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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
• Browser User Interface Administration page

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.

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.  

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:

• Select these check boxes to allow staff members with this profile access the public SOAP API through account or session authentication. Refer to the Integrations and APIs for Service forum.

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. 

For additional information, refer to the 'Add or Edit a Profile' section in the Online Help User Guide documentation. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.