Action permission descriptions
The following table provides a description of the action permissions available in Oracle Eloqua.
Analysis
| Export report data | A legacy permission that is no longer in use. |
API
| Consume API | Allows a user to make calls to Oracle Eloqua using the Eloqua SOAP API. |
Campaign
| Set-up Marketing Campaigns | |
| Campaign Customer Administrators | Allows a user to edit opportunity contact attribution and their methods. |
| Delete All Opportunities |
Contacts
| Set Contact Subscription Status | Allows a user to change the subscription status for a contact (to subscribe, unsubscribe, global subscribe, global unsubscribe). |
| Unsubscribe Contacts via a Report | |
| Delete a Contact Record | Allows a user to delete a contact record. |
| Manage Contacts | Allows a user to add or modify contacts in Oracle Eloqua. |
| Manage Data Import | Allows a user to import contacts and accounts using the Data Import tool. |
| Upload Contact/Prospects/Companies | Allows a user to use the Contact Upload Wizard to upload contacts, prospects and accounts via a file (such as .csv, .txt., xls). |
| Change Contact Bounceback Status | Allows a user to change a contact’s bounceback status. |
| Manage Data Export | Allows a user to export contacts and accounts using the Data Export tool. This action permission is required to use the Bulk API to export contacts. |
Content Blocks
| Manage Blocks | Allows a user to create, edit, and delete content blocks. |
CRM
| CRM Username and Password | Allows a user to change the user name and password for CRM integrations. |
| Integration Reports | Allows a user to run integrated CRM reports. |
| Run Integration Rules | Allows a user to process integration rules that have been configured for a CRM integration. |
| Edit Integration Rules | Allows a user to modify the integration rules that have been configured for a CRM integration. |
Custom Objects
| Edit Custom Object | Allows a user to edit a custom object or a custom object record. |
| Delete Custom Object | Allows a user to delete a custom object or a custom object record. |
| Move Custom Object | Allows a user to move a custom object record from one location to another. |
| Map Custom Object | Allows a user to map fields in custom object records to Oracle Eloqua fields. |
| Copy Custom Object | Allows a user to make a copy of a custom object record. |
| Creating Conditional Services | Allows a user to create conditional criteria when creating custom object records. |
Data Privacy
| Manage Data Privacy Configuration | Allows a user to access to the Data Privacy Configuration options. |
| Create an Email Group | Allow a user to create an email group. |
| Use Email Testing Options | Allow a user to access the Test Content area of the application to verify email client previews, check for spam content and validity of links to websites, email addresses, and more. |
| Advanced Email Batch Send options | Allow a user to modify Advanced Options for email batches. |
| Apply Signature to Email Batch | Allow a user to add a personalized signature to an email batch. |
| Administer Email Batches | Allow a user to create and modify email batches. |
| Use Email Tools | Allow a user to access to the Tools icon when creating an Email in the Email Editor, providing the ability to format text, page and border layout, colors, and more. |
| Send Email Batch | Send an email batch. |
| Manage Signatures | Allow a user to create and modify signatures used in an email. |
| Manage Dynamic Content | Allow a user to create and modifydynamic content in an email. |
External Testing Reports
| Send as any User | Allow a user to change the name displayed in the "From" field when sending an email directly from the Email Editor, such as for testing purposes. |
| Manage External Tracking | Allow a user to enable or disable external tracking and configure the service used for tracking. |
| Send Email To Globally Unsubscribed Contacts | Allow a user to send emails to a contact that is on the Global Unsubscribed list. |
| Send Email To Contacts On Master Exclude List | Allow a user to send emails to a contact that is on the Master Exclude List. |
Email Footer / Email Header
| Create New Footer | Allows a user to create an Email Footer in the Component Library. |
| Create New Header | Allows a user to create an Email Header in the Component Library. |
External Assets
| Define External Assets and Activities | Allows a user to add and manage external assets and activities using the campaign canvas. |
| Upload External Assets | Allows a user to upload external assets. The process is considered a data import. |
| Register External Activities | Allows a user to create external activities. |
Fields
| Manage Account Fields | Allows a user to create, update, and delete account fields. |
| Manage Contact Fields | Allows a user to create, update, and delete contact fields. |
Forms
| Delete Form Data | Allows a user to remove data collected via form submissions. |
| Create Form | Allows a user to create a new form. |
| Manage Form Notification Setup | Allow a user to create customized form notifications, which are emails a user receives when a contact performs specified criteria. |
| Enable Form Spam Protection |
Allow a user to enable form spam protection, which will prevent form submissions from unverified sources. Important: This feature is currently released under our Controlled Availability program. To request access to this feature, please contact your account representative for more information. |
HIPAA
As of January 2021, HIPAA clients will have the Authenticated Portal enabled as part of their HIPAA solution. The HIPAA app, which is comparable to Authenticated Portals, is only available to customers enabled for the HIPAA solution before January 2021. The Authenticated Portals offers greater flexibility, personalization, and reporting capabilities for our HIPAA customers.
