Configure Users and Security

In this chapter, the focus shifts from the Company Profile tasks to the list of Users and Security tasks. Configuring user roles and the privileges associated with them includes a combination of running processes and completing several setup tasks. Some of these tasks are required and others are optional. Even those that are optional should at least be understood, so all will be covered in this guide.

Initially, you must perform these tasks sequentially.

• Run User and Roles Synchronization Process (Required)
• Manage Applications Security Preferences (Optional)
• Import Users and Roles into Application Security (Required)
• Import User Login History (Optional)
• Manage Job Roles (Optional)
• Run Resource Type Preparation Process for Field Service (Required)
• Manage Person Types (Optional)
• Manage Job (Optional)
• Manage Resource Roles (Required)
• Manage HCM Role Provisioning Rules (Required)
• Manage HCM Atom Feeds (Optional)
• Manage Internal Resource Organizations (Required)
• Manage Users (Required)

As discussed in the previous chapter, this guide will provide explanations of the tasks and will focus on parameters that are either mandatory or directly impact managing Oracle Fusion Field Service users and resources. For more information, see the Securing Applications book, found here: https://docs.oracle.com/en/cloud/saas/applications-common/25a/index.html.