1. Oracle Fusion Field Service Questions and Answers
  2. How do I create a user type?

How do I 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 Fusion 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 Fusion 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 Add User Type.
    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. To copy settings from an existing user type .
    1. Select an existing user type from the Copy from User Type drop-down list.
    2. Optionally, click Copy or Share → Copy from User Type. The Copy screen configuration from User Type appears.
  6. To share settings from an existing user type
    1. You can select the Share Screen Configuration option if you want to 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.
      Optionally, click Copy or Share → Share with User Type. The Share screen configuration with User Type appears.
      Important: This information only applies to Oracle Field Service environments. You can verify whether you've Oracle Field Service or Oracle Fusion Field Service, by signing in and checking on the About page.
  7. Click Add
    The User Type Settings page appears.
  8. Edit the user type values as necessary.
  9. 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 Fusion Field Service Mobile for Android and iOS users are applied after the next synchronization.