Change Security to Enable Notifications Using Email Templates

When an approver approves or rejects a partner self-registration request, a web service operation changes the partner record from Prospective to Registered or Rejected status and the approver also sends an email notification that alerts the partner to this status change.

Note:

The partner status values are defined by the standard ZPM_PARTNER_STATUS lookup type. You can't edit these values or add to them.

The web service operation utilizes a special user, FUSION_APPS_CRM_SELFSERVICE_ADF_APPID, to initiate this operation during the partner self-registration process. If email templates have been configured for these notifications regarding the registration request status change, the special user must initiate the process. However, by default, this special user doesn't have the necessary functional security permissions to access these email templates.

Follow these steps to add the functional security policy to the FUSION_APPS_CRM_SELFSERVICE_ADF_APPID user.

1. Sign in to APM with your sales administrator credentials.

2. On the left side of the page, specify the search filter as Search for Users in Global Scope and the user name as FUSION_APPS_CRM_SELFSERVICE_ADF_APPID.

3. Click Search.

4. Select the row returned in the search results table and click Open

5. On the User Details page, click the Application Role Assignments subtab.

6. Click Map (+).

7. On the dialog that appears, select the Application Name IDCCS.

8. Specify CRMRead as the display name for the application role, and click Search.

9. In the search results table, select the row that's returned, and click Map Roles. The Map Application Roles to User dialog window closes and you return to the User Details UI.

10. Verify your changes.

11. Sign out of APM for your changes to take effect.