1. Getting Started with Your Customer Data Management (CDM) Implementation
  2. Create a Job for Provisioning Setup Users

Create a Job for Provisioning Setup Users

Here's how you can create a job that you can use to assign setup users with implementation privileges. You use this job as a condition in the provisioning rule you create and assign the job to the users.

You can create a job by carrying out the given steps:

  1. Sign in as the initial user.

  2. If you have downloaded and imported the implementation project, then open the task Manage Job from the implementation project. Alternatively, you can access the Manage Job task from the Setup and Maintenance work area using the following:

    • Offering: Customer Data Management

    • Functional Area: Workforce Structures

    • Task: Manage Job

    Alternatively, you can search for the same task in the Setup and Maintenance work area using these steps:

    1. Click Navigator > Setup and Maintenance work area.

    2. In the Setup page, select Search from the Tasks panel tab.

    3. In the Search page, enter Manage Job and click the search icon

    To open the task from the implementation project:

    1. Navigate to the Setup and Maintenance work area by clicking the Setup and Maintenance icon on the springboard. The springboard is the page you see when you first sign in.

    2. Click Implementation Projects.

    3. In the Search Results region on the Implementation Projects page, click the name link for the project.

    4. Open the Create Setup Users folder.

    5. Click the Go to Task icon for the Manage Job task.

    The Manage Jobs page appears.

  3. Click Create.

    The Create Job: Basic Details page appears.

  4. Enter Customer Data Management Setup User in the Name field.

  5. Enter a name without spaces, for example CDM_Setup_User, in the Code field.

  6. Enter Common Set in the Job Set Field.

  7. You can keep the other field values as they're because you're creating this job only for the purposes of provisioning job roles to setup users.

  8. Click Next until you reach the end of the process train.

  9. Click Submit on the last page, and close the warning by clicking Yes.

The job may take a couple of minutes to create. You can use search on the Manage Job page to check that it has been created.