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Profile Permissions
Identificação da resposta 768   |   Revisado 28/09/2023

When setting a profile, which features do the different permission check boxes enable?

Environment:

Staff Profiles
Oracle B2C Service, All versions

Resolution:

The profile options can be found in the Staff Management area of the Configuration tab in the Navigation set. The Permissions can be accessed via the Ribbon.


Administration Checkbox:
Select this check box to allow staff members with this profile access to the following options:

  • Custom Fields
  • Service Usage Metrics
  • Messages Templates
  • Mailboxes
  • Currencies/Exchange Rates
  • Service Level Agreements
  • Response Requirements
  • Chat Hours
  • Channels
  • Channel Accounts
  • Quote Templates
  • Territories
  • Strategies
  • Sales Period
  • External Suppression List
  • Thread Type Correction


Groups / Accounts / Distribution Lists:

  • Select this check box to allow staff members with this profile access to Staff Accounts, Groups, and Distribution Lists

System Error Log:

  • Select this check box to allow staff members with this profile to access the log files under Site Configuration.

Workspace Designer:

  • Select this check box to allow staff members with this profile access to the Workspaces and Workflows explorer and designer.

Scripting:

  • Select this check box to allow staff members with this profile access to create and edit agent scripts.  NOTE: Agent scripting must be enabled on your site to use this feature. Contact your Oracle Account Manager for information. 

Object Designer:

  • Select this check box to allow staff members with this profile access to create and edit manage custom objects using the object designer. 

Message Templates:

  • Select this check box to allow staff members with this profile to edit message templates used to customize administrator notifications, administrator email and contact emails.

Access Control:

  • Select this check box to let staff members with this profile to access to the Access Control editor to configure permissions for Community Self Service.

CP Promote:

  • Select this check box to allow staff members with this profile to deploy the production customer portal site. 

CP Stage:

  • Select this check box to allow staff members to stage deployments. 

CP Edit:

  • Select this check box to allow staff members to access customer portal files through WebDav.  
Note: CP permissions will only be available if MOD_CP_DEVELOPMENT_ENABLED is set to Yes.

Rules View:

  • Ability to view all rules in the application

Data Import:

  • Select this check box to let staff members with this profile to import records through the Data Import Wizard and manager Data Import templates. 

Process Designer:

  • Select this check box to let staff members with this profile to create custom processes that run when events occur on objects in the system.

Broadcast Notification:

  • Select this check box to allow staff members with this profile to send notifications to other staff members.

Configuration:  
Select this check box to allow staff members with this profile access to the following options:

  • Password Configuration
  • Profile
  • Configuration Settings
  • Configuration Wizard
  • Message Bases
  • File Manager
  • Interfaces
  • Add-in Manager
  • Email Address Sharing

Business Process Settings:
Select this check box to allow staff members with this profile access to the following options:

  • Navigation Sets
  • Customizable Menus
    • Answer Access Levels
    • Answer Statuses
    • Billable Tasks
    • Channel Types
    • Chat Agent Statuses
    • Chat Queues
    • Competitors
    • Contact Roles
    • Contact Types
    • Incident Queue
    • Incident Severity
    • Incident Statuses
    • Industry Types
    • Lead Rejection Types
    • Opportunity Statuses
    • Organization Address Types
    • Win/Loss Reasons
  • Countries
  • Products/Categories/Dispositions  
  • Standard Text
  • Variables
  • Holidays
  • Product Catalog
  • Price Schedules
  • Tracked Link Categories

Rules Edit:

  • Select this check box to allow staff members with this profile to edit business rules.

Profiles:

  • Select this check box to allow staff members with this profile to add and edit profiles.

SSO Login (SAML 2.0):

  • Select this check box to allow staff members with this profile to login only through an external identity provider (SSO process). 

Bulk Delete

  • Select this check box to let staff members with this profile delete up to 1000 contact or custom object records at a time. 

 

If enabled

Outlook Navigation:

  • Access to Microsoft Outlook items (This option only displays if Outlook Integration is enabled.)

 

 

Additional Options

Browser User Interface:

Account Authentication: Select this check box to give staff members with this profile access to Oracle B2C Service using the Browser UI through account authentication.


Public SOAP API:


Public Knowledge Foundation API:

  • Select these check boxes to allow staff members with this profile access to the public Knowledge Foundation API through account or session authentication. 


Para informações adicionais, consulte a seção 'Add or Edit a Profile' na documentação on-line para a versão que seu site está executando no momento. Para acessar os manuais e a documentação on-line do Oracle B2C Service, consulte a Documentação para produtos Oracle B2C Service.

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