Add Privileges to Access PRM Redwood Features

Users with the following job roles have access to both PRM in the Redwood UX and the classic PRM UIs:

• Sales Representative
• Sales Manager
• Sales VP
• Sales Administrator

You can assign these privileges to the users with other job roles, to view PRM features in the Redwood UX:

• ZCM_VIEW_DIGITAL_SALES_ACCOUNT_PRIV
• ZCM_VIEW_DIGITAL_SALES_CONTACT_PRIV
• MOO_VIEW_DIGITAL_SALES_OPPORTUNITY_PRIV
• MKL_VIEW_DIGITAL_SALES_SALES_LEAD_PRIV
• ZMM_VIEW_DIGITAL_SALES_ACTIVITY_PRIV
• ZBS_VIEW_SALES_DASHBOARD_PRIV
• ZPM_VIEW_PARTNER_PROFILE_PRIV

Here are the steps to add privileges for any selected role:

1. Sign in as a sales administrator such as John Dunbar.
2. Navigate to Tools > Security Console.
3. Copy the role:
   1. On the Roles tab of the Security Console, search for the role to copy.
   2. Select the role in the search results. The role hierarchy appears in tabular format by default.
   3. In the search results, click the down arrow for the selected role and select Copy Role.
   4. In the Copy Options dialog box, select a copy option.
   5. Click Copy Role.
4. Add a privilege to the copied role:
   1. Click Add Function Security Policy.
   2. In the Add Function Security Policy dialog box, search for and select the privilege.
   3. If you select a role, then click Add Selected Privileges to add all function security privileges from the role to your custom role. If you select a single privilege, then click Add Privilege to Role.
   4. Click OK to close the confirmation message.
   5. Repeat to add more privileges.
   6. Close the Add Function Security Policy dialog box.