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Securing Oracle Sales Cloud
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4 Creating Application Users

This chapter contains the following:

Creating Application Users for Oracle Sales Cloud: Worked Example

Enabling Single Sign-On for Your Applications: Explained

Creating Application Users for Oracle Sales Cloud: Worked Example

Follow the steps in this example to create Oracle Sales Cloud application users.

Before creating application users, make sure you have:

  • Set up any additional resource roles and autoprovisioning rules for enterprise roles.

  • Created the resource organizations that you will assign to each manager. You can also create the resource organization while creating each manager user.

When you create application users, you automatically set up the reporting hierarchy of your organization by indicating each person's manager. For this reason, you must first create the user at the top of the hierarchy and work your way down.

Steps to Create an Application User

To create an application user:

  1. In the Navigator, select the Manage Users link under the Manager Resources heading.

    The Manage Users page appears.

  2. Click Create.

    The Create User page appears.

  3. In the Personal Details region, enter the following values.

    Field

    Entry

    Last Name

    Enter the user's last name. This entry is required.

    First Name

    Optionally, enter the user's first name.

    E-Mail

    Enter a unique e-mail address. The application sends the initial password notification to this e-mail address unless you have specified for this e-mail to be sent to the administrator instead.

  4. In the User Details region, enter the user name. If you leave the User Name field blank, the application creates a user name using the entries you already made.

    You can leave the Hire Date as is. The Hire Date and remaining fields are not used by Oracle Sales Cloud. They are important only if you implement Oracle HCM.

  5. In the User Notification region, you can select the Send User Name and Password option if you want to send the e-mail notification with the login and password to the user when you save the record.
  6. In the Employment Information region, enter the following:

    Field

    Entry

    Person Type

    Select Employee.

    Legal Employer

    Select the legal employer Oracle created using the information you provided when you signed up with the service.

    Business Unit

    Select the business unit Oracle created using the information you provided when you signed up with the service.

  7. In the Resource Information region, enter the following:

    Field

    Entry

    Resource Role

    Select the role the user plays in the resource organization.

    Reporting Manager

    Select the user's manager.

    If you are creating the top user in your hierarchy, such as the CEO, you can leave this field blank.

    Organization

    Workers automatically inherit the resource organization assigned to their managers.

    For managers, select the resource organization.

    Note

    If you did not already create a resource organization for the manager, then you can create one by clicking the Create link at the end of the list.

  8. Click Autoprovisioning Roles.

    The Roles region displays the assigned enterprise roles. The application provisions enterprise roles according to the provisioning you have set up. Each user must have both the Employee and the Resource abstract roles in addition to the job roles.

  9. Click Save and Close.

Enabling Single Sign-On for Your Applications: Explained

You can make it possible for your users to use a single user name and password to sign in to all of your on-premises and Oracle Sales Cloud applications by implementing Oracle Enterprise Single Sign-On.

Oracle Enterprise Single Sign-On (SSO) is available for customers who have implemented either the Microsoft Active Directory Federation Server (AD FS) 2.0 or the Oracle Identity Federation Service 11g identity provider (IdP). Other identity providers require special approval. Here is the standard approval process:

  1. You contact your salesperson or open a service request for SSO Enablement on support.oracle.com

  2. Your Oracle sales or support representative sends you a questionnaire to fill out.

  3. After you return the questionnaire, Oracle representatives evaluate your responses and obtain approval, usually within 24 hours.

  4. After you are approved, Oracle sets up your Oracle Sales Cloud environment and you receive the appropriate documentation on setting up your system.

It typically takes a minimum of two weeks or more for Oracle to implement the SSO for your Oracle Sales Cloud environment after you obtain necessary approval.