User and Role Setup Template

User Management & Access Control Template
Use this template to help you set up the users, roles, access profiles, and groups for your organization. Each sheet in this workbook will assist you in working through part
of the process. The sheets are defined below:
Access Profile Management: Use this template to name and define access profiles for your users. You must define your access profiles before you can fully define the
roles for your organization.
Access Profiles - Related Info: Use this template to define the related information access to be granted for each record type in each access profile.
1-Role Names: Use this template to outline the roles for your organization. This is the first step in role creation.
2-Record Type Access: Use this template to define if each role "Has Access?", "Can Create?" and/or "Can Read All Records?" for each record type. To get a definition of
each of these access levels, see the Access Level Definitions sheet.
3-Access Profiles: Use this template to assign each role a default and owner access profile.
4-Privileges: Use this template to define the system privileges that will be granted for each role.
5-Tab Access and Order: Use this template define the order and availability of tabs in CRM On Demand. The tab order and availability may be different for each role.
6-Page Layout Assignment: Use this sheet to assign custom page layouts to related record types. Note: Page layouts for each record type are created at the
Application Customization area.
7-Search Layout Assignment: Use this sheet to set up specific search fields and search results layouts for different record types. Note: Search layouts for each record
type are created at the Application Customization area.
9-Homepage Layout Assignment: Use this sheet to configure custom homepage layouts to related record types. Note: Homepage layouts for each record type are
created at the Application Customization area.
User Information: Use this sheet to document information about your organization's users. This sheet may be used whether you are importing or not. See the instructions
on the sheet, as there are rows and columns that you must delete if you choose to use the sheet for import.
Access Level Definitions: This sheet is for your reference. Refer to this sheet to see the definition for each access level you may define for record type access.
Your edition of Oracle CRM On Demand might have additional record types not represented here, so compare your instance of the application with these worksheets, and
modify the worksheets as needed.
For more information on customizing users, roles, access profiles, and groups in Industry Editions, refer to the Oracle CRM On Demand Documentation Library on the
Oracle Technology Network (OTN) for these helpful resources:
- Oracle CRM On Demand for Partner Relationship Management Configuration Guide (PDF)
- Configuration Guide for Oracle CRM On Demand Financial Services Edition (PDF)
- Configuration Guide for Oracle CRM On Demand Life Sciences Edition (PDF)
User and Role Setup Template Copyright © 2010, Oracle.

1
Overview All rights reserved.
Grantab
le to Grantab
Team le to Dis
Member Book abl
Access Profile Name Description s Users e
Edit System Generated
Full System Generated
ReadOnly
Administrator Default System Generated
Access ProfileOwner
Administrator System Generated
Access Profile
Advanced User Default System Generated
Access Profile
Advanced User Owner System Generated
Access
Executive Default Access System Generated
Profile
Profile
Executive Owner Access System Generated
Profile
Field Sales Rep Default System Generated
Access
Field Profile
Sales Rep Owner System Generated
AccessSales
Inside Profile
Rep Default System Generated
Access
Inside Sales Rep Owner System Generated
Profile
Access
RegionalProfile
Manager Default System Generated
Access Profile
Regional Manager Owner System Generated
Access Profile
Marketing Manager DefaultSystem Generated
Access Profile
Marketing Manager OwnerSystem Generated
Sales & Marketing
Access
Sales & MarketingAccess System Generated
Manager Profile
Default
Profile
Manager Owner Access System Generated
Profile
Service Manager Default System Generated
Access Profile
Service Manager Owner System Generated
Access Profile
Service Rep Default System Generated
Access Profile
Service Rep Owner AccessSystem Generated
Profile System Generated
<Custom Access Profile Name>

2
Access Profile Management All rights reserved.
Grantab
le to Grantab
Team le to Dis
Member Book abl
*ToAccess Profilerows
add additional Name - Description s Users e
highlight row and select
Copy, right click on this cell
and select 'Insert Copied
Cells'

