages

My Setup

Access to homepage personalization.

ADMIN_IMPORT

Admin Import

Data Management: Import

Import all types of data.

ADMIN_INT_EVENT_QUEUES

Manage Integration Event Queues

Data Management

Define and Edit Integration Event Queues.

ADMIN_MANAGE_USERS

Manage Users

Admin: Users and Access Controls

Manage Users and establish User Quotas.

ADMIN_MASS_UPDATE

Mass Update Any Field

Data Management

Update values across multiple records for a record type.

ADMIN_MASS_UPDATE_ EDITABLE_FIELDS

Mass Update Editable Fields Available on the Page Layout

Data Management

Allow mass update on fields available on page layout but not read-only.

ADMIN_MERGE_RECORDS

Merge Records

Data Management

Merge duplicate records into single master record.

ADMIN_MERGE_RECORDS_ WITHOUT_DELETE

Merge Records Without Delete Access

Data Management

Merge duplicate records into single master record even when the user does not have delete access.

ADMIN_PERSONAL_EXTRACT

Manage Personal Extract

Data Management: Export

Manage and generate personal extracts for offline clients.

ADMIN_SHARED_ADDRS

Manage Addresses

CRM

Manage Addresses

ADMIN_TAB_ PERSONALIZATION

Personalize Tabs

My Setup

Access to tab personalization.

ADMIN_TERRITORY

Manage Territories

Admin: Users and Access Controls

Manage Territories and Territory Hierarchy.

ADMIN_USERS_ROLES

Manage Roles and Access

Admin: Users and Access Controls

Define Access Profiles, Roles and Groups to manage data access controls, as well as ability to globally reset layouts for Roles.

ADMIN_WORKFLOW

Manage Data Rules - Manage Workflow Rules

Customization: Business Rules

Define and manage workflow rules

ADMIN_WORKFLOW_USER

Manage Data Rules - Manage Workflow Rules for Users.

Customization: Business Rules

Define and manage Workflow rules for Users.

ANALYTICS_PERS_RPTS

Manage Personal Reports

Analytics

Manage Analytics Personal Reports

ANALYTICS_SCRIPTING

Analytics Scripting

Analytics

Create Analytics Reports with views and data formats that can contain HTML or JavaScript.

ARCHIVE_LEADS

Archive Leads

CRM: Marketing

Archive Leads that are no longer worth pursuing.

AUDIT_IMPORT

Manage Record Auditing for Imports

Data Management: Import

Manage the ability to enable or disable record auditing during an import request.

BASIC_SAMPLES_ OPERATIONS

Enable Basic Samples Operations

Industry Specific: Life Sciences

Manage own Inventory Counts, Reconciliation, Samples Transfers, Other Transactions.

CHANGE_ORG_PASSWORD

Change Company Passwords using Web Services

Integration: Web Services

Change passwords of users in the company using Web Services.

CHANGE_OWN_PASSWORD

Reset Personal Password

My Setup

Allow users to change their current password to a new password.

CHECK_RELATED_RECORDS

Check Related Records

Customization: Business Rules

Checks related records for the existence of one or more records that matches a specified search criteria, and displays an error message if no match is found.

CLIENT_SIDE_EXT_UPLOAD

Upload Client Side Extensions and Manage Custom HTML Head Tag

Customization

Ability to upload custom extensions and manage custom HTML head tag.

CONVERT_DEALREGISTRATIONS

Convert Deal Registrations

PRM

Convert Deal Registrations to Accounts, Contacts and Opportunities.

CONVERT_LEADS

Convert Leads

CRM: Marketing

Convert Leads to Accounts, Contacts, and Opportunities.

CREATE_CUSTOM_REPORTS

Manage Custom Reports

Analytics

Create, save, and publish customized Analytics charts and reports.

CREATE_PUB_SMART_CALLS

Calls: Create Public Smart Calls

Industry Specific: Life Sciences

Create public Smart Call templates.

CRM_DESKTOP_INT

Enable CRM Desktop Access

Desktop/Mobile

Download the CRM Desktop Client and synchronize data with CRM On Demand.

CRM_DESKTOP_LITE_INT

Enable CRM Desktop Lite Access

Desktop/Mobile

Download the CRM Desktop Lite Client and synchronize data with CRM On Demand.

