1. Integrating Oracle Sales with Oracle CPQ
  2. Hide the Navigation Links for Sales Users

Hide the Navigation Links for Sales Users

By default, the Oracle CPQ navigation bar includes links to several that take Sales users outside of the basic quoting flow. These features are useful for administrators, but can be confusing or disruptive. You might want to change them.

Here are examples of links you might want to hide in the navigation bar:

  • Home page
  • Help
  • Log out
  • Transaction Manager
  • Reporting Manager
  • Administration

Here are the steps to hide the navigation links for Sales users:

  1. Go to Administration Platform > Styles and Templates > Header & Footer > Navigation Menus.
  2. Click List Links next to the Commerce Navigation Menu.
  3. Click Customize Menus.
  4. Company Type has a default value of FullAccessWithESales. This value is applicable for Sales users.
  5. Select SalesAgent for User Type and click Go.
  6. Multi-select the Transaction Manager and the Transaction Reporting Manager entries in the Navigation list.
  7. Click Hide. The links appear in the Hidden Links list.
    Note: Make sure these links are listed in the Hidden Links list. Some of these links might not display on the page, depending on the features set up for the Oracle CPQ site: Transaction Manager, Reporting Manager, Home Page (internal), Favorites (internal), and View Shopping Cart.
  8. Click Update.
  9. Click Back to go to the Navigation Items List - Commerce page.
  10. From there, click Back to go to the Navigation Menus page.
  11. Click Deploy.
  12. Sign in proxy as a Sales user and verify that the links you've hidden don't appear. Here are the steps:
    1. Go to Administration Platform > Users > Internal Users.
    2. Click the Proxy Login icon for a Sales user. The home page for that user appears. Note that this home page appears to the user when they sign in directly to Oracle CPQ, rather than through single sign-on from Sales.
    3. Verify that the elements are hidden correctly.
    4. Exit the page using the Proxy Logout icon. You're returned to the User Administration List page.
  13. Deploy the changes. See: Deploy the Changes.