3
Assessm Custom Custom Custom Fund
Access Profile Name Account Activity ent Asset Books Campaign Dealer Contact Objects 1 Objects 2 Objects 3 Forecast Fund Request
Edit
Full
ReadOnly
Administrator Default
Access ProfileOwner
Administrator
Access Profile
Advanced User Default
Access Profile
Advanced User Owner
Access Profile
Executive Default Access
Profile
Executive Owner Access
Profile
Field Sales Rep Default
Access
Field Profile
Sales Rep Owner
AccessSales
Inside Profile
Rep Default
Access Profile
Inside Sales Rep Owner
Access
RegionalProfile
Manager Default
Access Profile
Regional Manager Owner
Access Profile
Marketing Manager Default
Access Profile
Marketing Manager Owner
Sales & Marketing
Access
Manager Profile
Sales & MarketingAccess
Default
Profile
Manager Owner Access
Profile
Service Manager Default
Access Profile
Service Manager Owner
Access Profile
Service Rep Default
Access Profile
Service Rep Owner Access
Profile

4
Service
Access Profile Name Household Lead Opportunity Partner Patient Portfolio Request Smart Call Solution Vehicle
Edit
Full
ReadOnly
Administrator Default
Access ProfileOwner
Administrator
Access Profile
Advanced User Default
Access Profile
Advanced User Owner
Access Profile
Executive Default Access
Profile
Executive Owner Access
Profile
Field Sales Rep Default
Access
Field Profile
Sales Rep Owner
AccessSales
Inside Profile
Rep Default
Access Profile
Inside Sales Rep Owner
Access
RegionalProfile
Manager Default
Access Profile
Regional Manager Owner
Access Profile
Marketing Manager Default
Access Profile
Marketing Manager Owner
Sales & Marketing
Access
Manager Profile
Sales & MarketingAccess
Default
Profile
Manager Owner Access
Profile
Service Manager Default
Access Profile
Service Manager Owner
Access Profile
Service Rep Default
Access Profile
Service Rep Owner Access
Profile

5
Access Profile Management
Related Information
For each access profile, designate the level of access to each of the related information sections available for each record type.
Select the level of access for each of these access profiles and add any other access profiles that apply to your organization by adding rows under each record type section.
Any record types highlighted in green represent record types that are linked to specific functionality that your company may not use in CRM On Demand.
To view the default access levels:

1. Click the Admin global link.
2. Click the User Management and Access Controls link.
3. Click the Access Profiles link.
4. Click the Edit link for any of the system generated access profiles.
5. Click Step 2 Specify Access Levels.
6. Click the Related Information link for any of the record types.
ACCOUNT - RELATED INFORMATION

Account Account Account
Access Profile Competitors Partners Relationships Account Team Addresses Assets Attachments Books Calls
Edit
Full
Read Only
Administrator Default Access Profile
Administrator Owner Access Profile
* Insert additional rows to represent other access profiles.
ACTIVITY - RELATED INFORMATION

Custom Custom Custom Products Samples
Access Profile Attachments Books Contacts Objects 1 Objects 2 Objects 3 Detailed Dropped Solutions
Edit
Full
Read Only
ASSESSMENT - RELATED INFORMATION

Access Profile Values

6
Access Profiles - Related Info All rights reserved.
Edit
Full
Read Only
BOOK - RELATED INFORMATION

Access Profile Sub-Books Users
Edit
Full
Read Only
CAMPAIGN - RELATED INFORMATION

Completed Custom Custom Custom
Access Profile Attachments Activities Contacts Objects 1 Objects 2 Objects 3 Leads Notes Open Activities
Edit
Full
Read Only
CONTACT - RELATED INFORMATION

Completed Contact Contact
Access Profile Accounts Addresses Assets Attachments Books Campaigns Activities Assessments Interests
Edit
Full
Read Only
CUSTOM OBJECT 1 - RELATED INFORMATION

Completed Custom Object Custom
Access Profile Accounts Assets Attachments Books Campaigns Activities Contacts 1 Team Objects 1

7
Edit
Full
Read Only

Edit
Full
Read Only

Edit
Full
Read Only
HOUSEHOLD - RELATED INFORMATION

Completed Custom Custom Custom Household
Access Profile Attachments Books Activities Contacts Objects 1 Objects 2 Objects 3 Team Leads
Edit
Full
Read Only
LEAD - RELATED INFORMATION

8
Completed Custom Custom Custom Lead
Access Profile Attachments Books Activities Objects 1 Objects 2 Objects 3 Assessments Open Activities
Edit
Full
Read Only
OPPORTUNITY - RELATED INFORMATION

