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### Managing Plan Accounts For step-by-step procedures that are common to many record types, see: Creating Records Updating Record Details Linking Records to Your Selected Record Working with Lists NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help. Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list. ### User Role and Access Profile Settings To work with the Plan Account pages, you must have the following privileges in your user role: Manage Business Planning Access Manage Period Administration In addition, your access profile settings must allow you to access the following record types: Business Plan Objective Plan Account Plan Contact Plan Opportunity ### Related Information See the following topics for related information about plan accounts: Plan Accounts Working with the Plan Account Homepage Plan Account Fields

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