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#### User Fields When setting up a user, the following fields require special care: Status Reports To or Reports To (Alias), depending on which of these fields is present on the user page layout Role Entries for these fields determine what the user can access, view, and do. This table describes some field information for users. To see all the fields listed in this table your role must include the Manage Users privilege. Some fields are read-only. Also, the fields you see might differ depending on whether you access the User Detail page by navigating from the User List page, or by drilling down on a user name in a record. These differences occur because different page layouts are used for these detail pages. For more information about user page layouts, see About User Page Layouts.
Field | Description
--- | ---
Key User Information section
Status | The status indicates whether the user is active or inactive. For information on the sequence for setting up users' passwords and activating users, see Setting Up Users and Resetting All Passwords. NOTE: Oracle CRM On Demand does not allow you to delete users. When an employee leaves your company, change the Status for that user to Inactive.
Reports To | The manager for the user. Each user must report to a manager for reporting and forecasting purposes. NOTE: Depending on the user page layouts that are set up for your company, the Reports To (Alias) field might appear instead of the Reports To field. The Reports To (Alias) field shows the short identifier for the manager of the user.
Partner Organization | The name of the partner organization that the user belongs to. This field is populated only for users who are members of a partner organization. NOTE: Users who are members of a partner organization and have the Manage Users within the Partner Organization privilege in their role can add other members of their partner organization as users in Oracle CRM On Demand. If your user role allows you to set up users who are part of your partner organization, this field is read-only.
Role | The role assigned to the user. To learn about roles, see Role Management.
Primary Group | The group that this user has been added to. Read-only.
Default Book | (Optional) The user book or custom book that the user sees by default in the Book selector when working in any area other than the Analytics pages. This setting on the user record does not limit the user’s access to records. The user can select a different book in the Book selector. NOTE: You can specify a default book for each record type for a user. For more information, see Setting Up Default Books by Record Type for a User. If a default book is specified for a record type for the user, then in the Book selector, the default book for the record type takes precedence over the default book that is specified in the Default Book field on the user's profile.
Default Book for Analytics | (Optional) The user book or custom book that the user sees by default in the Book selector in the Analytics pages. This setting on the user record does not limit the user’s access to data. The user can select a different book in the Book selector.
Preserve Default Book | This check box applies to the Book selector in all areas of Oracle CRM On Demand except the Analytics pages. The Preserve Default Book check box works as follows: If this check box is selected, then the Book selector shows the book that is selected in the Default Book field in the user's profile each time that the user opens any page or window where the Book selector is available. The user can select a different book in the Book selector in any page or window. However, the next time that the user revisits that page or window, or opens any other page or window where the Book selector is available, the user sees the default book in the Book selector. The user's earlier selection in the Book selector is lost. If this check box is not selected, then the Book selector shows the book that is selected in the Default Book field in the user's profile until the user selects a different book in the Book selector. After the user selects a different book in the Book selector, the user continues to see the new book in the Book selector for that record type until the user signs out and signs in again.
User Detail Information section
Alias | A short identifier for the user, for example, the user's preferred name or nickname. If you add users through the Quick Add page, all the characters before the at sign (@) in the email address become the alias.
User ID | A unique system identifier for the user to sign in to Oracle CRM On Demand. Een gebruikers-ID mag uit maximaal 50 tekens bestaan. Een gebruikers-ID mag geen spaties en geen van de volgende tekens bevatten: Asterisk (*) Backslash (\) Hekje (#) Vraagteken (?) Slash (/) Tilde (~) Depending on the option that the company administrator selects in the Send Email on User Profile Update setting on the company profile, an email might be sent to the user when the value in the User ID field on the user's profile is changed. For more information about the Send Email on User Profile Update setting, see Setting Up Your Company Profile and Global Defaults.