Access Profile Attachments Audit Trail Books Activities Contacts Objects 1 Objects 2 Objects 3 Leads
Edit
Full
Read Only
SERVICE REQUEST - RELATED INFORMATION

Access Profile Attachments Audit Trail Books Activities Objects 1 Objects 2 Objects 3 Notes Open Activities
Edit
Full
Read Only
SOLUTION - RELATED INFORMATION

Custom Custom Custom Related Service Solution
Access Profile Attachments Books Objects 1 Objects 2 Objects 3 Products Solutions Requests Product
Edit
Full
Read Only

9
Read/Create
Read/Create/Edit
Read-Only
Read/Edit
Read/Edit/Delete
Full
No Access
View
Read-Only
No Access
Inherit Primary
Read/Create
Read-Only
View
No Access
Add/Inherit Primary
Add/Remove/Inherit Primary
Inherit Primary

10
Related Information


Access Profile Activities Contacts Objects 1 Objects 2 Objects 3 Leads Notes Open Activities Opportunities
Edit
Full
Read Only
Access Profile Users

Edit
Full
Read Only

Access Profile

11
Edit
Full
Read Only

Access Profile
Edit
Full
Read Only
Access Profile Opportunities

Edit
Full
Read Only

Contact Custom Custom Custom
Access Profile Relationships Contact Team Objects 1 Objects 2 Objects 3 Households Leads Notes Open Activities
Edit
Full
Read Only

Custom Custom Service
Access Profile Objects 2 Objects 3 Households Leads Notes Open Activities Opportunities Products Requests

12
Edit
Full
Read Only

Edit
Full
Read Only

Edit
Full
Read Only

Service
Access Profile Notes Open Activities Opportunities Portfolios Requests
Edit
Full
Read Only

13
Access Profile
Edit
Full
Read Only
OPPORTUNITY - RELATED INFORMATION

Opportunity Opportunity Opportunity Opportunity
Access Profile Notes Open Activities Assessment Competitors Partners Team Revenues
Edit
Full
Read Only
SERVICE REQUEST - RELATED INFORMATION

SR
Access Profile Assessments Solutions
Edit
Full
Read Only
SOLUTION - RELATED INFORMATION
Access Profile Solutions

Edit
Full
Read Only

14
Related Information


Service
Access Profile Portfolios Requests Sub-Accounts Vehicles
Edit
Full
Read Only
Access Profile
Edit
Full
Read Only

Access Profile

15
Edit
Full
Read Only

Access Profile
Edit
Full
Read Only
Access Profile
Edit
Full
Read Only

Service
Access Profile Opportunities Referrals Requests
Edit
Full
Read Only

16
Edit
Full
Read Only

Edit
Full
Read Only

Edit
Full
Read Only
Access Profile
Edit
Full
Read Only

17
Step 1: Role Names
The first step in the role management wizard is to edit or create the new role names and descriptions. You will define the
roles listed on this sheet
as you move through the role management wizard. To access the role management wizard:
3. Click the Role Management link.
4. Click the Edit link for any of the system generated roles. Mark
for
Tran
Default Role slati
New Role Name Name Description on
Default Sales Process
Theme Name
Action Bar Layout
Lead Conversion Layout
Administrator Administrator Predefined CRM On Demand Role
Advanced User Advanced User Predefined CRM On Demand Role
Executive Executive Predefined CRM On Demand Role
Field Sales Rep Field Sales Rep Predefined CRM On Demand Role
Inside Sales Rep Inside Sales Rep Predefined CRM On Demand Role
Regional Manager Regional ManagePredefined CRM On Demand Role
Sales & Marketing M Sales & Marketin Predefined CRM On Demand Role
Service Manager Service Manager Predefined CRM On Demand Role
Service Rep Service Rep Predefined CRM On Demand Role
<Custom Role> <Provide a brief description of this role.>
** To add additional rows: highlight row and select Copy, right click on this cell and select 'Insert Copied Cells'

18
Step 1: Role Names All rights reserved.
Step 2: Record Type Access
The record types highlighted in green represent functionality that must be specifically selected for your company, so you may not see those items in
your list. The default access levels for the Administrator role are listed here. To see the default record type access for the other system-generated roles,
see CRM On Demand.
Role: Administrator Role: Advanced User

