Create Setup Users

After you have created the provisioning rules, you're ready to create other setup users in the UI.

To create a setup user:

1. Open the Manage Users task in the implementation project. You can also click the Users and Roles link under the My Team heading in the Navigator to access this task. Alternatively, you can access it from Setup and Maintenance work area using the following:

   • Offering: Customer Data Management

   • Functional Area: Users and Security

   • Task: Manage Users

2. On the Manage Users page, click Create.

   The Create User page appears.

3. Enter the user's name and a unique e-mail in the Personal Details region.

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

4. In the User Details region, enter the user name.

   Note: 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.

5. In the User Notification Preferences 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.

6. In the Employment Information region, enter the following:

   • Select Employee from the Person Type list.

   • From the Legal Employer list, select the only value available, the legal employer Oracle created for you using the information you provided when you signed up with Oracle Customer Data Management Cloud. The Legal Employer name is typically your company name followed by the letters LE.

   • From the Business Unit list, select the only value available, the business unit created for you when you signed up. The Business Unit is typically your company name followed by the letters LE BU.

   • From the Job list, select Customer Data Management Setup User, the job you just created. If the job isn't in the list, then you must search for it by clicking Search.

7. Click Autoprovision Roles

   The Role Requests region displays the following roles:

   • Application Diagnostics Administrator

   • Application Implementation Consultant

   • IT Security Manager

   • Employee

   • Master Data Management Application Administrator

   • Human Resource Manager - View All

   The role request process may take a few minutes to complete because it's fulfilled by a process which is set to run periodically. You can view the status of the request any time you edit this user. When the process is complete, the roles appear in the Current Roles region.

8. Click Save and Close.

   If you haven't selected the Send user name and password option, then you must reset the password using the procedure described in the Reset User Passwords topic.

   Tip: The e-mail with the user name and password doesn't include the URL of your application. You must provide the URL to users separately.