Setting Up Access Profiles for Partner Roles
This task is a step in Roadmap for Configuring Oracle CRM On Demand for Partner Relationship Management.
You must set up two profiles for each partner role:
Default access profile. This access profile sets the access levels for records not owned by the user or by the user's group.
Owner access profile. This access profile sets the access levels for the records owned by the user, by the user's group, or by someone who reports to the user (if manager visibility is enabled).
Complete the steps in the following procedure for each required access profile.
To set up the default access and owner access profiles for a partner role
In Oracle CRM On Demand, click the Admin link, User Management and Access Controls, and then the Access Profiles view.
Click the Copy link on the appropriate profile, as follows:
If you are setting up a default access profile, then click the Copy link on a default access profile that is similar to the one that you want to set up.
If you are setting up an owner access profile, then click the Copy link on an owner access profile that is similar to the one that you want to set up.
For information about which profiles you might copy for the new profiles, see the following:
For more information on typical access profiles for the Channel Manager role, see Access Profiles for the Channel Manager Role.
For more information on typical access profiles for the Partner Sales Representative role, see Access Profiles for the Partner Sales Representative Role.
For more information on typical access profiles for the Partner Administrator role, see Access Profile Settings for the Partner Administrator Role.
In Step 1 of the Access Profile Wizard, enter a name for the access profile.
For example, enter Partner Sales Representative Default Access Profile or Partner Sales Representative Owner Access Profile.
Go to Step 2 (Specify Access Levels), and change the access settings for the top-level profile and the related information items for the role, as necessary. For more information, see the following:
For more information on typical access settings for the Channel Manager role, see Access Levels for the Channel Manager Role.
For more information on typical access settings for the Partner Sales Representative role, see Access Levels for the Partner Sales Representative Role.
Click Finish.