Can Read All Can Read All
Record Type Has Access? Can Create? Records? Record Type Has Access? Can Create? Records?
Account x x x Account
Activity x x x Activity
Assessment x x x Assessment
Asset x x x Asset
Book Book
Campaign x x x Campaign
Contact x x x Contact
Custom Object 1 Custom Object 1
Dealer Dealer
Forecast x x x Forecast
Fund Fund
Fund Request Fund Request
Household Household
Lead x x x Lead
MedEd Event MedEd Event
Opportunity x x x Opportunity
Patient Patient
Portfolio Portfolio
Service Request x x x Service Request
Smart Call Smart Call
Solution x x x Solution
Vehicle Vehicle

19
Step 2: Record Type Access All rights reserved.
see CRM On Demand.
Role: Executive Role: Field Sales Rep

Account x x x Account
Activity x x x Activity
Assessment x x x Assessment
Asset x x x Asset
Book Book
Campaign x x x Campaign
Contact x x x Contact
Dealer Dealer
Forecast x x x Forecast
Fund Fund
Household Household
Lead x x x Lead
Opportunity x x x Opportunity
Patient Patient
Portfolio Portfolio
Service Request x x x Service Request
Solution x x x Solution
Vehicle Vehicle

20
see CRM On Demand.
Role: Inside Sales Rep Role: Regional Manager

Account Account
Activity Activity
Assessment Assessment
Asset Asset
Book Book
Campaign Campaign
Contact Contact
Dealer Dealer
Forecast Forecast
Fund Fund
Household Household
Lead Lead
Opportunity Opportunity
Patient Patient
Portfolio Portfolio
Service Request Service Request
Solution Solution
Vehicle Vehicle

21
see CRM On Demand.
Role: Sales & Marketing Manager Role: Service Manager

Account Account
Activity Activity
Asset Asset
Book Book
Campaign Campaign
Contact Contact
Dealer Dealer
Forecast Forecast
Fund Fund
Household Household
Lead Lead
Patient Patient
Portfolio Portfolio
Solution Solution
Vehicle Vehicle

22
see CRM On Demand.
Role: Service Rep Role: <Custom Role>

Account Account
Activity Activity
Asset Asset
Book Book
Campaign Campaign
Contact Contact
Dealer Dealer
Forecast Forecast
Fund Fund
Household Household
Lead Lead
Patient Patient
Portfolio Portfolio
Solution Solution
Vehicle Vehicle

23
see CRM On Demand.
Role: <Custom Role> Role: <Custom Role>

Account Account
Activity Activity
Asset Asset
Book Book
Campaign Campaign
Contact Contact
Dealer Dealer
Forecast Forecast
Fund Fund
Household Household
Lead Lead
Patient Patient
Portfolio Portfolio
Solution Solution
Vehicle Vehicle

24
see CRM On Demand.
Role: <Custom Role> Role: <Custom Role>

Account x x x Account x x x
Activity x x x Activity x x x
Assessment x x x Assessment x x x
Asset x x x Asset x x x
Book x x x Book x x x
Campaign x x x Campaign x x x
Contact x x x Contact x x x
Custom Object 1 x x x Custom Object 1 x x x
Dealer x x x Dealer x x x
Forecast x x x Forecast x x x
Fund x x x Fund x x x
Fund Request x x x Fund Request x x x
Household x x x Household x x x
Lead x x x Lead x x x
MedEd Event x x x MedEd Event x x x
Opportunity x x x Opportunity x x x
Patient x x x Patient x x x
Portfolio x x x Portfolio x x x
Service Request x x x Service Request x x x
Smart Call x x x Smart Call x x x
Solution x x x Solution x x x
Vehicle x x x Vehicle x x x

25
Step 3: Access Profiles
For each role, you must designate one default access profile and one owner access profile. See the Access Profile Management sheet to
select from the list of access profiles used at your company. There are several system generated access profiles available in CRM On
Demand. To view those access profiles:

4. Click the Edit link for any of the system generated access profiles to view the designated access levels.
Role Name Default Access Profile Owner Access Profile

Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Sales & Marketing Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

