1. Securing Sales and Fusion Service
  2. Predefined Sales and Service Roles

Predefined Sales and Service Roles

Oracle provides many predefined job and abstract roles as part of the security reference implementation for the sales and service applications. The security reference implementation is a predefined set of security definitions that you can use as-is.

Sales Roles

The following are some of the predefined job roles for sales users:

  • Channel Account Manager

  • Channel Operations Manager

  • Channel Sales Manager

  • Customer Contract Administrator

  • Customer Data Steward

  • Customer Relationship Management Application Administrator

  • Data Steward Manager

  • Enterprise Contract Administrator

  • Enterprise Contract Manager

  • Incentive Compensation Manager

  • Incentive Compensation Plan Administrator

  • Incentive Compensation Analyst

  • Inside Sales Manager
  • Inside Sales Representative

  • Marketing Manager

  • Marketing Operations Manager

  • Marketing VP

  • Master Data Management Application Administrator

  • Partner Administrator

  • Partner Sales Manager

  • Partner Sales Representative

  • Sales Administrator

  • Sales Analyst

  • Sales Catalog Administrator

  • Sales Lead Qualifier

  • Sales Manager

  • Sales Representative

  • Sales VP

  • Supplier Contract Administrator

You also assign the following abstract roles to sales users who are employees so they can carry out their work:

  • Employee

  • Resource

Note: Be extremely cautious when assigning predefined roles as-is. See Guidance for Assigning Predefined Roles and "Advisory Note on Subscription Impact" in the Security Reference for Common Features guide.

If you're using the Incentive Compensation functionality, you can also assign the following abstract roles to users:

  • Incentive Compensation Participant

  • Incentive Compensation Participant Manager

Service Roles

A number of job roles and duty roles are predefined in the Service offering. These are the predefined job roles specific to this product area:

  • Chat Agent

  • Customer Service Manager

  • Customer Service Representative

  • Knowledge Analyst

  • Knowledge Manager

  • Field Service Technician

  • Internal Help Desk Administrator

  • Internal Help Desk Agent

  • Internal Help Desk Manager

  • Case Manager

  • Case Worker