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Getting Started with Your Oracle Sales Cloud Implementation
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4 Creating Other Setup Users

This chapter contains the following:

About Creating Setup Users

Creating a Job for Provisioning Setup Users

Creating the Provisioning Rule for Setup Users

Creating the Provisioning Rule for the Employee Abstract Role

Creating a Setup User

About Creating Setup Users

After you have signed in for the first time, you are ready to create other users who will help you with application setup. As a best practice, you will want to create additional users with the type of broad setup privileges Oracle provides to the initial user. The initial user can perform security tasks which include resetting passwords and granting additional privileges either to herself or to others.

The setup users we create in this chapter, are not part of the sales organization, so we don't want them to appear in the sales organization directory. However, there is nothing to stop you from providing the same setup permissions to users in the sales organization, if you need to. And these super users are not the only ones who do setup. In the next chapter, you will learn how to set up sales administrator users who can set up sales territories and perform a wide variety of sales-related setup tasks but do not have these broad permissions.

Before we get started describing the setup, you must understand what tasks the application performs when you create users. The application:

  • Creates accounts, user names, and temporary passwords

  • Sends users an e-mail with their sign-in credentials

  • Provisions the users with all the security permissions they need to carry out their jobs

The application provisions the permissions to users automatically based on provisioning rules that you must set up. Each rule is made up of the condition the user must meet and the sets of permissions you want to assign to the user.

In Oracle Sales Cloud, the permissions are bundled in what are called enterprise roles. There are two types of enterprise roles. There are job roles, which correspond to the jobs that the person is doing in your organization, and abstract roles, which permit users to carry on tasks that are common to employees and resources. You will provision users with both types of enterprise roles.

Setup users get assigned the following enterprise roles:

  • Application Implementation Consultant (job role)

  • IT Security Manager (job role)

  • Application Diagnostic Administrator (job role)

  • Employee (abstract role)

Oracle follows the industry standard Role Based Access Control (RBAC) approach to security. See the Oracle Sales Cloud Securing Oracle Sales Cloud and the Oracle Sales Security Reference Guide for more information about how these roles are organized and what permissions they provide.

Setup Overview

  1. Create a job, called Customer Administrator, by using the Manage Job task from the Setup and Maintenance work area.

    You provision setup users with the job roles they need when they are assigned the Customer Administrator job you create in this step. What job you create doesn't really matter because jobs aren't used in Oracle Sales Cloud. You are creating the job only so you can use it as a condition in the rule. Jobs themselves become important only if you implement Oracle HCM Cloud.

    For details, see Creating a Job for Provisioning Setup Users in this chapter.

  2. Create a provisioning rule that automatically provisions the following job roles to all users with the Customer Administrator job:

    • Application Implementation Consultant

    • IT Security Manager

    • Application Diagnostic Administrator

    For details, see Creating the Provisioning Rule for Setup Users.

  3. Create a separate provisioning rule that provisions every user of type employee with the Employee abstract role. All of your users are employees, so they all receive this role.

    For details, see Creating a Rule to Provision the Employee Abstract Role.

  4. Create each setup user as a user of type employee with the Customer Administrator job.

    For details, see Creating a Setup User.

Creating a Job for Provisioning Setup Users

Use this procedure to create a job that you can use to assign setup users with the same implementation privileges as the initial user. You will use this job as a condition in the provisioning rule you create and add it to the user.

Creating the Job

  1. Sign in as the initial user.
  2. In the Navigator menu, select Setup and Maintenance under the Tools heading.

    The Setup and Maintenance work area appears displaying the Getting Started page.

    Getting Started with Oracle Fusion Applications page

  3. Click Done.

    The Overview page appears.

    All Tasks tab on the Overview page

  4. On the Overview page All Tasks tab, enter Manage Job in the Name field.
  5. Click Search.
  6. Click Go to Task for the Manage Job task in the Search Results.

    The Manage Jobs page appears.

  7. Click Create.

    The Create Job: Basic Details page appears.