26
Step 3: Access Profiles All rights reserved.
Step 4: Privileges
For each role, you must must select the appropriate privileges for each role. Privileges define the types of tasks a user can perform in CRM On Demand. The default
privileges selected for the Administrator role are listed below. Any privileges highlighted in green represent privileges that are linked to specific functionality that your
company may not use in CRM On Demand.
To view the default privileges for other roles, or to see the definitions of the different privileges:
3. Click the Role Management link.
4. Click the Edit link for any of the roles.
5. Click the Step 4 Privileges link.
Role Name
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Manager
Sales & Marketing
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
Category Privileges
Admin: Company Administration Manage Company x
Admin: Company Administration Manage Company - Define Currencies x
Admin: Company Administration Manage Company - Reset All Passwords x
Admin: Company Administration Manage Themes x
Admin: Content Management Manage Content x
Admin: Content Management Manage Content - Manage Attachments x
Admin: Users and Access Controls Manage Books x
Admin: Users and Access Controls Manage Territories x
Admin: Users and Access Controls Manage Users and Access x
Admin: Users and Access Controls Manage Users and Access - Manage Delegated
Users x
Analytics Access All Data in Analytics x
Analytics Access Analytics Dashboards x
Analytics Access Analytics Reports x
Analytics Access Analytics Reports - View Prebuilt
Analyses x

27
4-Privileges All rights reserved.
Role Name
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Manager
Sales & Marketing
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
Category Privileges
Analytics Analytics Scripting x
Analytics Manage Custom Reports x
Analytics Manage Dashboards x
Analytics Manage Personal Reports x
Analytics Usage Tracking x
CRM: Marketing Archive Leads x
CRM: Marketing Convert Leads x
CRM: Marketing Eloqua Integration x
CRM: Marketing Email Marketing: Administer Email Marketing
x
CRM: Marketing Email Marketing: Author Email Marketing x
CRM: Marketing Email Marketing: Manage Email Marketing
Access x
CRM: Marketing Manage Campaigns x
CRM: Marketing Partner Offerings x
CRM: Marketing Qualify Leads x
CRM: Marketing Reject Leads x
CRM: Partners Manage Fund Requests Access x
CRM: Partners Manage Funds Access x
CRM: Sales Access All Forecasts x
CRM: Sales Access Extended Account Relationship x
CRM: Sales Manage Business Planning Access x
CRM: Sales Manage Referrals x
CRM: Sales Manage Contact and Account Revenues x
CRM Access
Manage Assessments Access x
CRM Manage Contact Interests Access x
CRM Manage Extended Contact and Account
Relationship Access x
CRM Publish Solutions x
CRM Share Calendar x

28
Role Name
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Manager
Sales & Marketing
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
Category Privileges
Call Center On Demand Access Call Center On Demand Dashboard x
Call Center On Demand Access Communications Homepage x
Call Center On Demand Access Communications Tool Bar x
Call Center On Demand Manage Call Center On Demand Access x
Customization: Business Rules Data Rules and Assignment x
Customization: Business Rules Manage Data Rules - Manage Sales Stage
Definition x
Customization: Business Rules Manage Data Rules - Manage Workflow Rules
x
Customization: Business Rules Workflow Cancel Save x
Customization: Data Administer Field Audit x
Customization: Data Advanced Field Management x
Customization: Data Customize Application - Manage Custom Object
1 x
2 x
3 x
Customization: Data Customize Application - Manage Custom
Objects 04-10 x
Customization: Layout All fields in Search and Lists x
Customization: Layout Customize Application - Manage Dynamic
Layouts x
Customization: Layout Customize Application - Manage Homepage
Customization x
Customization: Layout Manage Homepage Custom Report Execution
x
Customization Customize Application x
Data Management: Export Access all Export Request Attachments x
Data Management: Export Admin Export x

