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Administering Oracle CRM On Demand > Company Administration > Division Setup > Associating Users with Divisions

Associating Users with Divisions

You can associate a user with one or more divisions. The first division that is associated with a user is automatically designated as the user's primary division, but you can change the primary division on a user's record. For more information, see Changing the Primary Division for a User.

You can associate users with divisions in two ways:

• From a division record, you can associate users with the division.
• From a user record, you can associate divisions with the user.

To associate users with a division, complete the steps in the following procedure. This task is a step in Process of Setting Up Divisions.

Before you begin. To perform the following procedure, you must have both the Manage Users privilege and the Manage Roles and Access privilege in your user role. In addition, the Division Users related information section must be present on the Detail page layout that is assigned to your role for the Division record type.

To associate users with a division

1. Click the Admin global link.
2. In the Company Administration section, click Company Administration.
3. In the Division Setup section, click Division Setup.
4. In the Divisions List, click the name of the division with which you want to associate users.
5. On the Division Detail page, scroll to the Division Users related information section and click Add.
6. Select the user that you want to associate with the division and save your change.

   You can add up to 10 users at one time. To associate more users with the division, click Save and Add Users.

To associate divisions with a user from the User Detail page, complete the steps in the following procedure.

Before you begin. To perform the following procedure, you must have both the Manage Users privilege and the Manage Roles and Access privilege in your user role. In addition, at least one of the following must be true:

• The Primary Division field is present on the Detail page layout that is assigned to your role for the User record type.
• The User Divisions related information section is present on the User Admin page layout that is assigned to your role.

NOTE: On the User record type, a text field named Division is also available. The Division text field is part of the User record type.

To associate divisions with a user

1. Click the Admin global link.
2. In the User Management and Access Controls section, click the User Management and Access Controls link.
3. In the User and Group Management section, click the User Management link.
4. In the User List, click the last name of the user with whom you want to associate divisions.
5. On the User Detail page, do one of the following:
   • If you want to associate a single division only as the primary division for the user, then in the Primary Division field, click the Lookup icon, and select the division that you want to be the primary division for the user.
   • If you want to associate multiple divisions with the user, then scroll to the Divisions related information section and click Add. You can add up to 10 divisions at one time. To associate more divisions with the user, click Save and Add Divisions.