Create a User Type

A user type is a template that specifies permissions and page configurations. These permissions and configurations are applicable to all the users of the user type. Oracle Field Service includes a default user type, you can create more user types based on your business requirements.

Before you start

You must be logged into Oracle Field Service as an administrator.

When you create a user type that isn't copied from an existing one, most of the options are disabled, so you must define the settings manually. When you use a copy, the new user type inherits all the settings from the copy.

Here's what to do

1. Open the User Types page.
2. Click the + icon at the upper left corner of the page.
   The Add User Type dialog box appears.
3. Enter a Label for the user type.
   This is a unique string identifier of the user type, which is used in APIs.
4. Enter a Name for the user type.
   This is a human-friendly name, which is displayed in the list of user types.
5. Optionally, choose an existing user type to copy settings from.
   1. Choose an existing user type from the available list.
   2. Optionally, click Share screen configuration.
      Choose this option if you want the new user type to have the same page configuration options as the copied user type. If you change a shared page configuration, the change applies to all user types that use the configuration.
6. Click OK
   The User Type Settings page appears.
7. Edit the user type values as necessary.
8. Click Save.
   Changes to a user type that's assigned to manage users are applied shortly after they're saved. Changes to a user type assigned to Oracle Field Service Mobile for Android and iOS users are applied after the next synchronization.