Set Role Permissions for Your Layouts

On the Related List, Edit, and Summary layouts you create, you can make a few fields available only to certain user roles. For example, you can show some fields in the Account detail page to only sales managers and hide them from others. You can also create layouts for specific geographical regions.

Assign a Role to a Layout

Here's an example of how you can add the Sales Manager role to the Accounts Summary layout:

1. Sign in as the sales administrator or as a setup user.
2. Ensure that you're working in an active sandbox.
3. Go to Navigator > Configuration > Application Composer > Productivity Applications Setup > Oracle Sales for Outlook.
4. In the Application Features region, click Accounts, and then click Summary.
5. Select the Standard layout and create a copy.
6. Give a name to the layout you created.
7. In the Assigned Role section, search for and select the Sales Manager role.
8. From the + Add Field section of the layout, select or search for the Parent Account ID field in the Select Field pop-up window.
9. Save your changes.
10. Publish the sandbox according to your company's practices.

When a user signs in to the add-in with the Sales Manager role, they'll see the Parent Account ID. However, users with other roles won't see this field.

Assign Geographical Regions to a Page Layout

Adding geographical regions to a standard or custom object's page layout lets you restrict the availability to users from a specific set of geographical regions. For example, if you add the United States and United Kingdom regions to a page layout, then only users from these countries can view the layout.

Here's how you set it up:

1. Repeat steps 1 through 6 in the Assign a Role to a Layout section.
2. In the Assigned Regions pane, select the geographical regions by clicking on the region. Select as many regions as you require.
3. Click Save.