Sales Restricted Users
You can create sales application users who have extensive privileges to view sales data, but limited privileges to change data, by provisioning users with the Sales Restricted User job role.
Access Provided by the Sales Restricted User Job Role
To do their jobs effectively, users must be able to view all the data that's relevant to their role in the enterprise. But not all users also require the ability to create, update, or delete that data. Users assigned the Sales Restricted User job role can:
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View accounts, contacts, leads, and opportunities.
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Create and modify reports and analytics.
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Update, create, and manage service requests.
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Create, update, and delete notes, tasks and activities for the Activity object.
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Edit forecasts.
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Access content in Oracle Sales Lightbox.
Assigning the Sales Restricted User job role to the following types of users provides these users with the visibility into sales data that they require, without assigning them excess privileges:
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Back-office users can view reports, edit forecasts, and view activities and interactions.
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Service representatives can view all the information available for a customer and can see leads and opportunities.
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Seasonal or administrative users can view leads and opportunities.
For additional information about creating restricted sales users, see the topic, How do I create sales restricted users?.