Email | The complete email address for the user, such as isample@companysample.com. Users must have a valid email address to be granted access to Oracle CRM On Demand. The maximum number of characters that the email address can contain is 100. Depending on the option that the company administrator selects in the Send Email on User Profile Update setting on the company profile, an email might be sent to the user when the value in the Email field on the user's profile is changed. For more information about the Send Email on User Profile Update setting, see Setting Up Your Company Profile and Global Defaults.
Secondary Email | You can use this field to store an additional email address for a user. Oracle CRM On Demand does not send any notification or alert emails to this address.
User Sign In ID | Read-only field. This value is a combination of the company sign in ID and the user ID and is the unique system identifier for the user to sign in to Oracle CRM On Demand.
Contact Preferences
Never Call | If this check box is selected, the user does not receive calls from Oracle CRM On Demand Marketing.
Never Mail | If this check box is selected, the user does not receive letters or brochures from Oracle CRM On Demand Marketing.
Never Email | If this check box is selected, the user does not receive emails from Oracle CRM On Demand Marketing.
Always Send Critical Alerts | If this check box is selected, the user receives emails containing important information from Oracle CRM On Demand. These messages include: Critical information about product updates and service changes for Oracle CRM On Demand and related products Instructions and schedules for upgrades to major new releases High priority or emergency communications to supplement normal support processes (for example, in the case of a hardware failure) Only company administrators have the ability to update this check box for users. Primary contacts automatically have this check box enabled. NOTE: This check box is not used to determine which users receive the system alerts issued by Oracle CRM On Demand Customer Care, such as reminders for upcoming scheduled maintenance.
User Geographic Information section
Language, Locale, Currency, Time Zone | If you do not set any values in these fields, the default values that were set up for the company are used. You can change the values for the user. Users can also override these settings when they edit their personal preferences.
User Security Information
Reporting Subject Areas | This setting defines the user's visibility to records in real-time reports in Analytics. These reports provide real-time analyses of data. You can select one of the following values: Manager Visibility. Allows the user to see data owned by the user and data owned by the user's subordinates. (This is the default setting.) Team Visibility. Allows the user to see data owned by the user and data shared with the user through teams. If you do not define the Reporting Subject Areas setting, then the company-wide setting that is set up by your administrator applies. For more information on reports, see Analytics, particularly the About Visibility to Records in Analytics topic. You can change the value for the user. Users can also override this setting when they edit their personal preferences.
Historical Subject Areas | This setting defines the user's visibility to records in historical reports in Analytics. The allowed values are as follows: Manager Visibility. Allows the user to see data owned by the user and data owned by the user's subordinates. (This is the default setting.) Team Visibility. Allows the user to see data owned by the user and data shared with the user through teams. Full Visibility. Allows the user to see data owned by and shared with the user and data owned by and shared with the user's subordinates. If you do not define the Historical Subject Areas setting, then the company-wide setting that is set up by your administrator applies. You can change the value for the user. Users can also override this setting when they edit their personal preferences.
Role-Based Can Read All Records | Gebruik deze keuzelijst om op te geven dat u wilt dat in Analyse de instelling 'Alle records lezen' op basis van recordtypen wordt gebruikt, zoals ingesteld op de pagina 'Toegang tot type record' in de wizard 'Rollenbeheer'. Als de instelling 'Alle records lezen op basis van rollen' is ingeschakeld via het bedrijfsprofiel of uw gebruikersprofiel, en als de toegankelijkheid van de instelling 'Alle records lezen' door uw beheerder is geselecteerd voor uw gebruikersrol voor een bepaald recordtype, kunt u alle records van dat type zien in Analyse. Zie De instelling 'Alle records lezen op basis van rollen' voor informatie over wanneer en hoe deze instelling kan worden ingeschakeld. Als de instelling 'Alle records lezen op basis van rollen' niet is ingeschakeld, wordt in Analyse de toegankelijkheid gebruikt die is ingesteld in de velden 'Onderwerpgebieden rapportage' en 'Onderwerpgebieden historie'.
External Unique ID | You can use this field to store an identifier for the user in an external system.
