Setting Up Sales People for Self-Service Transactions

You must perform several tasks to enable sales people to use the self-service web pages. The setup defines which self-service web pages the sales people can access and also identifies to which items they will have access.

To set up sales people for self-service transactions:

1. Create an employee ID for each sales person on the Personal Data (Edit) page.

2. Create a separate permission list for sales people.

   Use the EPAR2300 permission list in the sample database as an example.

3. Create a role for sales people.

   Use the Sales Person role in the sample database as an example.

4. Create a user profile for the sales person.

   Select Employee for the ID Type and then assign the appropriate employee ID to the Attribute Value. Assign the Sales Person role to the user profile.

5. Create a support team type for sales people on the Team Member Types page.

   You must enable the Is this a Sales Person? check box.

6. Set up the sales person as a support team member on the Team Member Personal Data - Member Data page.

   Associate the same employee with the sales person as you did in the user profile.

7. Assign the support team member to a support team type for sales people on the Team Member Personal Data - Member Commission page.

8. Specify the SetID user preference for the user on the Define User Preferences - Overall Preferences page.

The sales person for each item is one of the members of a sales support team. The system displays only items to which a sales person is assigned in the Sales Person 1 or Sales Person 2 fields for the item.

See also the product documentation for PeopleTools: Security Administration.