1. How do I get started with Fusion Knowledge Management in the Redwood User Experience?
  2. Create a Customer Service Representative User

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:

  1. Sign in as the setup user.
  2. Click the profile icon, and then click Setup and Maintenance.
  3. From the Setup drop-down list, select the Service offering.
  4. Under Functional Areas, click Users and Security.
  5. From the Show drop-down list, select All Tasks.
  6. Click the Manage Users task.

    The ( Search Person ) page appears.

  7. Click + to create a new user.

    The Create User page appears.

  8. 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.
  9. 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.
  10. 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.

  11. Click Autoprovision Roles.

    The Role Requests region displays the following roles:

    • Customer Service Representative
    • Resource
    • Employee
    • Knowledge Customer Service Representative Role

  12. Click Save and Close.

    The user-creation request may take a few minutes to run. 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.