1. Getting Started with Oracle Fusion Field Service in Fusion Applications
  2. Create a User

Create a User

Before you start creating users, make sure you complete the prerequisites mentioned in the Manage Users topic.

Note: The best practice is to create one user (or a minimum number of select users) initially while configuring the various Oracle Fusion Field Service pages and metadata. This provides views into those configurations from both a resource's perspective and from an administrator's. After the application is fully configured to your requirements, then proceed with adding the rest of your users. This ensures that your field users have a positive and intuitive first impression of the application that they will be working in.
Navigation: Navigator > My Enterprise > Setup and Maintenance > Users and Security

To create a user:

  1. Sign in to your Oracle Applications Cloud environment as an implementation user. Use the Navigation given earlier and navigate to the Users and Security Functional Area.
  2. Click the Manage Users task. Or, go to Navigator > My Team > Users and Roles.
  3. In the Search Results section, click the Create icon to open the Create User page.
  4. In the Personal Details section, enter the user's name and a unique email address.
    The application uses this email for notifications. The Hire Date defaults to today’s date. To update the email address later, use the Users tab in the Security Console or file import. You can’t change it on the Edit User page in Manage Users.
  5. In User Details, choose whether to create a new account or link an existing account.
    For Oracle Fusion Field Service users, select Enter user name and specify a user name. If you leave this blank, the email address is used as the default user name.
  6. In the User Notification Preferences section, choose Send user name and password to send the user a notification with account info.
    • This is available only if notifications are enabled and the appropriate notification template (such as New Account Template) is active.
    • If you don't want to notify users immediately, deselect this option. To send notifications later, run the Send User Name and Password E-Mail Notifications process.
    • There can be a 30–40 minute delay during account creation; sending the notification later can prevent unsuccessful sign-in tries.
  7. In the Employment Information section, complete the relevant fields:
    • Person Type (for example, Employee)
    • Legal Employer (created using Manage Legal Entity)
    • Business Unit (set up using Manage Business Unit)
  8. In the Resource Information section:
    • Resource Role: Select the resource role created using Manage Resource Roles.
    • Reporting Manager: Choose the manager, if needed (can be left blank for the top-level user).
    • Organization: Select an organization using Manage Internal Resource Organizations. If the organization doesn't exist yet, use the Create link to add it.
  9. In the Roles section, assign job roles to the user, either automatically or manually:
    • Autoprovisioning: Click Autoprovision Roles if rules are in place. Qualifying roles appear in the Role Requests table.
    • Manual provisioning: Click Add Role, find and select the role, and it will appear in the Role Requests table.
  10. Click Save and Close and then Done to return to the Functional Areas task list.
    Note: At this point, you’ve completed all tasks in the Users and Security area. To complete the remaining user interface setup for Oracle Fusion Field Service, go to Navigator > Field Service > Field Service > Configuration. For more details, see the Administering Oracle Fusion Field Service guide.

    • For more information on managing users using API, see the REST API for Oracle Fusion Cloud HCM guide.

    • For more information on managing users with spreadsheets, see the Users topic in the Securing Applications guide.

    • For more information on setting default values for regional preferences (such as date, time, number, currency, and time zone), see the Set Value Formats for Regional Preferences for All Users section in the Using Common Features for HCM guide.

    • For more information on how to setup Sign-On in Oracle Identity Cloud (IDCS) see Managing Access to Resources.