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7. #### 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 Sign in to Oracle CRM On Demand as a user with the Administrator role. In the upper-right corner of any page, click the Admin global link. In the User Management and Access Controls section of the Admin Homepage, click the User Management and Access Controls link. In the Role Management section, click the Role Management link. From the Translation Language list, select your company's primary language. Click the Edit link for the Administrator role. 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
12. 2. 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. Navigate back to the User Management and Access Controls page. In the Access Profile Management section, click the Access Profiles link. From the Translation Language drop-down list, select your company's primary language. Verify that the settings for the access profiles are correct, as follows: Click the Edit link for the Administrator Default Access Profile, and verify that the settings match those shown in the following table. 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.
Component | Controls Enabled by the Manage Books Privilege
--- | ---
Admin Homepage | In the User Management and Access Controls section, the Book Management link is available. From this link, you can access the Book Hierarchy page, where you can create, update, and manage books. In the Data Management Tools section, the Batch Assign Request Queue link is available. From this link, you can access the Batch Assign Request Queue page, where details of active and completed requests for batch book assignments are displayed.
Application Customization page | In the Record Type Setup section, the Book link is available. From this link, you can access the Book Application Customization page, where you can set up book fields and book user fields, including the picklist values for the Book Type and Book User Role fields.
Role Management Wizard | In Step 2, Record Type Access, the Book option appears as a line item. In Step 4, Privileges, the Manage Books privilege appears as an option.
Access Profile Wizard | In Step 1, Access Profile Name, the Grantable to Book Users check box appears. In Step 2, Specify Access Levels: The Book option appears as a top-level object. A line item for the Book related information section appears under the Related Information link for record types that support books.
Company Profile Page | In the Company Data Visibility Settings section of the page, the Enable Books check box appears.
Page Layout Wizard (Layout Management) | In Step 4, Related Information, the Book related information section appears in the Available section of the page for all record types that support books.
Rename Record Types Page | The Book option appears as one of the items on the page.
Workflow | The Assign a Book action appears as an available option (if your role has the Manage Data Rules - Manage Workflow Rules privilege enabled).
Menu on List page | Batch Assign Book appears as one of the menu options for supported record types.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.