CTI_ACCESS_CALL

Access Call Communications

Integration: CTI

Access to calls from Communication Homepage.

CTI_ACCESS_CHAT

Access Chat Communications

Integration: CTI

Access to chats from Communication Homepage.

CTI_ACCESS_EMAIL

Access Email Communications

Integration: CTI

Access to emails from Communication Homepage.

CTI_ACCESS_VMAIL

Access Voicemail Communications

Integration: CTI

Access to voicemails from Communication Homepage.

CUSTOMIZE_APP

Customize Application

Customization

Create custom page layouts, homepage layouts, change field names, modify field picklists, define cascading picklists, create custom fields and rename objects.

DEFINE_ASSIGN_RULES

Data Rules and Assignment

Customization: Business Rules

Define routing rules for Leads, Accounts, Opportunities and Service Requests. Administer Forecasts, Lead Conversion Mapping and Lead Conversion Layouts, and set up Industry picklist values.

DEFINE_CURRENCIES

Manage Company - Define Currencies

Admin: Company Administration

Manage currencies and exchange rates.

DEFINE_PUBLIC_LISTS

Manage Public Lists

Data Management

Create, Edit and Delete Public Lists.

DEFINE_SALES_PROCESS

Manage Data Rules - Manage Sales Stage Definition

Customization: Business Rules

Define Sales Methodologies and company-specific Sales Processes.

DELETE_ANY_ACTIVITY

Delete Any Activity

Data Management

Delete any Activity regardless of record state, privacy, or relationship.

DELETE_EXPORT_REQ_ATT

Delete Export Request Attachments

Data Management: Export

Ability to delete attachments for requests in the Export Queue.

DEPLOY_CUSTOM_CODE

Deploy Custom Code

Integration: Hosting

Deploy custom Web applications to the (Java Cloud).

ELOQUA_INT

Oracle Eloqua Marketing Cloud Service Integration

Integration: Eloqua

Enable integration with Oracle Eloqua Marketing Cloud Service

ELOQUA_INTEGRATION

Eloqua Integration

CRM: Marketing

Enable integration with Eloqua

EXPOSE_ALL_FIELDS

All fields in Search and Lists

Customization: Layout

Expose all fields in Advanced Search and Lists. This includes fields that are not displayed in the Detail Page.

FULL_ACCESS_ANALYTICS

Access All Data in Analytics

Analytics

Access all data in Analytics charts and reports.

FULL_ACCESS_FORECASTS

Access All Forecasts

CRM: Sales

Manage forecast frequency and participants, and access all Forecasts.

FUSION_MOBILE

Connected Mobile Sales Access

Desktop/Mobile

Enable access to the Connected Mobile Sales Application.

FUSION_MOBILE_APP_ COMPOSER

Connected Mobile Sales Application Composer Access

Desktop/Mobile

Enable access to the Connected Mobile Sales Application Composer.

GRANT_ASSESSMENTS

Manage Assessments Access

CRM

Manage access to Assessments.

GRANT_BUSNPLAN

Manage Business Planning Access

CRM: Sales

Manage access to Account Planning

GRANT_CALLS

Calls: Manage Calls

Industry Specific: Life Sciences

Manage access to Calls.

GRANT_CHANGE_ORG_ PASSWORD

Manage Company Password Access

Integration: Web Services

Manage access to Change Company Password privilege.

GRANT_CONTACT_INTERESTS

Manage Contact Interests Access

CRM

Manage access to Contact Interests.

GRANT_CRM_DESKTOP_INT

Manage CRM Desktop Access

Desktop/Mobile

Customize CRM Desktop metadata and manage access for CRM Desktop.

GRANT_CRM_DESKTOP_ LITE_INT

Manage CRM Desktop Lite Access

Desktop/Mobile

Manage access for CRM Desktop Lite.

GRANT_CTI

Manage CTI On Demand Access

Integration: CTI

Manage access to CTI On Demand Integration.

GRANT_CUSTOM_OBJ1

Customize Application - Manage Custom Object 01

Customization: Data

Manage access to Custom Object 01.

GRANT_CUSTOM_OBJ1115

Customize Application - Manage Custom Objects 11-15

Customization: Data

Manage access to Custom Objects 11-15.

GRANT_CUSTOM_OBJ1620

Customize Application - Manage Custom Objects 16-20

Customization: Data

Manage access to Custom Objects 16-20.