Integration ID | You can enter a value in this field, or you can allow the field to take a default value. Depending on how the user record is created, the Integration ID field takes a default value as follows: For user records created through the user interface: If the Integration ID field is present in the Page Layout and no value is entered in the field, then the field takes the temporary Row ID allocated to the user record before the record was first saved. If the Integration ID field is not present in the user page layout, then the field takes the value of the Row ID field of the user record. For user records created through any channel other than the user interface, if no value is entered in the Integration ID field, then the field takes the value of the Row ID field of the user record. You can change the value in the Integration ID field.
External Identifier for Single Sign On | If your company is set up to use Single Sign-On, the company administrator can use this field when mapping users in Oracle CRM On Demand to an external system, rather than using the User Sign In ID field. When users view their personal profile, this field is read-only. Depending on the option that the company administrator selects in the Send Email on User Profile Update setting on the company profile, an email might be sent to the user when the value in the External Identifier for Single Sign On field on the user's profile is changed. For more information about the Send Email on User Profile Update setting, see Setting Up Your Company Profile and Global Defaults.
Authentication Type | Determines how the user signs in to Oracle CRM On Demand. If the authentication type at company level is anything other than User ID/PWD or Single Sign-On, this field is read-only on the user record. If the authentication type at company level is User ID/PWD or Single Sign-On, company administrators can select a value or leave this field blank on the user record as follows: User ID/Password Only. If this value is selected, the user must sign in using their Oracle CRM On Demand User Sign In ID and password. Single Sign-On Only. If this value is selected, the user must sign in using your company's single sign-on mechanism. When this value is selected, the user cannot sign in using an Oracle CRM On Demand User Sign In ID and password. User ID/PWD or Single Sign-On. If this value is selected, the user can sign in using either their User Sign In ID and password for Oracle CRM On Demand, or through your company's single sign-on method. Blank. If this field is blank on the user profile, then the company-level Authentication Type setting is used for the user. When users view their personal profile, this field is read-only. NOTE: Als de waarde 'ID/wachtw. of enkele aanmeld.' wordt geselecteerd, blijft het wachtwoordbeleid van uw bedrijf in Oracle CRM On Demand van kracht. Als het wachtwoord van een gebruiker in Oracle CRM On Demand verloopt, wordt de gebruiker via Oracle CRM On Demand gevraagd om het wachtwoord te wijzigen, ook al meldt de gebruiker zich aan via enkele aanmelding. Ander wachtwoordbeleid in Oracle CRM On Demand blijft ook van kracht, bijvoorbeeld: de minimumlengte van het wachtwoord, de vereiste complexiteit van wachtwoorden enzovoort. De wachtwoorden die worden gebruikt voor enkele aanmelding, worden niet beheerd via Oracle CRM On Demand. For more information about setting the authentication type at company level, see Setting Up Your Company Profile and Global Defaults.
Password State | Indicates the state of the user’s password (read-only). Possible values are: Active. The user’s password is valid. Disabled/Temporary. The user submitted a request for the password to be changed, or an administrator reset the password for the user, but the user has not yet saved a new password. Inactive. The Status field on the user record was previously set to Inactive, and the current credentials for the user cannot be used to sign in to Oracle CRM On Demand. If the Status field is changed to Active, then reset the user’s password to allow the user to sign in. Locked-Out. The number of consecutive, failed attempts to sign in using the assigned password exceeded the number allowed by the Maximum Number of Current Password Attempts setting, and the lockout period specified in the Sign In Lockout Duration setting has not expired. Password Expired. The user’s password has expired. The length of time that user passwords are valid is determined by the Expire User Passwords In setting. Temporary Password Expired. A temporary password was assigned to the user, but the user did not sign in with the temporary password within the time allowed by the Number Of Days Temporary Sign In Is Valid setting. You must reset the password again. Temporary Password Locked-Out. The number of consecutive, failed attempts to sign in using a temporary password exceeded the number allowed by the Maximum Number of Current Password Attempts setting, and the lockout period specified in the Sign In Lockout Duration setting has not expired. NOTE: The settings referenced in the above descriptions are available on the Company Sign In and Password Control page. For more information about these settings, see Defining Your Company's Password Controls.