| Manage HIPAA Configuration |
Allows access to the HIPAA configuration options. |
Hypersites (Microsites)
| Create Hypersite | Allows a user to create and manage microsites. |
| Register Hypersite DNS Entry | Allows a user to register the Domain Name Servers (DNS) record information for a microsite. |
Lead Generation
| Delete a Prospect Record | Allows a user to delete a lead scoring record for a contact. |
| Delete a Company Record | Allows a user to delete lead scoring record for an account. |
| Manage Companies | Allows a user to add, modify, and delete accounts. |
Management
| Perform Quick Search | |
| Edit My Dashboard From My Settings | |
| Edit Agent From My Settings | |
| Edit My Email Updates | |
| Manage a User's Email Updates | |
| Manage Users (General) | Allows a user to manage individual user security, such as actions or interfaces per user. |
| Enable or Disable Maintenance Mode | Enables access to Services in the Marketing Operations Center, which allows users to start and stop services. |
| Manage Users (Email) | |
| Manage Notifications | Allows a user to create, edit, and copy visitor notifications. |
| Switch to User |
This option, though visually available, is not available for use. |
| Manage User Security | Allows a user to specify security permissions such as actions or interfaces per user for individual Eloqua users. |
| Manage System Configuration | Allows a user to access to the security configuration area. |
| Manage Security Groups | Allows a user to create and modify security groups. |
| Manage System Settings | Allows a user to edit global system settings, such as email configuration, master exclude, custom objects, and more. Users need this action permission to turn on Insight reporting for custom objects. |
| Manage Web Integration | Allows a user to create and modify Eloqua integration with a CRM. |
| Manage Visitor Notification Setup | Allows a user to create and configure visitor notification emails. |
| Install Cloud Applications | Allows a user to access to installing and configuring Oracle Marketing AppCloud apps. |
| Synchronize Sandboxes | Allows a user to synchronize sandboxes. |
| Manage SSO Settings | Allows a user to create and edit single sign-on (SSO) settings for logging into Eloqua. |
| Manage Contact Level Security | Allows a user to access to Contact Level Security features. |
| Manage Run as User | Allows a user to run a campaign as a different user. |
| Manage Asset Badge Definition | Allows a user to create and modify Asset Badge Definitions for campaign approvals. |
| Manage Announcements | Allows a user to create and modify Announcements from the Marketing Operations Center. |
| Access to App Cloud Developer | Allows a user to access to the Oracle Eloqua AppCloud Developer Framework. |
| Manage Sales Tool Configuration Settings | Allows a user to manage Sales Tools configuration settings. |
| Manage Reporting | Allows a user to create and modify reports. |
| Manage Security Domains | Allows a user to create and modify security domains. |
| Manage Keys | Allows a user to create and modify SSH keys for Integration tools. |
| Manage Services | Allows access to the Services interface, where you can set maintenance mode. |
| Manage Authenticated Contacts | Allows access to Authenticated Portals configuration. |
| Manage Auditing | Allows access to the audit history log interface. Learn more about auditing in Oracle Eloqua. |
| Manage Field Value Tracking | |
| Create Users | Allows a user to create Oracle Eloqua users. |
| Delete Users | Allows a user to delete Oracle Eloqua users. |
Operational Reports
| View Operational Reports | Allows a user to see the Operational Reports tab in the Campaign Canvas, Program Canvas, the Design Editors, and the Source Editors. This permission allows for more control over the data that is accessible to marketers via operational reports to meet data privacy policies. |
Program Builder
| Drop an individual member From Program | Allows a user to remove a single member from a step in a program in Program Builder. |
| Drop Multiple From Program | Allows a user to delete multiple contacts from a program in Program Builder. |
| Manually Set Ownership of Program Members | Allows a user to manually set ownership of Program Members in Program Builder. |
| Set Step Ownership To Open | Allows a user to set the ownership of a Program Step in the Program Builder to "Open" so that . |
| Update Ownership for Source Contact | |
| Remove From Program | Allows a user to remove a contact from a program in Program Builder. |
| Manually Re-assign Ownership Within a Program | |
| Manually Re-assign Ownership of Multiple Members | |
| Edit Task | Allows a user to edit a program task in Program Builder. |
| Program Builder Test Mode | Allows a user to run a program in test mode in Program Builder. |
| Manage Field Value Tracking | Allows a user to enable contact fields that can be subscribed to from a program. Learn more about enabling fields for tracking. |
SMS
Important: This feature is only available if your organization has purchased SMS services. Please contact your account manager for additional information and pricing.
| Send SMS |
Allow a user to send SMS messages to contacts. |
| Send Transactional SMS to Opted Out Phone Numbers |
Allow a user to send transactional SMS messages to phone numbers that have opted out of SMS communications. Learn more. |
Template Manager
| Manage Templates | Allows a user to manage templates for inclusion in the Template Library. |