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Administering Oracle CRM On Demand > User Management and Access Controls > Book Management > Verifying Book Setup for the Administrator Role

Verifying Book Setup for the Administrator Role

To turn on the book functionality for your company, Customer Care does the following:

• Grants the Manage Books privilege and access to books to the administrator’s role
• Sets up the access profile for the administrator to allow access to books

The following procedure describes how to verify that the administrator’s role is set up for books.

To verify that the administrator’s role is set up for books

1. Sign in to Oracle CRM On Demand as a user with the Administrator role.
2. In the upper-right corner of any page, click the Admin global link.
3. In the User Management and Access Controls section of the Admin Homepage, click the User Management and Access Controls link.
4. In the Role Management section, click the Role Management link.
5. From the Translation Language list, select your company's primary language.
6. Click the Edit link for the Administrator role.
7. In the Role Management Wizard, go to Step 2, Record Type Access, and verify that the access to book records is as shown in the following table.

   The following table shows the book record access that is required for the Administrator role.

   Record Type	Has Access?	Can Create?	Can Read All Records?
   Books	Selected	Selected	Selected

8. Go to Step 4, Privileges, and verify that the Manage Books privilege is selected.

   The following table describes the Manage Books privilege.

   Category	Privilege	Description
   Admin: Users and Access Controls	Manage Books	Manages Book access, assigns data in bulk to Books, and defines Book related workflows

   NOTE: A user whose role has the Manage Books privilege as well as the Manage Roles and Access privilege, can grant the Manage Books privilege to other user roles. As with most administration tasks, it is recommended that the privilege to manage books is granted to company administrators only.

9. Navigate back to the User Management and Access Controls page.
10. In the Access Profile Management section, click the Access Profiles link.
11. From the Translation Language drop-down list, select your company's primary language.
12. Verify that the settings for the access profiles are correct, as follows:
    1. Click the Edit link for the Administrator Default Access Profile, and verify that the settings match those shown in the following table.
    2. Click the Edit link for the Administrator Owner Access Profile, and verify that the settings match those shown in the following table.

       The following table shows the required settings that allow users with the Administrator role to manage books in Oracle CRM On Demand.

       Record Type	Related Record	Administrator Default Access Profile	Administrator Owner Access Profile
       Account	Books	Full	Full
       Accreditation*	Books	Full	Full
       Activity	Books	Full	Full
       Allocation*	Books	Full	Full
       Application*	Books	Full	Full
       Books	Not applicable	Read/Edit/Delete	Read/Edit/Delete
       Books	Sub-Books	View	View
       Books	User	Full	Full
       Business Plan*	Books	Full	Full
       Campaign	Books	Full	Full
       Certification*	Books	Full	Full
       Contact	Books	Full	Full
       Course*	Books	Full	Full
       Custom Objects	Books	Full	Full
       Deal Registration*	Books	Full	Full
       Dealer*	Books	Full	Full
       Event*	Books	Full	Full
       Exam*	Books	Full	Full
       Financial Account*	Books	Full	Full
       Financial Plan*	Books	Full	Full
       Fund*	Books	Full	Full
       Household*	Books	Full	Full
       Inventory Audit Report*	Books	Full	Full
       Inventory Period*	Books	Full	Full
       Lead	Books	Full	Full
       MDF Requests*	Books	Full	Full
       Messaging Plan*	Books	Full	Full
       Objective*	Books	Full	Full
       Opportunity	Books	Full	Full
       Partner*	Books	Full	Full
       Policy*	Books	Full	Full
       Portfolio*	Books	Full	Full
       Program*	Books	Full	Full
       Sample Lot*	Books	Full	Full
       Sample Transaction*	Books	Full	Full
       Service Request	Books	Full	Full
       Smart Call*	Books	Full	Full
       Solution	Books	Full	Full
       Vehicle*	Books	Full	Full

NOTE: Record types marked with an asterisk (*) are not available in the standard edition of Oracle CRM On Demand. The access settings for these record types are relevant only if the record types are available.

The following table describes the controls that are enabled by the Manage Books privilege. You can access each component to verify that all of the necessary controls are available to you.