Additional Information section
Default Theme | The theme that is used when the user signs in to Oracle CRM On Demand using a desktop or laptop computer. Gebruikers kunnen deze instelling overschrijven wanneer ze hun persoonlijke voorkeuren bewerken. Als er geen standaardthema is geselecteerd in de gebruikersrecord, wordt het standaardthema gebruikt dat is geselecteerd voor de gebruikersrol. Als er geen standaardthema is geselecteerd in de gebruikersrecord en voor de gebruikersrol, wordt het standaardthema gebruikt dat is opgegeven voor het bedrijf. NOTE: Themes have no effect on how Oracle CRM On Demand behaves. If your user role has the appropriate privilege, you can create new themes according to company requirements. For more information about themes, see Creating New Themes.
Tablet Theme | (Optional) The theme that is used when the user signs in to Oracle CRM On Demand using a tablet computer or other touch-screen device, provided that the tablet computer or touch-screen device is detected by Oracle CRM On Demand. Gebruikers kunnen deze instelling overschrijven wanneer ze hun persoonlijke voorkeuren bewerken. Als er geen tabletthema is geselecteerd in de gebruikersrecord, wordt het tabletthema gebruikt dat is geselecteerd voor de gebruikersrol. Als er geen tabletthema is geselecteerd in de gebruikersrecord en voor de gebruikersrol, wordt het tabletthema gebruikt dat is opgegeven voor het bedrijf. Als er op geen enkel niveau een tabletthema wordt opgegeven, wordt het standaardthema gebruikt.
Default Search Record Type | The record type that appears in the search picklist in the Action bar when the user signs in to Oracle CRM On Demand.
Navigate Directly to Detail Page If Only One Record Is Returned | This picklist allows you to enable or disable the feature that opens a record returned by a search directly in the record Detail page, if it is the only record returned by the search. This setting is blank by default. The following options are available: Enabled. If a search returns only one record, then the record opens directly in the record Detail page. Disabled. The results of the search are always shown in a List page, even if the search returns only one record. Users can override this setting when they edit their personal profile. If the setting is blank in a user’s profile, then the setting at company level is used, and if the setting is blank at company level as well, then the feature is disabled for the user. NOTE: This setting applies to searches that users perform directly in the Action bar, and to advanced searches of single record types that users perform from the Advanced link in the Action bar only. It does not apply to searches from the Advanced link in a list of related records, or to searches from the Advanced link in Lookup windows, or to searches of multiple record types.
Show Welcome Page on Sign In | To prevent the Welcome page from appearing each time the user signs in to Oracle CRM On Demand, deselect this check box. NOTE: Users can also deselect the Show Welcome Page on Sign In check box in the Welcome page when they sign in.
Fund Approval Limit | This field is for users of Oracle CRM On Demand High Tech Edition and Oracle CRM On Demand Partner Relationship Management Edition. The amount that this user can approve for each fund request when setting the status to Claim Approved. If the user tries to exceed this limit, an error message appears, and Oracle CRM On Demand prevents the fund request approval.
Enable Message Center Animation | Determines whether the display of notes in the Message Center and record Details pages is animated.
Record Preview Mode | The user's record preview mode. Depending on the setting here, the preview window opens when the user hovers a pointer over a link to a record, or when the user clicks on a preview icon that appears when the pointer is hovered over a link to a record. The preview window shows the first section of the Detail page of the record. Selecting Off in this field disables the record preview functionality for the user. The record preview setting can be specified at company level and at user level. The setting at user level overrides the setting for the company. If this field is blank, the record preview setting for the company is used. Users can change this setting when they edit their personal preferences.
