What Different Sales Job Roles See in the Navigator and Springboard

To help you configure navigation, here's an overview of what users with common sales job roles see by default in the Navigator and springboard. The different Navigator items are grouped under headings.

The table lists all the headings, but not every item under every heading. If it makes sense to hide the whole heading, there's no need to list each item. For each of the common job roles, you learn if the item or category is displayed in both the Navigator and springboard, in the Navigator only, or in neither.

Navigator Heading, Item	Sales Representative	Sales Manager	Sales VP	Sales Administrator	Recommendation
Me	Navigator only	Navigator only	Navigator only	Navigator only	All of the items under the Me category come from the Oracle Human Resources Cloud. Unless you're implementing HCM, remove all of the items here except Roles and Delegations. Salespeople can use Roles and Delegations to see which security roles are assigned to them, and request more, depending on your security setup.
My Team, Users and Roles	Navigator only	Navigator only	Navigator only	Navigator only	Remove. Only setup users can use Users and Roles to create and manage sales users.
Partner Management	Neither	Neither	Neither	Both	Remove unless you're using Oracle Partner Management
Sales, Leads	Both	Both	Both	Both	Sales leads work area.
Sales, Deal Registrations	Neither	Neither	Neither	Both	Remove unless you're using Oracle Partner Management
Sales, Forecasts	Both	Both	Both	Both	Sales work area where you submit, adjust, and review sales forecasts.
Sales, Activities	Both	Both	Both	Both	Work area where salespeople manage their calendar and tasks, log calls and emails, and other activities.
Sales, Products	Neither	Neither	Neither	Both	Create and manage products for the sales catalog, and upload product images.
Sales, Competitors	Both	Both	Both	Both	View and manage sales competitors. Sales Administrators can create competitors. The other sales roles can only view them.
Sales, Opportunities	Both	Both	Both	Both	Work area for managing sales opportunities.
Sales, Accounts	Both	Both	Both	Both	Work area salespeople use to manage their accounts.
Sales, Analytics	Both	Both	Both	Both	Central work area for viewing BI reports.
Sales, Price Books	Neither	Neither	Neither	Both	Price the products you're selling and to offer discounts.
Sales, Territories	Neither	Navigator only	Both	Both	Sales territory management for Sales Managers and Sales Administrators.
Sales, Campaigns	Navigator only	Both	Neither	Navigator only	Marketing campaign information from Oracle Marketing Cloud. Remove unless you're implementing integration with Oracle Marketing Cloud (Eloqua).
Sales, Quotes and Orders	Navigator only	Navigator only	Navigator only	Navigator only	Remove unless you're implementing integration with Oracle Configure, Price, and Quote (CPQ) Cloud.
Sales, Contacts	Both	Both	Both	Both	Sales contacts work area.
Sales, Recommendations	Neither	Both	Both	Both	Remove. No longer used.
Sales, Lightbox	Both	Both	Both	Both	Enables salespeople to share and collaborate on presentations.
Sales, Promotions	Neither	Neither	Neither	Both	Sales administrators can create promotions to offer discounts.
Sales, Quotas	Neither	Both	Both	Both	Enables sales managers and sales administrators to set sales quotas for their directs.
Help Desk	Navigator only	Navigator only	Navigator only	Navigator only	Remove unless you're implementing Oracle Help Desk.
Business Plans	Both	Both	Both	Both	Salespeople and managers can use it to create business plans for the accounts they serve.
Contract Management	Neither	Neither	Neither	Navigator only	Remove. Sales users, including Sales Administrators cannot use contracts without additional security roles.
Incentive Compensation	Navigator only	Navigator only	Navigator only	Navigator only	Manage sales compensation.
Procurement	Navigator only	Navigator only	Navigator only	Navigator only	Remove unless you're implementing purchasing.
My Enterprise, Offerings	Neither	Neither	Neither	Both	Sales administrators and setup users enable the offerings related to the applications they purchased. You must enable the offering and its features for implementation.
My Enterprise, New Features	Neither	Neither	Neither	Navigator only	Sales administrators and setup users
My Enterprise, Subscriptions	Neither	Neither	Neither	Navigator only	Oracle Subscription Management information. Remove unless you're implementing Oracle Subscription Management.
Tools, Set Preferences	Both	Both	Both	Both	Lets users reset their password and upload their picture. The same Set Preferences is also available in the Settings and Actions menu that you can open by clicking on your user initials or image.
Tools, Spaces	Navigator only	Navigator only	Navigator only	Navigator only	Remove. Oracle Web Center Portal.
Tools, Scheduled Processes	Both	Both	Both	Both	Lets you monitor and run background processes.
Tools, File Import and Export	Navigator only	Navigator only	Navigator only	Navigator only	Remove. Imports Oracle Web Center content. Not used in Oracle CX Sales.
Tools, Smart Text	Neither	Neither	Neither	Navigator only	A feature administrators and implementers can use to change UI text and prompts.
Tools, Deep Links	Neither	Neither	Neither	Navigator only	Deep links make it possible to navigate from your company's pages directly to a page within your sales application without going through the menu structure.
Tools, Contact Search	Neither	Neither	Neither	Navigator only	Remove if you aren't using the telephony (CTI) feature.
Tools, Import Management	Navigator only	Navigator only	Navigator only	Navigator only	Import accounts, contacts, products and other sales information from a file.
Tools, Download Desktop Integration Installed	Navigator only	Navigator only	Navigator only	Navigator only	Remove if you aren't deploying Oracle Sales for Outlook.
Tools, Notification Preferences	Neither	Neither	Neither	Navigator only	Remove. Not used in sales. Feature to trigger automatic notifications.
Tools, Worklist	Both	Both	Both	Navigator only	Worklist notifications.
Tools, Reports and Analytics	Both	Both	Both	Navigator only	Create BI reports you can display in your sales application.
Tools, Export Management	Navigator only	Navigator only	Navigator only	Navigator only	Export accounts, contacts, products and other sales information as a file.
Tools, Mass Transfer	Neither	Neither	Neither	Both	Transfer data to other environments, for example, from test to production.
Configuration, Appearance	Neither	Neither	Neither	Navigator only	Change application home page layout, logos, icons and other feature.
Configuration, Structure	Neither	Neither	Neither	Navigator only	Change Navigator and springboard layout.
Configuration, Business Objects	Neither	Neither	Neither	Navigator only	Configure additional business objects for your application.
Others, Resource Directory	Navigator only	Navigator only	Navigator only	Navigator only	View the sales organization hierarchy.
Others, My Dashboard	Both	Both	Both	Both	Remove. Provides an alternative home page for your company.
Others, Setup and Maintenance	Neither	Neither	Neither	Both	Access setup tasks.
Others, Social	Both	Both	Both	Both	Opens the Oracle Social Network UI.
Others, Marketplace	Both	Both	Navigator only	Both	Links to Oracle Cloud Marketplace where you can view partner applications.
Others, Getting Started	Both	Both	Both	Both	Access short videos to help users get started. Your organization can add your own videos here.
Others, Cloud Customer Connect	Navigator only	Navigator only	Navigator only	Navigator only	Opens Cloud Customer Connect where users can interact with other users and ask questions.
Workspace	Both (after you enable Workspace)	Both (after you enable Workspace)	Both (after you enable Workspace)	Both (after you enable Workspace)	Workspace appears both in the Navigator and springboard automatically when you enable the feature. The Home Configuration page includes two versions of Workspace. One provides access to Workspace for sales job roles. The second version provides access for service job roles. The service version includes the ability to view records in nested tabs (the dynamic tabs feature). Users see only one of these items, depending on their security privileges.