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• 1 Introduction
  • Overview of Role-Based Access Control (RBAC)
  • Role Hierarchies and Role Inheritance
  • Predefined Sales and Service Roles
  • Options for Reviewing Predefined Roles
  • Roles for Workflow Administration Access
  • Duty Roles
  • Guidelines for Configuring Security
• 2 Data Sharing and Visibility
  • Data Sharing Mechanisms
  • How Sales Users Gain Access to Sales Information
  • How Sales Users Gain Access to Oracle Sales in the Redwood User Experience Objects
  • Multiple Business Units and Data Access for Sales Objects
  • Configure Data Access in a Multiple Business Unit Environment
  • Data Sharing and Visibility in Incentive Compensation
  • Data Sharing and Visibility in Service
• 3 Initial Security Setup Tasks
  • Overview of Applications Security Setup Tasks
  • Oracle Cloud Applications Security Console
  • Import Users and Roles into Applications Security
  • Synchronize User and Role Information
  • Application Security Preferences
  • Set the Default User Name Format
  • Role Preferences
  • Overview of User Categories
  • Add Users to a User Category
  • Enable Notifications
  • User Name and Password Notifications
  • Create a Notification Template
  • Notifications for Users Based on Status
  • Schedule the Import User Login History Process
  • Why You Run the Send Pending LDAP Requests Process
  • Schedule the Send Pending LDAP Requests Process
  • Give Users the Permission to View All Scheduled Processes
  • Verify Your Data Security Setup
    • Run the Publish Process to Setup Data Security
• 4 Security and Personally Identifiable Information
  • Overview
  • How to Protect Personally Identifiable Information
• 5 Security and Reporting
  • Security for Sales Analytics and Reports
  • Permissions for Catalog Objects
  • Transaction Analysis Duty Roles
  • Business Intelligence Roles
  • Configure Security for Oracle Transactional Business Intelligence
  • View Reporting Roles
  • Display Direct Report Data in Participant Manager Reports
  • FAQs for Security and Reporting
    • Can I configure Oracle Transactional Business Intelligence duty roles?
• 6 Configure and Troubleshoot Data Security
  • Overview of Data Security Configuration
  • Sales and Service Access Management Work Area
  • Review and Configure Data Access for Roles
    • Review a Role's Access to Object Data
    • How do I edit the data access permissions for a custom role and an object?
    • Considerations When Editing Inherited Roles
    • Edit Inactive Policies
    • Extend Access to Additional Objects for a Custom Role
  • Review and Troubleshoot Data Access Issues for Users
    • Overview of the Data Access Explorer
    • Access Group Rules and the Access Groups Enablement Data Security Policies
    • Review a User's Access to Object Data
    • How do I troubleshoot user access issues?
    • Display Public Unique Identifiers for Object Records
    • Why can't my ERP users access Sales and Service data?
  • Edit Data Security Policies on the Security Console
  • Manage Database Resources