GRANT_CUSTOM_OBJ2

Customize Application - Manage Custom Object 02

Customization: Data

Manage access to Custom Object 02.

GRANT_CUSTOM_OBJ2125

Customize Application - Manage Custom Objects 21-25

Customization: Data

Manage access to Custom Objects 21-25.

GRANT_CUSTOM_OBJ2630

Customize Application - Manage Custom Objects 26-30

Customization: Data

Manage access to Custom Objects 26-30.

GRANT_CUSTOM_OBJ3

Customize Application - Manage Custom Object 03

Customization: Data

Manage access to Custom Object 03.

GRANT_CUSTOM_OBJ3135

Customize Application - Manage Custom Objects 31-35

Customization: Data

Manage access to Custom Objects 31-35.

GRANT_CUSTOM_OBJ3640

Customize Application - Manage Custom Objects 36-40

Customization: Data

Manage access to Custom Objects 36-40.

GRANT_CUSTOM_OBJ410

Customize Application - Manage Custom Objects 04-10

Customization: Data

Manage access to Custom Objects 04-10.

GRANT_DEALERS

Manage Dealers Access

Industry Specific: Automotive

Manage access to Dealers.

GRANT_ELOQUA_INT

Manage Oracle Eloqua Marketing Cloud Service Integration

Integration: Eloqua

Manage access to Oracle Eloqua Marketing Cloud Service integration.

GRANT_FIN

Manage Banking Custom Objects

Industry Specific: Financial Services

Manage access to Finance objects.

GRANT_FUND_REQS

Manage Fund Requests Access

CRM: Partners

Manage access to Fund Requests

GRANT_FUNDS

Manage Funds Access

CRM: Partners

Manage access to Funds

GRANT_FUSION_MOBILE

Manage Connected Mobile Sales Access

Desktop/Mobile

Manage access to Connected Mobile Sales.

GRANT_HOUSEHOLDS

Manage Households Access

Industry Specific: Financial Services

Manage access to Households.

GRANT_INSUR

Manage Insurance Custom Objects

Industry Specific: Financial Services

Manage access to Insurance Objects.

GRANT_ISALES_INT

Manage Disconnected Mobile Sales Access

Desktop/Mobile

Manage access to Disconnected Mobile Sales.

GRANT_MAPS_INT

Manage Maps Integration

Integration: Maps

Manage access to Maps Integration

GRANT_MEDED

Manage Events Access

Industry Specific: Life Sciences

Manage access to Events.

GRANT_MOD_TRACKING

Manage Modification Tracking

Admin: Company Administration

Manage Modification Tracking.

GRANT_ORDER_MGMT_INT

Enable Order Access

CRM: Sales

Enable Pre-Built Integration to Order Management System

GRANT_OSN_INT

Manage Oracle Social Network Integration

Integration: OSN

Manage access to Oracle Social Network Integration

GRANT_PATIENTS

Manage Patients Access

Industry Specific: Life Sciences

Manage access to Patients.

GRANT_PCD

Manage Personalized Content Delivery

Industry Specific: Life Sciences

Manage access to Personalized Content Delivery

GRANT_PERIOD

Manage Period Administration

CRM: Sales

Manage access to Period Administration

GRANT_PHARMA

Manage Pharmaceutical Access

Industry Specific: Life Sciences

Manage access to Pharmaceutical

GRANT_PORTFOLIOS

Manage Portfolios Access

Industry Specific: Financial Services

Manage access to Portfolios.

GRANT_PRM

Manage PRM Access

PRM

Manage access to PRM.

GRANT_QUOTE_MGMT_INT

Enable Quote Creation Access

Integration: Pre-Built

Enable Pre-Built Integration to Quote Management System

GRANT_REFERRALS

Manage Referrals

CRM: Sales

Manage access to Referrals.

GRANT_RELATIONSHIPS

Manage Extended Contact and Account Relationship Access

CRM

Manage access to extended Contact and Account Relationship.

GRANT_REVENUES

Manage Contact and Account Revenues Access

CRM: Sales

Manage access to Revenues.

GRANT_SEM_INT

Manage Social Engagement & Monitoring Access

Integration: SEM

Manage access to Social Engagement & Monitoring Integration

GRANT_SONGO_CLIENT

Manage Incremental Down Sync for Life Sciences Offline Client

Industry Specific: Life Sciences

Manage Incremental Down Sync for Life Sciences Offline Client

GRANT_VEHICLES

Manage Vehicles Access

Industry Specific: Automotive

Manage access to Vehicles.

