Create the Provisioning Rule for Setup Users

Here's how you can create the provisioning rule which automatically provisions users assigned the Customer Data Management Setup User job with the job roles required to perform the initial setup in this guide.

To create the provisioning rule:

1. Sign in as the initial user and open the Manage HCM Role Provisioning Rules task from the implementation project. Alternatively, you can search for the task by name in the Setup and Maintenance work area.

   • Offering: Customer Data Management

   • Functional Area: Users and Security

   • Task: Manage HCM Role Provisioning Rules

2. On the Manage Role Mappings page, click Create.

   The Create Role Mapping page appears.

3. In the Mapping Name field, enter Customer Data Management Setup User, or another name that will help you identify this mapping in the future.

4. In the Conditions region, select Customer Data Management Setup User, the job you created earlier, from the Job list. If the job doesn't appear in the list, click Search and search for it using the full name.

5. Select Active from the HR Assignment Status list.

   This additional condition ensures that any provisioned job roles are automatically removed if the user is terminated.

6. In the Associated Roles region, click Add and select each of the following job roles:

   • Application Implementation Consultant

   • IT Security Manager

   • Application Diagnostics Administrator

   • Master Data Management Application Administrator

7. Make sure the Autoprovision option is selected for all the job roles.

8. Click Save and Close.