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Setting Up Users (Partners)

Before you begin. To perform this procedure, you must have the Manage Users within the Partner Organization privilege in your role.

When setting up a user, the following fields determine what the user can access, view, and do. You must use them correctly.

  • Status field. When you first set up a user, you can allow the user to access Oracle CRM On Demand immediately by setting the user's status to Active and prompting Oracle CRM On Demand to send the necessary sign-in information to the user when you save the user record.

    Alternatively, if you do not want the user to access Oracle CRM On Demand until later, you can set up the user record and set the user's status to Inactive. When you later want to allow the user to access Oracle CRM On Demand, you change the status of the user to Active, and use the reset password functionality to send the necessary sign-in information to the user by email.

  • Reports To field or Reports To (Alias) field. The reporting structure determines whose records the managers can access. It also determines whose data is included in calculations for forecasting as well as in the reports for managers and executives. The page where you set up users can contain either the Reports To field or the Reports To (Alias) field but must not contain both of these fields. For more information about the Reports To and Reports To (Alias) fields, see About the Reports To and Reports To (Alias) Fields on User Records.

    TIP: Enter users who are at the top of the reporting hierarchy first.

  • Role field. The user's role determines the user's access to tabs, features, records, and page layouts.

    NOTE: The company administrator determines which roles you can assign to users in your partner organization.

When you create a user in your partner organization, the Partner Organization field on the user record is automatically populated with the name of your partner organization, and you cannot change it.

About Sign-In Information for New Users

To sign in to Oracle CRM On Demand, a new user must have a temporary URL for Oracle CRM On Demand and a temporary password. You can prompt Oracle CRM On Demand to send the sign-in information to the user at the time that you create the user account, or you can do it later, as follows:

  • If you want to send the sign-in information at the time that you set up the user account, select the Email Password When I Click Save check box on the user record before you save the user record for the first time.

    You must select the check box before you save the record for the first time if you want the information to be sent to the user immediately. The sign-in information is sent to the user by email, in two parts:

    • The first email contains a temporary URL.
    • The second email contains a temporary password and details of the user's sign-in ID.
  • If you want to send the sign-in information to the user later, do not select the Email Temporary Password When I Click Save check box when you create the user record.

    Later, when you want to send the sign-in information to the user, you can prompt Oracle CRM On Demand to send the information by clicking the Reset Password button on the user record. When you click the Reset Password button, the sign-in information is sent to the user by email, in two parts:

    • The first email contains a temporary URL.
    • The second email contains a temporary password.

      In this case, the email does not include details of the user's sign-in ID.

About Deleting Users

You cannot delete users. When an employee leaves your company, change the status of that user to Inactive.

The following procedure describes how to set up a member of your organization as a user in Oracle CRM On Demand.

To set up a user

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click Partner Self Administration.

    The User List page opens, showing a list of the users in your partner organization.

  3. On the User List page, do one of the following:
    • To add a new user, click New User.
    • To edit a user's information, click the user's last name and, on the User Detail page, click the Edit button.
  4. On the User Edit page, complete the information.

    For more information, see User Fields.

  5. Save the record.

TIP: You can limit the user records that you see by creating filtered lists. For information on filtered lists, see Working with Lists.

Any list of user records that you open shows only the users who meet the criteria in the list filter and who are members of your partner organization. The following procedure describes how to open a filtered list of users.

To open a filtered list of users

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the User Management and Access Controls section, click Partner Self Administration.

    The User List page opens, showing a list of the users in your partner organization.

  3. On the User List page, select an option from the drop-down list.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.