GRANT_WEB_SERVICES_INT

Manage Access to Web Services

Integration: Web Services

Manage access to Enable Web Services Access privilege.

ISALES_INT

Disconnected Mobile Sales Access

Desktop/Mobile

Enable access to Disconnected Mobile Sales.

LIST_EXPORT

List - Export Displayed Fields

Data Management: Export

Export fields displayed on a list.

LIST_EXPORT_ALL_FIELDS

List - Export All Fields

Data Management: Export

Export all fields for a Record Type. This includes fields that are not displayed in the List.

LS_PLANNED_CALLS

Calls: Calendar Planned Calls

Industry Specific: Life Sciences

Display Planned Calls Applet in Calendar

LS_SONGO_ADMIN

Enable Life Sciences Offline Client Admin Functionality

Industry Specific: Life Sciences

Enable Life Sciences Offline Client Admin Functionality

MANAGE_ACCT_RELATION SHIPS

Access Extended Account Relationship

CRM: Sales

Create, edit and delete Extended Account Relationship.

MANAGE_ATTACHMENTS

Manage Content - Manage Attachments and Detail Page Images

Admin: Content Management

Manage all Attachments and all Detail Page Images.

MANAGE_BOOKS

Manage Books

Admin: Users and Access Controls

Manage Book access, bulk assign data to Books and define Book related workflows.

MANAGE_CAMPAIGNS

Manage Campaigns

CRM: Marketing

Create and edit Campaigns.

MANAGE_CUSTOM_WEB_ APPLETS

Manage Custom Web Applets

Integration: Widgets

Create, edit and publish custom web applets.

MANAGE_DASHBOARDS

Manage Dashboards

Analytics

Create, manage and design custom dashboards.

MANAGE_DELEGATES

Manage Users and Access - Manage Delegated Users

Admin: Users and Access Controls

Manage delegation of a user’s data visibility and access rights to other users.

MANAGE_DYNAMIC_CUSTOM_ OBJECTS

Manage Dynamic Custom Objects

Customization: Data

Define and apply dynamic custom objects.

MANAGE_FUTURE_BOOKS

Manage Future Books

Admin: Users and Access Controls

Create future data and Book relationships based on start date using Import or Web Services. Expire data and Book relationships based on end date using Import or Web Services.

MANAGE_PRIVATE_LISTS

Manage Private Lists

Data Management

View and Edit Private Lists created by any users of your company.

MANAGE_PRM_BK_WF

Manage PRM Books and Workflows

PRM

Setup PRM Books and configure PRM Workflows.

MANAGE_ROLE_LIST_ORDER

Manage Role Lists Order

Customization

Assign public lists to various roles with List Order Layout, from list save page.

MANAGE_THEMES

Manage Themes

Admin: Company Administration

Create and manage Themes

MANAGE_UAN_QUEUE

Enable Integration Event Access

Integration: Integration Event

Enable the ability to get and delete events from Integration Event queue(s) using Web services

MAPS_INT

Maps Integration

Integration: Maps

Enable integration with Maps

MARKETING_IMPORT

Marketing Import

Data Management: Import

Import Leads, Accounts, Contacts, Products and Assets.

MASTER_AUDIT_TABLE

Access Master Audit Trail and Admin Configuration Audit

Admin: Company Administration

Ability to access the Master Audit Trail that displays all auditable data changes across the application and Admin Configuration Audit that displays changes that users have made to various admin configurations.

MASTER_EXPORT_REQS

Access Master Export Requests

Admin: Company Administration

View all Data Export Assistant Export requests and List Export requests.

ODM_INTEGRATION

CRM On Demand Marketing Access

CRM On Demand Marketing

Enable access to CRM On Demand Marketing.

OEI_NEI

Outlook/Notes Email Integration

Desktop/Mobile

Link emails to Account, Contact, Lead, Opportunity, or Service Request records.

OPS_EDIT_COMP_STATUS

Edit Company Status for Operations

Admin: Company Administration

Edit the status of any Company to values that are available only to Operations personnel.

