Select the true statement regarding a user’s access to records.
A.
Adding a user to a book of business negates the role settings for that user.
B.
Books of business and user role settings work together to define a user’s access to records.
C.
Adding a user to a book of business can interfere with other assignments of that user to other
books.
D.
Assigning a user to a book of business automatically changes a user’s role settings.
Explanation:
The methods for data access include assigning user role privileges,
assigning report folders to roles, using analytics visibility settings, using the Book of Business
feature, and granting access through user delegation.
We like to think of the Book of Business feature as an additional filter for users of Oracle CRM On
Demand. With the Book of Business feature activated for a company and the Look In selector
displayed, a user assigned to one or more books can limit the data returned in a report to a
specific book and any subbooks of the selected book.
Users may have a defaulted book in the Look In selector. The administrator can set this
default by updating the Default Analytics Look In Setting field on each user’s profile in Oracle
CRM On Demand.