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.

Email

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.
View Form Submission Data	Allows a user to view submission data within a form.
View Spam Data	Allows a user to view spam data within a form.
Export Submission Data	Allows a user to export form submission data and spam data from a form.

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.

Learn more

Setting action permissions