Create Application Users

This topic describes how you create an application user using the Manage Users task. By default, this task creates a minimal person record and a user account.

Sign in and follow these steps:

  1. Select Navigator > My Team > Users and Roles to open the Search Person page. You can also search for the Manage Users task in the Setup and Maintenance work area.

  2. In the Search Results section, click the Create icon.

    The Create User page opens.

Completing Personal Details

  1. Enter the user's name.

  2. In the Email field, enter the user's primary work email.

    Tip: If email validation is enabled, then a warning appears if the email already exists.
  3. In the Hire Date field, enter the hire date for a worker. For other types of users, enter a user start date. You can't edit this date after you create the user.

Completing User Details

You can either create a user account or link an existing standalone user account.

To create a user account, select Enter user name. If you leave the User Name field blank, then the user name is generated automatically in the enterprise default format. In this case, automatic creation of user accounts must be enabled for the enterprise. If you enter a user name, that name is used if it's valid.

Alternatively, you may have created a standalone user account on the Security Console or using SCIM (REST) APIs. These types of user accounts aren't linked to person records. To link such an account to the new person record:

  1. Select Link user account.

  2. Click the Link icon to open the Link User Account dialog box.

  3. In the Link User Account dialog box, search for and select the user account. Accounts that are already linked to person records don't appear here. The account can be in any status. Its status isn't changed when you link it.

  4. Click OK to link the account.

Tip: On the Edit User page, you can edit the user details and link a different user account, if required. The link to the existing user account is removed automatically.

Defaulting User Names

By default, user names are generated automatically in the format specified for the default user category when you create a user. This table summarizes the effects of the available formats for Oracle ERP Cloud users.

User Name Format

Description

Email

The worker's work email is the user name. If you don't enter the work email when hiring the worker, then you can enter it later on the Security Console. This format is used by default. A different default format can be selected on the Security Console.

FirstName.LastName

The user name is the worker's first and last names separated by a single period.

FLastName

The user name is the worker's last name prefixed with the initial of the worker's first name.

Person Number

If your enterprise uses manual numbering, then any number that you enter becomes the user name. Otherwise, the number is generated automatically and you can't edit it. The automatically generated number becomes the user name.

Note: If the default user name rule fails, then a system user name can be generated. The option to generate a system user name is enabled by default but can be disabled on the Security Console.

Setting User Notification Preferences

The Send user name and password option controls whether a notification containing the new user's sign-in details is sent when the account is created. This option is enabled only if:

  • Notifications are enabled on the Security Console

  • An appropriate notification template exists

For example, if the predefined notification template New Account Template is enabled for the default user category, then a notification is sent to the new user.

If you deselect this option, then you can send the notification later by running the Send User Name and Password Email Notifications process. The notification is sent to the user's work email. An appropriate notification template must be enabled at that time.

Completing Employment Information

  1. Select a Person Type value.

  2. Select Legal Employer and Business Unit values.

Adding Roles

  1. Click Autoprovision Roles. Any roles for which the user qualifies automatically, based on the information that you have entered so far, appear in the Role Requests table.

    Note: If you linked an existing user account, then any roles that were already assigned externally and manually to the account appear in the Roles section. When you click Autoprovision Roles, the user's entitlement to those roles is reviewed. If the user doesn't qualify for the roles based on the employment information entered so far, then their removal is requested.
  2. To provision a role manually to the user, click Add Role. The Add Role dialog box opens.

  3. Search for and select the role. The role must appear in a role mapping for which you satisfy the role-mapping conditions and where the Requestable option is selected for the role.

    The selected role appears in the Role Requests region with the status Add requested. The role request is created when you click Save and Close.

    Repeat steps 2 and 3 for additional roles.

  4. Click Save and Close.

  5. Click Done.