OSN_INT

Oracle Social Network Integration

Integration: OSN

Enable integration with Oracle Social Network applications

OVERRIDE_PROCESS_ ADMINISTRATION

Override Process Administration

Customization: Business Rules

Bypass all Process Administration business rules.

PARTNER_OFFERINGS

Partner Offerings

CRM: Marketing

Display recommended partners within CRM On Demand under My Setup

PARTNER_TRIAL_OFFERINGS

Partner Trial Offerings

CRM: Marketing

Display recommended Partners in the Action Bar (English Only).

PERSONAL_EXPORT

Personal Export

Data Management: Export

Export data to which the role has read access.

PERSONAL_IMPORT

Personal Import

My Setup

Import your Contacts

PRM_PARTNER_ADMIN

Manage Users within the Partner Organization.

PRM

Manage Users within the Partner Organization.

PRM_VIEW_BRAND_OWNER_ USERS

View Brand Owner Users in Lookup

PRM

Access to view and select Brand Owner users in user lookups.

Note: The privilege is applicable for Partner users only.

PROCESS_ADMINISTRATION

Process Administration

Customization: Business Rules

Define role-based business processes with conditional state transitions and dynamic access controls.

PRODUCER_WIDGETS

Embed CRM On Demand Widgets

Integration: Widgets

Access CRM On Demand content outside of the CRM On Demand application.

PUBLISH_SOLUTIONS

Publish Solutions

CRM

Approve and edit Solutions.

QUALIFY_LEADS

Qualify Leads

CRM: Marketing

Classify Leads as being Qualified.

RECOVER_ALL_RECORDS

Recover All Records

Data Management

Recover Deleted Items discarded by any user.

REJECT_LEADS

Reject Leads

CRM: Marketing

Reject previously Qualified Leads.

RESET_ORG_PASSWORD

Manage Company - Reset All Passwords

Admin: Company Administration

Reset passwords of all users of your company.

REST_SERVICES_INT

Restful Services Integration

Integration: Restful Services

Send requests to the Restful Services Integration.

SAMPLES_ADJUSTMENT

Enable Samples Adjustment

Industry Specific: Life Sciences

Adjust Transactions

SEM_INT

Social Engagement & Monitoring Integration

Integration: SEM

Enable integration with Social Engagement & Monitoring applications

SHARED_CALENDAR

Share Calendar

CRM

Share calendars with other users in the company.

TAB_ANALYTICS

Access Analytics Dashboards

Analytics

Access the Analytics Dashboard.

Note: This privilege applies to V2 analytics only.

TAB_ANALYTICS_V3

Access V3 Analytics

Analytics

Access the V3 Analytics Tab for Reports and Dashboards

TAB_COMMUNICATIONS

Access Communications Homepage

Contact On Demand

Access the Communications homepage.

TAB_REPORTS

Access Analytics Reports

Analytics

Access the Analytics Reports tab.

Note: This privilege applies to V2 analytics only.

USAGE_TRACKING

Usage Tracking

Analytics

Access the Usage Tracking subject area.

USE_CALLS

Calls: Enable Call Detailing

Industry Specific: Life Sciences

Add and edit Account Calls and Contact Calls.

VALIDATE_SHARED_ADDRS

Validate Shared Addresses

CRM

Mark Shared Addresses as validated

VIEW_MASKED_DATA

View Masked Data

CRM

See the full value of fields that are masked.

VIEW_MIGRATED_SHARED_ FOLDER

Access Migrated Company Wide Shared Folder

Analytics

Access the Migrated Company Wide Shared Folder in Analytics Catalog

VIEW_PREBUILT_ DASHBOARDS

Access Analytics Dashboards - View Prebuilt Dashboards

Analytics

Access the Analytics Prebuilt Dashboards.

VIEW_PREBUILT_REPORTS

Access Analytics Reports - View Prebuilt Analyses

Analytics

View and execute prebuilt analyses and reports.

VIEW_PRIVATE_ACTIVITIES

View Private Activities

Data Management

View private activities for all users of your company.

VIEW_PRIVATE_NOTES

View Private Notes

Data Management

View private notes for all users of your company.

WEB_SERVICES_INT

Enable Web Services Access

Integration: Web Services

Enable the ability to send Web services requests.

WORKFLOW_CANCEL_SAVE

Workflow Cancel Save

Customization: Business Rules

Prevent save operation on ‘Before Modified Record Saved’.