29
Role Name
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Manager
Sales & Marketing
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
Category Privileges
Data Management: Export List - Export All Fields x
Data Management: Export List - Export Displayed Fields x
Data Management: Import Access all Import Request Attachments x
Data Management: Import Admin Import x
Data Management: Import Marketing Import x
Data Management Batch Delete x
Data Management Manage Public Lists x
Data Management Mass Update x
Data Management Merge Records x
Data Management Recover All Records x
Desktop/Mobile Enable Offline Access x
Desktop/Mobile Enable PIM Sync Access x
Desktop/Mobile Outlook/Notes Email Integration x
Industry Specific: Automotive Manage Dealers Access x
Industry Specific: Automotive Manage Vehicles Access x
Industry Specific: Financial Services Manage Households Access x
Industry Specific: Financial Services Manage Portfolios Access x
Industry Specific: Life Sciences Calls: Create Public Smart Calls x
Industry Specific: Life Sciences Calls: Enable Call Detailing x
Industry Specific: Life Sciences Calls: Manage Calls x
Industry Specific: Life Sciences Manage Medical Education Events Access x
Industry Specific: Life Sciences Manage Pharmaceutical Access x
Integration: Integration Event Enable Integration Event Access x
Integration: Pre-Built Enable Order Creation Access x
Integration: Pre-Built Enable Quote Creation Access x
Integration: Web Services Change Company Passwords using Web
Services x
Integration: Web Services Enable Web Services Access x
Integration: Web Services Manage Access to Web Services Integration x
Integration: Web Services Manage Company Password Access x

30
Role Name
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Manager
Sales & Marketing
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
Category Privileges
Integration: Widgets Embed CRM On Demand Widgets x
Integration: Widgets Manage Custom Web Applets x
My Setup Personal Import x
My Setup Personalize Action Bar x
My Setup Personalize Detail Page x
My Setup Personalize Homepages x
My Setup Personalize Tabs x
My Setup Reset Personal Password x

31
Step 5: Tab Access & Order
For each role, you can designate which tabs will show up in CRM On Demand, the order in which the tabs appear and make some tabs available for users
that want to see them. Use this spreadsheet to outline the order and access of tabs for each role. Use the number one to designate the tab that will appear
on the far left of the pages in CRM On Demand. Designate tabs that you want to be available for users with the role to select, and designate which tabs
should not be available.
The default order of the tabs for the Administrator role are listed below for your reference. To see the values for other roles, look in step 5 of the role
management wizard in CRM On Demand.
Role Name Home Calendar Accounts Contacts Opportunities Forecasts Campaigns Leads
Administrator 1 2 4 5 6 12 10 3
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

32
5-Tab Access Order All rights reserved.
Role Name Service Solutions Reports Dashboard Communications Custom Object 1 Custom Object 2 Custom Object 3
Administrator 7 11 8 9 Not Available Not Available Not Available Not Available
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

33
Role Name Dealers Funds Households MedEd Patients Portfolios Vehicles

Administrator Not Available Not Available Not Available Not Available Not Available Not Available Not Available
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

34
Step 6: Page Layout Assignment
For each role, you must must select the appropriate page layouts for each record type. Each page layout is unique to a specific business object (e.g. Accounts) and
enables you to define field setup (what fields are required or read only), field layout (which fields are visible and how are they arranged) and related information (what
related sections are displayed, available or not available). To view the standard page layouts assigned to the each role, view step 6 of the role management wizard.
Use the Page Layout Template to help you define the page layouts for your company.
Account Call Product Call Sample

Role Name Account Account Call Revenue Appointment Asset Detail Dropped Campaign Contact
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Sales &Marketing Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

35
6-Page Layout Assignment All rights reserved.
Role Name Contact Call Contact Revenue Custom Object 1 Custom Object 2 Custom Object 3 Dealer Fund Fund Request Household
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

36
Opportunity
Role Name Lead MedEd Event Opportunity Product Revenue Partner Partner Program Patient Portfolio Product
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

37
Vehicle Financial
Role Name Service Request Smart Call Solution Task User User Admin User Owner Vehicle Information
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

38
Vehicle Sales Vehicle Service

Role Name History History Wrap Up
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

39
Step 7: Search Layout Assignment
For each role, you must must select the appropriate search layout for record type. Search layouts allow you to define how users will see the fields in the Search box on
the action bar as well as the columns visible from the selection window.
Use the Search Layout Template to help you define the search layouts for your company.
Role Name Account Appointment Campaign Contact Custom Object 1 Custom Object 2 Custom Object 3 Dealer Fund
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

40
7-Search Layout Assignment All rights reserved.
Role Name Fund Request Household Lead MedEd Event Opportunity Patient Portfolio Product Service Request
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

