Create a Customer Service Representative User
After you have created the provisioning rule, you're ready to create the customer service representative user.
To create a customer service representative:
- Sign in as the setup user.
- Click the profile icon, and then click Setup and Maintenance.
- From the Setup drop-down list, select the Service offering.
- Under Functional Areas, click Users and Security.
- From the Show drop-down list, select All Tasks.
- Click the Manage Users task.
The ( Search Person ) page appears.
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Click + to create a new user.
The Create User page appears.
- In the Person Details region, provide:
- Last Name: For example, Smith.
- First Name. For example, Devon.
- Email: A welcome email is sent to this email address with a link to reset the password when you create this user.
- In the User Details region, provide:
- User Name: This is the account name which the user will use to log in to the application. For example, devon_smith.
- In the Employment Information region, provide:
- Person Type: Select Employee.
- Legal Employer: Select the legal employer Oracle created for you. The legal employer name is typically your company name followed by the letters LE.
- Business Unit: Select the business unit Oracle created for you. The business unit name is typically your company name followed by the letters LE BU.
- Job: Search and select the job you created for this user. For example, Knowledge Management Customer Service Representative Job.
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Click Autoprovision Roles.
The Role Requests region displays the following roles:
- Customer Service Representative
- Resource
- Employee
- Knowledge Customer Service Representative Role
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Click Save and Close.
The user creation request may take a few minutes to complete. A welcome email is sent to the user’s email address with a link to reset the password.
Congratulations! Your customer service representative user, Devon Smith is all set to perform the customer service representative activities.