Create Account Manager User

As an administrator, you can create account manager user and associate other roles with the account manager custom role perform the following steps:

1. In the Setup and Maintenance work area, go to the following work area:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Users

2. On the Manage Users page, click Create and complete the following steps to create a user:

   1. Select resource role as Sales Manager and Person type as Employee.

   2. Click Autoprovision Roles.

   3. Remove sales manager from the list of provisioned roles.

3. Click Save and Close.

4. Use the navigator to go to Tools > Security Console.

5. On Security Console, navigate to Administration page > Users tab.

6. Search for the user created in the previous steps.

7. Create a user account and associate the following roles to it:

   • Account manager custom

   • Channel account manager custom

   Note:

   For more information about creating the account manager custom role, see the topic on Creating Account Manager Custom Role.

8. Click Reset Password and reset the password after creating the user account

To associate the account manager user to the account manager custom role:

1. Search for the account manager user and click Add Roles.

2. Search for account manager custom role and add it and click Save and Close.