41
Role Name Solution Task Vehicle

Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

42
Step 8: Homepage Layout Assignment
For each role, you must must select the appropriate homepage layout for tab. This feature allows you to provide the most relevant information to different users,
including the ability to display custom analytics on Homepages. For example, the Homepage for a customer service representative can be configured to show new
service requests instead of new leads, and a custom service-request report instead of the standard sales-pipeline quality report.
Use the Homepage Layout Template to help you define the homepage layouts for your company.
Role Name My Homepage Account Asset Campaign Contact Custom Object 1 Custom Object 2 Custom Object 3 Dealer
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

43
8-Homepage Layout Assignment All rights reserved.
Role Name Fund Household Lead MedEd Event Opportunity Partner Partner Program Patient Portfolio
Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

44
Role Name Service Request Solution Vehicle

Administrator
Advanced User
Executive
Field Sales Rep
Inside Sales Rep
Regional Manager
Service Manager
Service Rep
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>
<Custom Role>

45
User Information
The following information is required to set up employees as CRM On Demand users. Please fill out this information for each employee before attempting to input users
into the application. If you plan to import user information, remove rows 1–4 and row 6 of this template. Then, remove columns AT-BC before saving it in a CSV
format.
NOTE: The Reports To and Role fields are very important and must be filled in properly. If these fields are not populated with the correct Reports To employee and Role,
that employee or their manager may not have the correct visibility to important records. By completing your organization structure, you ensure proper visibility for each
user. The Reports To column should contain the first and last names of other CRM On Demand users.
External Email Temp Middle Reports To

Unique ID Password? Mr/Ms First Name * Name Last Name * Role * Status* Job Title (Manager) Supervisor
No Mr. John A Smith Executive Inactive Ethan Phillips
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive
No Inactive

46
User Information All rights reserved.
External Email Temp Middle Reports To
Unique ID Password? Mr/Ms First Name * Name Last Name * Role * Status* Job Title (Manager) Supervisor
No Inactive

47
equired to set up employees as CRM On Demand users. Please fill out this information for each employee before attempting to input users
an to import user information, remove rows 1–4 and row 6 of this template. Then, remove columns AT-BC before saving it in a CSV
ole fields are very important and must be filled in properly. If these fields are not populated with the correct Reports To employee and Role,
er may not have the correct visibility to important records. By completing your organization structure, you ensure proper visibility for each
should contain the first and last names of other CRM On Demand users.
Middle Company Sign In ID User Sign In ID (do

First Name * Name Last Name * Alias * (do not import) User ID* not import) Email * Work Phone # *
John A Smith John Smith abc/ jsmith abc/jsmith [email protected] 111-125-4587

48
Middle Company Sign In ID User Sign In ID (do
First Name * Name Last Name * Alias * (do not import) User ID* not import) Email * Work Phone # *

49
Middle
First Name * Name Last Name * Time Zone Number/Street Address 2 City State/Province Postal/Zip Code
John A Smith (GMT-07:00) Arizona

50
Middle
First Name * Name Last Name * Time Zone Number/Street Address 2 City State/Province Postal/Zip Code

51
Middle
First Name * Name Last Name * Country Cellular Phone # Work Fax # Employee Number Division Department Region
John A Smith

52
Middle
First Name * Name Last Name * Country Cellular Phone # Work Fax # Employee Number Division Department Region

53
Middle Business Unit Level Business Unit Level Business Unit Level
First Name * Name Last Name * Subregion Business Unit 1 2 3 Business Unit Level 4 Market
John A Smith

54
Middle Business Unit Level Business Unit Level Business Unit Level
First Name * Name Last Name * Subregion Business Unit 1 2 3 Business Unit Level 4 Market

55
Middle Miscellaneous Miscellaneous Miscellaneous Miscellaneous

First Name * Name Last Name * Submarket Text 1 Text 2 Number 1 Number 2
John A Smith

56
Middle Miscellaneous Miscellaneous Miscellaneous Miscellaneous
First Name * Name Last Name * Submarket Text 1 Text 2 Number 1 Number 2

57
Access Level Definitions
You can set default, owner, and related information access levels for each record type to control what a user is able to do with a given record. The following table lists the access
level choices available for default, owner, and related information, and gives a definition of each.
Record Type Access Related Information Definition