Head-up Display | If the head-up display functionality is turned on, and if the Support Head-up Display Settings check box is selected on the user's theme, then the user sees links for the related information sections on a detail page at the bottom of the browser window. The links allow the user to jump to a related information section without having to scroll down the page. The head-up display functionality can be turned on or off at the company level and at the user level. The setting at the user level overrides the setting for the company. If this field is blank, the head-up display setting for the company is used. Users can change this setting when they edit their personal preferences. If the Support Head-up Display Settings check box is not selected on the user's theme, then the head-up display is not available, even if the head-up display functionality is turned on at company level or at user level.
Related Information Format | Determines if the related information sections on record Detail pages are shown as lists or as tabs. If the Related Information Format field in the user's record is blank, then the setting for the user's role is used; and if the Related Information Format field on the user role is blank, then the setting for the company is used.
Freeze List Column Header | Determines whether the column headings in List pages always remain in view when the user scrolls down a page of records. This functionality can be turned on or off at company level and at user level. The setting at user level overrides the setting for the company. If this field is blank, then the setting for the company is used.
User Time Zone Support for Reporting Subject Areas | If this check box is present and selected on the user's profile, then the dates and times shown in real-time reports are displayed according to the user's time zone. If this check box is deselected on the user's profile, then the dates and times shown in reports are displayed according to the company's time zone. To enable this setting for users, the company administrator must add this field to the User Admin page layout for the administrator's role. To allow users to enable or disable this setting in their personal profile, the company administrator must add this field to the User Owner page layout for the relevant user roles.
Primary Division | The Primary Division field is not present on the User Detail page by default, but the company administrator can add it to the User Admin page layout. If your company uses the Division record type to organize your users into groupings to meet your business needs, then each user can be associated with one or more divisions. The first division that is associated with a user is automatically designated as the user's primary division, and the name of that division is shown in the Primary Division field on the user's record. Your company administrator can change the primary division on a user's record. For more information about divisions, see Division Setup. NOTE: A text field named Division is also available on the User record type. The Division text field on the User record type is not related to the Division record type.
Customized Code Enablement | This picklist field determines whether all customized code on the pages in Oracle CRM On Demand is enabled or disabled for the user, and whether the customized code indicator is enabled or disabled for the user. The following options are available: Ingeschakeld. Dit is de standaardinstelling in de standaardtoepassing. Wanneer deze optie wordt geselecteerd, wordt alle aangepaste code die beschikbaar is op de pagina's in Oracle CRM On Demand ingeschakeld, maar de indicator voor aangepaste code wordt niet ingeschakeld. Ingeschakeld met indicator. Wanneer deze optie wordt geselecteerd, wordt alle aangepaste code die beschikbaar is op de pagina's in Oracle CRM On Demand ingeschakeld. Daarnaast wordt de indicator voor aangepaste code ingeschakeld. Uitgeschakeld met indicator. Wanneer deze optie wordt geselecteerd, wordt alle aangepaste code die beschikbaar is op de pagina's in Oracle CRM On Demand uitgeschakeld. Daarnaast wordt de indicator voor aangepaste code ingeschakeld. NOTE: If you set this field to Disabled with indicator, then any reports and dashboards that are embedded in custom Web applets do not run for the user. Zie Aangepaste code en de indicator voor aangepaste code in- en uitschakelen voor meer informatie over aangepaste code en de indicator voor aangepaste code. To change the setting in this field, the administrator must add this field to the User Admin page layout for the administrator's role. To allow users to change this setting in their personal profile, the administrator must add this field to the User Owner page layout for the relevant user roles.
NOTE: Users who have both the Manage Users and Access - Manage Delegated Users privilege and the Manage Users privilege (typically the company administrator) can appoint delegates for other users. Users who have the Manage Users and Access - Manage Delegated Users privilege can appoint delegates for themselves. For more information about appointing delegates, see About User Delegation, Adding Delegated Users, and Managing Delegated Users (Administrator).

Gepubliceerd op augustus 2022 | Copyright © 2005, 2022, Oracle en/of geaffilieerde bedrijven. Legal Notices.