    Create Job: Basic Details

  8. Enter Customer Administrator in the Name field.
  9. Enter a name without spaces, for example CustomerAdministrator, in the Code field.
  10. You can keep the other field values as they are because they are not used in Oracle Sales Cloud.
  11. Click Next at the top of the page.
  12. Click Submit on the next page, and dismiss the warning by clicking OK.

    The job may take a couple of minutes to create. You will receive a notification that the job was created.

Creating the Provisioning Rule for Setup Users

Use this procedure to create the provisioning rule which automatically provisions users assigned the Customer Administrator job with the same job roles as the initial user.

Creating the Provisioning Rule

  1. Sign in as a setup user and search for the Manage HCM Role Provisioning Rules task in the Setup and Maintenance work area.
  2. Click Go to Task.

    The Manage Role Mappings page appears.

  3. Click Create.

    The Create Role Mapping page appears.

    Create Role Mapping page

  4. In the Mapping Name field, enter Setup User, or another name that will help you identify this mapping in the future.
  5. In the Conditions region, select Customer Administrator from the Job list. This is the job you created earlier.
  6. If you have implemented Oracle HCM Cloud, then enter Active for Assignment Status.

    This additional condition ensures that the provisioned enterprise roles are automatically removed if the user is terminated.

  7. In the Associated Roles region, click Add to add the following job roles:
    • Application Implementation Consultant

    • IT Security Manager

    • Application Diagnostic Administrator

  8. Make sure the Autoprovision option is selected for all the job roles.
  9. Click Save and Close.

Creating the Provisioning Rule for the Employee Abstract Role

Use this procedure to create a rule to provision the Employee abstract role to all users who are employees. This is a one-time setup. You can reuse the same rule for all employee users.

Creating the Provisioning Rule

  1. While signed in as a setup user, search for the Manage HCM Role Provisioning Rules task in the Setup and Maintenance work area.

  2. Click Go to Task.

  3. In the Manage HCM Role Provisioning page, click Create.

  4. In Mapping Name, enter Employee to make the rule easy to identify.

  5. In the Conditions region, select Employee from the Assignment Type list.

  6. If you have Oracle HCM implemented, then enter Active for Assignment Status.

    This additional condition ensures that the provisioned enterprise roles are automatically removed if the user is terminated.

  7. In the Associated Roles region, click Add and add the Employee role.

  8. Make sure the Autoprovision option is selected.

  9. Click Save and Close.

Creating a Setup User

After you have created the provisioning rules, you are ready to create other setup users in the UI.

Creating a Setup User

  1. While signed in as a setup user, select the Manage Users link under the Manager Resources heading in the Navigator.
  2. On the Manage Users page, click Create .

    The Create User page appears.

  3. Enter the user's name and a unique e-mail address in the Personal Details region.

    The application automatically sends the initial sign-in credentials to this e-mail address when you save the record.

    You can leave the Hire Date as is. The Hire Date and the remaining fields are not used by Oracle Sales Cloud.

    Personal Details region

  4. In the User Details region, enter the user name. If you leave the User Name field blank, then the application creates a user name based on the entries you already made.
  5. In the User Notification region, leave the Send User Name and Password option selected because you want the setup users to receive their initial e-mails right away.
  6. In the Employment Information region, enter the following: Employment Information region

    • Select Employee from the Person Type list. The provisioning rule you set up is based on the employee's job.

    • From the Legal Employer list, select the legal employer Oracle created for you using the information you provided when you signed up with Oracle Sales Cloud. There should be only one value available.

    • From the Business Unit list, select the business unit created for you when you signed up. There should be only one entry.

    • From the Job list, select Customer Administrator, the job you just created.

  7. Click Autoprovision Roles . Roles region with Autoprovision Roles button

    The Roles region displays the following roles:

    • Application Diagnostics Administrator

    • Application Implementation Consultant

    • IT Security Manager

    • Employee

  8. Click Save and Close.

    The application sends the e-mail with the initial credentials.