Full Can create, view, edit, and delete related records
Read/Edit/Delete Read/Edit/Delete Can view, edit, and delete records but cannot create them
Read/Create/Edit Can create, view, and edit related records but cannot delete them
Read/Create Can create and view related records but cannot edit or delete them
Read/Edit Read/Edit Can view and edit records but cannot create or delete them
Read-Only Read-Only Can view records but cannot create, edit, or delete them
No Access Has no access to the related record type
View The View access level on a related record type inherits its access from the top-level profile for the record type. For
example, if you select the View access level for the Completed Activities related record type, the access level is
inherited from the top-level profile for activities. Instead of using View, it is recommended you use Inherit Primary
wherever possible.
Inherit Primary Inherit access settings from the primary record type
Filter the related list if the role setting is Can Read All Records = N
Deny Add and Remove permissions
Add/Inherit Primary Inherit access settings from the primary record type
Allow Add but deny Remove permissions
Add/Remove/Inherit Primary Inherit access settings from the primary record type
Allow Add and Remove permissions
Note: Records Type Access is granted for each Role in Step 2 of Role Management

58
Access Level Definitions All rights reserved.

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User Management & Access Control Template

User and Role Setup Template Copyright © 2010, Oracle.

User and Role Setup Template Copyright © 2010, Oracle.

User and Role Setup Template Copyright © 2010, Oracle.

User and Role Setup Template Copyright © 2010, Oracle.

User and Role Setup Template Copyright © 2010, Oracle.

To view the default access levels:

ACCOUNT - RELATED INFORMATION

ACTIVITY - RELATED INFORMATION

ASSESSMENT - RELATED INFORMATION

User and Role Setup Template Copyright © 2010, Oracle.

BOOK - RELATED INFORMATION

CAMPAIGN - RELATED INFORMATION

CONTACT - RELATED INFORMATION

CUSTOM OBJECT 1 - RELATED INFORMATION

User and Role Setup Template Copyright © 2010, Oracle.

CUSTOM OBJECT 2 - RELATED INFORMATION

CUSTOM OBJECT 3 - RELATED INFORMATION

HOUSEHOLD - RELATED INFORMATION

LEAD - RELATED INFORMATION

User and Role Setup Template Copyright © 2010, Oracle.

OPPORTUNITY - RELATED INFORMATION

SERVICE REQUEST - RELATED INFORMATION

SOLUTION - RELATED INFORMATION

User and Role Setup Template Copyright © 2010, Oracle.

User and Role Setup Template Copyright © 2010, Oracle.

To view the default access levels:

ACCOUNT - RELATED INFORMATION

ACTIVITY - RELATED INFORMATION

Access Profile Users

ASSESSMENT - RELATED INFORMATION

User and Role Setup Template Copyright © 2010, Oracle.

BOOK - RELATED INFORMATION

CAMPAIGN - RELATED INFORMATION

Access Profile Opportunities

CONTACT - RELATED INFORMATION

CUSTOM OBJECT 1 - RELATED INFORMATION

User and Role Setup Template Copyright © 2010, Oracle.

CUSTOM OBJECT 2 - RELATED INFORMATION

CUSTOM OBJECT 3 - RELATED INFORMATION

HOUSEHOLD - RELATED INFORMATION

LEAD - RELATED INFORMATION

User and Role Setup Template Copyright © 2010, Oracle.

OPPORTUNITY - RELATED INFORMATION

SERVICE REQUEST - RELATED INFORMATION

SOLUTION - RELATED INFORMATION

Access Profile Solutions

User and Role Setup Template Copyright © 2010, Oracle.

To view the default access levels:

ACCOUNT - RELATED INFORMATION

ACTIVITY - RELATED INFORMATION

ASSESSMENT - RELATED INFORMATION

User and Role Setup Template Copyright © 2010, Oracle.

BOOK - RELATED INFORMATION

CAMPAIGN - RELATED INFORMATION

CONTACT - RELATED INFORMATION

CUSTOM OBJECT 1 - RELATED INFORMATION

Access Profile Solutions

User and Role Setup Template Copyright © 2010, Oracle.

CUSTOM OBJECT 2 - RELATED INFORMATION