Pipeline Management Security Setup

There are a few required steps for the Pipeline Management security setup:

• Set the Enable Security Console External Application Integration Profile Option
• Enable Permissions Groups for Custom Job Roles
• Add the Manage Pipeline Privilege to Users
• Add the Opportunity Pipeline Role to Users

Set the Enable Security Console External Application Integration Profile Option

You must enable this profile option to be able to see the Enable Permission Groups option (see next section) in the Edit Role page in the Security Console.

1. As a sales administrator or setup user, go to Setup and Maintenance.
2. Search for and select the task, Manage Administrator Profile Values.
3. Set the Security Console External Application Integration profile option (ORA_ASE_SAS_INTEGRATION_ENABLED) to Yes.

Enable Permissions Groups for Custom Job Roles

Enable permissions groups for your custom Sales job roles:

1. As a setup user, navigate to Tools > Security Console > Roles.
2. Search for the role that you want to enable the Permission Groups for. Generally, these are the ones:
   • ORA_FND_AUTHENTICATED_USER_ABSTRACT
   • ORA_ZBS_SALES_ADMINISTRATOR_JOB
   • ORA_ZBS_SALES_VP_JOB
   • ORA_ZBS_SALES_MANAGER_JOB
   • ORA_ZBS_SALES_REPRESENTATIVE_JOB
3. For your custom job roles that match these, go to Edit Role > BasicInformation.
4. Select the Enable Permission Groups button.
5. Save your work.

See Enable Permission Groups and Role Copying or Editing for more information.

Add the Manage Pipeline Privilege to Users

Create Opportunity Pipeline manager role and add the Manage Pipeline privilege to all Pipeline Management users so that they can see the View Key Information smart action for opportunities.

Tip: To save time, in the Security Console, first check whether the Opportunity Pipeline Manager job role exists in the environment.

1. As a setup user, navigate to Tools > Security Console > Roles.
2. If the Opportunity Pipeline Manager job doesn't already exist, select Create Role and create the role with these values:
   • Role Name: Opportunity Pipeline Manager
   • Role Code: MOO_MANAGE_PIPELINE_JOB
   • Role Category: CRM - Job Roles
3. Select Next.
4. Select Add Function Security Policy, then search for and add the Manage Pipeline privilege (MOO_MANAGE_PIPELINE_PRIV) to the role.
5. Select Next until you can save and close.
6. Run the Import User and Role Application Security Data scheduled process before adding the role to users.

Add the Opportunity Pipeline Role to Users

Add the role to your users.

1. As a setup user, navigate to Tools > Security Console > Users.
2. Save your work.
3. Repeat for additional users.