User-Type Settings

If your organization adds a new business role, you must create and configure a new user type for it. Similarly, if a business role is altered, you may have to modify the corresponding user type settings.

Changes to a user type assigned to Oracle Field Service Core Application users are applied shortly after they are saved on the User Types page. Changes to a user type assigned to Oracle Field Service Mobile for Android and iOS users are applied after the next synchronization.

User type settings fall into these categories, which appear as tabs:

• General

  These basic settings define the user type options with respect to resource types and other users, as well as the user type access to the application and to its functions.

• Screen configuration

  These settings define the pages, windows, context menus, and other elements visible to a certain user type and supports the context layout editor where the content, arrangement, and visibilities of each context are set.

• Restrictions and Filters

  These settings define the restrictions on the activities and fields that are visible to the users of the current type.