Privileges for the Partner Sales Representative Role

Oracle CRM On Demand groups privileges together in categories. The following table shows the privileges settings that company administrators typically configure for the Partner Sales Representative role.

Table Privileges for the Partner Sales Representative Role

Category	Privilege	Assign
Analytics	Access Analytics Dashboards - View Prebuilt Dashboards	Selected
Analytics	Access Analytics Reports - View Prebuilt Analyses	Selected
Analytics	Access V3 Analytics	Selected
CRM:Marketing	Archive Leads	Selected
CRM:Marketing	Convert Leads	Selected
CRM:Marketing	Partner Offerings	Selected
CRM:Marketing	Qualify Leads	Selected
CRM:Marketing	Reject Leads	Selected
CRM:Partners	Manage Fund Requests Access	Selected
CRM:Partners	Manage Funds Access	Selected
CRM	Share Calendar	Selected
Data Management: Export	List: Export All Fields	Selected
Data Management: Export	List: Export Displayed Fields	Selected
Data Management	Mass Update Any Field	Selected
Desktop/Mobile	Outlook/Notes Email Integration	Selected
Integration:Widgets	Embed CRM On Demand Widgets	Selected
My Setup	Personalize Homepages	Selected
My Setup	Reset Personal Password	Selected
PRM	Manage PRM Books and Workflows	Selected
PRM	Convert Deal Registrations	Not Selected
PRM	Manage PRM Access	Not Selected

Note: When a user in the partner organization searches for a user in a Lookup window, users in the brand owner company are never returned by the search by default. Only users in the partner organization are returned. If the company administrator wants users in the partner organization to be able to select users in the brand owner company in Lookup windows, then the company administrator can enable the View Brand Owner Users in Lookup privilege in the role of the relevant users in the partner organization. The View Brand Owner Users in Lookup privilege is not enabled by default for any role, but users who have the Manage PRM Access privilege in their role can enable the View Brand Owner Users in Lookup privilege for their own role and other roles.