Privileges for Administrators

The following table shows the privileges that are required to use the Oracle Migration Tool On Demand client to extract, insert, and update the configuration data for various Oracle CRM On Demand features. Typically, only users who are administrators are given the necessary privileges to insert or update configuration data.

In addition to the privileges shown in the following table, users require the Data Management: Import privilege and the Data Management: Export privilege to download the Oracle Migration Tool On Demand client. Also, Web services must be set up on Oracle CRM On Demand. For more information about Web services, see Oracle Web Services On Demand Guide, available from the Oracle CRM On Demand documentation library in Oracle Help Center and from the Oracle CRM On Demand application by clicking Admin, Web Services Administration, and then Download Documentation.

For more information about enabling privileges, see the information about role management in Oracle CRM On Demand Online Help.

Table Required Privileges for Customizing Configuration Data

Feature Name	User Level Privileges	Object Level Privileges	Additional Notes
Access Profiles	Enable Web Services Access Manage Roles and Access	Manage Object Access for custom objects (record types) that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Action Bars	Enable Web Services Access Customize Application	None	None
Assignment Rule Groups and Assignment Rules	Enable Web Services Access Data Rules and Assignment	None	None
Cascading Picklists	Enable Web Services Access Customize Application	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	Cascading picklists must be supported by the object.
Client Side Extensions	Enable Web Services Access Upload Client Side Extensions and Manage Custom HTML Head Tag	None	None
Concatenated Fields	Enable Web Services Access Customize Application	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Custom Fields (Field Management)	Enable Web Services Access Customize Application	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	See Additional Notes and Requirements
	Additional Notes and Requirements: Field Management must be supported for the object. The object must be set up for field renaming, if the operation is Upsert. The object must be set up for new fields, if the operation is Create. Advanced Field Management must be set up if the <ValidationErrorMsg>, <ValidationExpression>, or <PostDefault> elements are modified. The Integration Tag can be changed only if renaming is allowed on that object. A multi-select picklist can be created or updated only if it is set up for the object.
Customized Record Types	Enable Web Services Access Customize Application	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Custom HTML Head Tag Additions	Enable Web Services Access Upload Client Side Extensions and Manage Custom HTML Head Tag	None	None
Custom Web Applets	Enable Web Services Access Manage Custom Web Applets Customize Application	Detail page custom Web applets and homepage custom Web applets require Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Custom Web Links	Enable Web Services Access Customize Application	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Custom Web Tab	Enable Web Services Access Customize Application Manage Roles and Access (for Read operations only)	None	None
Dynamic Page Layouts	Enable Web Services Access Customize Application -Manage Dynamic Layout	None	None
Field Audit Setup	Enable Web Services Access Administer Field Audit	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Homepages	Enable Web Services Access Customize Application Customize Application - Manage Homepage Customizations	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Integration Event Queues	Enable Web Services Access Manage Integration Event Queues	None	None
Lead Conversion Mappings	Enable Web Services Access Data Rules and Assignment. Manage PRM Access (for mappings for the Deal Registration record type only)	None	None
Lists	Enable Web Services Access Depending on the type of list, and on the type of operation, the Manage Public Lists privilege or the Manage Private Lists privilege might be required.	None	For more information about the privileges required for migrating lists, see Privileges Required for Migrating Lists.
List Access and Order Layouts	Enable Web Services Access Customize Application Manage Public Lists	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Modification Tracking Settings (Enable Modification Tracking)	Enable Web Services Access Manage Modification Tracking Manage Roles and Access	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	No
Page Layouts	Enable Web Services Access Customize Application	None	None
Picklists	Enable Web Services Access Customize Application	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	Field management must be supported by the object.
Picklist Value Group	Enable Web Services Access Customize Application	None	None
Process Administration and Process Administration Transition States	Enable Web Services Access Process Administration	None	None
Related Information Layouts	Enable Web Services Access Customize Application	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Role Associations for Analytics Folders (Report Folders)	Enable Web Services Access Manage Roles and Access Manage Custom Reports (to extract or update role associations for folders containing analyses) Manage Dashboards (to extract or update role associations for folders under the predefined Dashboards folder) Access Migrated Company Wide Shared Folder	None	The Access Migrated Company Wide Shared Folder privilege is required only if you want to extract, update, or insert role associations for the folders in the Migrated Company Wide Shared Folder.
Roles	Enable Web Services Access Manage Roles and Access Manage Company	None	The Manage Company privilege is required only if you want to update the <ExpirePasswordIn> element.
Sales Assessment Templates	Enable Web Services Access Manage Assessments Access Manage Content	None	None
Sales Categories	Enable Web Services Access Manage Data Rules - Manage Sales Stage Definition	None	None
Sales Processes	Enable Web Services Access Manage Data Rules - Manage Sales Stage Definition (for Upsert operations only)	None	None
Sales Stages	Enable Web Services Access Manage Data Rules - Manage Sales Stage Definition (for Upsert operations only)	None	None
Search Layouts	Enable Web Services Access Customize Application	Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on.	None
Workflow Rules and Actions	Enable Web Services Access Manage Data Rules - Manage Workflow Rules Manage Data Rules - Manage Workflow Rules for Users Workflow Cancel Save	None	None
Workflow User sets	Enable Web Services Access Manage Data Rules - Manage Workflow Rules	None	None