User Management and Access Controls
This topic provides information on managing users and controlling access.
Before you begin. Do the following:
The cumulative setup of all users at your company defines your company's reporting hierarchy and sales quotas.
Individually, for each user at your company, you must specify a user role. A user's role and associated access profile determine an employee's access to tabs, features, and records. They also determine which page layouts the employee sees when using the application.
Click a topic to see the procedure for managing users, access profiles, roles, custom books, and groups:
TIP: Consider setting up a test user for each role. Then activate the test users to make sure the configurations are set up correctly before activating other users. Do not activate other users until you have completed all user setup activities, including access rights, role layout, reporting and data sharing hierarchy, workflow and any other business process customization. Remember to deactivate test users when testing is complete.
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|