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Setup Access Rights Business Plans (Doc ID 2712217.1)

Last updated on SEPTEMBER 18, 2020

Applies to:

Oracle Fusion CX Sales Cloud Service - Version and later
Information in this document applies to any platform.


I would like to inform you that we have successfully activated business plan on our production environment.
We trained our user and will start with business plan creation soon.
As a next step we would like to apply read / edit privileges for business plan records:
• User group 1 (should be able to see business plan records if the business plan is linked to an account where they’re on the team) (Standard User).
• User group 2 (should also able to see business plan records also for accounts within their territory (Sales Coordinator, Data Steward and Manager).
Can you help Michael to guide him to through the necessary steps to setup access rights business plans?


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