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User Management and Access ControlsThis topic provides information on managing users and controlling access. Before you begin. Do the following:
The cumulative set-up 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 ensure that the configurations are set up correctly before activating other users. Do not activate other users until you have completed all user set-up activities, including access rights, role layout, reporting and data sharing hierarchy, workflow and any other business process customisation. Remember to deactivate test users when testing is complete. |
Published August 2018 | Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices. |