Create Customer Data Management Application Users

You can use this procedure to create customer data management application users in the UI. To create a user, complete these steps:

1. While signed in as a setup user, open the Manage Users task from the implementation project. You can also open this task by clicking Users and Roles under the My Team heading in the Navigator. Alternatively, you can access the Manage Users task from the Setup and Maintenance work area using the following.

   • Offering: Customer Data Management

   • Functional Area: Users and Security

   • Task: Manage Users

2. Click Create. The Create User page appears.

3. Enter the user's first and last names and a unique e-mail address in the Personal Details region.

   The application normally sends the initial sign-in credentials to this e-mail when you save the record.

4. The application automatically fills the current date in the Hire Date field and uses that date as the start date for the resource.

   In the User Details region, enter the user name.

   If you leave the User Name field blank, then the application automatically creates a user name for you. By default, the application uses the e-mail as the user name.

   In the User Notification region, select the Send User Name and Password option. The option to send the user name and password through e-mail is available only before you save the user record for the first time. You don't see the User Notification Preferences region and can't change your selection after you create the user.

   Note: If you don't select this option, the application doesn't send the initial password to the user and you must reset the user password manually using the procedure described in the Reset User Passwords topic.

5. In the User Notification region, leave the Send User Name and Password option selected if you want the credentials e-mail to be sent to the alternate user you specified.

6. Make the following entries in the Employment Information region:

   • Select Employee from the Person Type list.

   • From the Legal Employer list, select the legal employer Oracle created for you using the information you provided when you signed up with Oracle Customer Data Management Cloud. There should be only one value available: your company name followed by the suffix LE.

   • From the Business Unit list, select the business unit created for you when you signed up. There should be only one value available: your company name followed by the suffix BU.

   Neither the legal employer name nor the business unit name is visible in the application, so the names need not correspond to actual entities in your company.

7. In the Resource Information region, from the Resource Role list, select the role the user plays in your implementation. For example:

   • For Manager, Customer Data Management, select the predefined resource role Data Steward Manager.

   • For Customer Data Steward, select the predefined resource role Customer Data Steward

   • For Master Data Management Application Administrator, select the predefined resource role Master Data Management Application Administrator.

8. Click Autoprovision Roles. The application provisions the job and abstract roles according to the predefined, out of the box role provisioning rules.

9. Click Save and Close.

   The application creates the user, and automatically sends an e-mail to the user with the user name and password, unless you deselect the Send User Name and Password option.